2016-08-09T12:48:22-05:00 2015-12-31 351178661 Blue & Co LLC 106 Community Dr Seymour IN 47274 990 2015-01-01 352000788 Porter County Community Foundation Inc PORT 2194650294 1401 Calumet Avenue Valparaiso IN 46383 WILLIAM A HIGBIE President 2194650294 2016-08-05 1 Kandy L Wischmeier CPA P00118327 8125228416 2016-08-05 2015 2016-12-15 16:53:06Z X William A Higbie 1401 Calumet Avenue Valparaiso IN 46383 9465333 0 X WWW.PORTERCOUNTYFOUNDATION.ORG X 1996 IN We inspire giving and engage our community to improve lives in Porter County now and forever. 28 28 8 40 0 0 6013618 5991615 0 0 1272775 1471607 40990 39340 7327383 7502562 2293407 2033998 0 0 569121 650303 0 0 527776 612421 666183 3474949 3350484 3852434 4152078 44916179 45355649 12240301 11658719 32675878 33696930 We inspire giving and engage our community to improve lives in Porter County now and forever. 0 0 2445071 2033998 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. 2445071 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 8 0 1 8 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 SPERO VALAVANIS Chair 1.00 X X 0 0 0 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 Carol Hall BOARD MEMBER 1.00 X 0 0 0 Angela Fielder bOARD MEMBER 1.00 X 0 0 0 Geoff Laciak BOARD MEMBER 1.00 X 0 0 0 Desila Rosetti bOARD MEMBER 1.00 X 0 0 0 Laura Elliott BOARD MEMBER 1.00 X 0 0 0 Dr John Felton BOARD MEMBER 1.00 X 0 0 0 Jan Barsophy BOARD MEMBER 1.00 X 0 0 0 Andrew Arnold BOARD MEMBER 1.00 X 0 0 0 Jon leetz bOARD MEMBER 1.00 X 0 0 0 Rick Calinski BOARD MEMBER 1.00 X 0 0 0 Kim Abbett BOARD MEMBER 1.00 X 0 0 0 Stephanie Gerdes BOARD MEMBER 1.00 X 0 0 0 Jacki Stutzman bOARD MEMBER 1.00 X 0 0 0 Joe Jaskowiak BOARD MEMBER 1.00 X 0 0 0 Dave Hollenbeck bOARD MEMBER 1.00 X 0 0 0 Kent Mishler bOARD MEMBER 1.00 X 0 0 0 John Hannon BOARD MEMBER 1.00 X 0 0 0 Minakshi Ghuman BOARD MEMBER 1.00 X 0 0 0 Susan Kelly-Johnson BOARD MEMBER 1.00 X 0 0 0 Stephanie Jones BOARD MEMBER 1.00 X 0 0 0 John Walsh bOARD MEMBER 1.00 X 0 0 0 GREGORY SOBKOWSKI BoARD MEMBER 1.00 X 0 0 0 Stephen Lunn bOARD MEMBER 1.00 X 0 0 0 Katharine Wehling bOARD MEMBER 1.00 X 0 0 0 Heather Harrigan Hitz bOARD MEMBER 1.00 X 0 0 0 William A Higbie President/CEO 40.00 X 101883 0 8405 BARBARA YOUNG President Emeritus 40.00 X 138975 0 6864 BRENDA Sheetz Vice President 40.00 X 82400 0 12037 323258 0 27306 2 0 0 0 0 5991615 162130 5991615 1536922 1536922 1846092 1911407 -65315 -65315 -65315 90704 51364 39340 39340 7502562 0 0 1510947 1991248 1991248 42750 42750 350564 122698 119191 108675 236803 82881 80513 73409 22239 7784 7561 6894 40697 14244 13837 12616 13216 6608 6608 30750 15375 15375 123755 123755 124898 62449 62449 68704 68704 44313 12641 13815 17857 56085 19069 18508 18508 67964 23108 22428 22428 12373 4083 4207 4083 1103 364 364 375 1312 446 433 433 5700 5700 special events 59893 59893 Program Expenses 41096 41096 RESOURCE DEVELOPMENT 6555 6555 DUES AND SUBSCRIPTIONS 4544 2726 1818 3922 3922 3350484 2445071 377637 527776 1796360 3058602 742069 801400 95613 90953 12394 2394 1948773 131603 3854 1817170 41149817 38502137 1116072 1082993 44916179 45355649 347568 77854 123493 1399569 10599574 11033454 163304 154204 12240301 11658719 X 2161864 2063332 30514014 31633598 32675878 33696930 44916179 45355649 X 4152078 -2649741 -481285 X X 0 1 X 1 0 X 1427291 1256708 5635051 6013618 5991615 20324283 1427291 1256708 5635051 6013618 5991615 20324283 4547647 15776636 832325 589318 566267 1601178 1536922 5126010 90704 90704 25540997 0.61770 0.66830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66 375 675991 3970006 975271 1084227 5792563 38864322 1 1 0 1 40813253 5570898 -1337171 2033998 720747 42292235 28067698 14235667 1161833 2293407 358538 40813253 22779398 3857476 3273879 1609119 233936 28067698 21696863 653062 2134983 1492135 213375 22779398 23824851 1179613 -1646938 1473046 187617 21696863 0.03000 0.97000 0 0 1761937 1761937 61569 61569 0 125267 70034 55233 1817170 GIFT ANNUITIES PAYABLE 150894 LIABILITY UNDER CHARITABLE REMAINDER TRUSTS 3310 154204 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, 2015 and 2014, 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. valparaiso mayors ball 62695 62695 2982 28531 portage mayors ball 28009 28009 900 18961 90704 90704 3882 47492 51374 39330 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 Attnetion Homes 1443 Spruce Street Boulder CO 80302 840571145 501(c)(3) 7000 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 5390 Manhattan Circle Suite 101 boone CO 80303 841234841 501(c)(3) 7000 to assist the organization in furthering its exempt purpose Boys & Girls Clubs of Porter County 354 Jefferson Street P O Box 254 Valparaiso IN 46384 351262439 501(c)(3) 114718 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) 10135 to assist the organization in furthering its exempt purpose Center for Workforce Innovations 2804 Boilermaker Court Ste E VAlparaiso IN 46383 352099782 501(c)(3) 10000 to assist the organization in furthering its exempt purpose Challenger Learning Center of Northwest Indiana Inc co Purdue University 2300 173rd Street Hammond IN 46323 351995603 501(c)(3) 16973 to assist the organization in furthering its exempt purpose Cornerstone Church of Boulder Valley 1190 S Lashley Ln boulder CO 80305 CHURCH 5000 to assist the organization in furthering its exempt purpose Covenant Life Church 8490 McIntosh Road Sarasota FL 34238 592307463 Church 23500 to assist the organization in furthering its exempt purpose Crisis Center Inc 101 N Montgomery Street gary IN 46403 351324480 501(c)(3) 51353 to assist the organization in furthering its exempt purpose CROSSROADS FUND 3411 W DIVERSEY AVENUE 20 CHICAGO IL 60647 363092907 501(c)(3) 50000 to assist the organization in furthering its exempt purpose Cru 100 Lake Heart Drive Mail Code 2400 2400 Orlando FL 32832 956006173 501(c)(3) 9600 to assist the organization in furthering its exempt purpose Daysping Women's Center 1005 N Campbell Street valparaiso IN 46385 462808675 501(c)(3) 28000 to assist the organization in furthering its exempt purpose Denton Bible Church 2300 E University Drive Denton TX 76209 751607582 CHURCH 28650 to assist the organization in furthering its exempt purpose Dunebrook Inc 502 Wall Street Suite 105 valparaiso IN 46383 351781854 501(c)(3) 7500 to assist the organization in furthering its exempt purpose Duneland Family YMCA 215 Roosevelt Street Suite 105 Chesterton IN 46304 351404559 501(c)(3) 14713 to assist the organization in furthering its exempt purpose Empower Porter County PO Box 302 Valparaiso IN 46384 501(c)(3) 5000 to assist the organization in furthering its exempt purpose Every Child Ministries PO Box 810 Hebron IN 46341 311162331 501(c)(3) 6400 to assist the organization in furthering its exempt purpose Family House Inc PO Box 2000 Valparaiso IN 46384 351511473 501(c)(3) 7500 to assist the organization in furthering its exempt purpose First Contact Christian Resource and Referral Ministry Inc 61 Indiana Avenue Suite D Valparaiso IN 46383 351876230 501(c)(3) 5000 to assist the organization in furthering its exempt purpose First Presbyterian Church 3401 N Valparaiso Street Valparaiso IN 46383 501(c)(3) 6246 to assist the organization in furthering its exempt purpose Frontline Foundations 1008 Broadway Chesterton IN 46304 260446134 501(c)(3) 20100 to assist the organization in furthering its exempt purpose Gabriel's Horn PO Box 943 Portage IN 46368 320075800 501(c)(3) 14000 to assist the organization in furthering its exempt purpose Habitat For Humanity of Greater Valparasio PO Box 492 valparaiso IN 46384 351939152 501(c)(3) 10000 to assist the organization in furthering its exempt purpose Hilltop Neighborhood House 460 South College Avenue valparaiso IN 46383 351971819 501(c)(3) 50540 to assist the organization in furthering its exempt purpose Housing Opportunities Inc 2001 Calumet valparaiso IN 46383 351965214 501(c)(3) 27740 to assist the organization in furthering its exempt purpose Humane Society Calumet Area 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) 18600 to assist the organization in furthering its exempt purpose Indiana Dunes Environmental Learning Center 700 Howe Road chesterton IN 46304 352031658 501(c)(3) 16000 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) 344922 to assist the organization in furthering its exempt purpose Jacob's Ladder Pediatric Rehab Center 332 West 806 North valparaiso IN 46385 352052681 501(c)(3) 8788 to assist the organization in furthering its exempt purpose Kids Alive International 2507 Cumberland Drive valparaiso IN 46383 311140515 501(c)(3) 6062 to assist the organization in furthering its exempt purpose Kosciucko County Community foundation 102 E Market Street Warsaw IN 46580 356086777 501(c)(3) 6000 to assist the organization in furthering its exempt purpose Lakeshore PAWS P O Box 313 valparaiso IN 46384 451658156 501(c)(3) 6800 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) 25000 to assist the organization in furthering its exempt purpose Legacy Foundation Inc 1000 East 80th Place Ste 420 N Merriville IN 46410 351872803 501(c)(3) 10000 to assist the organization in furthering its exempt purpose Marketplace Ministries 2001 W Plano Parkway Suite 3200 plano TX 75075 751977793 501(c)(3) 5000 TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE Mental Health America in Porter County 402 East Indiana Avenue Valparaiso IN 46383 351855589 501(c)(3) 7500 to assist the organization in furthering its exempt purpose Northwest Indiana Symphony 1040 Ridge Road Munster IN 46321 351359750 501(c)(3) 19050 to assist the organization in furthering its exempt purpose Opportunity Enterprises Inc 2801 Evans Avenue valparaiso IN 46383 351136833 501(c)(3) 73565 to assist the organization in furthering its exempt purpose Parents as Teachers of Porter County Inc 100 W Beam Street porter IN 46304 300225120 501(c)(3) 8100 to assist the organization in furthering its exempt purpose Pines Village Retirement Communities 3303 Pines Village Circle valparaiso IN 46383 311118091 501(c)(3) 17657 to assist the organization in furthering its exempt purpose Portage High School Dollars for Scholars 6450 U S Highway 6 portage IN 46368 Government 22152 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 Porter County Animal Shelter 2056 Heavilin Road Valparaiso IN 46385 501(c)(3) 6600 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) 44926 to assist the organization in furthering its exempt purpose Porter County Parks and Recreation Department 155 Indiana Ave suite 304 Valparaiso IN 46383 Government 9741 to assist the organization in furthering its exempt purpose Porter County Special Olympics 836 George Street valparaiso IN 46385 501(c)(3) 6000 to assist the organization in furthering its exempt purpose Porter Township School Corp 248 South 500 West valparaiso IN 46385 311041164 government 8773 to assist the organization in furthering its exempt purpose Purdue University - North Central U S Highway 421 South Westville IN 46391 356002041 government 10000 to assist the organization in furthering its exempt purpose Rebuilding Together - PORTAGE PO BOX 2511 PORtage IN 46368 352030513 501(c)(3) 7150 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 10215 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 Royal Family Kids Camp 3000 W MacArthur Blvd Suite 412 Santa Ana CA 92704 330380024 501(c)(3) 5000 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) 13466 to assist the organization in furthering its exempt purpose Salvation Army of Sarasota P O Box 2792 sarasota FL 34230 135562351 501(c)(3) 10000 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) 12000 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) 15087 to assist the organization in furthering its exempt purpose SOUTHERN HILLS MIDDLE SCHOOL 1500 KNOX DRIVE BOULDer CO 80305 846014683 501(c)(3) 10000 to assist the organization in furthering its exempt purpose ST PauL CATHOLIC CHURCH 1755 W HARRISON STREET valparaiso IN 46385 501(c)(3) 15723 to assist the organization in furthering its exempt purpose The Caring Place Inc 3107 Cascade Drive valparaiso IN 46383 310944075 501(c)(3) 20652 to assist the organization in furthering its exempt purpose THE PUBLIC EDUCATION FOUNDATION OF VALPARAISO 3801 N CAMPBELL STRETT valparaiso IN 46385 501(c)(3) 13605 to assist the organization in furthering its exempt purpose The Wounded Warrior Project PO Box 758517 Topeka KS 66675 202370934 501(c)(3) 5000 to assist the organization in furthering its exempt purpose Town of Ogden Dunes 115 Hillcrest Road Portage IN 46368 351057608 501(c)(3) 5267 to assist the organization in furthering its exempt purpose Tradewinds Rehabilitation Center Inc 5901 W 7th Ave gary IN 46202 351139485 501(c)(3) 78478 to assist the organization in furthering its exempt purpose Trinity Lutheran Church 201 N Washington Street valparaiso IN 46383 351120575 cHURCH 5000 to assist the organization in furthering its exempt purpose Turning Point 701 17th Ave W bradenton FL 34205 593340921 501(c)(3) 21000 to assist the organization in furthering its exempt purpose United Way of Porter County Inc 951 Eastport Centre Drive P O Box 2028 valparaiso IN 46384 356006484 501(c)(3) 70230 to assist the organization in furthering its exempt purpose University of Colorado Foundation 970 Aurora Ave boulder CO 80302 846049811 501(c)(3) 7000 to assist the organization in furthering its exempt purpose Urban League of Northwest Indiana 3101 Broadway Gary IN 46409 351178594 501(c)(3) 5000 to assist the organization in furthering its exempt purpose Valparaiso Community 150 W Lincolnway Suite 1006 valparaiso IN 46383 351641452 501(c)(3) 7371 to assist the organization in furthering its exempt purpose Valparaiso Family YMCA 1201 Cumberland Crossing Drive valparaiso IN 46383 350876401 501(c)(3) 10174 to assist the organization in furthering its exempt purpose VALPARAISO HIGH SCHOOL 2727 N CAMPBELL Valparaiso IN 46385 356006494 501(c)(3) 7000 to assist the organization in furthering its exempt purpose Valparaiso Parks and Recreation Foundation 3210 Campbell valparaiso IN 46383 351756907 government 9216 to assist the organization in furthering its exempt purpose Valparaiso University Kretzmann Hall valparaiso IN 46383 350868125 government 23515 to assist the organization in furthering its exempt purpose VISITING NURSE ASSOCIATON FOUNDATION 2401 VALLEY DRIVE VAlparaiso IN 46383 351655711 501(c)(3) 66415 to assist the organization in furthering its exempt purpose Way Station PO Box 3826 Frederick MD 21705 521162749 501(c)(3) 99500 to assist the organization in furthering its exempt purpose Worldwide Studies Center 19 Wellington Oaks Circle Denton TX 76210 501(c)(3) 12000 to assist the organization in furthering its exempt purpose 82 SCHOLARSHIPS 29 42750 Part I, Line 2: Grant applications are accepted and reviewed by the Foundation two times 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 4 162130 fmv 0 1 1 Part I, Line 32b: a broker is used to sell stock gifts 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 11 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. SHE 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 -433,880. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -47,405. 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 348864 373746 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