2015-11-16T08:38:27-06:00 2015-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2014-07-01 356086777 KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC KOSC 5742671901 102 E MARKET ST WARSAW IN 465802806 SUZANNE M LIGHT EXECUTIVE DIRECTOR 5742671901 2015-11-10 true PATRICK W BURKEY P00444925 7652847554 2015-11-10 2014 2016-02-25 16:41:14Z SUZANNE M LIGHT 102 E MARKET ST WARSAW IN 46580 26024159 false X WWW.KCFOUNDATION.ORG X 1968 IN 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. 23 23 11 283 0 2163298 4323795 737871 776385 2764475 2755190 14100 6754 5679744 7862124 2586756 2574208 0 545469 570755 0 268230 1126983 1147536 4259208 4292499 1420536 3569625 49577778 49534228 2893710 3040749 46684068 46493479 X 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. false false 1979403 1881221 550664 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%). 547167 458285 198356 SCHOLARSHIPS - AWARDED EDUCATIONAL SCHOLARSHIPS TO STUDENTS PURSUING COLLEGE, UNIVERSITY OR TRADE SCHOOL EDUCATION (458,285 TO 193 AREA STUDENTS). 247129 234702 27365 GOOD SAMARITAN - BENEVOLENT ASSISTANCE TO 671 AREA RESIDENTS EXPERIENCING FINANCIAL CRISIS DUE TO A MEDICAL CONDITION (234,702 IN 1,857 AWARDS). 2773699 true true false false false true false false false true true false false true true true false true false false false false false false false false false true true false false false false false false false false false true false false false false true true false false false true 20 0 11 true false false false false false false false false false false false false false X 23 23 false false true false false false false true true false false true true true true true true true false false IN X X SUZANNE M LIGHT 5742671901 102 E MARKET STREET WARSAW IN 46580 X CEANEH ALEXIS BOARD MEMBER 0.17 X 0 0 0 RONALD BAUMGARTNER BOARD MEMBER 0.25 X 0 0 0 ROBERT BISHOP BOARD MEMBER 0.41 X 0 0 0 JERRY CLEVENGER FINANCE CHAI 0.27 X 0 0 0 KEVIN DEARDORFF BOARD MEMBER 0.62 X 0 0 0 JENNIFER HOLLAR BOARD MEMBER 0.47 X 0 0 0 MICHAEL KINSEY BOARD MEMBER 0.14 X 0 0 0 DANA KRULL BOARD MEMBER 0.16 X 0 0 0 VERN LANDIS BOARD MEMBER 0.42 X 0 0 0 SALLY MAHNKEN BOARD MEMBER 0.65 X 0 0 0 ALLISON MCSHERRY VICE PRESIDE 0.74 X X 0 0 0 MARLENE MULERO-BETANCES BOARD MEMBER 0.50 X 0 0 0 ROB PARKER SECRETARY 0.43 X X 0 0 0 JON ROBERTS BOARD MEMBER 0.25 X 0 0 0 CHRISTINE SANDS BOARD MEMBER 0.27 X 0 0 0 STEVE SNYDER TREASURER 0.45 X X 0 0 0 SHARON SOMMERS BOARD MEMBER 0.68 X 0 0 0 BILL KATIP BOARD MEMBER 0.21 X 0 0 0 KIP TOM BOARD MEMBER 0.13 X 0 0 0 JOHN WARREN BOARD MEMBER 0.38 X 0 0 0 JERRY YEAGER PRESIDENT 0.71 X X 0 0 0 KAREN NELSON BOARD MEMBER 0.25 X 0 0 0 KAY YOUNG BOARD MEMBER 0.27 X 0 0 0 SUZANNE LIGHT EXECUTIVE DI 42.25 0.88 X 128535 0 9856 128535 9856 1 false false false 4323795 1349299 4323795 ADMINISTRATIVE FEES 561000 776385 776385 776385 1278364 1278364 19638861 18162035 1476826 1476826 1476826 OTHER INCOME 900099 6754 6754 6754 7862124 783139 2755190 1881221 1881221 692987 692987 142475 35741 82340 24394 366206 82967 158560 124679 24500 5029 8355 11116 37574 8759 17488 11327 676385 676385 6841 6841 10150 10150 143629 143629 11187 7554 3633 51938 2703 2703 46532 27639 11507 10071 6061 34164 5714 24050 4400 39052 39052 13181 3413 6098 3670 18480 5817 7906 4757 40819 10569 18885 11365 1525 1525 PROGRAM EXPENSES 27272 27272 MEMBERSHIPS/SUBSCRIPTIONS 22774 22774 DEVELOPMENT EXPENSES 14934 14934 MISCELLANEOUS 7566 6204 1362 4292499 2773699 1250570 268230 1622 56102 1039487 552335 273712 276968 275 55558 18877 20009 2046319 640875 905440 1405444 43343390 43731454 3994975 3436358 49577778 49534228 74709 128698 637838 583023 255266 2181163 2073762 2893710 3040749 X 42479649 42846258 4204419 3647221 46684068 46493479 49577778 49534228 X 3569625 -3776412 16198 X false true X true false X 3277057 2544117 2193144 2163297 4323794 14501409 3277057 2544117 2193144 2163297 4323794 14501409 3404402 11097007 1065498 1050246 1269551 1517812 1278364 6181471 20682880 783139 0.53650 0.40220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51 1 1580398 9 1090469 456 7621519 11975 true true 38583747 3457048 -989685 1314394 22668 672965 39041083 34270574 541081 5578027 1126447 26891 652597 38583747 31297972 608208 4126314 1145493 14115 602312 34270574 31351186 1543711 188365 1234409 6500 544381 31297972 24884700 2739291 5324552 1059474 223 537660 31351186 1.00000 false false 542900 15000 557900 457100 827709 465212 819597 203610 175663 27947 1405444 CHARITABLE REMAINDER TRUST 3370253 CASH SURRENDER VALUE OF LIFE INS 58150 INTEREST AND DIVIDENDS RECEIVABLE 7955 3436358 AGENCY ENDOWMENTS 2054799 ANNUITY RESERVES 18963 2073762 X 4014804 -3776412 -90321 -3866733 7881537 -19413 -19413 7862124 4205393 4205393 87106 87106 4292499 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. true 2ND MILE ADVENTURES INC PO BOX 733 WINONA LAKE IN 46590 260293304 501C3 19500 GENERAL SUPPORT 2ND MILE MISSIONS INC 2504 MARJORIE ST WINONA LAKE IN 46590 472289755 501C3 13499 GENERAL SUPPORT AKRON CHURCH OF GOD PO BOX 66 AKRON IN 469100066 350886821 501C3 50000 SUPPORT OF DAY CARE ALL THINGS NEW INC PO BOX 367 WINONA LAKE IN 46590 464827659 501C3 23200 GENERAL SUPPORT AMERICAN CANCER SOCIETY PO BOX 7009 INDIANAPOLIS IN 462077009 131788491 501C3 10000 2015 RELAY FOR LIFE ANCILLA COLLEGE PO BOX 1 DONALDSON IN 465130001 356071917 501C3 16420 GENERAL SUPPORT ANIMAL WELFARE LEAGUE PO BOX 1906 WARSAW IN 465811906 351782336 501C3 37171 GENERAL SUPPORT ANTHONY WAYNE AREA COUNCIL BOY SCTS 8315 W JEFFERSON BLVD FT WAYNE IN 468048320 350876343 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COND. 32 7069 DENTAL EXP. ASSISTANCE 91 23754 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. X 19 864124 AVERAGE OF HIGH/LOW VALUE X 1 475000 X GRAIN 5 9702 MARKET PRICE 1 false true false 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 ORTHOPEDICS CAPITAL FOUNDATION INC 102 E MARKET ST WARSAW IN 46580 271038452 CHARITY/ED IN 501C3 11A KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC true false false false false false false false false false false false false false false false false false false false