CROWN POINT COMMUNITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CROWN POINT COMMUNITY FOUNDATION INC (EIN 31-0247014)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-09
- IRS object ID
- 201211309349302251
- Schema version
- 2011v1.2
- 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 | 2012-05-09T16:01:58-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351178661 | EIN |
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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310247014 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWN POINT COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CROW | NameControl |
| Phone | 2196627252 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522 | AddressLine1 |
| City | CROWN POINT | City |
| State | IN | State |
| ZIP Code | 463080522 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA A HUBER | Name |
| Title | PRESIDENT | Title |
| Phone | 2196627252 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KANDY L WISCHMEIER CPA | Name |
| PTIN | P00118327 | PTIN |
| Phone | 8125228416 | Phone |
| Date Prepared | 2012-05-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICIA A HUBER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 522 | AddressLine1 |
| City | CROWN POINT | City |
| State | IN | State |
| ZIP Code | 463080522 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2850367 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CROWNPOINTCOMMUNITYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION IS AN INDIANA NOT-FOR-PROFIT CORPORATION FORMED TO IMPROVE THE QUALITY OF LIFE IN THE CROWN POINT COMMUNITY AND NORTHWEST INDIANA. CONTRIBUTIONS ARE USED TO FUND COLLEGE AND VOCATIONAL SCHOLARSHIPS TO WORTHY STUDENTS LIVING IN CROWN POINT AND/OR CENTER TOWNSHIP; PROVIDE CAPITAL FOR COMMUNITY IMPROVEMENTS, PROJECTS FOR SENIOR CITIZENS AND SPECIAL HANDICAP PROGRAMS. FUNDS ARE ALSO USED FOR CHILD CARE NEEDS OF THE COMMUNITY AND CULTURAL EVENTS IN THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 44 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1414685 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 439936 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 298476 | InvestmentIncomePriorYear |
| Investment Income Current Year | 239499 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 130066 | OtherRevenuePriorYear |
| Other Revenue Current Year | 41128 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1843227 | TotalRevenuePriorYear |
| Total Revenue Current Year | 720563 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 375877 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 464708 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 118520 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 127999 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 100909 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 327558 | OtherExpensePriorYear |
| Other Expenses Current Year | 181345 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 821955 | TotalExpensesPriorYear |
| Total Expenses Current Year | 774052 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1021272 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -53489 | RevenuesLessExpensesCY |
| Total Assets BOY | 15924104 | TotalAssetsBOY |
| Total Assets EOY | 15218176 | TotalAssetsEOY |
| Total Liabilities BOY | 1832460 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1715371 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14091644 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13502805 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO IMPROVE THE QUALITY OF LIFE IN THE CROWN POINT COMMUNITY AND NORTHWEST INDIANA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 344462 | Expense |
| Grants | 258886 | Grants |
| Description | FUNDS USED TO ASSIST AND BENEFIT PEOPLE IN CROWN POINT AND NORTHWEST INDIANA THROUGH FUNDING OF HEALTH, EDUCATION, CULTURAL, CIVIC AND RECREATIONAL PROGRAMS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 205822 | Expense |
| Grants | 205822 | Grants |
| Description | SCHOLARSHIPS - FUNDS TO LOCAL UNIVERSITIES AND SCHOOLS FOR STUDENTS IN NEED OF ASSISTANCE | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 550284 | 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 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | 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 | 0 | QuidProQuoContributions |
| 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | 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 | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 |
| 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 | PATRICIA A HUBER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2196627252 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 SOUTH COURT STREET | AddressLine1 |
| City | CROWN POINT | City |
| State | IN | State |
| ZIP Code | 46307 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARK BATES | ||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 |
| DAVE BATUSIC | ||||||
| 1ST VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 |
| GREG FORSYTHE | ||||||
| 2ND VICE CHAIR | 5.00 | X | X | 0 | 0 | 0 |
| KATHRYN SCHMIDT | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| DARRYL MILLER | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| JOE BECKMAN | ||||||
| EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | |
| JOHN BARNEY | ||||||
| EX-OFFICIO | 2.00 | X | 0 | 0 | 0 | |
| LINDA ARMSTRONG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RON BORTO | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEFF BRYNER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LARRY GEISEN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JON HARTS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MARGE KERR | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| TOM LISS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KAREN RAAB | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DANIEL ROOT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BILL ROSENBOWER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DICK SAUERMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GERRY STIENER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PATRICIA HUBER | ||||||
| PRESIDENT | 40.00 | X | 61925 | 0 | 1738 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 61925 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1738 | 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 |
| Fundraising Events | 17117 | FundraisingEvents |
| All Other Contributions | 422819 | AllOtherContributions |
| Total Contributions | 439936 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 328956 | TotalRevenueColumn |
| Exclusion | $328,956 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2025067 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2114524 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -89457 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -89457 | TotalRevenueColumn |
| Exclusion | -$89,457 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 56408 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 17117 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 15280 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41128 | TotalRevenueColumn |
| Exclusion | $41,128 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 720563 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $280,627 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258886 | Total |
| Program Services | 258886 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205822 | Total |
| Program Services | 205822 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63663 | Total |
| Program Services | 19099 | ProgramServices |
| Management And General | 19099 | ManagementAndGeneral |
| Fundraising | 25465 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53787 | Total |
| Program Services | 16136 | ProgramServices |
| Management And General | 16136 | ManagementAndGeneral |
| Fundraising | 21515 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1462 | Total |
| Program Services | 439 | ProgramServices |
| Management And General | 438 | ManagementAndGeneral |
| Fundraising | 585 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9087 | Total |
| Program Services | 2726 | ProgramServices |
| Management And General | 2726 | ManagementAndGeneral |
| Fundraising | 3635 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21609 | Total |
| Program Services | 7131 | ProgramServices |
| Management And General | 7347 | ManagementAndGeneral |
| Fundraising | 7131 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37048 | Total |
| Management And General | 37048 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24465 | Total |
| Program Services | 4893 | ProgramServices |
| Management And General | 4893 | ManagementAndGeneral |
| Fundraising | 14679 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9647 | Total |
| Program Services | 2165 | ProgramServices |
| Management And General | 2894 | ManagementAndGeneral |
| Fundraising | 4588 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8776 | Total |
| Program Services | 2896 | ProgramServices |
| Management And General | 2984 | ManagementAndGeneral |
| Fundraising | 2896 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12440 | Total |
| Program Services | 1202 | ProgramServices |
| Management And General | 10036 | ManagementAndGeneral |
| Fundraising | 1202 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 617 | Total |
| Program Services | 185 | ProgramServices |
| Management And General | 185 | ManagementAndGeneral |
| Fundraising | 247 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1798 | Total |
| Program Services | 180 | ProgramServices |
| Management And General | 1438 | ManagementAndGeneral |
| Fundraising | 180 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2291 | Total |
| Program Services | 229 | ProgramServices |
| Management And General | 1833 | ManagementAndGeneral |
| Fundraising | 229 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EXPENSES | 50004 | 25002 | 10001 | 15001 |
| MISCELLANEOUS | 10030 | 2507 | 5015 | 2508 |
| DUES AND SUBSCRIPTIONS | 2620 | 786 | 786 | 1048 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 774052 | Total |
| Program Services | 550284 | ProgramServices |
| Management And General | 122859 | ManagementAndGeneral |
| Fundraising | 100909 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 642167 | BOY |
| EOY | 593163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44456 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 41430 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4823 | BOY |
| EOY | 3026 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15276904 | BOY |
| EOY | 14621987 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15924104 | BOY |
| EOY | 15218176 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43 | BOY |
| EOY | 19 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1832417 | BOY |
| EOY | 1715352 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1832460 | BOY |
| EOY | 1715371 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2623 | BOY |
| EOY | -272168 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3272114 | BOY |
| EOY | 2704211 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10816907 | BOY |
| EOY | 11070762 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14091644 | BOY |
| EOY | 13502805 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15924104 | BOY |
| EOY | 15218176 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -53489 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -535350 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5168164 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1388538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1063689 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 550903 | CurrentTaxYearMinus1Year |
| Current Tax Year | 472819 | CurrentTaxYear |
| Total | 8644113 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5168164 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1388538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1063689 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 550903 | CurrentTaxYearMinus1Year |
| Current Tax Year | 472819 | CurrentTaxYear |
| Total | 8644113 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5254109 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3390004 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 337762 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 322753 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 280358 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 273943 | CurrentTaxYearMinus1Year |
| Current Tax Year | 328956 | CurrentTaxYear |
| Total | 1543772 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 3862 | CurrentTaxYearMinus1Year |
| Total | 3862 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10191747 | TotalSupport |
| Public Support Pertcentage170 | 0.33260 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.34490 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests PY170 | X | ThirtyThreePercntTestsPY170 |
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 | 28 | NumberDAFsHeld |
| Donor Advised Contributions | 1950 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 18147 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1622083 | 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 | 13889699 | BeginningOfYearBalance |
| Contributions | 460980 | Contributions |
| Investment Earnings Or Losses | -399918 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 464708 | GrantsOrScholarships |
| Other Expenditures | 46788 | OtherExpenditures |
| Administrative Expenses | 140178 | AdministrativeExpenses |
| End Of Year Balance | 13299087 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11046802 | BeginningOfYearBalance |
| Contributions | 1309475 | Contributions |
| Investment Earnings Or Losses | 2105506 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 375877 | GrantsOrScholarships |
| Other Expenditures | 81105 | OtherExpenditures |
| Administrative Expenses | 115102 | AdministrativeExpenses |
| End Of Year Balance | 13889699 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8424576 | BeginningOfYearBalance |
| Contributions | 854219 | Contributions |
| Investment Earnings Or Losses | 1976501 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 34811 | GrantsOrScholarships |
| Other Expenditures | 87910 | OtherExpenditures |
| Administrative Expenses | 85773 | AdministrativeExpenses |
| End Of Year Balance | 11046802 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11003198 | BeginningOfYearBalance |
| Contributions | 1160119 | Contributions |
| Investment Earnings Or Losses | -3282706 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 70377 | GrantsOrScholarships |
| Other Expenditures | 274871 | OtherExpenditures |
| Administrative Expenses | 110787 | AdministrativeExpenses |
| End Of Year Balance | 8424576 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.83000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 44456 | OtherCostOrOtherBasis |
| Depreciation | 41430 | Depreciation |
| Book Value | 3026 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3026 | TotalOfBookValueLandBuildings |
| Total Revenue | 720563 | TotalRevenue |
| Total Expenses | 774052 | TotalExpenses |
| Excess Or Deficit For Year | -53489 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -652415 | NetUnrealizedGLOnInvestments |
| Other | $117,065 | OtherAmount |
| Total Adjustments | -535350 | TotalAdjustments |
| Excess Or Deficit Per FS | -588839 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 243121 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -652415 | NetUnrealizedGainsInvestments |
| Other Revenues | 212021 | OtherRevenues |
| Revenue Not Rptd F990 | -440394 | RevenueNotRptdF990 |
| Revenue Subtotal | 683515 | RevenueSubtotal |
| Investment Expenses Not Included | 37048 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 37048 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 720563 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 831960 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 173800 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 173800 | ExpensesNotRptdF990 |
| Expenses Subtotal | 658160 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 37048 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 78844 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 115892 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 774052 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION PROVIDES GRANTS TO HELP FOSTER AND PROMOTE HEALTH AND HUMAN SERVICES, CIVIC AFFAIRS, COMMUNITY DEVELOPMENT, ART AND CULTURE, AND EDUCATIONAL ACTIVITIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2011 AND 2010, 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. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | SFAS 136 ADJUSTMENT 117,065. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SFAS 136 ADJUSTMENT 38,221. ADMINISTRATIVE FEES 158,520. FUNDRAISING EXPENSE 15,280. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | ADMINISTRATIVE FEES 158,520. FUNDRAISING EXPENSES 15,280. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SFAS 136 ADJUSTMENT 78,844. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 73525 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 17117 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 56408 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 15280 | RentFacilityCostsEvent1 |
| Gross Receipts Total | 73525 | GrossReceiptsTotal |
| Charitable Contributions Total | 17117 | CharitableContributionsTotal |
| Gross Revenue Total Events | 56408 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 15280 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 15280 | DirectExpenseSummaryEvents |
| Net Income Summary | 41128 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| LAKE COURT HOUSE FOUNDATION | |||||||
| POST OFFICE BOX 556 | CROWN POINT | IN | 46308 | 351368010 | 501 (C) 3 | 46532 | 2011 DISTRIBUTIONS |
| NORTHWEST INDIANA SYMPHONY | |||||||
| 1040 RIDGE ROAD | MUNSTER | IN | 46321 | 351359750 | 501 (C) 3 | 8884 | ANNUAL DISTRIBUTION; TO PROVIDE SUPPORT TO CONCERTS AT BETHEL CHURCH IN CROWN POINT. |
| ST ANTHONY MEDICAL CENTER INC | |||||||
| 1201 SOUTH MAIN STREET | CROWN POINT | IN | 46307 | 351330472 | 501 (C) 3 | 61160 | TO SUPPORT OPERATIONS; TO SUPPORT THE CHILD PASSENGER SAFETY PROGRAM IN CONJUNCTION WITH THE CROWN POINT FIRE RESCUE |
| CHALLENGER LEARNING CENTER CO PURDUE UNIVERSITY | |||||||
| 2300 173RD STREET | HAMMOND | IN | 46322 | 351995603 | 501 (C) 3 | 8942 | DISTRIBUTION; SUBSIDIZE THE COST OF CROWN POINT 8TH GRADE STUDENTS ATTENDING SIMULATED MISSIONS AT THE LEARNING CENTER |
| FIRST PRESBYTERIAN CHURCH OF CROWN POINT | |||||||
| 218 SOUTH COURT STREET | CROWN POINT | IN | 46307 | 351109087 | 501 (C) 3 | 7085 | DISTRIBUTION; FOOD PANTRY; SUPPORT THE SOUP AND SERENITY PROGRAM RUN BY THE FIRST PRESBYTERIAN CHURCH |
| MEALS ON WHEELS OF NW INDIANA INC | |||||||
| 8446 VIRGINIA STREET | MERRILLVILLE | IN | 46410 | 311168281 | 501 (C) 3 | 7233 | DISTRIBUTION; MEET THE EMERGENT MEAL AND NUTRITIONAL NEEDS OF THOSE IN THE SOUTHERN PORTION OF LAKE COUNTY. |
| SHRINE OF CHRIST'S PASSION | |||||||
| 10630 WICKER AVE | ST JOHN | IN | 46373 | 300111349 | 501 (C) 3 | 6400 | SUPPORT THE SHRINE OF CHRIST'S PASSION; ONGOING SUPPORT OF THE SHRINE OF CHRIST'S PASSION |
| ST JUDE'S HOUSE INC | |||||||
| 12490 MARSHALL STREET | CROWN POINT | IN | 46307 | 351905782 | 501 (C) 3 | 5342 | 2011 DISTRIBUTION; DEFRAY THE COST OF ST. JUDE HOUSE SPRING TEA; REPLACE THE MALFUNCTIONING DVR AND DISPLAY MONITORS OF THE ELECTRONIC VIDEO SECURITY SYSTEM. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 8 | 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 | 84 | NumberOfRecipients |
| Amount Of Cash Grant | 205822 | 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: GRANTEES MUST PROVIDE A GRANT REPORT SIX MONTHS AFTER BEING AWARDED A GRANT. UPON RECEIPT OF THE GRANT REPORT THE FOUNDATION CONSIDERS THE GRANT "CLOSED". RENEWABLE SCHOLARSHIP RECIPIENTS MUST PROVIDE PROOF OF ENROLLMENT AND UPDATED TRANSCRIPTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCIAL STATEMENTS, THE AUDIT AND THE 990 ARE REVIEWED BY THE TREASURER OF THE FOUNDATION AND THE AUDIT COMMITTEE. DRAFTS OF THE FINANCIAL REPORTS ARE SHARED WITH THE ACCOUNTANTS WITH THE FOUNDATION. IT IS THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE BEING ISSUED AND FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR DURING THE FIRST ANNUAL MEETING OF THE FOUNDATION, EACH BOARD MEMBER SHALL DISCLOSE IN WRITING ANY INTEREST, AFFILIATION OR MEMBERSHIP WHICH MIGHT GIVE RISE TO A CONFLICT OF INTEREST, INCLUDING, BUT NOT LIMITED TO, ALL LOCAL BUSINESS INTERESTS, RELIGIOUS AFFILIATION, AND MEMBERSHIPS IN OTHER LOCAL ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | EACH YEAR THE EXECUTIVE DIRECTOR MEETS WITH THE CHAIRMAN OF THE BOARD TO REVIEW PERFORMANCE FOR THE YEAR. THE EXECUTIVE DIRECTOR AND THE CHAIRMAN OF THE BOARD DISCUSS GOALS AND STRATEGIES FOR THE PAST AND FUTURE PERFORMANCE. THEY DISCUSS SALARY REQUIREMENTS, VACATION, AND OTHER NEEDS. THE CHAIRMAN OF THE BOARD THEN TAKES THE INFORMATION TO THE EXECUTIVE COMMITTEE, IN EXECUTIVE SESSION, AND TO THE FULL BOARD IN EXECUTIVE SESSION. LIKEWISE, THE EXECUTIVE DIRECTOR ANNUALLY WORKS WITH THE ADMINISTRATIVE SUPPORT STAFF TO REVIEW AND EVALUATE PERFORMANCE. EACH YEAR, STAFF SETS GOALS AND OBJECTIVES FOR THE UPCOMING YEAR; THIS INCLUDES FILE REVIEW. COMPENSATION IS REVIEWED ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S ANNUAL REPORT IS MAILED TO ALL FUND HOLDERS AND ANNUAL REPORT MAILING LIST FOR THE FOUNDATION. THE PUBLIC CAN VISIT THE FOUNDATION'S OFFICE LOCATION TO OBTAIN A COPY OF THE FINANCIAL STATEMENTS AND OTHER DOCUMENTS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -652,415. SFAS 136 ADJUSTMENT 117,065. TOTAL TO FORM 990, PART XI, LINE 5: -535,350. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | NO CHANGES HAVE BEEN MADE IN THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. | COMMITTEE RESPONSIBLE FOR OVERSIGHT |