KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC (EIN 35-6086777)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201523209349302247
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T08:38:27-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | 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 | 356086777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOSCIUSKO COUNTY COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOSC | BusinessNameControlTxt |
| Phone | 5742671901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET ST | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 465802806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE M LIGHT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5742671901 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK W BURKEY | PreparerPersonNm |
| PTIN | P00444925 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2015-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUZANNE M LIGHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET ST | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,024,159 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | PART III, LINE 1: THE MISSION OF THE COMMUNITY FOUNDATION: BY BRINGING CARING PEOPLE AND CHARITABLE ENDEAVORS TOGETHER, WE MAKE DONOR DREAMS SHINE FOR THE GOOD OF OUR COMMUNITY. WE DO THIS BY: 1) SERVING AS THE VEHICLE FOR DONORS' CHARITABLE DREAMS, 2) AWARDING GRANTS TO CHARITABLE PROJECTS AND ORGANIZATIONS, 3) ADDRESSING COMMUNITY NEEDS AS A CATALYST AND CONVENER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 283 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,163,298 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,323,795 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $737,871 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $776,385 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,764,475 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,755,190 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,100 | PYOtherRevenueAmt |
| CY Other Revenue | $6,754 | CYOtherRevenueAmt |
| PY Total Revenue | $5,679,744 | PYTotalRevenueAmt |
| CY Total Revenue | $7,862,124 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,586,756 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,574,208 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $545,469 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $570,755 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $268,230 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,126,983 | PYOtherExpensesAmt |
| CY Other Expenses | $1,147,536 | CYOtherExpensesAmt |
| PY Total Expenses | $4,259,208 | PYTotalExpensesAmt |
| CY Total Expenses | $4,292,499 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,420,536 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,569,625 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,577,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,534,228 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,893,710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,040,749 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,684,068 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,493,479 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PART III, LINE 1: THE MISSION OF THE COMMUNITY FOUNDATION: BY BRINGING CARING PEOPLE AND CHARITABLE ENDEAVORS TOGETHER, WE MAKE DONOR DREAMS SHINE FOR THE GOOD OF OUR COMMUNITY. WE DO THIS BY: 1) SERVING AS THE VEHICLE FOR DONORS' CHARITABLE DREAMS, 2) AWARDING GRANTS TO CHARITABLE PROJECTS AND ORGANIZATIONS, 3) ADDRESSING COMMUNITY NEEDS AS A CATALYST AND CONVENER. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,979,403 | ExpenseAmt |
| Grant | $1,881,221 | GrantAmt |
| Revenue | $550,664 | RevenueAmt |
| Desc | GRANTMAKING - AWARDED OVER 750 GRANTS TOTALING OVER 1.9 MILLION TO NONPROFITS AND CHARITABLE PROJECTS IN THE AREAS OF FAITH BASED/RELIGION (26%), HUMAN SERVICES (22%),EDUCATION (18%),HEALTH (9%),RECREATION (8%),ARTS & CULTURE (7%), THE ENVIRONMENT(6%), AND CIVIC PROJECTS(4%). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $547,167 | ExpenseAmt |
| Grant | $458,285 | GrantAmt |
| Revenue | $198,356 | RevenueAmt |
| Desc | SCHOLARSHIPS - AWARDED EDUCATIONAL SCHOLARSHIPS TO STUDENTS PURSUING COLLEGE, UNIVERSITY OR TRADE SCHOOL EDUCATION (458,285 TO 193 AREA STUDENTS). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $247,129 | ExpenseAmt |
| Grant | $234,702 | GrantAmt |
| Revenue | $27,365 | RevenueAmt |
| Desc | GOOD SAMARITAN - BENEVOLENT ASSISTANCE TO 671 AREA RESIDENTS EXPERIENCING FINANCIAL CRISIS DUE TO A MEDICAL CONDITION (234,702 IN 1,857 AWARDS). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,773,699 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | 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 | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE M LIGHT | PersonNm |
| Phone | 5742671901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET STREET | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| CEANEH ALEXIS | |||||||
| BOARD MEMBER | 0.17 | Yes (X) | $0 | $0 | $0 | ||
| RONALD BAUMGARTNER | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT BISHOP | |||||||
| BOARD MEMBER | 0.41 | Yes (X) | $0 | $0 | $0 | ||
| JERRY CLEVENGER | |||||||
| FINANCE CHAI | 0.27 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN DEARDORFF | |||||||
| BOARD MEMBER | 0.62 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER HOLLAR | |||||||
| BOARD MEMBER | 0.47 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL KINSEY | |||||||
| BOARD MEMBER | 0.14 | Yes (X) | $0 | $0 | $0 | ||
| DANA KRULL | |||||||
| BOARD MEMBER | 0.16 | Yes (X) | $0 | $0 | $0 | ||
| VERN LANDIS | |||||||
| BOARD MEMBER | 0.42 | Yes (X) | $0 | $0 | $0 | ||
| SALLY MAHNKEN | |||||||
| BOARD MEMBER | 0.65 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON MCSHERRY | |||||||
| VICE PRESIDE | 0.74 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARLENE MULERO-BETANCES | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROB PARKER | |||||||
| SECRETARY | 0.43 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JON ROBERTS | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE SANDS | |||||||
| BOARD MEMBER | 0.27 | Yes (X) | $0 | $0 | $0 | ||
| STEVE SNYDER | |||||||
| TREASURER | 0.45 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SHARON SOMMERS | |||||||
| BOARD MEMBER | 0.68 | Yes (X) | $0 | $0 | $0 | ||
| BILL KATIP | |||||||
| BOARD MEMBER | 0.21 | Yes (X) | $0 | $0 | $0 | ||
| KIP TOM | |||||||
| BOARD MEMBER | 0.13 | Yes (X) | $0 | $0 | $0 | ||
| JOHN WARREN | |||||||
| BOARD MEMBER | 0.38 | Yes (X) | $0 | $0 | $0 | ||
| JERRY YEAGER | |||||||
| PRESIDENT | 0.71 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KAREN NELSON | |||||||
| BOARD MEMBER | 0.25 | Yes (X) | $0 | $0 | $0 | ||
| KAY YOUNG | |||||||
| BOARD MEMBER | 0.27 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE LIGHT | |||||||
| EXECUTIVE DI | 42.25 | $128,535 | $0 | $9,856 | Yes (X) | 0.88 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $128,535 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $9,856 | 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 |
| All Other Contributions | $4,323,795 | AllOtherContributionsAmt |
| Noncash Contributions | $1,349,299 | NoncashContributionsAmt |
| Total Contributions | $4,323,795 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $776,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $776,385 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $776,385 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,278,364 | TotalRevenueColumnAmt |
| Exclusion | $1,278,364 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,638,861 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,162,035 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,476,826 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,476,826 | TotalRevenueColumnAmt |
| Exclusion | $1,476,826 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,754 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,754 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,862,124 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $783,139 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,755,190 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881,221 | TotalAmt |
| Program Services | $1,881,221 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $692,987 | TotalAmt |
| Program Services | $692,987 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,475 | TotalAmt |
| Program Services | $35,741 | ProgramServicesAmt |
| Management And General | $82,340 | ManagementAndGeneralAmt |
| Fundraising | $24,394 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,206 | TotalAmt |
| Program Services | $82,967 | ProgramServicesAmt |
| Management And General | $158,560 | ManagementAndGeneralAmt |
| Fundraising | $124,679 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,500 | TotalAmt |
| Program Services | $5,029 | ProgramServicesAmt |
| Management And General | $8,355 | ManagementAndGeneralAmt |
| Fundraising | $11,116 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,574 | TotalAmt |
| Program Services | $8,759 | ProgramServicesAmt |
| Management And General | $17,488 | ManagementAndGeneralAmt |
| Fundraising | $11,327 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,385 | TotalAmt |
| Management And General | $676,385 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,841 | TotalAmt |
| Management And General | $6,841 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,150 | TotalAmt |
| Management And General | $10,150 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,629 | TotalAmt |
| Management And General | $143,629 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,187 | TotalAmt |
| Management And General | $7,554 | ManagementAndGeneralAmt |
| Fundraising | $3,633 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,938 | TotalAmt |
| Program Services | $2,703 | ProgramServicesAmt |
| Management And General | $2,703 | ManagementAndGeneralAmt |
| Fundraising | $46,532 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,639 | TotalAmt |
| Program Services | $11,507 | ProgramServicesAmt |
| Management And General | $10,071 | ManagementAndGeneralAmt |
| Fundraising | $6,061 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,164 | TotalAmt |
| Program Services | $5,714 | ProgramServicesAmt |
| Management And General | $24,050 | ManagementAndGeneralAmt |
| Fundraising | $4,400 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,052 | TotalAmt |
| Management And General | $39,052 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,181 | TotalAmt |
| Program Services | $3,413 | ProgramServicesAmt |
| Management And General | $6,098 | ManagementAndGeneralAmt |
| Fundraising | $3,670 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,480 | TotalAmt |
| Program Services | $5,817 | ProgramServicesAmt |
| Management And General | $7,906 | ManagementAndGeneralAmt |
| Fundraising | $4,757 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,819 | TotalAmt |
| Program Services | $10,569 | ProgramServicesAmt |
| Management And General | $18,885 | ManagementAndGeneralAmt |
| Fundraising | $11,365 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,525 | TotalAmt |
| Management And General | $1,525 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $27,272 | $27,272 | ||
| MEMBERSHIPS/SUBSCRIPTIONS | $22,774 | $22,774 | ||
| DEVELOPMENT EXPENSES | $14,934 | $14,934 | ||
| MISCELLANEOUS | $7,566 | $6,204 | $1,362 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,292,499 | TotalAmt |
| Program Services | $2,773,699 | ProgramServicesAmt |
| Management And General | $1,250,570 | ManagementAndGeneralAmt |
| Fundraising | $268,230 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,622 | BOYAmt |
| EOY | $56,102 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,039,487 | BOYAmt |
| EOY | $552,335 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,712 | BOYAmt |
| EOY | $276,968 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275 | BOYAmt |
| EOY | $55,558 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,877 | BOYAmt |
| EOY | $20,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,046,319 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $640,875 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $905,440 | BOYAmt |
| EOY | $1,405,444 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,343,390 | BOYAmt |
| EOY | $43,731,454 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,994,975 | BOYAmt |
| EOY | $3,436,358 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,577,778 | BOYAmt |
| EOY | $49,534,228 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,709 | BOYAmt |
| EOY | $128,698 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,838 | BOYAmt |
| EOY | $583,023 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $255,266 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,181,163 | BOYAmt |
| EOY | $2,073,762 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,893,710 | BOYAmt |
| EOY | $3,040,749 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,479,649 | BOYAmt |
| EOY | $42,846,258 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,204,419 | BOYAmt |
| EOY | $3,647,221 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,684,068 | BOYAmt |
| EOY | $46,493,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,577,778 | BOYAmt |
| EOY | $49,534,228 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,569,625 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,776,412 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $16,198 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $3,277,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,544,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,193,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,163,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,323,794 | CurrentTaxYearAmt |
| Total | $14,501,409 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,277,057 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,544,117 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,193,144 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,163,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,323,794 | CurrentTaxYearAmt |
| Total | $14,501,409 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,404,402 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,097,007 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,065,498 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,050,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,269,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,517,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,278,364 | CurrentTaxYearAmt |
| Total | $6,181,471 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,682,880 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $783,139 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.40220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Donor Advised Funds Held | 51 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,580,398 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $9 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,090,469 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $456 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,621,519 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $11,975 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,583,747 | BeginningYearBalanceAmt |
| Contributions | $3,457,048 | ContributionsAmt |
| Investment Earnings Or Losses | -$989,685 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,314,394 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,668 | OtherExpendituresAmt |
| Administrative Expenses | $672,965 | AdministrativeExpensesAmt |
| End Year Balance | $39,041,083 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,270,574 | BeginningYearBalanceAmt |
| Contributions | $541,081 | ContributionsAmt |
| Investment Earnings Or Losses | $5,578,027 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,126,447 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,891 | OtherExpendituresAmt |
| Administrative Expenses | $652,597 | AdministrativeExpensesAmt |
| End Year Balance | $38,583,747 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,297,972 | BeginningYearBalanceAmt |
| Contributions | $608,208 | ContributionsAmt |
| Investment Earnings Or Losses | $4,126,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,145,493 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,115 | OtherExpendituresAmt |
| Administrative Expenses | $602,312 | AdministrativeExpensesAmt |
| End Year Balance | $34,270,574 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,351,186 | BeginningYearBalanceAmt |
| Contributions | $1,543,711 | ContributionsAmt |
| Investment Earnings Or Losses | $188,365 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,234,409 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,500 | OtherExpendituresAmt |
| Administrative Expenses | $544,381 | AdministrativeExpensesAmt |
| End Year Balance | $31,297,972 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,884,700 | BeginningYearBalanceAmt |
| Contributions | $2,739,291 | ContributionsAmt |
| Investment Earnings Or Losses | $5,324,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,059,474 | GrantsOrScholarshipsAmt |
| Other Expenditures | $223 | OtherExpendituresAmt |
| Administrative Expenses | $537,660 | AdministrativeExpensesAmt |
| End Year Balance | $31,351,186 | 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 |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $542,900 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $15,000 | OtherCostOrOtherBasisAmt |
| Book Value | $557,900 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $457,100 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $827,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $465,212 | DepreciationAmt |
| Book Value | $819,597 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $203,610 | OtherCostOrOtherBasisAmt |
| Depreciation | $175,663 | DepreciationAmt |
| Book Value | $27,947 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,405,444 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CHARITABLE REMAINDER TRUST | $3,370,253 |
| CASH SURRENDER VALUE OF LIFE INS | $58,150 |
| INTEREST AND DIVIDENDS RECEIVABLE | $7,955 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,436,358 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENTS | $2,054,799 |
| ANNUITY RESERVES | $18,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,073,762 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,014,804 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,776,412 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$90,321 | OtherRevenueAmt |
| Revenue Not Reported | -$3,866,733 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,881,537 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$19,413 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$19,413 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,862,124 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,205,393 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,205,393 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $87,106 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $87,106 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,292,499 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE COMMUNITY FOUNDATION'S ENDOWMENT FUNDS ARE INTENDED TO AWARD GRANTS FOR CHARITABLE, EDUCATIONAL OR SCIENTIFIC PROJECTS AND PURPOSES. PERMANENT ENDOWMENT FUNDS ARE INTENDED TO AWARD CHARITABLE GRANTS IN PERPETUITY. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE FOUNDATION NOW RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | ANNUITY PAYMENTS/SPLIT INTEREST CHANGE -90,321 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY FUND REVENUES -19,413 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY FUND EXPENSES 87,106 |
| SCHEDULE D, PAGE 4, PART XIII | SCHEDULE D, PART V, LINE 1G - THE COMMUNITY FOUNDATION HAS VARIANCE AUTHORITY ON ALL OF ITS FUNDS. FOLLOWING SFAS117 CLASSIFICATIONS, THE COMMUNITY FOUNDATION HAS RECORDED THE MAJORITY OF OUR ASSETS AS UNRESTRICTED. ONLY PLEDGES RECEIVABLE AND CHARITABLE REMAINDER TRUSTS ARE NOT UNRESTRICTED AND THEREFORE ARE CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS INSTEAD. EVEN THOUGH MOST OF THE COMMUNITY FOUNDATION'S ASSETS ARE CLASSIFIED AS UNRESTRICTED, THE MAJORITY OF COMMUNITY FOUNDATION FUNDS ARE HELD IN PERMANENT ENDOWMENT FUNDS AND ARE MAINTAINED TO PROVIDE A PERMANENT SOURCE OF GRANT REVENUE FOR OUR COMMUNITY. |
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 |
|---|---|---|---|---|---|---|---|
| 2ND MILE ADVENTURES INC | |||||||
| PO BOX 733 | WINONA LAKE | IN | 46590 | 260293304 | 501C3 | $19,500 | GENERAL SUPPORT |
| 2ND MILE MISSIONS INC | |||||||
| 2504 MARJORIE ST | WINONA LAKE | IN | 46590 | 472289755 | 501C3 | $13,499 | GENERAL SUPPORT |
| AKRON CHURCH OF GOD | |||||||
| PO BOX 66 | AKRON | IN | 469100066 | 350886821 | 501C3 | $50,000 | SUPPORT OF DAY CARE |
| ALL THINGS NEW INC | |||||||
| PO BOX 367 | WINONA LAKE | IN | 46590 | 464827659 | 501C3 | $23,200 | GENERAL SUPPORT |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 7009 | INDIANAPOLIS | IN | 462077009 | 131788491 | 501C3 | $10,000 | 2015 RELAY FOR LIFE |
| ANCILLA COLLEGE | |||||||
| PO BOX 1 | DONALDSON | IN | 465130001 | 356071917 | 501C3 | $16,420 | GENERAL SUPPORT |
| ANIMAL WELFARE LEAGUE | |||||||
| PO BOX 1906 | WARSAW | IN | 465811906 | 351782336 | 501C3 | $37,171 | GENERAL SUPPORT |
| ANTHONY WAYNE AREA COUNCIL BOY SCTS | |||||||
| 8315 W JEFFERSON BLVD | FT WAYNE | IN | 468048320 | 350876343 | 501C3 | $8,186 | GENERAL SUPPORT |
| ATWOOD ALDERSGATE UNITED METHODIST | |||||||
| PO BOX 93 | ATWOOD | IN | 46502 | 351559017 | 501C3 | $6,641 | GENERAL SUPPORT |
| BAKER YOUTH CLUB | |||||||
| 1401 E SMITH ST | WARSAW | IN | 46580 | 350888006 | 501C3 | $49,213 | AFTERSCHOOL-GEN SUP |
| LAWRENCE D BELL AIRCRAFT MUSEUM | |||||||
| PO BOX 411 | MENTONE | IN | 46539 | 510145792 | 501C3 | $5,756 | GENERAL SUPPORT |
| BIG BROTHERS BIG SISTERS OF NE IND | |||||||
| 1005 W RUDISILL BLVD STE A101 | FORT WAYNE | IN | 46807 | 351271943 | 501C3 | $7,120 | SCHOOL BUDDIES |
| CANCER SERVICES OF NORTHEAST IND | |||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 46825 | 350965609 | 501C3 | $7,500 | CLIENT ADVOCATE PROG |
| CARDINAL SERVICES INC OF INDIANA | |||||||
| 504 N BAY DR | WARSAW | IN | 46580 | 356005615 | 501C3 | $26,048 | GENERAL SUPPORT |
| CASA OF KOSCIUSKO COUNTY INC | |||||||
| 121 N LAKE ST | WARSAW | IN | 465802783 | 351944123 | 501C3 | $9,349 | GENERAL SUPPORT |
| CHRISTIAN PERFORMING ARTISTS' FLSHP | |||||||
| PO BOX 700 | WINONA LAKE | IN | 465900700 | 541296085 | 501C3 | $12,616 | MASTERWORKS FESTIVAL |
| COMBINED COMMUNITY SERVICES | |||||||
| 1195 MARINERS DR | WARSAW | IN | 46582 | 351615506 | 501C3 | $7,739 | GENERAL SUPPORT |
| DESTINY RESCUE USA INC | |||||||
| PO BOX 752 | NORTH WEBSTER | IN | 465550752 | 262467690 | 501C3 | $18,667 | GENERAL SUPPORT |
| DIOCESE OF FORT WAYNE-SOUTH BEND | |||||||
| PO BOX 390 | FORT WAYNE | IN | 468010390 | 350876373 | 501C3 | $18,000 | BISHOPS APPEAL |
| ETNA GREEN UNITED METHODIST CHURCH | |||||||
| PO BOX 161 | ETNA GREEN | IN | 46524 | 351582803 | 501C3 | $6,641 | GENERAL SUPPORT |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVE NW | COON RAPIDS | MN | 55433 | 411601449 | 501C3 | $10,200 | MOBILE PACK1410-101 |
| FELLOWSHIP MISSIONS | |||||||
| 2902 WIDAMAN ST | WINONA LAKE | IN | 46590 | 272518264 | 501C3 | $85,981 | GENERAL SUPPORT |
| 1ST UNITED METHODIST CHURCH WARSAW | |||||||
| 179 S INDIANA ST | WARSAW | IN | 465802805 | 350876369 | 501C3 | $12,816 | COMMUNITY CLOSET |
| GLOBAL DISCIPLES | |||||||
| 315 W JAMES ST STE 202 | LANCASTER | PA | 17603 | 232854114 | 501C3 | $25,000 | GENERAL SUPPORT |
| GRACE COLLEGE & THEOLOGICAL SEMINAR | |||||||
| 200 SEMINARY DR | WINONA LAKE | IN | 46590 | 350868095 | 501C3 | $83,632 | CLAS & GENERAL SUP |
| GRACE VILLAGE RETIREMENT COMMUNITY | |||||||
| 337 GRACE VILLAGE DR | WINONA LAKE | IN | 46590 | 351447417 | 501C3 | $6,841 | GENERAL SUPPORT |
| HEADWATERS MINISTRY INC | |||||||
| PO BOX 756 | WINONA LAKE | IN | 46590 | 270787469 | 501C3 | $22,800 | GENERAL SUPPORT |
| HEARTLINE PREGNANCY CENTER INC | |||||||
| 1515 PROVIDENT DR STE 180 | WARSAW | IN | 465803294 | 351620996 | 501C3 | $17,031 | GENERAL SUPPORT |
| HUMANITY AND HOPE UNITED FOUNDATION | |||||||
| PO BOX 1594 | WARSAW | IN | 465801594 | 274084348 | 501C3 | $22,333 | GENERAL SUPPORT |
| INDIANA TEEN CHALLENGE INC | |||||||
| PO BOX 564 | LEBANON | IN | 46052 | 351262844 | 501C3 | $6,667 | N CENTRAL-ADULT MEN |
| INTEGRATED COMMUNITY DEVELOPMENT | |||||||
| PO BOX 247 | WINONA LAKE | IN | 46590 | 320112278 | 501C3 | $83,333 | GENERAL SUPPORT |
| JOE'S KIDS | |||||||
| 3540 COMMERCE DR | WARSAW | IN | 46580 | 464095781 | 501C3 | $5,300 | GENERAL SUPPORT |
| JUNIOR ACHIEVEMENT OF NORTHERN IND | |||||||
| 601 NOBLE DR | FORT WAYNE | IN | 46825 | 350922731 | 501C3 | $14,601 | PROGRAM SUPPORT |
| KOSCIUSKO COMMUNITY YMCA | |||||||
| 1305 MARINERS DR | WARSAW | IN | 46582 | 351068182 | 501C3 | $85,108 | KOS CO PROMISE/GEN |
| KOSCIUSKO COUNTY 4-H | |||||||
| 202 W MAIN ST | WARSAW | IN | 46580 | 352069680 | 501C3 | $6,783 | PROGRAM SUPPORT |
| KOSCIUSKO COUNTY COMMUNITY FAIR | |||||||
| PO BOX 1093 | WARSAW | IN | 465811093 | 350449569 | 501C3 | $6,000 | EXHIBITION BUILDING |
| KOSCIUSKO COUNTY COUNCIL ON AGING | |||||||
| 800 N PARK AVE | WARSAW | IN | 46580 | 351451472 | 501C3 | $6,839 | MOBILE MEALS/GEN SUP |
| KOSCIUSKO COUNTY EDUCATIONAL DEVELO | |||||||
| PO BOX 174 | WARSAW | IN | 465810174 | 274939514 | 501C3 | $13,019 | PROGRAM SUPPORT |
| KOSCIUSKO COUNTY SHELTER FOR ABUSE | |||||||
| 1515 PROVIDENT DR STE 130 | WARSAW | IN | 46580 | 351656375 | 501C3 | $6,217 | GENERAL SUPPORT |
| KOSCIUSKO HOME CARE AND HOSPICE | |||||||
| 1515 PROVIDENT DR STE 250 | WARSAW | IN | 465803287 | 352074505 | 501C3 | $38,872 | HELP CENTER/GEN SUP |
| KOSCIUSKO LITERACY SERVICES INC | |||||||
| 201 N UNION ST | WARSAW | IN | 465802724 | 351900716 | 501C3 | $9,031 | READ TO GROW/GEN SUP |
| LAKELAND CHRISTIAN ACADEMY | |||||||
| 1093 S 250 E | WINONA LAKE | IN | 465905763 | 351327583 | 501C3 | $22,292 | GEN SUP/PROJECTORS |
| LEESBURG UNITED METHODIST CHURCH | |||||||
| PO BOX 175 | LEESBURG | IN | 46538 | 351356575 | 501C3 | $6,551 | GENERAL SUPPORT |
| LEESBURG VOLUNTEER FIRE DEPT | |||||||
| 6396 N OLD STATE ROAD 15 | LEESBURG | IN | 465389044 | 900104314 | 501C3 | $10,084 | GENERAL SUPPORT |
| THE MAGICAL MEADOWS INC | |||||||
| PO BOX 1523 | WARSAW | IN | 465811523 | 261154624 | 501C3 | $7,930 | PROGRAM SUPPORT |
| CO MOLLENHOUR CONSERVATION CAMP | |||||||
| 2276 S LAKE SHARON RD | WARSAW | IN | 46580 | 356043416 | 501C3 | $5,108 | GENERAL SUPPORT |
| NEW BEGINNINGS PRESCHOOL AND CHILD | |||||||
| PO BOX 607 | MILFORD | IN | 46542 | 351988335 | 501C3 | $11,159 | GENERAL SUPPORT |
| NEW TRIBES MISSION INC | |||||||
| 1000 E FIRST ST | SANFORD | FL | 327711441 | 396024926 | 501C3 | $9,000 | GENERAL SUPPORT |
| OAKWOOD FOUNDATION INC | |||||||
| 702 E LAKE VIEW RD STE100 | SYRACUSE | IN | 46567 | 351893123 | 501C3 | $87,176 | CHAUTAUQUA-WAWASEE |
| OUR FATHER'S HOUSE | |||||||
| 401 ARGONNE RD | WARSAW | IN | 46580 | 352029493 | 501C3 | $5,394 | GENERAL SUPPORT |
| RIGHT TO LIFE OF NORTH CENTRAL IND | |||||||
| PO BOX 1162 | WARSAW | IN | 465811162 | 352024811 | 501C3 | $17,456 | GEN SUP-EDUCATION |
| RILEY CHILDREN'S FOUNDATION | |||||||
| 30 S MERIDIAN STE 200 | INDIANAPOLIS | IN | 462043509 | 350868147 | 501C3 | $37,706 | GENERAL SUPPORT |
| SACRED HEART CATHOLIC CHURCH | |||||||
| 125 N HARRISON ST | WARSAW | IN | 46580 | 350876373 | 501C3 | $19,105 | GENERAL SUPPORT |
| SACRED HEART CATHOLIC ELEMENTARY | |||||||
| 135 N HARRISON ST | WARSAW | IN | 465803728 | 350876373 | 501C3 | $13,844 | GENERAL SUPPORT |
| SAINT ANNE'S CHURCH | |||||||
| 424 W MARKET ST | WARSAW | IN | 46580 | 351323902 | 501C3 | $12,025 | GENERAL SUPPORT |
| THE SALVATION ARMY | |||||||
| PO BOX 1257 | WARSAW | IN | 465811257 | 222406433 | 501C3 | $6,477 | GENERAL SUPPORT |
| SPANISH WORLD MINISTRIES INC | |||||||
| PO BOX 542 | WINONA LAKE | IN | 46590 | 351057536 | 501C3 | $6,833 | GENERAL SUPPORT |
| ST JUDE CHILDREN'S RESEARCH HOSP | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | 620646012 | 501C3 | $6,121 | GENERAL SUPPORT |
| SYRACUSE FOOD PANTRY | |||||||
| PO BOX 683 | SYRACUSE | IN | 46567 | 201100268 | 501C3 | $5,500 | GENERAL SUPPORT |
| TIPPECANOE VALLEY SCHOOL CORP | |||||||
| 8343 S STATE ROAD 19 | AKRON | IN | 469109359 | 351072268 | GOV | $12,500 | ERIC JENSEN WORKSHOP |
| TOWN OF LEESBURG | |||||||
| PO BOX 372 | LEESBURG | IN | 465380372 | 356001087 | GOV | $10,084 | PARK MAINTENANCE |
| TOWN OF SILVER LAKE | |||||||
| PO BOX 159 | SILVER LAKE | IN | 46982 | 356001200 | GOV | $14,611 | RAMBLER PARK PAV. |
| TOWN OF WINONA LAKE | |||||||
| PO BOX 338 | WINONA LAKE | IN | 46590 | 356001243 | GOV | $63,820 | LIMITLESS PARK |
| UNITED WAY OF KOSCIUSKO COUNTY INC | |||||||
| PO BOX 923 | WARSAW | IN | 465810923 | 351044331 | 501C3 | $7,793 | GENERAL SUPPORT |
| WAGON WHEEL CENTER FOR THE ARTS | |||||||
| 2515 E CENTER ST | WARSAW | IN | 465810804 | 263885020 | 501C3 | $5,393 | PROGRAM SUPPORT |
| WARSAW CHRISTIAN SCHOOL | |||||||
| 909 S BUFFALO ST | WARSAW | IN | 465804713 | 351043361 | 501C3 | $21,624 | GENERAL SUPPORT |
| WARSAW COMMUNITY CHURCH | |||||||
| 103 ENTERPRISE DR | WARSAW | IN | 46580 | 351909524 | 501C3 | $125,141 | COMMUNITY CARE/GEN |
| WARSAW PARKS & RECREATION DEPT | |||||||
| 117 E CANAL ST | WARSAW | IN | 46580 | 356001227 | GOV | $5,353 | SUMMER CONCERTS |
| WARSAW POLICE DEPARTMENT | |||||||
| PO BOX 1297 | WARSAW | IN | 465811297 | 356001227 | GOV | $8,528 | DIVE EQUIPMENT |
| WAWASEE AREA CAREER AND TECHNICAL | |||||||
| 1 WARRIOR PATH BLDG 1 | SYRACUSE | IN | 46567 | 351073192 | GOV | $6,000 | AVIATION MECHANICS |
| WAWASEE AREA CONSERVANCY FOUNDATION | |||||||
| PO BOX 548 | SYRACUSE | IN | 46567 | 351832807 | 501C3 | $6,473 | GENERAL SUPPORT |
| WAWASEE COMMUNITY SCHOOL CORP | |||||||
| 1 WARRIOR PATH BLDG 2 | SYRACUSE | IN | 465679170 | 351073192 | GOV | $7,432 | EDUCATION SUPPORT |
| WE INSPIRE SUPPORT EMPOWER INC | |||||||
| 229 EAGLE CLIFF CV | HUNTERTOWN | IN | 46748 | 471260237 | 501C3 | $12,741 | GENERAL SUPPORT |
| WHITKO COMMUNITY SCHOOLS | |||||||
| 710 N STATE ROAD 5 STE B | LARWILL | IN | 46764 | 351084258 | GOV | $6,271 | STUDENT ADVOCATE/GEN |
| WINONA LAKE FREE METHODIST CHURCH | |||||||
| 902 COLLEGE AVE | WINONA LAKE | IN | 46590 | 351180941 | 501C3 | $25,710 | WINDOWS/LIBRARY SUP |
| WINONA LAKE GRACE BRETHREN CHURCH | |||||||
| 1200 KINGS HWY | WINONA LAKE | IN | 46590 | 351319207 | 501C3 | $11,500 | MISSION/GENERAL SUP |
| WNIT 34 MICHIANA PUBLIC TELEVISION | |||||||
| PO BOX 7034 | SOUTH BEND | IN | 46634 | 351155594 | 501C3 | $30,000 | DOCUMENTARY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 77 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EDUCATIONAL SCHOLARSHIPS | 193 | $458,285 |
| UTILITY/PHONE ASSISTANCE | 28 | $6,081 |
| HOUSING/SHELTER ASSIST. | 21 | $7,422 |
| MEDICAL EXPENSES ASSIST. | 749 | $133,127 |
| TRANSPORTATION ASSISTANCE | 956 | $57,249 |
| OTHER EXPENSES MED. COND. | 32 | $7,069 |
| DENTAL EXP. ASSISTANCE | 91 | $23,754 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | DEPENDING ON THE TYPE OF FUND FROM WHICH A GRANT IS MADE, THE COMMUNITY FOUNDATION IMPLEMENTS ONE OF THE FOLLOWING GRANT MONITORING PROCESSES: 1) THE GRANTEE ACKNOWLEDGES BY DEPOSITING THE GRANT CHECK THAT THEY AGREE TO USE THE FUNDS FOR THE PURPOSE FOR WHICH THEY WERE GRANTED. THE COMMUNITY FOUNDATION RESERVES THE RIGHT TO ASK FOR A REFUND OF FUNDS IF THE GRANTEE MISUSES THE FUNDS. 2) THE GRANTEE DOES NOT RECEIVE APPROVED FUNDS UNTIL THEY CAN SHOW PROOF OF EXPENDITURE, RECEIPTS MUST BE SUBMITTED WITHIN 30 DAYS. ADDITIONALLY, THE GRANTEE IS REQUIRED TO SUBMIT A FINAL REPORT TO THE COMMUNITY FOUNDATION (USUALLY WITHIN ONE YEAR OF THE GRANT APPROVAL DATE) OUTLINING HOW THE FUNDS WERE USED. |
| SCHEDULE I, PAGE 4, PART IV | PART III, LINES 2-7: ASSISTANCE PROVIDED TO FINANCIALLY DISTRESSED INDIVIDUALS WITH SERIOUS MEDICAL CONDITIONS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $864,124 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE OF HIGH/LOW VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $475,000 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GRAIN | Desc |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,702 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| 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 (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | PART III, LINE 1: THE MISSION OF THE COMMUNITY FOUNDATION: BY BRINGING CARING PEOPLE AND CHARITABLE ENDEAVORS TOGETHER, WE MAKE DONOR DREAMS SHINE FOR THE GOOD OF OUR COMMUNITY. WE DO THIS BY: 1) SERVING AS THE VEHICLE FOR DONORS' CHARITABLE DREAMS, 2) AWARDING GRANTS TO CHARITABLE PROJECTS AND ORGANIZATIONS, 3) ADDRESSING COMMUNITY NEEDS AS A CATALYST AND CONVENER. |
| FORM 990, PAGE 6, PART VI, LINE 1A | DESCRIPTION OF DELEGATION OF AUTHORITY TO EXECUTIVE COMMITTEE: BYLAWS OF THE COMMUNITY FOUNDATION AS AMENDED NOVEMBER 10, 2014 STATE THE FOLLOWING: SECTION 4.01. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER OF THE BOARD OF DIRECTORS, THE EXECUTIVE DIRECTOR OF THE FOUNDATION, AND THE CHAIRS OF THE PUBLIC RELATIONS, FINANCE AND INVESTMENT, GRANT AND SCHOLARSHIP, DONOR RELATIONS, AND GOVERNANCE COMMITTEES (ALL MEMBERS OF THE BOARD OF DIRECTORS). SECTION 4.02. POWERS OF THE EXECUTIVE COMMITTEE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND SUBJECT TO SUCH LIMITATIONS AS MAY BE REQUIRED BY LAW OR BY RESOLUTION OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL OF THE AUTHORITY OF THE BOARD OF DIRECTORS, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO AMEND THE BY-LAWS. |
| FORM 990, PAGE 6, PART VI, LINE 4 | BYLAWS OF THE COMMUNITY FOUNDATION AS AMENDED NOVEMBER 10, 2014 STATE THE FOLLOWING: SECTION 4.01. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER OF THE BOARD OF DIRECTORS, THE EXECUTIVE DIRECTOR OF THE FOUNDATION, AND THE CHAIRS OF THE PUBLIC RELATIONS, FINANCE AND INVESTMENT, GRANT AND SCHOLARSHIP, DONOR RELATIONS, AND GOVERNANCE COMMITTEES (ALL MEMBERS OF THE BOARD OF DIRECTORS). |
| FORM 990, PAGE 6, PART VI, LINE 11B | UPON COMPLETION OF THE FORM 990, AN ELECTRONIC VERSION OF THE RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS AT LEAST THREE DAYS BEFORE THE SECOND MONDAY OF NOVEMBER. AT THE NOVEMBER BOARD MEETING, WHICH TAKES PLACE ON THE SECOND MONDAY, THE BOARD TREASURER PRESENTS THE FORM 990 FOR ACCEPTANCE. THE BOARD VOTES TO ACCEPT OR NOT ACCEPT THE FORM 990 AS PRESENTED. IF ACCEPTED, THE FORM 990 IS THEN SUBMITTED TO THE IRS. IF NOT ACCEPTED, THE FORM 990 WILL BE REVISED UNTIL ACCEPTED BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE COMMUNITY FOUNDATION REQUIRES A SIGNED CONFLICT OF INTEREST DISCLOSURE FORM FROM ALL BOARD MEMBERS AND FROM ANY COMMITTEE MEMBER WHO IS IN A POSITION TO RECOMMEND GRANT DISTRIBUTIONS. DISCLOSURE FORMS ARE RENEWED AND RE-SIGNED ANNUALLY OR EACH TIME THEY (BOARD MEMBERS) SERVE ON A GRANT OR SCHOLARSHIP COMMITTEE. THE EXECUTIVE DIRECTOR COLLECTS AND REVIEWS THE DISCLOSURE FORMS AS THEY ARE RETURNED AND MAKES SURE THAT ALL WHO ARE REQUIRED TO COMPLETE A DISCLOSURE FORM HAVE DONE SO. WHEN AN INDIVIDUAL REPORTS AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST, THE COMMUNITY FOUNDATION FOLLOWS THE PROCEDURES OUTLINED IN ITS POLICY FOR DISCLOSURE OF CONFLICTS TO THE APPLICABLE BODY OF DECISION-MAKERS AND RECUSAL OF INDIVIDUAL(S) WITH CONFLICTS FROM THE DECISION-MAKING PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE FOLLOWING PROCESS WAS UNDERTAKEN IN FISCAL YEAR 2013/2014, WITH RESPECT TO COMPENSATION PAID TO THE EXECUTIVE DIRECTOR IN FISCAL YEAR 2014/2015. THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR COMPLETE A FORMAL REVIEW INSTRUMENT INDEPENDENTLY AND THEN REVIEW RESULTS. THE BOARD PRESIDENT MEETS WITH THE EXECUTIVE COMMITTEE; THE EXECUTIVE DIRECTOR DOES NOT ATTEND. THE EXECUTIVE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE IN THE AREAS OF BOARD RELATIONS; STAFF PLANNING AND SUPERVISION; GRANTS AND PROGRAM MANAGEMENT; AND PUBLIC RELATIONS AND RESOURCE DEVELOPMENT. THE EXECUTIVE COMMITTEE THEN DETERMINES CONTINUED EMPLOYMENT, THE STRENGTHS AND POSSIBLE AREAS OF IMPROVEMENT AND COMPENSATION. THIS INFORMATION IS THEN SHARED WITH THE EXECUTIVE DIRECTOR. IN PREPARATION FOR THE EXECUTIVE DIRECTOR EVALUATION, THE COMMUNITY FOUNDATION PRESIDENT (AS CHAIR OF THE EXECUTIVE COMMITTEE) IS PROVIDED A COMPILATION OF THE COUNCIL ON FOUNDATIONS' NATIONWIDE SALARY INFORMATION. THE PRESIDENT IS ALSO PROVIDED WITH COMMUNITY FOUNDATION SALARY INFORMATION FOR THE STATE OF INDIANA AND ALSO FOR THE NORTHEAST REGION OF INDIANA. MINUTES OF THE EXECUTIVE COMMITTEE'S COMPENSATION DELIBERATIONS AND DECISIONS ARE PREPARED NO LATER THAN THE NEXT MEETING OF THE EXECUTIVE COMMITTEE, OR SIXTY DAYS AFTER THE DATE OF THE MEETING AT WHICH THE COMPENSATION IS APPROVED, WHICHEVER IS LATER. LINE 15B) N/A-THE COMMUNITY FOUNDATION HAS NO "OTHER OFFICERS OR KEY EMPLOYEES" TO REPORT ON. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE COMMUNITY FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC REVIEW IN OUR PUBLIC REVIEW FILE. THIS FILE IS KEPT IN A BINDER IN A PUBLIC AREA OF THE COMMUNITY FOUNDATION OFFICES, AND IS AVAILABLE FOR INSPECTION UPON REQUEST. THE FILE CONTAINS FORM 1023, ARTICLES OF INCORPORATION, BY-LAWS, IRS DETERMINATION LETTER, STATE SALES TAX EXEMPTION CERTIFICATE, RESOLUTIONS, A LIST OF BOARD AND STAFF MEMBERS, IRS FORM 990'S FROM THE MOST RECENT 5 YEARS, POLICIES (SUCH AS OUR POLICY ON DONATIONS, INVESTMENT POLICY, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, ETC.), COPIES OF OUR GRANT AND SCHOLARSHIP APPLICATIONS, OUR MOST RECENT AUDITED FINANCIAL STATEMENTS AND SAMPLE FUND AGREEMENTS. |
| FORM 990, PAGE 7, PART VII | ESTIMATE OF THE AVERAGE HOURS PER WEEK FOR A RELATED ORGANIZATION: SUZANNE LIGHT SERVED APPROXIMATELY 0.88 PER WEEK VOLUNTEER HOURS ON THE BOARD OF DIRECTORS FOR ORTHOPEDICS CAPITAL FOUNDATION, INC., A RELATED ORGANIZATION AND SUPPORTING ORGANIZATION OF THE KOSCIUSKO COUNTY COMMUNITY FOUNDATION. |
| FORM 990, PART XI, LINE 9 | ANNUITY PAYMENTS/SPLIT INTEREST CHANGE -90,321 AGENCY FUND REVENUES 19,413 AGENCY FUND EXPENSES 87,106 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPEDICS CAPITAL FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E MARKET ST | AddressLine1Txt |
| City | WARSAW | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271038452 | EIN |
| Primary Activities | CHARITY/ED | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOSCIUSKO | BusinessNameLine1Txt |
| Business Name Line2 | COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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