SCOTT COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT COUNTY COMMUNITY FOUNDATION INC (EIN 35-2014369)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-03-07
- IRS object ID
- 201200679349301070
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-07T15:07:30-06:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 COMMUNITY DR | AddressLine1 |
| City | SEYMOUR | City |
| State | IN | State |
| ZIP Code | 47274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352014369 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCOT | NameControl |
| Phone | 8127522057 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 NORTH MAIN STREET PO BOX 25 | AddressLine1 |
| City | SCOTTSBURG | City |
| State | IN | State |
| ZIP Code | 47170 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAIME L TOPPE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8127522057 | Phone |
| Date Signed | 2012-03-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KANDY L WISCHMEIER CPA | Name |
| Phone | 8125228416 | Phone |
| Date Prepared | 2012-03-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAIME L TOPPE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 NORTH MAIN STREET PO BOX 25 | AddressLine1 |
| City | SCOTTSBURG | City |
| State | IN | State |
| ZIP Code | 47170 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 443213 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SCOTTCOUNTYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE SCOTT COUNTY COMMUNITY FOUNDATION IS TO STRIVE 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 48 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 294497 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 131886 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 86549 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 160544 | InvestmentIncomePriorYear |
| Investment Income Current Year | 301624 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6558 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9703 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 548148 | TotalRevenuePriorYear |
| Total Revenue Current Year | 443213 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 160393 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 152677 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 103395 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 113995 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 56857 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 162026 | OtherExpensePriorYear |
| Other Expenses Current Year | 89409 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 425814 | TotalExpensesPriorYear |
| Total Expenses Current Year | 356081 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 122334 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 87132 | RevenuesLessExpensesCY |
| Total Assets BOY | 6140716 | TotalAssetsBOY |
| Total Assets EOY | 5869556 | TotalAssetsEOY |
| Total Liabilities BOY | 237839 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 224052 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5902877 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5645504 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE SCOTT COUNTY COMMUNITY FOUNDATION IS TO STRIVE 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 234237 | Expense |
| Grants | 152677 | Grants |
| Revenue | 9703 | Revenue |
| Description | 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 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 SEPERATE GRANTS CYCLE AND WAS ABLE TO GIVE TO BACK TO THROUGH YOUTH RELATED PROJECTS. | Description |
| Total Program Service Expense | 234237 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE BOSWELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8127522057 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 N MAIN PO BOX 25 | AddressLine1 |
| City | SCOTTSBURG | City |
| State | IN | State |
| ZIP Code | 47170 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| LOWELL L LOWRY | ||||||
| PARTIAL YEAR BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JOSEPH WOLF | ||||||
| CHAIRMAN | 0.50 | X | 0 | 0 | 0 | X |
| LYNDA PHILLIPS | ||||||
| VICE CHAIRMAN | 0.50 | X | 0 | 0 | 0 | X |
| SYDNEY WHITLOCK | ||||||
| TREASURER | 0.50 | X | 0 | 0 | 0 | X |
| DAN SLATTERY | ||||||
| SECRETARY | 0.50 | X | 0 | 0 | 0 | X |
| MARY BUCHANAN - RESIGNED | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| ADAM GIBSON | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| RANDY HANCOCK | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| MARSHA HOWSER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| HANK JENTZEN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| CONNIE KENNINGER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JASON MOUNT | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| KAREN PAYNE - RESIGNED | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| MATT OBERLIES | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| LOWELL L LOWRY | ||||||
| PARTIAL YEAR EXECUTIVE DIRECTOR | 30.00 | 25000 | 0 | 0 | X | |
| JAIME L TOPPE | ||||||
| PARTIAL YEAR EXECUTIVE DIRECTOR | 37.50 | 34473 | 0 | 342 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 59473 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 342 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 131886 | AllOtherContributions |
| Total Contributions | 131886 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 139273 | TotalRevenueColumn |
| Exclusion | $139,273 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 162351 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 162351 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 162351 | TotalRevenueColumn |
| Exclusion | $162,351 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | 9683 | 9683 |
| ADMINISTRATIVE INCOME | 900099 | 20 | 20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9703 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 443213 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9703 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $301,624 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129023 | Total |
| Program Services | 129023 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23654 | Total |
| Program Services | 23654 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31858 | Total |
| Program Services | 9557 | ProgramServices |
| Management And General | 12744 | ManagementAndGeneral |
| Fundraising | 9557 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73044 | Total |
| Program Services | 21913 | ProgramServices |
| Management And General | 29218 | ManagementAndGeneral |
| Fundraising | 21913 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1050 | Total |
| Program Services | 315 | ProgramServices |
| Management And General | 420 | ManagementAndGeneral |
| Fundraising | 315 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8043 | Total |
| Program Services | 2413 | ProgramServices |
| Management And General | 3217 | ManagementAndGeneral |
| Fundraising | 2413 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300 | Total |
| Program Services | 90 | ProgramServices |
| Management And General | 120 | ManagementAndGeneral |
| Fundraising | 90 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10230 | Total |
| Program Services | 3069 | ProgramServices |
| Management And General | 4092 | ManagementAndGeneral |
| Fundraising | 3069 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26786 | Total |
| Program Services | 26786 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2139 | Total |
| Program Services | 856 | ProgramServices |
| Management And General | 428 | ManagementAndGeneral |
| Fundraising | 855 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10179 | Total |
| Program Services | 3933 | ProgramServices |
| Management And General | 2864 | ManagementAndGeneral |
| Fundraising | 3382 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2236 | Total |
| Program Services | 894 | ProgramServices |
| Management And General | 894 | ManagementAndGeneral |
| Fundraising | 448 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1019 | Total |
| Program Services | 357 | ProgramServices |
| Management And General | 306 | ManagementAndGeneral |
| Fundraising | 356 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3469 | Total |
| Program Services | 1214 | ProgramServices |
| Management And General | 1041 | ManagementAndGeneral |
| Fundraising | 1214 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14788 | Total |
| Program Services | 4436 | ProgramServices |
| Management And General | 5176 | ManagementAndGeneral |
| Fundraising | 5176 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2396 | Total |
| Program Services | 958 | ProgramServices |
| Management And General | 719 | ManagementAndGeneral |
| Fundraising | 719 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL AND MA | 9693 | 3877 | 2908 | 2908 |
| ENDOWMENT DEVELOPMENT | 3628 | 3628 | ||
| DUES | 1027 | 359 | 359 | 309 |
| PROFESSIONAL DEVELOPMEN | 990 | 348 | 296 | 346 |
| ANNUAL REPORT | 529 | 185 | 185 | 159 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356081 | Total |
| Program Services | 234237 | ProgramServices |
| Management And General | 64987 | ManagementAndGeneral |
| Fundraising | 56857 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8070 | BOY |
| EOY | 31495 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216042 | BOY |
| EOY | 157613 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 158041 | BOY |
| EOY | 154290 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 241811 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 98550 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157260 | BOY |
| EOY | 143261 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5382897 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5601303 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6140716 | BOY |
| EOY | 5869556 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1789 | BOY |
| EOY | 1686 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 236050 | BOY |
| EOY | 222366 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237839 | BOY |
| EOY | 224052 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437213 | BOY |
| EOY | 434886 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5204694 | BOY |
| EOY | 4949648 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260970 | BOY |
| EOY | 260970 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5902877 | BOY |
| EOY | 5645504 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6140716 | BOY |
| EOY | 5869556 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 87132 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -344505 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 292460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 232739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 441302 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92697 | CurrentTaxYearMinus1Year |
| Current Tax Year | 131886 | CurrentTaxYear |
| Total | 1191084 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 292460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 232739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 441302 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 92697 | CurrentTaxYearMinus1Year |
| Current Tax Year | 131886 | CurrentTaxYear |
| Total | 1191084 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 89029 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1102055 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 165160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 184634 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 109563 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 120489 | CurrentTaxYearMinus1Year |
| Current Tax Year | 139273 | CurrentTaxYear |
| Total | 719119 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10350 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2703 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2478 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9703 | CurrentTaxYear |
| Total | 31792 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1941995 | TotalSupport |
| Gross Receipts From Admissions Etc | 20 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.56750 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.53980 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 27 | NumberDAFsHeld |
| Donor Advised Contributions | 39492 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 34679 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1199450 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5700569 | BeginningOfYearBalance |
| Contributions | 72188 | Contributions |
| Investment Earnings Or Losses | -79576 | InvestmentEarningsOrLosses |
| Other Expenditures | 168348 | OtherExpenditures |
| Administrative Expenses | 99121 | AdministrativeExpenses |
| End Of Year Balance | 5425712 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5196755 | BeginningOfYearBalance |
| Contributions | 276709 | Contributions |
| Investment Earnings Or Losses | 349592 | InvestmentEarningsOrLosses |
| Other Expenditures | 35938 | OtherExpenditures |
| Administrative Expenses | 86549 | AdministrativeExpenses |
| End Of Year Balance | 5700569 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4611155 | BeginningOfYearBalance |
| Contributions | 621127 | Contributions |
| Investment Earnings Or Losses | 151585 | InvestmentEarningsOrLosses |
| Other Expenditures | 100417 | OtherExpenditures |
| Administrative Expenses | 86695 | AdministrativeExpenses |
| End Of Year Balance | 5196755 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.05000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.91000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 158776 | OtherCostOrOtherBasis |
| Depreciation | 24701 | Depreciation |
| Book Value | 134075 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 78205 | OtherCostOrOtherBasis |
| Depreciation | 69512 | Depreciation |
| Book Value | 8693 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4830 | OtherCostOrOtherBasis |
| Depreciation | 4337 | Depreciation |
| Book Value | 493 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 143261 | TotalOfBookValueLandBuildings |
| Total Revenue | 443213 | TotalRevenue |
| Total Expenses | 356081 | TotalExpenses |
| Excess Or Deficit For Year | 87132 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -358189 | NetUnrealizedGLOnInvestments |
| Other | $13,684 | OtherAmount |
| Total Adjustments | -344505 | TotalAdjustments |
| Excess Or Deficit Per FS | -257373 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 162294 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -358189 | NetUnrealizedGainsInvestments |
| Other Revenues | 99121 | OtherRevenues |
| Revenue Not Rptd F990 | -259068 | RevenueNotRptdF990 |
| Revenue Subtotal | 421362 | RevenueSubtotal |
| Investment Expenses Not Included | 25565 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -3714 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 21851 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 443213 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 419667 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 99121 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 99121 | ExpensesNotRptdF990 |
| Expenses Subtotal | 320546 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 25565 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 9970 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 35535 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 356081 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| 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 INTENDED USE OF ENDOWMENT FUNDS: |
| 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. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| SFAS #136 ADJUSTMENT 13,684. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| ADMINISTRATIVE FEES 99,121. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SFAS #136 ADJUSTMENT -3,714. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| ADMINISTRATIVE FEES 99,121. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SFAS #136 ADJUSTMENT 9,970. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF SCOTT COUNTY | |||||||
| PO BOX 227 | SCOTTSBURG | IN | 47170 | 351867167 | 501(C)3 | 6375 | OPERATING SUPPORT |
| SCOTT COUNTY PARTNERSHIP | |||||||
| PO BOX 214 | SCOTTSBURG | IN | 47170 | 352082074 | 501(C)3 | 41500 | TO SUPPORT CLEARINGHOUSE NEEDS AND VARIOUS PROGRAMS FOR CLEARINGHOUSE |
| JEWISH HOSPITAL AND ST MARY'S FOUNDATION | |||||||
| 200 ABRAHAM FLEXNER WAY | LOUISVILLE | KY | 40202 | 611029768 | 501(C)3 | 14900 | TO ASSIST ORGAN TRANSPLANTS WITH FINANCIAL NEED FROM SCOTT COUNTY |
| LEXINGTON GOOD FAITH PRESCHOOL | |||||||
| 2805 S CHERRY STREET | LEXINGTON | IN | 47138 | 451141155 | 501(C)3 | 5000 | TO PROVIDE FREE PRESCHOOL EARLY ENRICHMENT EXPERIENCE |
| SCOTT COUNTY FAMILY YMCA | |||||||
| 805 COMMUNITY WAY | SCOTTSBURG | IN | 47170 | 351876673 | 501(C)3 | 5362 | OPERATING SUPPORT |
| SCOTT COUNTY SHERIFF | |||||||
| 111 S 1ST STREET | SCOTTSBURG | IN | 47170 | 356000195 | GOVT | 6375 | TO PURCHASE 3 IN-CAR MOBILE DATA TERMINALS |
| KENTUCKY HARVEST | |||||||
| 1839 BROWNSBORO ROAD | LOUISVILLE | KY | 40201 | 611135269 | 501(C)3 | 5980 | BLESSINGS IN A BACKPACK - PROVIDES FOOD IN BACKPACK TO CHILDREN IN SCHOOL ON WEEKENDS |
| PRESERVATION ALLIANCE | |||||||
| PO BOX 122 | SCOTTSBURG | IN | 47170 | 351788557 | 501(C)3 | 5533 | OPERATING SUPPORT |
| SCOTT COUNTY SCHOOL DISTRICT 2 | |||||||
| 375 E MCCLAIN AVE | SCOTTSBURG | IN | 47170 | 351101018 | GOVT | 5197 | VARIOUS CLASSROOM PROJECTS; FITNESS CENTER EQUIPMENT AND EDUCATION |
| LIFESPAN RESOURCES | |||||||
| PO BOX 995 | NEW ALBANY | IN | 47151 | 351306887 | 501(C)3 | 5000 | PROVIDE MATCHING FUNDS FOR A VEHICLE TO TRANSPORT ELDERLY AND DISABLED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 10 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 23 | NumberOfRecipients |
| Amount Of Cash Grant | 23654 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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 PROGRAMS OFFICER MAKES SITE VISITS, TAKES PICTURES AND CONDUCTS A FOLLOW UP INTERVIEW. FOR THE START OF 2010 FISCAL YEAR WE ARE REQUIRING A FOLLOW UP GRANT REPORTS FROM ALL GRANTS MADE FROM A DONOR ADVISED FUND. BEFORE ANY GRANTS ARE AWARDED THE BOARD APPROVES THE PAYMENT TO ENSURE THE GRANT IS BEING USED FOR A CHARITABLE PURPOSE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MARSHA HOWSER AND JASON MOUNT - BUSINESS RELATIONSHIP CHAROLOTTE BOSWELL AND HENRY JENTZEN - FAMILY RELATIONSHIP | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BY-LAWS WERE CHANGED DURING THE YEAR TO REFLECT CHANGES IN CLASS TERMS AND BOARD MEMBER SIZE FROM A MINIMUM OF THREE MEMBERS TO A MINIMUM OF FIVE. UPMIFA LAW CHANGES IN ARTICLE VII WERE MODIFIED AS WELL DURING THE CURRENT YEAR SLIGHTLY. | |
| 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. | |
| 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 12C | |
| 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 B, LINE 15 | |
| 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. | FORM 990, PART VI, SECTION C, LINE 19 | |
| EXECUTIVE DIRECTOR CHANGE | JAIME TOPPE WAS ELECTED EXECUTIVE DIRECTOR JUNE 1, 2011. PRIOR TO BECOMING EXECUTIVE DIRECTOR, SHE WAS PROGRAM OFFICER AND NOT CONSIDERED A KEY EMPLOYEE FOR TAX REPORTING PURPOSES. THE TOTAL 2010 WAGES FOR JAIME ARE REPORTED ON PART VII. | FORM 990, PART VII |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -358,189. SFAS #136 ADJUSTMENT 13,684. TOTAL TO FORM 990, PART XI, LINE 5: -344,505. | FORM 990, PART XI, LINE 5: |
| THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. THERE HAVE BEEN NO CHANGES IN THE PROCESS FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
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