PORTER COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PORTER COUNTY COMMUNITY FOUNDATION INC (EIN 35-2000788)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-14
- IRS object ID
- 201531959349300113
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-14T08:17:39-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 COMMUNITY DR | AddressLine1Txt |
| City | SEYMOUR | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352000788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTER COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PORT | BusinessNameControlTxt |
| Phone | 2194650294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 302 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46384 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA A YOUNG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2194650294 | PhoneNum |
| Signature | 2015-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KANDY L WISCHMEIER CPA | PreparerPersonNm |
| PTIN | P00118327 | PTIN |
| Phone | 8125228416 | PhoneNum |
| Preparation | 2015-07-01 | 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 | BARBARA A YOUNG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 302 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46384 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,978,460 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PORTERCOUNTYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | WE INSPIRE GIVING AND ENGAGE OUR COMMUNITY TO IMPROVE LIVES IN PORTER COUNTY NOW AND FOREVER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,537,049 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,013,618 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,778,735 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,272,775 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,316 | PYOtherRevenueAmt |
| CY Other Revenue | $40,990 | CYOtherRevenueAmt |
| PY Total Revenue | $7,361,100 | PYTotalRevenueAmt |
| CY Total Revenue | $7,327,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,842,499 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,293,407 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $433,883 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $569,121 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $457,040 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $470,114 | PYOtherExpensesAmt |
| CY Other Expenses | $612,421 | CYOtherExpensesAmt |
| PY Total Expenses | $2,746,496 | PYTotalExpensesAmt |
| CY Total Expenses | $3,474,949 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,614,604 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,852,434 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,699,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,916,179 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,548,249 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,240,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,151,419 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,675,878 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE INSPIRE GIVING AND ENGAGE OUR COMMUNITY TO IMPROVE LIVES IN PORTER COUNTY NOW AND FOREVER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,671,836 | ExpenseAmt |
| Grant | $2,293,407 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $2,671,836 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRENDA SHEETZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2194650294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 S FRANKLIN STREET SUITE 207 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SPERO VALAVANIS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM P MAAR | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA CAMPBELL | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREGORY SOBKOWSKI | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KIM ABBETT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW ARNOLD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN BARSOPHY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK CALINSKI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA ELLIOTT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JOHN FELTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA FIELDER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE GERDES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MINAKSHI GHUMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL HALL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HANNON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER HARRIGAN HITZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE JASKOWIAK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHANIE JONES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN KELLY-JOHNSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEOFF LACIAK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON LEETZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN LUNN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENT MISHLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RALPH NEFF | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS OLSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DESILA ROSETTI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACKI STUTZMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WALSH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHARINE WEHLING | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA SHEETZ | ||||||
| VP OPERATIONS | 40.00 | Yes (X) | $79,225 | $0 | $8,878 | |
| BARBARA YOUNG | ||||||
| PRESIDENT/EXECUTIVE DIRECT | 40.00 | Yes (X) | $129,450 | $0 | $11,065 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $208,675 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,943 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,013,618 | AllOtherContributionsAmt |
| Noncash Contributions | $227,022 | NoncashContributionsAmt |
| Total Contributions | $6,013,618 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,601,178 | TotalRevenueColumnAmt |
| Exclusion | $1,601,178 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,273,634 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,600,542 | SecuritiesAmt |
| Other | $1,495 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$326,908 | SecuritiesAmt |
| Other | -$1,495 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$328,403 | TotalRevenueColumnAmt |
| Exclusion | -$328,403 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $90,030 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $49,040 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,990 | TotalRevenueColumnAmt |
| Exclusion | $40,990 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,327,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,313,765 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,264,910 | TotalAmt |
| Program Services | $2,264,910 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,497 | TotalAmt |
| Program Services | $28,497 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,618 | TotalAmt |
| Program Services | $80,016 | ProgramServicesAmt |
| Management And General | $77,730 | ManagementAndGeneralAmt |
| Fundraising | $70,872 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,045 | TotalAmt |
| Program Services | $96,616 | ProgramServicesAmt |
| Management And General | $93,855 | ManagementAndGeneralAmt |
| Fundraising | $85,574 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,716 | TotalAmt |
| Program Services | $10,051 | ProgramServicesAmt |
| Management And General | $9,763 | ManagementAndGeneralAmt |
| Fundraising | $8,902 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,742 | TotalAmt |
| Program Services | $12,510 | ProgramServicesAmt |
| Management And General | $12,152 | ManagementAndGeneralAmt |
| Fundraising | $11,080 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,994 | TotalAmt |
| Management And General | $10,997 | ManagementAndGeneralAmt |
| Fundraising | $10,997 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,250 | TotalAmt |
| Management And General | $15,625 | ManagementAndGeneralAmt |
| Fundraising | $15,625 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,520 | TotalAmt |
| Program Services | $128,520 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,794 | TotalAmt |
| Management And General | $64,897 | ManagementAndGeneralAmt |
| Fundraising | $64,897 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,645 | TotalAmt |
| Fundraising | $65,645 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,045 | TotalAmt |
| Program Services | $13,945 | ProgramServicesAmt |
| Management And General | $15,275 | ManagementAndGeneralAmt |
| Fundraising | $19,825 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,445 | TotalAmt |
| Program Services | $9,671 | ProgramServicesAmt |
| Management And General | $9,387 | ManagementAndGeneralAmt |
| Fundraising | $9,387 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,028 | TotalAmt |
| Program Services | $20,410 | ProgramServicesAmt |
| Management And General | $19,809 | ManagementAndGeneralAmt |
| Fundraising | $19,809 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,482 | TotalAmt |
| Program Services | $3,789 | ProgramServicesAmt |
| Management And General | $3,904 | ManagementAndGeneralAmt |
| Fundraising | $3,789 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,279 | TotalAmt |
| Program Services | $2,402 | ProgramServicesAmt |
| Management And General | $2,402 | ManagementAndGeneralAmt |
| Fundraising | $2,475 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,467 | TotalAmt |
| Program Services | $499 | ProgramServicesAmt |
| Management And General | $484 | ManagementAndGeneralAmt |
| Fundraising | $484 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,137 | TotalAmt |
| Management And General | $5,137 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SPECIAL EVENTS | $54,852 | $54,852 | |
| RESOURCE DEVELOPMENT | $11,245 | $11,245 | |
| DUES AND SUBSCRIPTIONS | $3,954 | $1,582 | $2,372 |
| MISC | $2,284 | $2,284 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,474,949 | TotalAmt |
| Program Services | $2,671,836 | ProgramServicesAmt |
| Management And General | $346,073 | ManagementAndGeneralAmt |
| Fundraising | $457,040 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,464,127 | BOYAmt |
| EOY | $1,796,360 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,360 | BOYAmt |
| EOY | $742,069 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,091 | BOYAmt |
| EOY | $95,613 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,394 | BOYAmt |
| EOY | $12,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $134,146 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $130,292 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,916 | BOYAmt |
| EOY | $3,854 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,465,514 | BOYAmt |
| EOY | $41,149,817 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,266 | BOYAmt |
| EOY | $1,116,072 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,699,668 | BOYAmt |
| EOY | $44,916,179 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,089 | BOYAmt |
| EOY | $77,854 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,399,569 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,283,221 | BOYAmt |
| EOY | $10,599,574 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,939 | BOYAmt |
| EOY | $163,304 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,548,249 | BOYAmt |
| EOY | $12,240,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,050,611 | BOYAmt |
| EOY | $2,161,864 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,100,808 | BOYAmt |
| EOY | $30,514,014 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,151,419 | BOYAmt |
| EOY | $32,675,878 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,699,668 | BOYAmt |
| EOY | $44,916,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,852,434 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,566 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$642,640 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,696,901 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,149,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,427,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,256,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,635,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,013,618 | CurrentTaxYearAmt |
| Total | $16,481,793 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,149,125 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,427,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,256,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,635,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,013,618 | CurrentTaxYearAmt |
| Total | $16,481,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,758,718 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,723,075 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $462,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $832,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $589,318 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $566,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,601,178 | CurrentTaxYearAmt |
| Total | $4,051,853 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,533,646 | TotalSupportAmt |
| Public Support CY170 | 0.66830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61920 | 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 | 48 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 309 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $781,114 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,918,744 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $845,424 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,072,370 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,776,249 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $37,910,553 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,067,698 | BeginningYearBalanceAmt |
| Contributions | $14,235,667 | ContributionsAmt |
| Investment Earnings Or Losses | $1,161,833 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,293,407 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $358,538 | AdministrativeExpensesAmt |
| End Year Balance | $40,813,253 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,779,398 | BeginningYearBalanceAmt |
| Contributions | $3,857,476 | ContributionsAmt |
| Investment Earnings Or Losses | $3,273,879 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,609,119 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $233,936 | AdministrativeExpensesAmt |
| End Year Balance | $28,067,698 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,696,863 | BeginningYearBalanceAmt |
| Contributions | $653,062 | ContributionsAmt |
| Investment Earnings Or Losses | $2,134,983 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,492,135 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $213,375 | AdministrativeExpensesAmt |
| End Year Balance | $22,779,398 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,824,851 | BeginningYearBalanceAmt |
| Contributions | $1,179,613 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,646,938 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,473,046 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $187,617 | AdministrativeExpensesAmt |
| End Year Balance | $21,696,863 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,319,204 | BeginningYearBalanceAmt |
| Contributions | $1,145,724 | ContributionsAmt |
| Investment Earnings Or Losses | $3,174,779 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,613,318 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $201,538 | AdministrativeExpensesAmt |
| End Year Balance | $23,824,851 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.96000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,570 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,570 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,722 | DepreciationAmt |
| Book Value | $3,854 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,854 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GIFT ANNUITIES PAYABLE | $159,037 |
| LIABILITY UNDER CHARITABLE REMAINDER TRUSTS | $4,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $163,304 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,181,402 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,566 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $384,390 | OtherRevenueAmt |
| Revenue Not Reported | $395,956 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,785,446 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $128,520 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,413,417 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,541,937 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,327,383 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,014,303 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $407,578 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $407,578 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,606,725 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $128,520 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $739,704 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $868,224 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,474,949 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014 AND 2013, 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENT -23,188. ADMINISTRATIVE FEES 358,538. SPECIAL EVENTS 49,040. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SFAS 136 ADJUSTMENT 2,413,417. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ADMINISTRATIVE FEES 358,538. SPECIAL EVENTS 49,040. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SFAS 136 ADJUSTMENT 739,704. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VALPARAISO MAYORS BALL | Event1Nm |
| Gross Receipts Event1 | $49,805 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $49,805 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,900 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $15,977 | OtherDirectExpensesEvent1Amt |
| Event2 | PORTAGE MAYORS BALL | Event2Nm |
| Gross Receipts Event2 | $40,225 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $40,225 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,700 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $24,463 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $90,030 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $90,030 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,600 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $40,440 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,040 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $40,990 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (78 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL ABOUT ART | ||||||||
| 171 MCINTYRE COURT | VALPARAISO | IN | 46383 | 203777075 | 501(C)(3) | $6,463 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| ALL FAITHS FOOD BANK | ||||||||
| 8171 BLAIKIE COURT | SARASOTA | FL | 342408321 | 650481674 | 501(C)(3) | $5,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| ASSOCIATION OF BIBLICAL COUNSELORS | ||||||||
| P O BOX 126555 | FORT WORTH | TX | 76126 | 202388778 | 501(C)(3) | $5,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| ATTNETION HOMES | ||||||||
| 1443 SPRUCE STREET | BOULDER | CO | 80302 | 840571145 | 501(C)(3) | $10,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| BOULDER COMMUNITY HOSPITAL FOUNDATION | ||||||||
| P O BOX 9019 | BOULDER | CO | 803019019 | 840772664 | 501(C)(3) | $10,000 | 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) | $5,000 | 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) | $75,917 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| CAMP APPANOOSE | ||||||||
| 13380 430TH STREET | PLANO | IA | 52581 | 421020152 | 501(C)(3) | $5,000 | 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) | $5,819 | 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) | $10,000 | 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) | $7,388 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| CORNERSTONE CHURCH OF BOULDER VALLEY | ||||||||
| 1190 S LASHLEY LN | BOULDER | CO | 80305 | CHURCH | $10,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| CORNERSTONE OF LAKEWOOD RANCH | ||||||||
| 14306 COVENANT WAY | BRADENTON | FL | 34202 | 650617139 | CHURCH | $10,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| COVENANT LIFE CHURCH | ||||||||
| 8490 MCINTOSH ROAD | SARASOTA | FL | 34238 | CHURCH | $17,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| CRISIS CENTER INC | ||||||||
| 101 N MONTGOMERY STREET | GARY | IN | 46403 | 351324480 | 501(C)(3) | $53,341 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| CROSSROADS FUND | ||||||||
| 3411 W DIVERSEY AVENUE 20 | CHICAGO | IL | 60647 | 363092907 | 501(C)(3) | $50,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| CRU | ||||||||
| 100 LAKE HEART DRIVE MAIL CODE 2400 | ORLANDO | FL | 32832 | 956006173 | 501(C)(3) | $15,700 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | 2400 |
| DAYSPING WOMEN'S CENTER | ||||||||
| 1005 N CAMPBELL STREET | VALPARAISO | IN | 46385 | 462808675 | 501(C)(3) | $12,291 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| DENTON BIBLE CHURCH | ||||||||
| 2300 E UNIVERSITY DRIVE | DENTON | TX | 76209 | 751607582 | CHURCH | $21,400 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| DUNEBROOK INC | ||||||||
| 502 WALL STREET SUITE 105 | VALPARAISO | IN | 46383 | 351781854 | 501(C)(3) | $10,094 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| FRONTLINE FOUNDATIONS | ||||||||
| 1008 BROADWAY | CHESTERTON | IN | 46304 | 260446134 | 501(C)(3) | $11,818 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| GRACE BIBLE CHURCH | ||||||||
| P O BOX 1136 | SANGER | TX | 76226 | 752122247 | CHURCH | $6,900 | 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) | $5,305 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| HILLTOP NEIGHBORHOOD HOUSE | ||||||||
| 460 SOUTH COLLEGE AVENUE | VALPARAISO | IN | 46383 | 351971819 | 501(C)(3) | $8,968 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| HOUSING OPPORTUNITIES INC | ||||||||
| 2001 CALUMET | VALPARAISO | IN | 46383 | 351965214 | 501(C)(3) | $37,871 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| INDIANA DUNES ENVIRONMENTAL LEARNING CENTER | ||||||||
| 700 HOWE ROAD | CHESTERTON | IN | 46304 | 352031658 | 501(C)(3) | $6,866 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| INDIANA UNIVERSITY | ||||||||
| IU SCHOOL OF MEDICINE | INDIANAPOLIS | IN | 46207 | 501(C)(3) | $7,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| IVY TECH FOUNDATION | ||||||||
| 50 W FALL CREEK PARKWAY NORTH DRIVE | INDIANAPOLIS | IN | 46208 | 237073977 | 501(C)(3) | $87,922 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | DRIVE |
| JACOB'S LADDER PEDIATRIC REHAB CENTER | ||||||||
| 332 WEST 806 NORTH | VALPARAISO | IN | 46385 | 352052681 | 501(C)(3) | $30,425 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| LAKESHORE PAWS | ||||||||
| P O BOX 313 | VALPARAISO | IN | 46384 | 451658156 | 501(C)(3) | $17,500 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| MARKETPLACE MINISTRIES | ||||||||
| 2001 W PLANO PARKWAY SUITE 3200 | PLANO | TX | 75075 | 751977793 | 501(C)(3) | $10,000 | 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) | $6,082 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| NEIGHBORS EDUCATIONAL OPPORTUNITIES INC | ||||||||
| 5391 CENTRAL AVE | PORTAGE | IN | 46368 | 450697456 | 501(C)(3) | $92,200 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| NORTHWEST INDIANA SYMPHONY | ||||||||
| 1040 RIDGE ROAD | MUNSTER | IN | 46321 | 501(C)(3) | $10,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| OPPORTUNITY ENTERPRISES INC | ||||||||
| 2801 EVANS AVENUE | VALPARAISO | IN | 46383 | 351136833 | 501(C)(3) | $20,124 | 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) | $10,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| PINES VILLAGE RETIREMENT COMMUNITIES | ||||||||
| 3303 PINES VILLAGE CIRCLE | VALPARAISO | IN | 46383 | 311118091 | 501(C)(3) | $12,968 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| PLANNED PARENTHOOD OF GREATER IN | ||||||||
| 2803 BOILERMAKER COURT | VALPARAISO | IN | 46383 | 501(C)(3) | $15,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| PORTAGE HIGH SCHOOL DOLLARS FOR SCHOLARS | ||||||||
| 6450 U S HIGHWAY 6 | PORTAGE | IN | 46368 | GOVERNMENT | $19,430 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| PORTAGE RESALE SHOP INC | ||||||||
| 6450 EVERGREEN AVE | PORTAGE | IN | 46368 | 364542825 | 501(C)(3) | $6,200 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| PORTAGE TOWNSHIP FOOD PANTRY | ||||||||
| 5391 CENTRAL AVENUE | PORTAGE | IN | 46368 | 501(C)(3) | $9,412 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| PORTAGE TOWNSHIP YMCA | ||||||||
| 3100 WILLOWCREEK ROAD | PORTAGE | IN | 46368 | 351404478 | 501(C)(3) | $22,515 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| PORTER COUNTY ANIMAL SHELTER | ||||||||
| 2056 HEAVILIN ROAD | VALPARAISO | IN | 46385 | 501(C)(3) | $10,131 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| PORTER COUNTY BUILDING TRADES CORP | ||||||||
| 1005 N FRANKLIN STREET | VALPARAISO | IN | 46383 | 237425923 | 501(C)(3) | $84,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| PORTER COUNTY COMMUNITY FOUNDATION | ||||||||
| P O BOX 302 | VALPARAISO | IN | 46384 | 352000788 | 501(C)(3) | $29,859 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| PORTER COUNTY PACT | ||||||||
| 254 S MORGAN BLVD | VALPARAISO | IN | 46383 | 237351004 | 501(C)(3) | $14,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| PORTER TOWNSHIP SCHOOL CORP | ||||||||
| 248 SOUTH 500 WEST | VALPARAISO | IN | 46385 | 311041164 | GOVERNMENT | $10,094 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| PORTER-STARKE SERVICES | ||||||||
| 601 WALL STREET | VALPARAISO | IN | 46383 | 351330771 | 501(C)(3) | $9,600 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| PURDUE UNIVERSITY - NORTH CENTRAL | ||||||||
| U S HIGHWAY 421 SOUTH | WESTVILLE | IN | 46391 | GOVERNMENT | $9,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| PURDUE UNIVERSITY OUTSIDE AWARDS OFFICE - BURSAR | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | GOVERNMENT | $7,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| REBUILDING TOGETHER - PORTAGE | ||||||||
| PO BOX 2511 | PORTAGE | IN | 46368 | 352030513 | 501(C)(3) | $10,516 | 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 | $10,800 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| REINS OF LIFE | ||||||||
| 55200 QUINCE ROAD | SOUTH BEND | IN | 46619 | 501(C)(3) | $6,580 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| RIVENDELL SANCTUARY | ||||||||
| 6820 AUTO CLUB ROAD SUITE T | BLOOMINGTON | MN | 55438 | 952668328 | 501(C)(3) | $10,500 | 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) | $22,559 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| SALVATION ARMY OF SARASOTA | ||||||||
| P O BOX 2792 | SARASOTA | FL | 34230 | 135562351 | 501(C)(3) | $10,000 | 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) | $14,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| SARASOTA AUDUBON SOCIETY | ||||||||
| P O BOX 52132 | SARASOTA | FL | 34232 | 237382804 | 501(C)(3) | $5,000 | 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) | $9,301 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| SOUTHERN HILLS MIDDLE SCHOOL | ||||||||
| 1500 KNOX DRIVE | BOULDER | CO | 80305 | 846014683 | 501(C)(3) | $10,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| ST PUAL CATHOLIC CHURCH | ||||||||
| 1755 W HARRISON STREET | VALPARAISO | IN | 46385 | 501(C)(3) | $5,340 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| STILLPOINT HOUSE OF PRAYER | ||||||||
| 1608 14TH STREET WEST | BRADENTON | FL | 34205 | 650850895 | 501(C)(3) | $7,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| TALTREE ARBORETUM & GARDEN FOUNDATION | ||||||||
| 71 NORTH 500 WEST | VALPARAISO | IN | 46385 | 352032442 | 501(C)(3) | $9,612 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| TENNPACT | ||||||||
| 10570 CR 2180 | WHITEHOUSE | TX | 75791 | 582252295 | 501(C)(3) | $12,250 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| THE CARING PLACE INC | ||||||||
| 3107 CASCADE DRIVE | VALPARAISO | IN | 46383 | 310944075 | 501(C)(3) | $26,711 | 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) | $15,356 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | ||
| TRADEWINDS REHABILITATION CENTER INC | ||||||||
| 5901 W 7TH AVE | GARY | IN | 46202 | 351139485 | 501(C)(3) | $80,081 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| TRINITY LUTHERAN CHURCH | ||||||||
| 201 N WASHINGTON STREET | VALPARAISO | IN | 46383 | 351120575 | CHURCH | $5,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| TURNING POINT | ||||||||
| 701 17TH AVE W | BRADENTON | FL | 34205 | 593340921 | 501(C)(3) | $15,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| UNITED WAY OF PORTER COUNTY INC | ||||||||
| 951 EASTPORT CENTRE DRIVE P O BOX | VALPARAISO | IN | 46384 | 356006484 | 501(C)(3) | $63,369 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | 2028 |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 970 AURORA AVE | BOULDER | CO | 80302 | 846049811 | 501(C)(3) | $8,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| VALPARAISO COMMUNITY | ||||||||
| 150 W LINCOLNWAY SUITE 1006 | VALPARAISO | IN | 46383 | 351641452 | 501(C)(3) | $6,709 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| VALPARAISO FAMILY YMCA | ||||||||
| 1201 CUMBERLAND CROSSING DRIVE | VALPARAISO | IN | 46383 | 350876401 | 501(C)(3) | $7,223 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| VALPARAISO HIGH SCHOOL | ||||||||
| 2727 N CAMPBELL | VALPARAISO | IN | 46385 | 356006494 | 501(C)(3) | $7,000 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| VALPARAISO PARKS AND RECREATION FOUNDATION | ||||||||
| 3210 CAMPBELL | VALPARAISO | IN | 46383 | 351756907 | GOVERNMENT | $221,678 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| VALPARAISO UNIVERSITY | ||||||||
| KRETZMANN HALL | VALPARAISO | IN | 46383 | 350868125 | GOVERNMENT | $58,982 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| VALPARAISO UNIVERSITY | ||||||||
| LAW CLINIC | VALPARAISO | IN | 46383 | 350868125 | GOVERNMENT | $5,915 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| VISITING NURSE ASSOCIATON FOUNDATION | ||||||||
| 2401 VALLEY DRIVE | VALPARAISO | IN | 46383 | 351655711 | 501(C)(3) | $60,837 | TO ASSIST THE ORGANIZATION IN FURTHERING ITS EXEMPT PURPOSE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 70 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 25 | RecipientCnt |
| Cash Grant | $28,497 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $227,022 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -1,673,713. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -23,188. |
| FORM 990, PART XII, LINE 2C | THE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPOWER PORTER COUNTY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 FRANKLIN STREET | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461675448 | EIN |
| Primary Activities | UNITE THE COMMUNITY TO PREVENT AND REDUCE SUBSTANCE ABUSE | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Total Income | $229,105 | TotalIncomeAmt |
| End Of Year Assets | $252,559 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTER COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DISCOVERY ALLIANCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 S FRANKLIN STREES SUITE 207 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352112155 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11 A (TYPE I) | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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