2014-02-14T14:37:51-06:00 2013-09-30 351178661 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2012-10-01 352014369 SCOTT COUNTY COMMUNITY FOUNDATION INC SCOT 8127522057 60 NORTH MAIN STREET PO BOX 25 SCOTTSBURG IN 47170 JAIME L TOPPE 8127522057 2014-02-13 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2014-02-13 2012 2015-11-30 17:44:51Z JAIME L TOPPE 60 NORTH MAIN STREET PO BOX 25 SCOTTSBURG IN 47170 1196580 0 X WWW.SCOTTCOUNTYFOUNDATION.ORG X 1996 IN GROWING AND PRESERVING CHARITABLE GIFTS TO STRENGTHEN SCOTT COUNTY BY LOOKING FORWARD AND GIVING BACK. SCOTT COUNTY COMMUNITY FOUNDATION STRIVES TO BE A LEADER IN ATTRACTING, MANAGING AND FOCUSING THE PHILANTHROPIC RESOURCES WHICH MEET COMMUNITY NEEDS AND ENRICH THE QUALITY OF LIFE OF SCOTT COUNTY CITIZENS FOR ALL GENERATIONS. 10 10 8 55 0 0 193719 107663 0 0 271601 218319 27046 22154 492366 348136 131559 170211 0 0 103365 112351 0 0 54979 102687 84258 337611 366820 154755 -18684 6755112 7221691 261846 303018 6493266 6918673 X GROWING AND PRESERVING CHARITABLE GIFTS TO STRENGTHEN SCOTT COUNTY BY LOOKING FORWARD AND GIVING BACK. SCOTT COUNTY COMMUNITY FOUNDATION STRIVES TO BE A LEADER IN ATTRACTING, MANAGING AND FOCUSING THE PHILANTHROPIC RESOURCES WHICH MEET COMMUNITY NEEDS AND ENRICH THE QUALITY OF LIFE OF SCOTT COUNTY CITIZENS FOR ALL GENERATIONS. 0 0 250251 170211 22154 THE ORGANIZATION DISBURSES GRANTS TO 501 C 3 ORGANIZATION FOR PROJECTS THAT PROMOTE THE COMMUNITY AND HELP MEET THE CHANGING NEEDS OF THE COMMUNITY. THE ORGANIZATION ALSO DISBURSES GRANTS TO LOCAL AREA HIGH SCHOOL AND POST HIGH SCHOOL GRADUATES IN ACCORDANCE WITH THE REQUESTS TO CRITERIA OF THE DONORS WHO ESTABLISH SCHOLARSHIP FUNDS.SCCF OVERSEES THE SCOTT COUNTY YOUTH GRANTMAKING COUNCIL. THIS YOUTH COUNCIL WAS ESTABLISHED TO PROMOTE LEADERSHIP SKILLS, SERVICE TO COMMUNITY, RAISING PHILANTHROPIC DOLLARS AND GIVING BACK TO THE COMMUNITY AMONG THE YOUTH. THE COUNCIL HELD THEIR OWN SEPARATE GRANTS CYCLE AND WAS ABLE TO GIVE BACK THROUGH YOUTH RELATED PROJECTS. 250251 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X CHARLOTTE BOSWELL 8127522057 60 N MAIN PO BOX 25 SCOTTSBURG IN 47170 LYNDA PHILLIPS 0.50 X X 0 0 0 ADAM GIBSON 0.80 X X 0 0 0 SYDNEY WHITLOCK 0.40 X X 0 0 0 DAN SLATTERY 0.30 X X 0 0 0 PATRICIA BRIDGE 0.10 X 0 0 0 BARBARA BROADY 1.00 X 0 0 0 LISA CONDER 0.30 X 0 0 0 MARSHA HOWSER 0.30 X 0 0 0 HENRY JENTZEN 0.50 X 0 0 0 CONNIE KENNINGER 0.40 X 0 0 0 LOWELL L LOWRY 1.30 X 0 0 0 JASON MOUNT 0.20 X 0 0 0 MATT OBERLIES 0.40 X 0 0 0 JAIME L TOPPE 37.50 X 45310 0 394 45310 0 394 0 0 0 0 0 983 106680 107663 178916 178916 784343 103504 698541 149903 85802 -46399 39403 39403 MISCELLANEOUS INCOME 900099 22154 22154 22154 348136 22154 0 218319 143207 143207 27004 27004 46718 14016 18687 14015 56820 17046 22728 17046 995 299 398 298 7818 2345 3127 2346 982 295 393 294 10350 3105 4140 3105 28531 28531 1935 774 387 774 10234 3900 2977 3357 2290 916 916 458 2852 998 856 998 1651 578 495 578 7699 2310 2695 2694 3137 1255 941 941 EQUIPMENT RENTAL AND MA 7871 3148 2361 2362 ENDOWMENT DEVELOPMENT 5227 5227 PROFESSIONAL DEVELOPMEN 706 247 212 247 ANNUAL REPORT 461 161 161 139 332 116 116 100 366820 250251 61590 54979 38203 47427 169049 173701 151516 243550 116589 134660 126961 6261684 6873602 6755112 7221691 1800 2211 260046 300807 261846 303018 X 459990 471186 5772306 6177389 260970 270098 6493266 6918673 6755112 7221691 X -18684 484852 -84774 44013 X X 0 1 X 1 0 X 441302 92697 131886 193719 107663 967267 441302 92697 131886 193719 107663 967267 24719 942548 109563 120489 139273 224342 178916 772583 2478 6558 9703 27046 22154 67939 1807789 0.52140 0.53940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25 49702 23878 1433191 1 1 0 1 X 6128300 135979 602517 53563 115034 6698199 5425712 135577 783809 116818 99980 6128300 5700569 72188 -79576 168348 99121 5425712 5196755 276709 349592 35938 86549 5700569 4611155 621127 151585 100417 86695 5196755 0.04000 0.04000 0.92000 0 0 158773 34709 124064 78115 76451 1664 6662 5429 1233 126961 X 954866 484852 115034 599886 354980 27187 -34031 -6844 348136 444685 115034 115034 329651 27187 9982 37169 366820 PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH THE ORGANIZATION BY OTHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO USE EARNINGS TO MAKE GRANTS TO THE COMMUNITY. THESE GRANTS WILL ADDRESS COMMUNITY NEEDS. THE ENDOWMENT FUNDS WILL BE PRESERVED TO ADDRESS THESE NEEDS FOR GENERATIONS TO COME. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE SCOTT COUNTY COMMUNITY FOUNDATION, INC. IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY SCCF AND RECOGNIZE A TAX LIABILITY IF SCCF 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 SCCF, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. SCCF IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, SCCF IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, SCCF 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: ADMINISTRATIVE FEES 115,034. PART XI, LINE 4B - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT -34,031. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 115,034. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT 9,982. 1 UNITED WAY OF SCOTT COUNTY PO BOX 227 SCOTTSBURG IN 47170 351867167 501(C)3 11905 TO SUPPORT THE DOLLY PARTON LIBRARY PROGRAM, TO SUPPORT OPERATING NEEDS OF UW SCOTT COUNTY PARTNERSHIP PO BOX 214 SCOTTSBURG IN 47170 352082074 501(C)3 49275 OPERATIONAL NEEDS,ADULT EDUCATION,CAPE EDUCATIONAL, CIRCLES POVERTY PROGRAM LEXINGTON GOOD FAITH PRESCHOOL 2805 S CHERRY STREET LEXINGTON IN 47138 451141155 501(C)3 6950 PRESCHOOL TRANSPORTATION, PROVIDE FREE PRESCHOOL SERVICES FOR CHILDREN IN LEXINGTON PRESERVATION ALLIANCE PO BOX 122 1050 S MAIN STREET SCOTTSBURG IN 47170 351788557 501(C)3 10269 HISTORICAL PRESERVATION & OPERATING EXPENSES BIG BROTHERS BIG SISTERS OF SCOTT COUNTY PO BOX 285 SCOTTSBURG IN 47170 351804076 501(C)3 5260 TO SUPPORT BOWL FOR KIDS SAKE, PRE-MATCH VOLUNTEER TRAININGS SCOTT COUNTY SHERIFF 111 SO FIRST STREET SCOTTSBURG IN 47170 386035290 GOV'T 6350 TO PURCHASE EQUIPMENT FOR SHERIFF'S POSSE ENGLISHTON PARK PO BOX 240 LEXINGTON IN 47138 237378186 501(C)3 7000 SUMMER CAMP PROGRAM GLEANERS FOOD BANK OF INDIANA INC 3737 WALDEMERE AVE INDIANAPOLIS IN 46241 351483868 501(C)3 10000 BACKSACKS PROGRAM 8 0 SCHOLARSHIPS 21 27004 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS AWARDED DURING THE UNRESTRICTED GRANT CYCLE ARE REQUIRED TO SUBMIT A FINAL GRANT REPORT WITH SUBMITTED RECEIPTS AS WELL AS A REPORT ON HOW THE FUNDING WAS USED. IN ADDITION THE EXECUTIVE DIRECTOR MAKES SITE VISITS, TAKES PICTURES AND CONDUCTS A FOLLOW UP INTERVIEW. FOR THE START OF 2011 FISCAL YEAR WE ARE REQUIRING A FOLLOW UP GRANT REPORT FOR ALL GRANTS MADE TO ORGANIZATIONS OTHER THAN 501(C)(3)'S. BEFORE ANY GRANTS ARE AWARDED THE BOARD APPROVES THE PAYMENT TO ENSURE THE GRANT IS BEING USED FOR A CHARITABLE PURPOSE. FORM 990, PART VI, SECTION A, LINE 2 MARSHA HOWSER AND JASON MOUNT - BUSINESS RELATIONSHIP CHARLOTTE BOSWELL AND HENRY JENTZEN - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11 ONCE THE 990 IS RECEIVED THE CFO MAKES ARRANGEMENTS WITH THE FINANCE AND INVESTMENT COMMITTEE TO MEET AND REVIEW. THIS REVIEW USUALLY TAKES PLACE IN JANUARY. ONCE THE COMMITTEE REVIEWS AND DISCUSSES, IT IS THEN PRESENTED TO THE BOARD OF DIRECTORS AT THEIR NEXT MEETING. THIS BOARD MEETING WILL USUALLY TAKE PLACE IN FEBRUARY. ONCE THE BOARD OF DIRECTORS REVIEWS AND APPROVES, THE 990 IS SIGNED BY THE BOARD CHAIRMAN TO BE MAILED. AT THE TIME OF REVIEW EACH COMMITTEE AND BOARD MEMBER WILL RECEIVE A COPY. PLEASE NOTE THE FINANCE AND INVESTMENT COMMITTEE ACTS AS THE AUDIT COMMITTEE BECAUSE OF THEIR QUALIFICATIONS. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR THE BOARD OF DIRECTORS, COMMITTEE MEMBERS (VOLUNTEERS), AND STAFF ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DUALITY POLICY THAT DISCLOSES ANY FAMILY, BUSINESS OR COMMUNITY ORGANIZATION THAT THEY HAVE AN INTEREST IN. DURING BOARD MEETINGS AND COMMITTEE MEETINGS THE MEMBER DOES NOT PARTICIPATE IN DIRECT DISCUSSION OR VOTE ON SUCH RELATED MATTERS AND SUCH IS NOTED IN THE BOARD/COMMITTEE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE AND BOARD TREASURER ACTS AS THE EMPLOYEE REVIEW COMMITTEE FOR THE CFO. THE COMMITTEE CONDUCTS AN ANNUAL EXECUTIVE DIRECTOR EVALUATION/PERFORMANCE REVIEW. THE EVALUATION/PERFORMANCE REVIEW, YEARS OF SERVICE, ANNUAL BUDGET, FULL-TIME OR PART-TIME SERVICE ARE ALL CONSIDERED WHEN MAKING A RECOMMENDATION TO THE BOARD FOR APPROVAL ON EXECUTIVE DIRECTOR COMPENSATION ALONG WITH COMPARABILITY DATA. THE COMPARABILITY DATA USED COMPARES EMPLOYEE POSITION, ASSET SIZE, AND GEOGRAPHICAL AREA. COMPENSATION SURVEYS FROM COUNCIL OF FOUNDATIONS AS WELL AS THE INDIANA GRANTMAKERS ALLIANCE ARE USED FOR THIS COMPARISON. THE EXECUTIVE DIRECTOR CONDUCTS AN ANNUAL EMPLOYEE PERFORMANCE REVIEW ON ALL OTHER EMPLOYEES AND PRESENTS HER REVIEWS TO THE EXECUTIVE COMMITTEE. THESE EMPLOYEE PERFORMANCE REVIEWS ALONG WITH THE ABOVE CONSIDERATIONS ARE USED WHEN CALCULATING EMPLOYEE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 CURRENTLY ON THE SCOTT COUNTY COMMUNITY FOUNDATION WEBSITE WWW.SCOTTCOUNTYFOUNDATION.ORG, WE HAVE AVAILABLE FOR DOWNLOAD OUR AUDITED FINANCIAL STATEMENTS, OUR LATEST 990, AS WELL AS OUR ANNUAL REPORT. WE HAVE A STATEMENT ON THE WEBSITE THAT READS ANY REQUESTS FOR POLICIES MAY BE MADE TO OUR OFFICE. WE ALSO HAVE THE GOVERNING DOCUMENTS, 990, FINANCIAL STATEMENTS AND POLICIES AVAILABLE FOR PUBLIC INSPECTION IN OUR OFFICE LOCATED AT 60 NORTH MAIN STREET, SCOTTSBURG IN. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: SFAS #136 ADJUSTMENT 44,013. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. THERE HAVE BEEN NO CHANGES IN THE PROCESS FROM THE PRIOR YEAR.