MARSHALL COUNTY COMMUNITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL COUNTY COMMUNITY (EIN 35-1826870)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201213209349302566
- 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 | 2012-11-15T09:56:44-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351307701 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRUGGEL LAWTON & COMPANY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 W FRANKLIN ST | AddressLine1 |
| City | ELKHART | City |
| State | IN | State |
| ZIP Code | 46516 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351826870 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARS | NameControl |
| Phone | 5749355159 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 N MICHIGAN STREET | AddressLine1 |
| City | PLYMOUTH | City |
| State | IN | State |
| ZIP Code | 46563 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA YODER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5749355159 | Phone |
| Date Signed | 2012-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGENE L ZINK | Name |
| PTIN | P01222961 | PTIN |
| Phone | 5742642247 | Phone |
| 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 | LINDA YODER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 N MICHIGAN STREET | AddressLine1 |
| City | PLYMOUTH | City |
| State | IN | State |
| ZIP Code | 46563 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7087017 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MARSHALLCOUNTYCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARILY IN AND FOR THE BENEFIT OF THE PEOPLE OF MARSHALL COUNTY, INDIANA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 69 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1400760 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1364178 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 177958 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 193733 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 126175 | InvestmentIncomePriorYear |
| Investment Income Current Year | 366708 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5659 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2801 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1710552 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1927420 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 507423 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 840352 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 222961 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 143504 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 74356 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 312534 | OtherExpensePriorYear |
| Other Expenses Current Year | 273991 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1042918 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1257847 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 667634 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 669573 | RevenuesLessExpensesCY |
| Total Assets BOY | 25389885 | TotalAssetsBOY |
| Total Assets EOY | 25831909 | TotalAssetsEOY |
| Total Liabilities BOY | 5897320 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6895960 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 19492565 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18935949 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SERVE ALL OF MARSHALL COUNTY, ITS PEOPLE AND ITS FUTURE, THROUGH THE GROWTH AND ADMINISTRATION OF ENDOWMENT FUNDING AND PHILANTHROPY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1065214 | Expense |
| Grants | 840352 | Grants |
| Revenue | 196534 | Revenue |
| Description | ADMINISTRATION AND ALLOCATION OF FUNDS RECEIVED FOR CHARITABLE PURPOSES, SCHOLARSHIPS, ART, HUMAN SERVICES, EDUCATIONAL AND HEALTH PROGRAMS. | Description |
| Total Program Service Expense | 1065214 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | 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 | 1 | 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 | 0 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | 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 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA YODER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5749355159 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2701 N MICHIGAN ST | AddressLine1 |
| City | PLYMOUTH | City |
| State | IN | State |
| ZIP Code | 46563 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BRIAN BAKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DON BALKA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TODD BURCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDY DELP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHRIS EBERLY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRUCE EMERICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SAM ERWIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAY FINLAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KURT GARNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEVIN HICKMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TAMMY HOUIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEREK JONES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACK JORDAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LATHAM LAWSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT PICKELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SAM SCHLOSSER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARAH SMITH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN WAGNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM WEIRICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARBARA WINTERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATTI KITCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN OLIVER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN ZEGLIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEVIN BOYER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIM HARMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CONNIE LEMLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AMY MIDDAUGH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL NYE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL OVERMYER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETH STYERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DON THOMPSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RON ZELTWANGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JARED WEIDNER | ||||||
| ASSISTANT TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| JERRY GATES | ||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X |
| CAROLYN KLINE | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| RICHARD PARKER | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| LOUISE MASON | ||||||
| CHAIRMAN | 2.00 | X | 0 | 0 | 0 | X |
| LINDA YODER | ||||||
| EXECUTIVE DIRECTOR | 30.00 | 25490 | 0 | 0 | X | |
| JENNIFER MADDOX | ||||||
| PREVIOUS EXECUTIVE DIRECTOR | 28.00 | 33095 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 58585 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | 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 | 1364178 | AllOtherContributions |
| Noncash Contributions | 21504 | NoncashContributions |
| Total Contributions | 1364178 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT FEES | Description |
| Business Code | 621110 | BusinessCode |
| Total Revenue Column | 193733 | TotalRevenueColumn |
| Related Or Exempt Function Income | 193733 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 193733 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 476894 | TotalRevenueColumn |
| Exclusion | $476,894 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5049411 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5159597 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -110186 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -110186 | TotalRevenueColumn |
| Exclusion | -$110,186 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2801 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2801 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2801 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1927420 | TotalRevenueColumn |
| Related Or Exempt Function Income | 196534 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $366,708 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 840352 | Total |
| Program Services | 840352 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50182 | Total |
| Program Services | 16717 | ProgramServices |
| Management And General | 17102 | ManagementAndGeneral |
| Fundraising | 16363 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80004 | Total |
| Program Services | 26384 | ProgramServices |
| Management And General | 37123 | ManagementAndGeneral |
| Fundraising | 16497 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1290 | Total |
| Program Services | 427 | ProgramServices |
| Management And General | 537 | ManagementAndGeneral |
| Fundraising | 326 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1981 | Total |
| Program Services | 656 | ProgramServices |
| Management And General | 825 | ManagementAndGeneral |
| Fundraising | 500 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10047 | Total |
| Program Services | 3326 | ProgramServices |
| Management And General | 4185 | ManagementAndGeneral |
| Fundraising | 2536 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59950 | Total |
| Program Services | 19848 | ProgramServices |
| Management And General | 24970 | ManagementAndGeneral |
| Fundraising | 15132 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15467 | Total |
| Program Services | 5121 | ProgramServices |
| Management And General | 6442 | ManagementAndGeneral |
| Fundraising | 3904 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130848 | Total |
| Program Services | 130848 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14067 | Total |
| Program Services | 4657 | ProgramServices |
| Management And General | 5859 | ManagementAndGeneral |
| Fundraising | 3551 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8470 | Total |
| Program Services | 2804 | ProgramServices |
| Management And General | 3528 | ManagementAndGeneral |
| Fundraising | 2138 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4977 | Total |
| Program Services | 1648 | ProgramServices |
| Management And General | 2073 | ManagementAndGeneral |
| Fundraising | 1256 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2997 | Total |
| Program Services | 992 | ProgramServices |
| Management And General | 1249 | ManagementAndGeneral |
| Fundraising | 756 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2609 | Total |
| Program Services | 864 | ProgramServices |
| Management And General | 1087 | ManagementAndGeneral |
| Fundraising | 658 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2992 | Total |
| Program Services | 991 | ProgramServices |
| Management And General | 1246 | ManagementAndGeneral |
| Fundraising | 755 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5416 | Total |
| Program Services | 1793 | ProgramServices |
| Management And General | 2256 | ManagementAndGeneral |
| Fundraising | 1367 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SPECIAL EVENTS | 15024 | 4974 | 6258 | 3792 |
| DUES AND MEMBERSHIP | 3938 | 1304 | 1640 | 994 |
| MISCELLANEOUS | 3583 | 1187 | 1493 | 903 |
| DONOR DEVELOPMENT | 2683 | 2683 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 970 | Total |
| Program Services | 321 | ProgramServices |
| Management And General | 404 | ManagementAndGeneral |
| Fundraising | 245 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1257847 | Total |
| Program Services | 1065214 | ProgramServices |
| Management And General | 118277 | ManagementAndGeneral |
| Fundraising | 74356 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 553439 | BOY |
| EOY | 320805 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255664 | BOY |
| EOY | 353465 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5823 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 187256 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 28404 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9968 | BOY |
| EOY | 158852 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23385306 | BOY |
| EOY | 23818610 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1185508 | BOY |
| EOY | 1162321 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 12033 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25389885 | BOY |
| EOY | 25831909 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33126 | BOY |
| EOY | 12449 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74649 | BOY |
| EOY | 122021 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5789545 | BOY |
| EOY | 6761490 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5897320 | BOY |
| EOY | 6895960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18609151 | BOY |
| EOY | 18179924 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 883414 | BOY |
| EOY | 756025 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19492565 | BOY |
| EOY | 18935949 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25389885 | BOY |
| EOY | 25831909 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 669573 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1226189 | ReconcilationOtherChanges |
| 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 | 1205229 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 836035 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 439259 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1400760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1364178 | CurrentTaxYear |
| Total | 5245461 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1205229 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 836035 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 439259 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1400760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1364178 | CurrentTaxYear |
| Total | 5245461 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2381279 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2864182 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 650656 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 447939 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 548784 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 702781 | CurrentTaxYearMinus1Year |
| Current Tax Year | 476894 | CurrentTaxYear |
| Total | 2827054 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1260 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12676 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5659 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2801 | CurrentTaxYear |
| Total | 50059 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8122574 | TotalSupport |
| Gross Receipts From Admissions Etc | 859375 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.35260 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.40070 | 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 | 46 | NumberDAFsHeld |
| Donor Advised Contributions | 30451 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 77230 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1537821 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17363213 | BeginningOfYearBalance |
| Contributions | 368681 | Contributions |
| Investment Earnings Or Losses | -116395 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 641402 | GrantsOrScholarships |
| Other Expenditures | 6470 | OtherExpenditures |
| Administrative Expenses | 56892 | AdministrativeExpenses |
| End Of Year Balance | 16910735 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14521985 | BeginningOfYearBalance |
| Contributions | 235595 | Contributions |
| Investment Earnings Or Losses | 2963306 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 301850 | GrantsOrScholarships |
| Other Expenditures | 1412 | OtherExpenditures |
| Administrative Expenses | 54411 | AdministrativeExpenses |
| End Of Year Balance | 17363213 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12853659 | BeginningOfYearBalance |
| Contributions | 220678 | Contributions |
| Investment Earnings Or Losses | 1833846 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 331587 | GrantsOrScholarships |
| Other Expenditures | 10868 | OtherExpenditures |
| Administrative Expenses | 43743 | AdministrativeExpenses |
| End Of Year Balance | 14521985 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15968364 | BeginningOfYearBalance |
| Contributions | 529647 | Contributions |
| Investment Earnings Or Losses | -3166056 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 426514 | GrantsOrScholarships |
| Other Expenditures | 9028 | OtherExpenditures |
| Administrative Expenses | 42754 | AdministrativeExpenses |
| End Of Year Balance | 12853659 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4500 | OtherCostOrOtherBasis |
| Depreciation | 525 | Depreciation |
| Book Value | 3975 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32756 | OtherCostOrOtherBasis |
| Depreciation | 27879 | Depreciation |
| Book Value | 4877 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 150000 | InvestmentCostOrOtherBasis |
| Book Value | 150000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 158852 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $6,627,511 |
| LIABILITY FOR AMOUNTS HELD IN LEAD TRUST | $105,875 |
| LIABILITY UNDER UNITRUST AGREEMENT | $28,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6761490 | TotalOfAmounts |
| Total Revenue | 1927420 | TotalRevenue |
| Total Expenses | 1257847 | TotalExpenses |
| Excess Or Deficit For Year | 669573 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -337848 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 11154 | DonatedServicesAndFacilities |
| Other | -$899,495 | OtherAmount |
| Total Adjustments | -1226189 | TotalAdjustments |
| Excess Or Deficit Per FS | -556616 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 597211 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -337848 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 11154 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -326694 | RevenueNotRptdF990 |
| Revenue Subtotal | 923905 | RevenueSubtotal |
| Other Revenues Not Included | 1003515 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1003515 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1927420 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1153827 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 11154 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 29047 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 40201 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1113626 | ExpensesSubtotal |
| Other Expenses Not Included | 144221 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 144221 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1257847 | 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 ORGANIZATION'S ENDOWMENTS CONSIST OF DONOR-RESTRICTED ENDOWMENT FUNDS FOR WHICH THE ORGANIZATION HAS BEEN GRANTED VARIANCE POWER. THE DONOR-RESTRICTED FUNDS HAVE BEEN OPENED BY INDIVIDUALS OR ORGANIZATIONS IN MARSHALL COUNTY TO PROVIDE SELF SUPPORT, SCHOLARSHIPS, AND INCOME TO OTHER NOT-FOR-PROFIT ORGANIZATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INCOME TAXES TOPIC OF THE FASB ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ENTERPRISE TO DISCLOSE THE NATURE OF UNCERTAIN TAX POSITIONS TAKEN, IF ANY, WHEN FILING ITS INCOME TAX RETURN UTILIZING A TWO-STEP PROCESS TO RECOGNIZE AND MEASURE ANY UNCERTAIN TAX POSITIONS TAKEN. THE ENTITY RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. NO TAX BENEFIT WILL BE RECORDED ON TAX POSITIONS NOT MEETING THE MORE LIKELY THAN NOT TEST. INTEREST AND PENALTIES ACCRUED OR INCURRED, IF ANY, AS A RESULT OF APPLYING ASC 740 WILL BE RECORDED TO INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY. BASED ON ITS EVALUATION, THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S EVALUATION WAS PERFORMED FOR ALL FEDERAL AND STATE TAX PERIODS STILL SUBJECT TO EXAMINATION. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO DONOR RESTRICTED FUNDS GOVERNED UNDER ASC 958 -1,003,515. GRANT EXPENSE FROM DONOR RESTRICTED FUNDS GOVERNED UNDER ASC 958 144,221. DONATED SERVICES AND USE OF FACILITIES -11,154. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -29,047. TOTAL TO SCHEDULE D, PART XI, LINE 8: -899,495. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO DONOR RESTRICTED FUNDS GOVERNED UNDER ASC 958 1,003,515. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 29,047. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GRANT EXPENSE FROM DONOR RESTRICTED FUNDS GOVERNED UNDER ASC 958 144,221. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (29 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ANCILLA COLLEGE | |||||||
| 9601 UNION RD | PLYMOUTH | IN | 46563 | 356071917 | 501(C)(3) | 59102 | SCHOLARSHIPS AND DISTRIBUTIONS |
| ARGOS DOLLARS FOR SCHOLARS | |||||||
| 18707 MICHIGAN ROAD | ARGOS | IN | 46501 | 237039405 | 501(C)(3) | 17693 | ANNUAL DISTRIBUTION FOR SCHOLARSHIPS |
| BALL STATE UNIVERSITY | |||||||
| LUCINA HALL ROOM B31 | MUNCIE | IN | 47306 | 356000221 | 501(C)(3) | 29864 | SCHOLARSHIPS |
| BREMEN DOLLARS FOR SCHOLARS | |||||||
| PO BOX 144 | BREMEN | IN | 46506 | 061250488 | 501(C)(3) | 42719 | SCHOLARSHIPS |
| CITY OF PLYMOUTH | |||||||
| 124 N MICHIGAN ST | PLYMOUTH | IN | 46563 | 356001166 | 501(C)(3) | 37993 | ANNUAL DISTRIBUTIONS |
| COMMUNITY HOSPITAL OF BREMEN FOUNDATION INC | |||||||
| 1020 HIGH RD PO BOX 8 | BREMEN | IN | 46506 | 351813755 | 501(C)(3) | 11256 | ANNUAL DISTRIBUTION, GRANT FOR 10 MAMMOGRAMS, GRANT TO PURCHASE A SONOSITE NANO MAXX ULTRASOUND |
| FIRST UNITED CHURCH OF CHRIST | |||||||
| 323 S CENTER ST PO BOX 222 | BREMEN | IN | 46506 | 356007177 | 501(C)(3) | 26089 | ANNUAL DISTRIBUTION AND DONATION |
| FIRST UNITED METHODIST CHURCH | |||||||
| 400 NORTH MICHIGAN STREET | PLYMOUTH | IN | 46563 | 350999996 | 501(C)(3) | 6599 | ANNUAL DISTRIBUTIONS |
| HABITAT FOR HUMANITY INC | |||||||
| PO BOX 504 | PLYMOUTH | IN | 46563 | 352029215 | 501(C)(3) | 5309 | ANNUAL DISTRIBUTION AND DONATION |
| HISTORIC BREMEN INC | |||||||
| PO BOX 471 | BREMEN | IN | 46506 | 300040750 | 501(C)(3) | 5000 | GRANT TO PURCHASE MATERIALS FOR DISPLAY CASE |
| IPUI FW | |||||||
| 2101 E COLLISEUM BLVD | FORT WAYNE | IN | 46805 | 356002041 | 501(C)(3) | 8690 | SCHOLARSHIPS |
| INDIANA UNIVERSITY BLOOMINGTON | |||||||
| 300 N JORDAN AVENUE | BLOOMINGTON | IN | 47405 | 356001673 | 501(C)(3) | 6000 | SCHOLARSHIPS |
| IUSB | |||||||
| 1700 MISHAWAKA AVENUE | SOUTH BEND | IN | 46634 | 356001673 | 501(C)(3) | 6375 | SCHOLARSHIPS |
| LAKE MAXINKUCKEE ENVIRONMENTAL COUNCIL | |||||||
| 116 N MAIN ST PO BOX 187 | CULVER | IN | 46511 | 350919825 | 501(C)(3) | 6700 | DONATION, GRANT TO INSTALL SEDIMENT TRAP |
| LAPAZ-NORTH TOWNSHIP VOL FIRE DEPT | |||||||
| PO BOX 369 | LAPAZ | IN | 46537 | 356035918 | 501(C)(4) | 6570 | PURCHASE MANNEQUINS, 50% MATCH TO PURCHASE THERMAL IMAGING EQUIPMENT |
| LASALLE COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 1340 SOUTH BEND AVENUE | SOUTH BEND | IN | 46617 | 221576300 | 501(C)(3) | 10247 | ANNUAL DISTRIBUTION |
| LIONS CLUB OF CULVER | |||||||
| PO BOX 330 | CULVER | IN | 46511 | 237154813 | 501(C)(4) | 10000 | UPDATE LIONS CLUB COMMUNITY SIGN |
| MARSHALL COUNTY 4-H FAIR BOARD | |||||||
| 112 W JEFFERSON STREET ROOM 304 | PLYMOUTH | IN | 46563 | 356041981 | 501(C)(3) | 10000 | BUILD BLEACHERS/GRANDSTAND FOR EVENTS |
| MARSHALL COUNTY COUNCIL ON AGING INC | |||||||
| 1305 W HARRISON STREET | PLYMOUTH | IN | 46563 | 351522711 | 501(C)(3) | 5000 | PURCHASE AN INDOT WHEELCHAIR VEHICLE |
| MARSHALL COUNTY HUMANE SOCIETY INC | |||||||
| PO BOX 22 | PLYMOUTH | IN | 46563 | 351549385 | 501(C)(3) | 11107 | ANNUAL DISTRIBUTION, DONATION, 50% MATCH FOR CAT HOUSE |
| MICHIANA BENEVOLENT SOCIETY INC | |||||||
| 515 S WHITLOCK STREET | BREMEN | IN | 46506 | 356018462 | 501(C)(3) | 5279 | ANNUAL DISTRIBUTION, 1:1 MATCH FOR HEARING IMPAIRED |
| PLYMOUTH COMMUNITY SCHOOL CORPORATION | |||||||
| 611 BERKLEY STREET | PLYMOUTH | IN | 46563 | 351101903 | 501(C)(3) | 5000 | GRANT FOR NEW TECH HIGH SCHOOL |
| PLYMOUTH HIGH SCHOOL | |||||||
| 1 BIG RED DRIVE | PLYMOUTH | IN | 46563 | 351101903 | 501(C)(3) | 6790 | ANNUAL DISTRIBUTIONS |
| PLYMOUTH VOLUNTEER FIRE DEPARTMENT | |||||||
| 111 CENTER STREET | PLYMOUTH | IN | 46563 | 351917480 | 501(C)(4) | 13000 | FUND A TRAINING FACILITY |
| POTAWATOMI PARK INC | |||||||
| 16998 STATE ROAD 331 | TIPPECANOE | IN | 46570 | 351547849 | 501(C)(3) | 8473 | QUARTERLY DISTRIBUTIONS |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | 356002041 | 501(C)(3) | 84483 | SCHOLARSHIPS |
| RAY L PRICE FOUNDATION | |||||||
| PO BOX 359 | PLYMOUTH | IN | 46563 | 237115879 | 501(C)(3) | 5164 | ANNUAL DISTRIBUTION |
| SAINT JOSEPH'S CARE FOUNDATION | |||||||
| 837 CEDAR STREET SUITE 350 | SOUTH BEND | IN | 46617 | 351654543 | 501(C)(3) | 47438 | ANNUAL DISTRIBUTION |
| UNITED WAY | |||||||
| 2701 N MICHIGAN ST | PLYMOUTH | IN | 46563 | 237220922 | 501(C)(3) | 8658 | DISTRIBUTIONS AND DONATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 26 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | GRANT MONEY IS USED FOR PURPOSES DEFINED IN EACH INDIVIDUAL FUND AGREEMENT. THE VICE PRESIDENT OF OPERATIONS AND EXECUTIVE DIRECTOR REVIEW REQUESTS FOR GRANTS WHEN SUBMITTED. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION OBTAINS THE 990 FROM THE PAID TAX PREPARER. THE ORGANIZATION'S AUDIT AND STEWARDSHIP COMMITTEE REVIEWS THE 990. IF THE AUDIT AND STEWARDSHIP COMMITTEE HAS COMMENTS, IT GIVES THEM TO THE TAX PREPARER. AFTER THE AUDIT AND STEWARDSHIP COMMITTEE AND THE TAX PREPARER FINALIZE A DRAFT OF THE 990, THE DRAFT IS IS SENT VIA E-MAIL OR VIA UNITED STATES POSTAL SERVICE FOR THOSE BOARD MEMBERS WHO DO NOT HAVE EMAIL ACCOUNTS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY, WHICH IS AVAILABLE TO THE PUBLIC UPON REQUEST. STAFF AND BOARD MEMBERS ARE REQUIRED TO SIGN NEW CONFLICT OF INTEREST FORMS EVERY YEAR. THE ORGANIZATION THEN COMPILES A LIST AND THE LIST IS GIVEN TO THE CHAIRMAN OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DECIDED DURING INITIAL EMPLOYMENT OR AT THE TIME OF ANNUAL REVIEW. THE EXECUTIVE DIRECTOR IS EVALUATED ON GOALS THAT ARE SET AT THE BEGINNING OF THE YEAR, AND ON OVERALL PERFORMANCE. THE BOARD OF DIRECTORS RECEIVE EVALUATION FORMS SO THAT EVERYONE CAN GIVE INPUT. THE EVAULATION FORMS ARE GATHERED BY THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE ANALYZES THE EVAULATIONS AND MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS. THE BOARD THEN MEETS AND DICUSSES THE RECOMMENDATION, UNTIL COMPENSATION IS AGREED UPON, FOR BOTH THE BONUS AWARDED FOR MEETING SET GOALS, AND FOR COST OF LIVING INCREASE. THE BOARD PRESIDENT THEN MEETS WITH THE EXECUTIVE DIRECTOR AND GOES OVER THE EVALUATION AND COMPENSATION SET BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST VIA EMAIL OR UNITED STATES POSTAL SERVICE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -337,848. DONATED SERVICES AND USE OF FACILITIES: 11,154. CONTRIBUTIONS TO DONOR RESTRICTED FUNDS GOVERNED UNDER ASC 958 -1,003,515. GRANT EXPENSE FROM DONOR RESTRICTED FUNDS GOVERNED UNDER ASC 958 144,221. DONATED SERVICES AND USE OF FACILITIES -11,154. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -29,047. TOTAL TO FORM 990, PART XI, LINE 5: -1,226,189. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Comments