2015-05-06T13:39:26-05:00 2014-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2013-07-01 310901001 INDEPENDENT COLLEGES OF INDIANA INC % INDEPENDENT COLLEGES OF IN I INDE 3172366090 30 SOUTH MERIDIAN STREET Suite 800 INDIANAPOLIS IN 46204 RICHARD L LUDWICK PRESIDENT 3172366090 2015-05-15 true NICOLE B FISHBACK P01279475 3172366090 2013 2016-02-25 16:41:14Z RICHARD L LUDWICK 30 S MERIDIAN ST STE 800 INDIANAPOLIS IN 46204 37918634 false X N/A X 1972 IN FURTHER INDEPENDENT HIGHER EDUCATION. SEE ATTACHMENT 1. 44 43 11 0 0 19984091 21810751 292172 328543 467133 356628 0 0 20743396 22495922 17632510 16508724 668824 603517 1506559 1278873 0 0 367853 870054 610386 20677947 19001500 65449 3494422 67839950 71582011 173359 331792 67666591 71250219 X THE INDEPENDENT COLLEGES OF INDIANA (ICI) DEVELOPS AND ENHANCES THE COMPETITIVE STANDING OF ITS 31 MEMBER INDEPENDENT, NONPROFIT, REGIONALLY-ACCREDITED, DEGREE-GRANTING COLLEGES AND UNIVERSITIES AND STRIVES TO ASSURE OPPORTUNITY AND CHOICE IN HIGHER EDUCATION FOR ALL STUDENTS. THE MAIN PURPOSES AND ACTIVITIES OF ICI ARE: *TO ASSIST MEMBER INSTITUTIONS WITH INFORMATION, STAFF EXPERTISE AND OTHER APPROPRIATE RESOURCES, INCLUDING THE ADMINISTRATION OF GRANTS FOR THE COLLECTIVE BENEFIT OF MEMBER COLLEGES; *TO PROVIDE COLLECTIVE INFORMATION ABOUT INDEPENDENT HIGHER EDUCATION IN INDIANA TO PUBLIC AND PRIVATE BODIES AS APPROPRIATE; *TO REPRESENT THE INTERESTS OF THE INDEPENDENT COLLEGE SECTOR TO THE MEDIA, THE GENERAL PUBLIC AND OTHER AUDIENCES; *TO NEGOTIATE OR PROVIDE A VARIETY OF COLLECTIVE SERVICES FOR MEMBER INSTITUTIONS IN AN EFFORT TO REALIZE EFFICIENCIES OF SCALE TO REDUCE COSTS; *TO COLLECT, ANALYZE, INTERPRET, AND PROVIDE BASIC INFORMATION ABOUT THE MEMBER COLLEGES INDIVIDUALLY AND false false 1144778 313310 TO ADVANCE THE CAUSE OF AND SUPPORT INDEPENDENT HIGHER EDUCATION IN INDIANA FOR 31 MEMBER COLLEGES THROUGH FUNDRAISING, MEETINGS TO DISCUSS COMMON ISSUES, CARRYING ON BASIC RESEARCH, AND OTHER INCIDENTAL ACTIVITIES. 16871651 16508724 15233 THE LILLY ENDOWMENT COMMUNITY SCHOLARSHIP PROGRAM (LECSP) HELPS TO RAISE THE LEVEL OF EDUCATIONAL ATTAINMENT IN INDIANA AND TO LEVERAGE FURTHER THE ABILITY OF INDIANA'S COMMUNITY FOUNDATIONS TO ENHANCE THE QUALITY OF LIFE OF THE STATE'S RESIDENTS BY AWARDING FULL-TUITION SCHOLARSHIPS TO STUDENTS FROM EACH COUNTY IN INDIANA. THESE SCHOLARSHIPS ARE AWARDED THROUGH AND ADMINISTERED BY THE NETWORK OF COMMUNITY FOUNDATIONS THROUGHOUT THE STATE. OVER 30 COLLEGES AND UNIVERSITIES IN INDIANA WERE SERVED. 15442 INDIANA ACADEMY PROGRAM FURTHERS THE DEVELOPMENT OF BUSINESS, PUBLIC SERVICE, HIGHER EDUCATION, THE ARTS AND SCIENCES, LITERATURE, AND THE GENERAL CULTURE OF THE STATE THROUGH RECOGNITION OF INDIVIDUAL LEADERSHIP, ACHIEVEMENT, AND PHILANTHROPY DESIGNED TO PROMOTE THESE ENDS. 18031871 true true false true false false false false true true false false false false false true false false false false false false false false false false true true true false false false false false false false false false false false false false true false false false true 21 0 true 11 true false false false false false false false false false false X 44 43 false false false false false false false true true false false false true true true true true true true false IN X INDEPENDENT COLLEGES OF IN I 3172366090 30 S MERIDIAN ST SUITE 800 INDIANAPOLIS IN 46204 X DR RAY BARBER DIRECTOR 1.0 40.0 X 0 138892 49000 DR JAMES BRENNAMAN DIRECTOR 1.0 40.0 X 0 154555 21919 DR EARL BROOKS II DIRECTOR 1.0 40.0 X 0 462032 68983 DR BRIAN CASEY DIRECTOR 1.0 40.0 X 0 575190 107912 DR GREGG CHENOWETH DIRECTOR 1.0 40.0 X 0 220000 15000 DR JAMES CONWELL DIRECTOR 1.0 40.0 X 0 302005 25535 MR JAMES DANKO DIRECTOR 1.0 40.0 X 0 483233 52489 DR J DAVID DAWSON DIRECTOR 1.0 40.0 X 0 324347 78190 DR SUE DEWINE DIRECTOR 1.0 40.0 X 0 296962 28293 DR JAMES EDWARDS DIRECTOR 1.0 40.0 X X 0 188206 52134 MR DANIEL ELSNER DIRECTOR 1.0 40.0 X 0 452326 98281 DR SHERILYN EMBERTON DIRECTOR 1.0 40.0 X 0 107346 60280 DR EUGENE HABECKER DIRECTOR 1.0 40.0 X 0 223641 52962 DR MARK A HECKLER DIRECTOR 1.0 40.0 X 0 368645 88651 DR GREGG HESS DIRECTOR 1.0 40.0 X 0 192052 52721 REV JOHN JENKINS CSC DIRECTOR 1.0 40.0 X 0 724669 231724 DR BILL KATIP DIRECTOR 1.0 40.0 X 0 175057 29066 DR THOMAS A KAZEE DIRECTOR 1.0 40.0 X X 0 324751 93207 DR DOTTIE KING DIRECTOR 1.0 40.0 X 0 170504 23175 SR M ELISE KRISS OSF DIRECTOR 1.0 40.0 X X 0 241496 0 DR DANIEL LOWERY DIRECTOR 1.0 40.0 X 0 157579 9398 DR ROBERT L MANUEL DIRECTOR 1.0 40.0 X 0 327293 55170 DR RON MAY DIRECTOR 1.0 40.0 X 0 161475 20058 DR CAROL ANN MOONEY DIRECTOR 1.0 40.0 X 0 551241 40334 DR JAMES MOSELEY DIRECTOR 1.0 40.0 X 0 263606 114296 BRO JOHN PAIGE CSC DIRECTOR 1.0 40.0 X DR F DENNIS RIEGELNEGG DIRECTOR 1.0 40.0 X 0 195792 62570 DR ARTHUR SNYDER DIRECTOR 1.0 40.0 X 0 398477 217152 DR JO YONG SWITZER DIRECTOR 1.0 40.0 X 0 283401 122415 DR DAVID WRIGHT DIRECTOR 1.0 40.0 X 0 190264 55348 DR EUGENE WHITE DIRECTOR 1.0 40.0 X 0 0 0 MR JERRY SEMLER DIRECTOR 1.0 0.0 X MR JOHN KINMAN DIRECTOR 1.0 0.0 X MR MORRIS MILLS DIRECTOR 1.0 0.0 X MR CHRISTOPHER J MURPHY III DIRECTOR 1.0 0.0 X MR JIM BANKS DIRECTOR 1.0 0.0 X MR B PATRICK BAUER DIRECTOR 1.0 0.0 X MR JOHN BRODEN DIRECTOR 1.0 0.0 X MR EDWARD CHARBONNEAU DIRECTOR 1.0 0.0 X MR WILLIAM C FRIEND DIRECTOR 1.0 0.0 X MR TIMOTHY S LANANE DIRECTOR 1.0 0.0 X MR GREGORY PORTER DIRECTOR 1.0 0.0 X MR P ERIC TURNER DIRECTOR 1.0 0.0 X MR RICHARD LUDWICK PRESIDENT 37.5 0.0 X X 237706 0 37262 MARY ELLEN HAMER VICE PRESIDENT 37.5 0.0 X 113859 23771 LAURA BRIDGES DIRECTOR OF FINANCE 37.5 0.0 X 81719 20099 JERRY ALBERTS EXEC. DIRECTOR OF ADVANCEMENT 37.5 0.0 X 103362 22623 536646 8655037 2030018 3 false true false 0 1183397 20627354 21810751 C.S.I INCOME 611710 313310 313310 OTHER INCOME 611710 15233 15233 328543 517058 517058 0 0 0 0 0 14267160 995122 14423699 999013 -156539 -3891 -160430 -160430 0 0 0 0 22495922 328543 356628 732000 732000 15776724 15776724 0 603517 603517 548328 274164 164498 109666 0 348418 174209 104525 69684 83286 41643 24986 16657 225888 112944 67766 45178 72953 36476 21886 14591 55786 27893 16736 11157 16668 8334 5000 3334 46421 23211 13926 9284 69823 34911 20947 13965 0 50000 50000 0 36240 18120 10872 7248 121528 60764 36458 24306 0 0 60828 30414 18248 12166 79730 39865 23919 15946 0 0 0 0 16627 8314 4988 3325 15402 7701 4621 3080 MISCELLANEOUS EXPENSE 41333 20667 12400 8266 19001500 18031871 601776 367853 100 100 40200850 17716406 0 1500082 0 0 0 0 0 0 0 0 0 0 31553 69469 144318 68334 1005152 75984 26602295 52219970 0 0 0 0 0 0 0 0 67839950 71582011 173359 331792 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 173359 331792 X 2885886 3193072 64660937 67937379 119768 119768 67666591 71250219 67839950 71582011 X 3494422 89206 X false true X true false X X X false false false ANCILLA COLLEGE 356071917 02 true true true 9172 ANDERSON UNIVERSITY 350867954 02 true true true 8690 BETHEL COLLEGE 350935587 02 true true true 9172 BUTLER UNIVERSITY 350867977 02 true true true 8690 CALUMET COLLEGE OF ST JOSEPH 351087173 02 true true true 8690 DEPAUW UNIVERSITY 350869045 02 true true true 63547 EARLHAM COLLEGE 350868073 02 true true true 24901 FRANKLIN COLLEGE 350868086 02 true true true 9535 GOSHEN COLLEGE 352158366 02 true true true 8762 GRACE COLLEGE 350868095 02 true true true 8690 HANOVER COLLEGE 350868096 02 true true true 10521 HOLY CROSS COLLEGE 351148835 02 true true true 8690 HUNTINGTON UNIVERSITY 350868101 02 true true true 8690 INDIANA INSTITUTE OF TECHNOLOGY 350845258 02 true true true 8690 INDIANA WESLEYAN UNIVERSITY 350885591 02 true true true 13955 MANCHESTER COLLEGE 350868127 02 true true true 9690 MARIAN UNIVERSITY 350868175 02 true true true 29773 MARTIN UNIVERSITY 310970262 02 true true true 8690 OAKLAND CITY UNIVERSITY 350869093 02 true true true 8690 ROSE-HULMAN INSTITUTE OF TECHNOLOGY 350868149 02 true true true 59393 SAINT JOSEPH'S COLLEGE 350868152 02 true true true 8690 SAINT MARY-OF-THE-WOODS COLLEGE 351065063 02 true true true 8690 SAINT MARY'S COLLEGE 350868158 02 true true true 22030 TAYLOR UNIVERSITY 350868181 02 true true true 41562 TRINE UNIVERSITY 350715530 02 true true true 9672 UNIVERSITY OF EVANSVILLE 350868074 02 true true true 11190 UNIVERSITY OF INDIANAPOLIS 350868107 02 true true true 8725 UNIVERSITY OF NOTRE DAME 350868188 02 true true true 8690 UNIVERSITY OF SAINT FRANCIS 350886846 02 true true true 49630 VALPARAISO UNIVERSITY 350868125 02 true true true 55958 WABASH COLLEGE 350868202 02 true true true 52049 31 603517 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true false true 69883 69883 false false SCHEDULE C, PART II-B, LINE 1I ICI HAS HIRED BARNES AND THORNBURG TO ASSIST IN DEVELOPING EFFECTIVE LEGISLATIVE STRATEGIES, MONITORING LEGISLATION RELATIVE TO ICI'S INTERESTS, DRAFTING OF LEGISLATION AS REQUIRED, AND ASSISTING WITH PREPARATION OF ALL FILINGS TO BE IN COMPLIANCE WITH LOBBYING LAWS. 119767 119767 123767 4000 119767 123767 123767 123764 3 123767 139419 3055 5 18715 123764 1.00000 false false 0 30795 30795 0 113523 68334 45189 75984 21996702 89206 11200 100406 21896296 599626 599626 22495922 18413074 11200 3891 15091 18397983 603517 603517 19001500 INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND IS USED TO SUPPORT SCHOLARSHIPS AND GENERAL OPERATION. ASC 740 DISCLOSURE SCHEDULE D, PART X MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XI, LINE 4B AMOUNTS DISTRIBUTED TO MEMBER COLLEGES: $603,517 LOSS ON BUILDING HELD FOR SALE: -$3,891 TOTAL: $599,626 RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XII, LINE 2D LOSS ON BUILDING HELD FOR SALE: $3,891 RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS SCHEDULE D, PART XII, LINE 4B AMOUNTS DISTRIBUTED TO MEMBER COLLEGES: $603,517 true Adams County Community Foundations Inc 102 N 2nd St Decatur IN 46733 351834664 501(C )(3) 6000 GENERAL SUPPORT Benton Community Foundation P O Box 351 Fowler IN 47944 260074023 501(C )(3) 6000 GENERAL SUPPORT Blackford County Community Foundation P O Box 327 Hartford City IN 47348 351792844 501(C )(3) 6000 GENERAL SUPPORT Blue River Foundation Inc P O Box 808 Shelbyville IN 46176 351756331 501(C )(3) 6000 GENERAL SUPPORT Brown County Community Foundation P O Box 191 Nashville IN 47448 351960379 501(C )(3) 6000 GENERAL SUPPORT Cass County Community Foundation P O Box 411 Logansport IN 46947 352125727 501(C )(3) 6000 GENERAL SUPPORT Central Indiana Community Foundation 615 N Alabama St Room 119 Indianapolis IN 46204 351793680 501(C )(3) 6000 GENERAL SUPPORT Community Foundation Alliance 123 Northwest Fourth St Ste 322 Evansville IN 47708 351830262 501(C )(3) 6000 GENERAL SUPPORT Community Foundation of Bloomington & Monroe Count 101 W Kirkwood Ave Ste 321 Bloomington IN 47404 351811149 501(C )(3) 18000 GENERAL SUPPORT Community Foundation of Boone County Inc P O Box 92 Zionsville IN 46077 351829585 501(C )(3) 6000 GENERAL SUPPORT Community Foundation of Crawford County P O Box 205 Milltown IN 47145 200864966 501(C )(3) 24000 GENERAL SUPPORT Community Foundation of Grant County 505 W Third St Marion IN 46952 311117791 501(C )(3) 6000 GENERAL SUPPORT Community Foundation of Greater Ft Wayne 555 E Wayne St Ft Wayne IN 46802 351119450 501(C )(3) 6000 GENERAL SUPPORT Community Foundation of Howard County Inc 215 W Sycamore St Kokomo IN 46901 351844891 501(C )(3) 18000 GENERAL SUPPORT Community Foundation of Jackson County Inc P O Box 1231 Seymour IN 47274 311119856 501(C )(3) 6000 GENERAL SUPPORT Community Foundation of Madison & Jefferson County P O Box 306 Madison IN 47250 351847297 501(C )(3) 12000 GENERAL SUPPORT Community Foundation of Morgan County 250 N Monroe st Mooresville IN 46158 351956929 501(C )(3) 18000 GENERAL SUPPORT Community Foundation of Muncie & Delaware County P O Box 807 Muncie IN 47308 351640051 501(C )(3) 6000 GENERAL SUPPORT Community Foundation of Randolph County 213 S Main St Winchester IN 47394 351903148 501(C )(3) 6000 GENERAL SUPPORT Community Foundation of Southern Indiana Inc 4104 Charlestown Rd New Albany IN 47150 351827813 501(C )(3) 6000 GENERAL SUPPORT Community Foundation of St Joseph County Inc P O Box 837 South Bend IN 46624 237365930 501(C )(3) 6000 GENERAL SUPPORT Community Foundation of Wabash County P O Box 98 North Manchester IN 46962 356049016 501(C )(3) 6000 GENERAL SUPPORT Dearborn Community Foundation 322 Walnut St Lawrenceburg IN 47025 352036110 501(C )(3) 6000 GENERAL SUPPORT Decatur County Community Foundation Inc P O Box 72 Greensburg IN 47240 351870979 501(C )(3) 18000 GENERAL SUPPORT DeKalb County Community Foundation Inc P O Box 111 Auburn IN 46706 351992897 501(C )(3) 6000 GENERAL SUPPORT Duboiss County Community Foundation Inc P O Box 269 Jasper IN 47547 351990305 501(C )(3) 72000 GENERAL SUPPORT Elkhart County Community Foundation P O Box 3932 Elkhart IN 46515 311255886 501(C )(3) 6000 GENERAL SUPPORT Fayette County Foundation P O Box 844 Connersville IN 47331 352232770 501(C )(3) 6000 GENERAL SUPPORT Franklin County Foundation 527 Main St Brookville IN 47012 352034336 501(C )(3) 6000 GENERAL SUPPORT Greater Lafayette Community Foundation 1114 Stete St Lafayette IN 47905 237147996 501(C )(3) 12000 GENERAL SUPPORT Greene County Foundation RR 2 Box 38X Bloomfield IN 47424 351815060 501(C )(3) 12000 GENERAL SUPPORT Hancock County Community Foundation 312 E Main St Greenfield IN 46140 351837729 501(C )(3) 6000 GENERAL SUPPORT Hendricks County Community Foundation 5055 E Main St Suite A Avon IN 46123 351878973 501(C )(3) 6000 GENERAL SUPPORT Henry County Community Foundation Inc P O Box 6006 New Castle IN 47362 311170412 501(C )(3) 6000 GENERAL SUPPORT Heritage Fund of Bartholomew County Inc P O Box 1547 Columbus IN 47202 352135816 501(C )(3) 12000 GENERAL SUPPORT Huntington County Community Foundation Inc P O Box 5037 Huntington IN 46750 351838709 501(C )(3) 6000 GENERAL SUPPORT Jasper Foundation Inc P O Box 295 Rensselaer IN 47978 351842404 501(C )(3) 12000 GENERAL SUPPORT Jennings county Community Foundation Inc 265 E Main St North Vernon IN 47265 351922885 501(C )(3) 30000 GENERAL SUPPORT Johnson County Community Foundation Inc P O Box 217 Franklin IN 46131 351797437 501(C )(3) 12000 GENERAL SUPPORT Kosciusko County Community Foundation Inc 102 E Market St Warsaw IN 46580 356086777 501(C )(3) 18000 GENERAL SUPPORT LaGrange County Community Foundation Inc 109 E Central Ave 3 LaGrange IN 46761 351834679 501(C )(3) 18000 GENERAL SUPPORT Lawrence County community Foundation Inc P O Box 1235 Bedford IN 47421 351889139 501(C )(3) 6000 GENERAL SUPPORT Legacy Foundation Inc 1000 E 80th Place Ste 302 South Merrillville IN 46410 351872803 501(C )(3) 12000 GENERAL SUPPORT Madison County Community Foundation Inc P O Box 1056 Anderson IN 46016 351859959 501(C )(3) 6000 GENERAL SUPPORT Marshall County Community Foundation Inc P O Box 716 Plymouth IN 46563 351826870 501(C )(3) 6000 GENERAL SUPPORT Montgomery County Community Foundation Inc P O Box 334 Crawfordsville IN 47933 351912317 501(C )(3) 6000 GENERAL SUPPORT Noble County Community Foundation Inc 1599 Lincolnway South Ligonier IN 46767 351827247 501(C )(3) 6000 GENERAL SUPPORT Northern Indiana Community Foundation Inc P O Box 807 Rochester IN 46975 351912317 501(C )(3) 12000 GENERAL SUPPORT Ohio County Community Foundation P O Box 170 Rising Sun IN 47040 352038531 501(C )(3) 6000 GENERAL SUPPORT Orange County Communty Foundation 112 W Water St Paoli IN 47454 352117084 501(C )(3) 6000 GENERAL SUPPORT Owen County Community Foundation Inc P O Box 5037 Spencer IN 47460 351934464 501(C )(3) 6000 GENERAL SUPPORT Parke County Community Foundation Inc P O Box 276 Rockville IN 47872 351881810 501(C )(3) 6000 GENERAL SUPPORT Porter County Community Foundation P O Box 302 Valparaiso IN 46384 352000788 501(C )(3) 6000 GENERAL SUPPORT Portland Foundation 112 E Main St Portland IN 47371 352019497 501(C )(3) 6000 GENERAL SUPPORT Pulaski County Community Foundation P O Box 407 Winamac IN 46996 352127564 501(C )(3) 6000 GENERAL SUPPORT Putnam County Foundation Inc P OBox 514 Greencastle IN 46135 311159916 501(C )(3) 6000 GENERAL SUPPORT Ripley County Community Foundation 132 S Main St Batesville IN 47006 352048001 501(C )(3) 6000 GENERAL SUPPORT Rush County Community Foundation Inc 117 N Main St Rushville IN 46173 351835950 501(C )(3) 12000 GENERAL SUPPORT Scott County Community Foundation P O Box 25 Scottsburg IN 47170 352041369 501(C )(3) 24000 GENERAL SUPPORT Steuben County Community Foundation Inc 1701 N Wayne St Angola IN 46703 351857065 501(C )(3) 6000 GENERAL SUPPORT Switzerland County Community Foundation P O Box 46 Vevay IN 47043 352087649 501(C )(3) 6000 GENERAL SUPPORT Tipton County Foundation Inc P O Box 412 Tipton IN 46072 351878973 501(C )(3) 12000 GENERAL SUPPORT Union County Foundation Inc 404 Eaton St Liberty IN 47353 351769294 501(C )(3) 6000 GENERAL SUPPORT Unity Foundation of LaPorte County Inc P O Box 527 Michigan City IN 46361 351658674 501(C )(3) 60000 GENERAL SUPPORT Vermillion county Community FoundationInc P O Box 532 Clinton IN 47842 351998550 501(C )(3) 6000 GENERAL SUPPORT Wabash Valley Community Foundation 2901 Ohio Blvd Suite 153 Terre Haute IN 47803 356019016 501(C )(3) 6000 GENERAL SUPPORT Warren County Community Foundation 31 N Monroe St Williamsport IN 47993 352070789 501(C )(3) 6000 GENERAL SUPPORT Washington County Community Foundation Inc P O Box 5037 Salem IN 47167 351883377 501(C )(3) 6000 GENERAL SUPPORT Wayne County Indiana Foundation Inc 33 South 7th St Suite 1 Richmond IN 47374 351046033 501(C )(3) 6000 GENERAL SUPPORT Wells County Foundation Inc 109 N Scott St Bluffton IN 46714 356042815 501(C )(3) 6000 GENERAL SUPPORT Western Indiana Community Foundation Inc P O Box 175 Covington IN 47932 351814927 501(C )(3) 6000 GENERAL SUPPORT Whitley County Community Foundation Inc P O Box 527 Columbia City IN 46725 351860518 501(C )(3) 6000 GENERAL SUPPORT 72 SCHOLARSHIPS - LECSP 143 15491202 SCHOLARSHIPS - OTHER 16 114800 UPS GRANT 31 74400 REALIZING THE DREAM 62 92000 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. SCHEDULE I, PART I, LINE 2. GRANTS ARE AWARDED TO EACH COMMUNITY FOUNDATION. EACH COMMUNITY FOUNDATION PROVIDES AN ANNUAL REPORT ON HOW THE GRANT WAS SPENT. THE GRANTS ARE USED TO ADMINISTER AND PROMOTE HIGHER EDUCATION IN EACH COUNTY. SUPPLEMENTAL GRANT INFORMATION SCHEDULE I INDEPENDENT COLLEGES OF INDIANA, INC. ADMINISTERS A GRANT FROM LILLY ENDOWMENT INC. FOR SELECTED FIRST GENERATION INDIANA COLLEGE STUDENTS, ONE FROM EACH INDEPENDENT COLLEGE CAMPUS. GRANTS OF $2,000 EACH ARE MADE TO THESE STUDENTS WHO ARE THE FIRST IN THEIR FAMILIES TO GO TO COLLEGE. ADMINISTRATIVE EXPENSES ARE ALSO PAID OUT OF THE GRANT EXPENSE. TOTAL GRANT EXPENDITURES AND ADMINISTRATIVE EXPENSES FOR THE YEAR ENDED JUNE 30, 2014, AMOUNTED TO $112,922. INDEPENDENT COLLEGES OF INDIANA, INC. ADMINISTERS PROGRAM FUNDS FROM VARIOUS FUNDING SOURCES FOR VARIOUS EDUCATIONAL PURPOSES. THESE FUNDS ARE ADMINISTERED ACCORDING TO SPECIFIC GUIDELINES PROVIDED BY THE FUNDING SOURCES IN THE FUNDING AGREEMENTS ASSOCIATED WITH EACH PROGRAM. TOTAL PROGRAM FUNDS EXPENDED FOR THESE PROGRAMS FOR THE YEAR ENDED JUNE 30, 2014, AMOUNTED TO $275,523. THE LILLY ENDOWMENT COMMUNITY SCHOLARSHIP PROGRAM (LECSP) HELPS TO RAISE THE LEVEL OF EDUCATIONAL ATTAINMENT IN INDIANA AND TO LEVERAGE FURTHER THE ABILITY OF INDIANA'S COMMUNITY FOUNDATIONS TO ENHANCE THE QUALITY OF LIFE OF THE STATE'S RESIDENTS BY AWARDING FULL TUITION SCHOLARSHIPS TO STUDENTS FROM EACH COUNTY IN INDIANA. THESE SCHOLARSHIPS ARE AWARDED THROUGH AND ADMINISTERED BY THE NETWORK OF COMMUNITY FOUNDATIONS THROUGHOUT THE STATE. TOTAL GRANT & ADMINISTRATIVE EXPENSES FOR THE YEAR ENDED JUNE 30, 2014, AMOUNTED TO $16,871,651. X true true X X X X false false false false false false false false false DR RAY BARBER DIRECTOR 0 124085 0 0 0 14807 0 49000 0 0 0 187892 0 0 DR JAMES BRENNAMAN DIRECTOR 0 153000 0 0 0 1555 0 0 0 21919 0 176474 0 0 DR EARL BROOKS II DIRECTOR 0 348942 0 50000 0 63090 0 62500 0 6483 0 531015 0 0 DR BRIAN CASEY DIRECTOR 0 333129 0 120000 0 122061 0 75480 0 32432 0 683102 0 0 DR GREGG CHENOWETH DIRECTOR 0 200000 0 0 0 20000 0 15000 0 0 0 235000 0 0 DR JAMES CONWELL DIRECTOR 0 295167 0 0 0 6838 0 0 0 0 0 302005 0 0 MR JAMES DANKO DIRECTOR 0 479171 0 0 0 4062 0 43000 0 9489 0 535722 0 0 DR J DAVID DAWSON DIRECTOR 0 298543 0 0 0 25804 0 25804 0 35875 0 386026 0 0 DR SUE DEWINE DIRECTOR 0 295000 0 0 0 1962 0 23000 0 5293 0 325255 0 0 DR JAMES EDWARDS DIRECTOR 0 165206 0 0 0 23000 0 17500 0 34634 0 240340 0 0 MR DANIEL ELSNER DIRECTOR 0 373875 0 60000 0 18451 0 75350 0 22931 0 550607 0 0 DR SHERILYN EMBERTON DIRECTOR 0 106867 0 0 0 479 0 27294 0 32986 0 167626 0 0 DR EUGENE HABECKER DIRECTOR 0 216552 0 0 0 7089 0 28286 0 28676 0 280603 0 0 DR MARK A HECKLER DIRECTOR 0 354993 0 0 0 13652 0 55752 0 32899 0 457296 0 0 DR GREGG HESS DIRECTOR 0 192052 0 0 0 0 0 26375 0 26346 0 244773 0 0 REV JOHN JENKINS CSC DIRECTOR 0 658694 0 0 0 65975 0 0 0 231724 0 956393 0 0 DR BILL KATIP DIRECTOR 0 174661 0 0 0 396 0 0 0 29066 0 204123 0 0 DR THOMAS A KAZEE DIRECTOR 0 285018 0 0 0 39733 0 75639 0 17568 0 417958 0 0 DR DOTTIE KING DIRECTOR 0 170504 0 0 0 0 0 10200 0 12975 0 193679 0 0 SR M ELISE KRISS OSF DIRECTOR 0 241496 0 0 0 0 0 0 0 0 0 241496 0 0 DR DANIEL LOWERY DIRECTOR 0 157579 0 0 0 0 0 9398 0 0 0 166977 0 0 DR ROBERT L MANUEL DIRECTOR 0 323497 0 0 0 3796 0 20440 0 34730 0 382463 0 0 DR RON MAY DIRECTOR 0 141401 0 0 0 20074 0 9898 0 10160 0 181533 0 0 DR CAROL ANN MOONEY DIRECTOR 0 255473 0 0 0 295768 0 24500 0 15384 0 591125 0 0 DR JAMES MOSELEY DIRECTOR 0 262000 0 0 0 1606 0 75473 0 38823 0 377902 0 0 DR F DENNIS RIEGELNEGG DIRECTOR 0 195000 0 0 0 792 0 38600 0 23970 0 258362 0 0 DR ARTHUR SNYDER DIRECTOR 0 286677 0 51948 0 59852 0 62538 0 154614 0 615629 0 0 DR JO YONG SWITZER DIRECTOR 0 280679 0 0 0 2722 0 97200 0 25215 0 405816 0 0 DR DAVID WRIGHT DIRECTOR 0 189763 0 0 0 501 0 19512 0 35836 0 245612 0 0 MR RICHARD LUDWICK PRESIDENT 213251 0 0 0 24455 0 23771 0 13491 0 274968 0 0 0 OTHER BENEFITS SCHEDULE J, PART I, QUESTION 1A SOCIAL CLUB DUES ARE PAID BY THE ORGANIZATION AND USED BY VARIOUS MEMBERS OF THE ORGANIZATION, INCLUDING OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES, TO HOST DONORS, MEET WITH KEY BUSINESS PARTNERS, ETC. EACH MEMBER OF THE ORGANIZATION USING THE CLUB SUBSTANTIATES BUSINESS USE BY PROVIDING EVIDENCE TO THE ORGANIZATION OF THE DATE AND BUSINESS PURPOSE OF THE MEETING. IT IS THE POLICY OF THE ORGANIZATION THAT THE CLUB MAY ONLY BE USED FOR BUSINESS RELATED MEETINGS. COMPENSATION OF THE CONGREGATION OF HOLY CROSS, UNITED STATES PROVINCE SCHEDULE J, PART II THERE ARE AMOUNTS LISTED ON FORM 990, PART VII, IN COLUMNS D-F, AS WELL AS THE AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMNS B-F FOR A MEMBER OF THE HOLY CROSS RELIGIOUS ORDER (FR. JOHN JENKINS). THE AMOUNTS LISTED ARE PAID DIRECTLY TO THEIR RELIGIOUS ORDER, CONGREGATION OF HOLY CROSS, UNITED STATES PROVINCE, INC., RATHER THAN TO THIS INDIVIDUAL. $209,222 OF THE AMOUNT INCLUDED ON SCHEDULE J, PART II, COLUMN D FOR FR. JENKINS REPRESENTS QUALIFIED TUITION BENEFIT OFFERED TO MEMBERS OF THE CONGREGATION OF HOLY CROSS, UNITED STATES PROVINCE, INC. PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, LINE 11B ICIS BOARD OF DIRECTORS HAS FORMALLY DELEGATED AUTHORITY FOR THE REVIEW OF ITS FORM 990 TO THE ICI AUDIT COMMITTEE AFTER THE SAME IS PRELIMINARILY REVIEWED BY THE ORGANIZATIONS PRESIDENT AND THE DIRECTOR OF FINANCE. IN ADDITION, ICIS OUTSIDE ACCOUNTING FIRM REVIEWED THE FORM 990 BEFORE FILING. ICI USES THIS PROCESS TO ENSURE THAT ITS FORM 990 RECEIVES SUBSTANTIVE REVIEW BY STAFF, DIRECTORS AND PROFESSIONALS WITH SPECIFIC KNOWLEDGE OF ICIS ACTIVITIES AND EXTENSIVE FINANCIAL, ACCOUNTING, AND TAX EXPERTISE. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, LINE 12C THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH THE ORGANIZATION. IN ADDITION, DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST THAT ARISE MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISION-MAKING PROCESS, THAT INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS DETERMINE THAT THE PROPOSED TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION FORM 990, PART VI, LINE 15A & 15B THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE CEO. THIS COMMITTEE IS COMPRISED OF DISINTERESTED BOARD MEMBERS, AND THEY RELY UPON COMPARABILITY DATA REGARDING SIMILARLY SITUATED INDIVIDUALS AT PEER ORGANIZATIONS WHEN SETTING THE PROPOSED COMPENSATION TERMS. THIS PROCESS INSURES THAT ALL COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED INTO AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE CEO EVALUATES THE OTHER EMPLOYEES AND DETERMINES THEIR COMPENSATION AND ENSURE THAT IT IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE LAST COMPENSATION REVIEWS WERE CONDUCTED IN THE JULY OF 2014. AVAILABILITY OF GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND COI POLICY FORM 990, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO ALL DONORS AND AVAILABLE UPON REQUEST TO ALL OTHERS. COMPENSATION FROM RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A AND ATTACHMENT 2 ICI IS REPORTING IN COLUMNS (E) AND (F) ON ATTACHMENT 2 REPORTABLE COMPENSATION RECEIVED BY ITS DIRECTORS AND OFFICERS FROM THEIR OWN COLLEGES AND UNIVERSITIES, WHICH ARE RELATED ORGANIZATIONS. THE DIRECTORS AND OFFICERS DID NOT RECEIVE COMPENSATION FROM ICI FOR THEIR SERVICE AS OFFICERS OR DIRECTORS OF ICI. THE DIRECTORS AND OFFICERS WORK 40 OR MORE HOURS FOR THEIR RESPECTIVE COLLEGES AND UNIVERSITIES. THERE ARE AMOUNTS LISTED ON FORM 990, PART VII, IN COLUMNS D-F, AS WELL AS THE AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMNS B-F FOR A MEMBER OF THE HOLY CROSS RELIGIOUS ORDER (FR. JOHN JENKINS). THE AMOUNTS LISTED ARE PAID DIRECTLY TO THEIR RELIGIOUS ORDER, CONGREGATION OF HOLY CROSS, UNITED STATES PROVINCE, INC., RATHER THAN TO THIS INDIVIDUAL. $209,222 OF THE AMOUNT INCLUDED ON SCHEDULE J, PART II, COLUMN D FOR FR. JENKINS REPRESENTS QUALIFIED TUITION BENEFIT OFFERED TO MEMBERS OF THE CONGREGATION OF HOLY CROSS, UNITED STATES PROVINCE, INC. ANCILLA COLLEGE 9601 UNION RD POBOX 1 DONALDSON IN 46513 356071917 EDUCATION IN 501(C)3 2 NA false ANDERSON UNIVERSITY 1100 E FIFTH STREET ANDERSON IN 46012 350867954 EDUCATION IN 501(C)3 2 NA false BETHEL COLLEGE 1001 BETHEL CIRCLE MISHAWAKA IN 46545 350935587 EDUCATION IN 501(C)3 2 NA false BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 350867977 EDUCATION IN 501(C)3 2 NA false CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 351087173 EDUCATION IN 501(C)3 2 NA false DEPAUW UNIVERSITY 313 S LOCUST ST GREENCASTLE IN 46135 350869045 EDUCATION IN 501(C)3 2 NA false EARLHAM COLLEGE 801 NATIONAL ROAD WEST RICHMOND IN 47374 350868073 EDUCATION IN 501(C)3 2 NA false FRANKLIN COLLEGE 101 BRQANIGIN BLVD FRANKLIN IN 46131 350868086 EDUCATION IN 501(C)3 2 NA false GOSHEN COLLEGE 1700 S MAIN ST GOSHEN IN 46526 352158366 EDUCATION IN 501(C)3 2 NA false GRACE COLLEGE 200 SEMINARY DRIVE WINONA IN 46590 350868095 EDUCATION IN 501(C)3 2 NA false HANOVER COLLEGE 359E LAGRANGE RD POBOX 108 HANOVER IN 47243 350868096 EDUCATION IN 501(C)3 2 NA false HOLY CROSS COLLEGE 54515 STATE ROAD 933 POBOX 308 NOTRE DAME IN 46556 351148835 EDUCATION IN 501(C)3 2 NA false HUNTINGTON UNIVERSITY 2303 COLLEGE AVE HUNTINGTON IN 46750 350868101 EDUCATION IN 501(C)3 2 NA false INDIANA TECH 1600 E WASHINGTON BLVD FT WAYNE IN 46803 350845258 EDUCATION IN 501(C)3 2 NA false INDIANA WESLEYAN UNIVERSITY 4201 S WASHINGTON ST MARION IN 46953 350885591 EDUCATION IN 501(C)3 2 NA false MANCHESTER COLLEGE 604 E COLLEGE AVE NORTH MANCHESTER IN 46962 350868127 EDUCATION IN 501(C)3 2 NA false MARIAN UNIVERSITY 3200 COLD SPRING RD INDIANAPOLIS IN 46222 350868175 EDUCATION IN 501(C)3 2 NA false MARTIN UNIVERSITY 2171 AVONDALE PLACE POBOX 18567 INDIANAPOLIS IN 46218 310970262 EDUCATION IN 501(C)3 2 NA false OAKLAND CITY UNIVERSITY 138 N LUCRETIA ST OAKLAND CITY IN 47660 350869093 EDUCATION IN 501(C)3 2 NA false ROSE-HULMAN INSTITUTE OF TECHNOLOGY 5500 WABASH AVE TERRE HAUTE IN 47803 350868149 EDUCATION IN 501(C)3 2 NA false SAINT JOSEPH'S COLLEGE US HIGHWAY 231 PO BOX 870 RENSSELAER IN 47978 350868152 EDUCATION IN 501(C)3 2 NA false SAINT MARY-OF-THE-WOODS COLLEGE SAINT MARY-OF-THE-WOODS ST MARYOFWOODS IN 47876 351065063 EDUCATION IN 501(C)3 2 NA false SAINT MARY'S COLLEGE NOTRE DAME NOTRE DAME IN 46556 350868158 EDUCATION IN 501(C)3 2 NA false TAYLOR UNIVERSITY 236 WEST READE AVE UPLAND IN 46989 350868181 EDUCATION IN 501(C)3 2 NA false TRINE UNIVERSITY ONE UNIVERSITY AVE ANGOLA IN 46703 350715530 EDUCATION IN 501(C)3 2 NA false UNIVERSITY OF EVANSVILLE 1800 LINCOLN AVE EVANSVILLE IN 47722 350868074 EDUCATION IN 501(C)3 2 NA false UNIVERSITY OF INDIANAPOLIS 1400 E HANNA AVE INDIANAPOLIS IN 46227 350868107 EDUCATION IN 501(C)3 2 NA false UNIVERSITY OF NOTRE DAME NOTRE DAME NOTRE DAME IN 46556 350868188 EDUCATION IN 501(C)3 2 NA false UNIVERSITY OF SAINT FRANCIS 2701 SPRING STREET FORT WAYNE IN 46808 350886846 EDUCATION IN 501(C)3 2 NA false VALPARAISO UNIVERSITY 1700 CHAPEL DRIVE VALPARAISO IN 46383 350868125 EDUCATION IN 501(C)3 2 NA false WABASH COLLEGE PO BOX 352 CRAWFORDSVILLE IN 47933 350868202 EDUCATION IN 501(C)3 2 NA false false true false false false false false false false false false false false false false false false false