2013-02-26T15:28:58-06:00 2012-09-30 351178661 BLUE & CO LLC 106 COMMUNITY DR SEYMOUR IN 47274 990 2011-10-01 352014369 SCOTT COUNTY COMMUNITY FOUNDATION INC SCOT 8127522057 60 NORTH MAIN STREET PO BOX 25 SCOTTSBURG IN 47170 JAIME L TOPPE 8127522057 2013-02-25 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2013-02-25 2011 2016-03-07 17:11:31Z JAIME L TOPPE 60 NORTH MAIN STREET PO BOX 25 SCOTTSBURG IN 47170 2194846 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. 14 14 6 55 0 0 131886 193719 0 0 301624 271601 9703 27046 443213 492366 152677 131559 0 0 113995 103365 0 0 73155 89409 102687 356081 337611 87132 154755 5869556 6755112 224052 261846 5645504 6493266 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 206373 131559 27046 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. 206373 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 0 1 2 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 14 14 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 0.80 X X 0 0 0 RANDY HANCOCK 0.50 X X 0 0 0 SYDNEY WHITLOCK 0.20 X X 0 0 0 DAN SLATTERY 0.60 X X 0 0 0 PATRICIA BRIDGE 0.20 X 0 0 0 BARBARA BROADY 0.40 X 0 0 0 LISA CONDER 0.20 X 0 0 0 ADAM GIBSON 2.30 X 0 0 0 MARSHA HOWSER 0.20 X 0 0 0 HENRY JENTZEN 0.30 X 0 0 0 CONNIE KENNINGER 0.30 X 0 0 0 LOWELL L LOWRY 0.80 X 0 0 0 JASON MOUNT 0.10 X 0 0 0 MATT OBERLIES 0.20 X 0 0 0 JAIME L TOPPE 37.50 X 40598 0 396 40598 0 396 0 0 0 0 0 100 193619 2442 193719 224342 224342 1749739 1702480 47259 47259 47259 MISCELLANEOUS INCOME 900099 26926 26926 ADMINISTRATIVE INCOME 900099 120 120 27046 492366 27046 0 271601 100534 100534 31025 31025 45367 13610 18147 13610 49979 14994 19992 14993 809 243 324 242 7210 2163 2884 2163 10350 3105 4140 3105 25841 25841 2607 1043 521 1043 7596 3009 1970 2617 2441 976 976 489 2757 965 827 965 2928 1025 878 1025 11042 3313 3865 3864 2373 949 712 712 ENDOWMENT DEVELOPMENT 25544 25544 EQUIPMENT RENTAL AND MA 7110 2844 2133 2133 DUES 1202 421 421 360 ANNUAL REPORT 481 168 168 145 415 145 125 145 337611 206373 58083 73155 31495 38203 157613 169049 154290 151516 243550 108890 143261 134660 5382897 6261684 5869556 6755112 1686 1800 222366 260046 224052 261846 X 434886 459990 4949648 5772306 260970 260970 5645504 6493266 5869556 6755112 X 154755 693007 X X 0 1 1 X 0 X 232739 441302 92697 131886 193719 1092343 232739 441302 92697 131886 193719 1092343 57170 1035173 184634 109563 120489 139273 224342 778301 2703 2478 6558 9703 27046 48488 1919132 0.53940 0.56750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22 14366 21349 1269023 1 1 0 1 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 29705 129068 78115 74344 3771 6662 4841 1821 134660 492366 337611 154755 730687 -37680 693007 847762 1252861 730687 99980 830667 422194 24669 45503 70172 492366 405099 99980 99980 305119 24669 7823 32492 337611 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: 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, 2011, 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 8 - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT -37,680. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 99,980. PART XII, LINE 4B - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT 45,503. PART XIII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATIVE FEES 99,980. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SFAS #136 ADJUSTMENT 7,823. 1 UNITED WAY OF SCOTT COUNTY PO BOX 227 SCOTTSBURG IN 47170 351867167 501(C)3 6144 TO PROVIDE ASSISTANCE TO LONG-TERM RECOVERY FROM MARCH 2 TORNADOES SCOTT COUNTY PARTNERSHIP PO BOX 214 SCOTTSBURG IN 47170 352082074 501(C)3 30861 TO SUPPORT CLEARINGHOUSE NEEDS AND VARIOUS PROGRAMS FOR CLEARINGHOUSE, ADULT EDUCATION, AND AFTER SCHOOL PROGRAMS LEXINGTON GOOD FAITH PRESCHOOL 2805 S CHERRY STREET LEXINGTON IN 47138 451141155 501(C)3 6500 TO PROVIDE FREE PRESCHOOL EARLY ENRICHMENT EXPERIENCE KENTUCKY HARVEST 1839 BROWNSBORO ROAD LOUISVILLE KY 40201 611135269 501(C)3 5640 BLESSINGS IN A BACKPACK - PROVIDES FOOD IN BACKPACK TO CHILDREN IN SCHOOL ON WEEKENDS 4 SCHOLARSHIPS 25 31025 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 ACTS AS THE EMPLOYEE REVIEW COMMITTEE. 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 HIS 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 5: NET UNREALIZED GAINS ON INVESTMENTS: 730,687. SFAS #136 ADJUSTMENT -37,680. TOTAL TO FORM 990, PART XI, LINE 5: 693,007. 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.