KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC (EIN 35-6086777)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-14
- IRS object ID
- 201103189349307265
- 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 | 2011-11-14T17:10:30-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356086777 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KOSC | NameControl |
| Phone | 5742671901 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E Market Street | AddressLine1 |
| City | Warsaw | City |
| State | IN | State |
| ZIP Code | 465802806 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Suzanne Light | Name |
| Title | Executive Director | Title |
| Phone | 5742671901 | Phone |
| Date Signed | 2011-11-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Suzanne M Light | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E Market Street | AddressLine1 |
| City | Warsaw | City |
| State | IN | State |
| ZIP Code | 46580 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19260585 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.kcfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | The Community Foundation's mission is to bring caring people and charitable endeavors together for the good of our community. In addition to awarding over $7 million in grants in the areas of arts/culture, civic projects, human services, recreation, health, education and the environment, the Community Foundation hosted educational workshops for nonprofits and professional advisors, provided meeting space for community groups and served as a catalyst and convener for community enhancement initiatives. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 209 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8268583 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3277057 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 520149 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 575099 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 130277 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1269208 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 147921 | OtherRevenuePriorYear |
| Other Revenue Current Year | 638515 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9066930 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5759879 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1698009 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7058306 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 383976 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 411868 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 196201 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1273927 | OtherExpensePriorYear |
| Other Expenses Current Year | 1875167 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3355912 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9345341 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5711018 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3585462 | RevenuesLessExpensesCY |
| Total Assets BOY | 38903955 | TotalAssetsBOY |
| Total Assets EOY | 39479182 | TotalAssetsEOY |
| Total Liabilities BOY | 2308172 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2333022 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36595783 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 37146160 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Community Foundation's mission: By bringing caring people and charitable endeavors together, we make donor dreams shine for the good of our community. We do this by: 1) Serving as the vehicle for donors' charitable dreams, 2) Awarding grants to charitable projects and organizations, 3) Addressing community needs as a catalyst and convener. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6321234 | Expense |
| Grants | 5351403 | Grants |
| Revenue | 70000 | Revenue |
| Description | Catalyst & Convener role - Served as the supported organization of the Orthopedics Capital Foundation as part of the OrthoWorx initiative, and in that role oversaw its operations. Orthopedics Capital Foundation focuses on charitable, scientific and educational projects in the following areas: transportation and logistics, education, workforce and talent development, community development, innovation and creating awareness. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1146397 | Expense |
| Grants | 1037352 | Grants |
| Revenue | 337652 | Revenue |
| Description | Grantmaking - Awarded over 500 grants totaling over $1 million to nonprofits and charitable projects in the areas of education (36%), human services (32%), arts and culture (7%), civic projects (7%), health (7%) recreation (7%) and the environment (4%). | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 720013 | Expense |
| Grants | 669551 | Grants |
| Revenue | 167447 | Revenue |
| Description | Assistance to individuals - including scholarships ($424,017 to 219 area students) and assistance to area residents experiencing financial difficulty due to a medical condition ($245,534 in 1,179 awards) totaled $669,551. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 8187644 | 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 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 8 | 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Suzanne M Light | NamePerson |
| Telephone Number | 5742671901 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E Market Street | AddressLine1 |
| City | Warsaw | City |
| State | IN | State |
| ZIP Code | 465802806 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Jack Birch | ||||||
| Board Member | 0.26 | X | 0 | 0 | 0 | |
| Bob Bishop | ||||||
| Board Member | 0.29 | X | 0 | 0 | 0 | |
| Marsha Cook | ||||||
| Board Member | 0.31 | X | 0 | 0 | 0 | |
| Antony Garza | ||||||
| Board Member | 0.25 | X | 0 | 0 | 0 | |
| David Grossnickle | ||||||
| Board Member | 0.29 | X | 0 | 0 | 0 | |
| Zoe Howard | ||||||
| Board Member | 0.93 | X | 0 | 0 | 0 | |
| Tracy Jackson | ||||||
| Board Member | 0.29 | X | 0 | 0 | 0 | |
| Barbara Kissane | ||||||
| Board Member | 0.42 | X | 0 | 0 | 0 | |
| Mike Kinsey | ||||||
| Board Member | 0.14 | X | 0 | 0 | 0 | |
| Vern Landis | ||||||
| Board Member | 0.24 | X | 0 | 0 | 0 | |
| Ron Manahan | ||||||
| Board Member | 0.27 | X | 0 | 0 | 0 | |
| James McFadden | ||||||
| Board Member | 0.43 | X | 0 | 0 | 0 | |
| Allison McSherry | ||||||
| Board Member | 0.41 | X | 0 | 0 | 0 | |
| Rob Parker | ||||||
| Board Member | 0.25 | X | 0 | 0 | 0 | |
| Rita Price Simpson | ||||||
| Board Member | 0.08 | X | 0 | 0 | 0 | |
| Jeannie Ross | ||||||
| Board Member | 0.30 | X | 0 | 0 | 0 | |
| Rita Schobert Snyder | ||||||
| Board Member | 0.10 | X | 0 | 0 | 0 | |
| Sharon Sommers | ||||||
| Board Member | 0.55 | X | 0 | 0 | 0 | |
| Cynthia Zehr | ||||||
| Board Member | 0.57 | X | 0 | 0 | 0 | |
| Brad Bishop | ||||||
| President 7/10-9/10 | 0.31 | X | 0 | 0 | 0 | X |
| Jerry Yeager | ||||||
| President 9/10-6/11 | 1.0 | X | 0 | 0 | 0 | X |
| Craig Tidball | ||||||
| Vice President | 0.50 | X | 0 | 0 | 0 | X |
| Mindy Truex | ||||||
| Secretary | 0.50 | X | 0 | 0 | 0 | X |
| Alan Alderfer | ||||||
| Treasurer | 0.56 | X | 0 | 0 | 0 | X |
| Jerry Clevenger | ||||||
| Finance Chair | 0.64 | X | 0 | 0 | 0 | X |
| Suzanne M Light | ||||||
| Executive Director/CEO | 45 | 81010 | 0 | 6780 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 81010 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6780 | 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 |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 3277057 | AllOtherContributions |
| Noncash Contributions | 1139533 | NoncashContributions |
| Total Contributions | 3277057 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 575099 | TotalRevenueColumn |
| Related Or Exempt Function Income | 575099 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 575099 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1065498 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,065,498 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13704416 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13500706 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 203710 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 203710 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $203,710 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Miscellaneous Income | 900099 | 3887 | 3887 | 0 | $0 |
| Split-interest agreements value adjustments | 900099 | 636427 | 636427 | 0 | $0 |
| Future annuity payments value adjustment | 900099 | -1799 | -1799 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 638515 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5759879 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1213614 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,269,208 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6388755 | Total |
| Program Services | 6388755 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 669551 | Total |
| Program Services | 669551 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89078 | Total |
| Program Services | 23391 | ProgramServices |
| Management And General | 45152 | ManagementAndGeneral |
| Fundraising | 20535 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 263730 | Total |
| Program Services | 79226 | ProgramServices |
| Management And General | 99269 | ManagementAndGeneral |
| Fundraising | 85235 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32768 | Total |
| Program Services | 10950 | ProgramServices |
| Management And General | 12970 | ManagementAndGeneral |
| Fundraising | 8848 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26292 | Total |
| Program Services | 7699 | ProgramServices |
| Management And General | 10773 | ManagementAndGeneral |
| Fundraising | 7820 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 575099 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 575099 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26130 | Total |
| Program Services | 22306 | ProgramServices |
| Management And General | 3824 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15072 | Total |
| Program Services | 7348 | ProgramServices |
| Management And General | 7724 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101213 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 101213 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88048 | Total |
| Program Services | 82733 | ProgramServices |
| Management And General | 3108 | ManagementAndGeneral |
| Fundraising | 2207 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39420 | Total |
| Program Services | 2224 | ProgramServices |
| Management And General | 2224 | ManagementAndGeneral |
| Fundraising | 34972 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19356 | Total |
| Program Services | 7433 | ProgramServices |
| Management And General | 7329 | ManagementAndGeneral |
| Fundraising | 4594 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19950 | Total |
| Program Services | 3255 | ProgramServices |
| Management And General | 13864 | ManagementAndGeneral |
| Fundraising | 2831 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33598 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 33598 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9319 | Total |
| Program Services | 2861 | ProgramServices |
| Management And General | 3970 | ManagementAndGeneral |
| Fundraising | 2488 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10491 | Total |
| Program Services | 2209 | ProgramServices |
| Management And General | 3066 | ManagementAndGeneral |
| Fundraising | 5216 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39928 | Total |
| Program Services | 12258 | ProgramServices |
| Management And General | 17009 | ManagementAndGeneral |
| Fundraising | 10661 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1966 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1966 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Development of Graduate Level Certificate Program | 583022 | 583022 | 0 | 0 |
| Secondary Education Study | 170150 | 170150 | 0 | 0 |
| Innovation Asset Mapping | 95115 | 95115 | 0 | 0 |
| Support of Orthopedic Initiative | 17158 | 17158 | 0 | 0 |
| Membership, Subscriptions & Development | 30132 | 0 | 19338 | 10794 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9345341 | Total |
| Program Services | 8187644 | ProgramServices |
| Management And General | 961496 | ManagementAndGeneral |
| Fundraising | 196201 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300 | BOY |
| EOY | 400 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6826853 | BOY |
| EOY | 1460477 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 354833 | BOY |
| EOY | 584127 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3460 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13858 | BOY |
| EOY | 13789 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 970006 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 510622 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 479638 | BOY |
| EOY | 459384 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28333413 | BOY |
| EOY | 33770330 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2891600 | BOY |
| EOY | 3190675 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38903955 | BOY |
| EOY | 39479182 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327865 | BOY |
| EOY | 46954 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634053 | BOY |
| EOY | 596436 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1325396 | BOY |
| EOY | 1669663 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20858 | BOY |
| EOY | 19969 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2308172 | BOY |
| EOY | 2333022 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26963813 | BOY |
| EOY | 33407824 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9631970 | BOY |
| EOY | 3738336 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36595783 | BOY |
| EOY | 37146160 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38903955 | BOY |
| EOY | 39479182 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3585462 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4135839 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 4146448 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2622845 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1617054 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8268583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3277057 | CurrentTaxYear |
| Total | 19931987 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4146448 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2622845 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1617054 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8268583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3277057 | CurrentTaxYear |
| Total | 19931987 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8639002 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11292985 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 727523 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1073757 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 862950 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1031474 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1107370 | CurrentTaxYear |
| Total | 4803074 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 24735061 | TotalSupport |
| Gross Receipts From Admissions Etc | 0 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.45656 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.43573 | 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 | 37 | NumberDAFsHeld |
| Number Funds Held | 1 | NumberFundsHeld |
| Donor Advised Contributions | 1229445 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 27 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 292203 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 456 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 5343394 | AggregateDAFValue |
| Aggregate Fund Value | 11317 | AggregateFundValue |
| 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 | 9631970 | BeginningOfYearBalance |
| Contributions | 348000 | Contributions |
| Investment Earnings Or Losses | 636428 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 6878062 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 3738336 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3285090 | BeginningOfYearBalance |
| Contributions | 7100000 | Contributions |
| Investment Earnings Or Losses | 146308 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 899428 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 9631970 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4271432 | BeginningOfYearBalance |
| Contributions | 328060 | Contributions |
| Investment Earnings Or Losses | -554396 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 760006 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 3285090 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.9 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.1 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 15000 | OtherCostOrOtherBasis |
| Book Value | 15000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 756543 | OtherCostOrOtherBasis |
| Depreciation | 360052 | Depreciation |
| Book Value | 396491 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 198463 | OtherCostOrOtherBasis |
| Depreciation | 150570 | Depreciation |
| Book Value | 47893 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 459384 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Charitable Remainder Trusts | 3084206 |
| Cash Surrender Value of Life Insurance Policy | 54179 |
| Interest and Dividends Receivable | 52015 |
| Utility Deposit | 275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3190675 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Present Value of Future Annuity Payments | Description |
| Amount | $19,969 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19969 | TotalOfAmounts |
| Total Revenue | 5759879 | TotalRevenue |
| Total Expenses | 9345341 | TotalExpenses |
| Excess Or Deficit For Year | -3585462 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4258527 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$122,688 | OtherAmount |
| Total Adjustments | 4135839 | TotalAdjustments |
| Excess Or Deficit Per FS | 550377 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9828426 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4258527 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 0 | OtherRevenues |
| Revenue Not Rptd F990 | 4258527 | RevenueNotRptdF990 |
| Revenue Subtotal | 5569899 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 189980 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 189980 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5759879 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9278049 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9278049 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 67292 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 67292 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9345341 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P04_S00_L02b | Schedule D, Part IV, Line 2b | Funds held for agency endowments in accordance with SFAS number 136. Agency funds had a beginning balance of $1,325,396 with additions of $411,563 and distributions of $67,296 for an ending agency funds balance of $1,669,663. |
| SchD_P05_S00_L01g | Schedule D, Part V, Line 1g | The Community Foundation has variance authority on all of its funds. Following SFAS117 classifications, the Community Foundation has recorded the majority of our assets as unrestricted. Only pledges receivable and Charitable Remainder Trusts are not unrestricted and therefore are classified as temporarily restricted net assets instead. Even though most of the Community Foundation's assets are classified as unrestricted, the majority of Community Foundation funds are held in permanent endowment funds and are maintained to provide a permanent source of grant revenue for our community. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The Community Foundation's endowment funds are intended to award grants for charitable, educational or scientific projects and purposes. Permanent endowment funds are intended to award charitable grants in perpetuity. |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The Foundation follows the Income Tax topic of the FASB ASC. The Foundation now recognizes a tax benefit only if it is more likely than not the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized will be the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit will be recorded. The Foundation has examined this issue and has determined there are no material contingent tax liabilities. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Net of Agency Gifts, Grants, Earnings and Expenses. |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Agency Gifts and Earnings |
| SchD_P13_S00_L04b | Schedule D, Part XIII, Line 4b | Agency Grants and Expenses |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (58 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2nd Mile Adventures Inc | |||||||||||
| 1740 Park Ave | PO Box 733 | Winona Lake | IN | 46590 | 260293304 | 501(c)(3) | 5200 | 0 | N/A | N/A | General support of 2nd Mile Missions |
| American Cancer Society Inc | |||||||||||
| Northwest Indiana Office | 130 Red Coach Drive | Mishawaka | IN | 46545 | 381387120 | 501(c)(3) | 7430 | 0 | N/A | N/A | General support |
| Animal Welfare League | |||||||||||
| 3489 E 100 S-Pierceton | PO Box 1906 | Warsaw | IN | 465811906 | 351782336 | 501(c)(3) | 22566 | 0 | N/A | N/A | General support and animal medical lab improvements |
| Anthony Wayne Area Council Inc Boy Scouts | |||||||||||
| 8315 West Jefferson Boulevard | Fort Wayne | IN | 468048320 | 350876343 | 501(c)(3) | 6561 | 0 | N/A | N/A | General support and support specific to Kosciusko County activities | |
| Atwood Aldersgate United Methodist Church | |||||||||||
| 7364 W Lutes Drive | Warsaw | IN | 46582 | 351559017 | 501(c)(3) | 7175 | 0 | N/A | N/A | General support | |
| Baker Youth Clubs | |||||||||||
| 765 W Market Street | Warsaw | IN | 46580 | 350888006 | 501(c)(3) | 38127 | 0 | N/A | N/A | General support, meals for youth participants and support of dropout prevention efforts | |
| Big Brothers Big Sisters of Northeast IN Inc | |||||||||||
| 2439 Fairfield Avenue | Fort Wayne | IN | 46807 | 351271943 | 501(c)(3) | 14257 | 0 | N/A | N/A | General support, background checks for volunteers, and support of dropout prevention efforts | |
| The Otis R Bowen Center for Human Services Inc | |||||||||||
| 850 N Harrison Street | Warsaw | IN | 46580 | 351057889 | 501(c)(3) | 18000 | 0 | N/A | N/A | General support, and support of multiple programs including those for autism, and low income clients | |
| Boys & Girls Club of Kosciusko County Inc | |||||||||||
| 800 N Park Avenue | Warsaw | IN | 46580 | 351637710 | 501(c)(3) | 12809 | 0 | N/A | N/A | General support, capital improvements and meals for youth participants | |
| Cardinal Services Inc of Indiana | |||||||||||
| 504 North Bay Drive | Warsaw | IN | 46580 | 356005615 | 501(c)(3) | 32216 | 0 | N/A | N/A | General support, capital improvements and program support | |
| CASA of Kosciusko County Inc | |||||||||||
| 121 N Lake Street Flr 2 | Warsaw | IN | 465802783 | 351944123 | 501(c)(3) | 7347 | 0 | N/A | N/A | General support and volunteer trainings | |
| Children's Hope House | |||||||||||
| 7922 W Jefferson Blvd | Fort Wayne | IN | 46804 | 352032408 | 501(c)(3) | 12600 | 0 | N/A | N/A | Subsidized stays of Kosciusko County families needing overnight accommodations to be with an ill child | |
| The Christian Performing Artists' Fellowship | |||||||||||
| 1001 College St | PO Box 700 | Winona Lake | IN | 465900700 | 541296085 | 501(c)(3) | 20353 | 0 | N/A | N/A | General support and concert support |
| College Mentors for Kids | |||||||||||
| 212 West 10th St Ste B260 | Indianapolis | IN | 46202 | 352002052 | 501(c)(3) | 7000 | 0 | N/A | N/A | Program support | |
| Diocese of Fort Wayne-South Bend Inc | |||||||||||
| 1103 S Calhoun | PO Box 390 | Fort Wayne | IN | 468010390 | 350876373 | 501(c)(3) | 10000 | 0 | N/A | N/A | General support |
| Dixie Sternwheeler Inc | |||||||||||
| PO Box 674 | North Webster | IN | 46555 | 208636143 | 501(c)(3) | 15000 | 0 | N/A | N/A | Marketing campaign to increase patronage of this historic, nonprofit landmark | |
| Etna Green United Methodist Church | |||||||||||
| 131 W Broadway | PO Box 161 | Etna Green | IN | 46524 | 351582803 | 501(c)(3) | 7175 | 0 | N/A | N/A | General support |
| Fellowship Missions | |||||||||||
| PO Box 382 | Winona Lake | IN | 46590 | 272518264 | 501(c)(3) | 5200 | 0 | N/A | N/A | Support of homeless and transitional housing accommodations | |
| First United Methodist Church of Warsaw | |||||||||||
| 179 S Indiana St | Warsaw | IN | 465802805 | 350876369 | 501(c)(3) | 10398 | 0 | N/A | N/A | General support and support of Community Closet program | |
| Gateway Trinity Lutheran Church | |||||||||||
| 11381 Gateway Blvd | Fort Myers | FL | 33913 | 650218796 | 501(c)(3) | 5300 | 0 | N/A | N/A | General support | |
| Goodwill Industries of Michiana Inc | |||||||||||
| PO Box 3846 | South Bend | IN | 46619 | 351093073 | 501(c)(3) | 5352 | 0 | N/A | N/A | General support for the Warsaw facility | |
| Grace College & Seminary | |||||||||||
| 200 Seminary Drive | Winona Lake | IN | 46590 | 350868095 | 501(c)(3) | 24274 | 0 | N/A | N/A | General and building support, support of water quality initiatives, and scholarships | |
| Grace in ACTION USA Inc | |||||||||||
| 1412 Camelot Drive | Winona Lake | IN | 46590 | 352261165 | 501(c)(3) | 5400 | 0 | N/A | N/A | Production of life skills curriculum for use with teens | |
| Grace Village Retirement Community | |||||||||||
| 337 Grace Village Drive | Winona Lake | IN | 46590 | 351282401 | 501(c)(3) | 14025 | 0 | N/A | N/A | General and capital improvement support | |
| Habitat for Humanity of Kosciusko County | |||||||||||
| PO Box 1913 | Warsaw | IN | 465811913 | 351830351 | 501(c)(3) | 6483 | 0 | N/A | N/A | General support and help to build a home for a Kosciusko County family | |
| Health Connect Inc | |||||||||||
| 1515 Provident Drive Ste 130 | Warsaw | IN | 46580 | 310896412 | 501(c)(3) | 6282 | 0 | N/A | N/A | Support of program that provides baby items for low income families | |
| Heartline Pregnancy Center Inc | |||||||||||
| 1515 Provident Dr Ste 180 | Warsaw | IN | 465803294 | 351620996 | 501(c)(3) | 10042 | 0 | N/A | N/A | General support, preschool scholarships, computer upgrades and infant formula | |
| Housing Opportunities of Warsaw Inc | |||||||||||
| 109 E Catherine St | PO Box 387 | Milford | IN | 46542 | 352024026 | 501(c)(3) | 10100 | 0 | N/A | N/A | Support of home repairs and energy conservation programs for low-income home owners |
| Junior Achievement serving Warsaw and Tippecanoe Valley | |||||||||||
| 914 Country Club Drive | Warsaw | IN | 46580 | 841267604 | 501(c)(3) | 19570 | 0 | N/A | N/A | General support and program support for 2nd and 8th graders | |
| Kosciusko County Education Development (KC-Ed) | |||||||||||
| PO Box 174 | Warsaw | IN | 465810174 | 274939514 | 501(c)(3) | 5280 | 0 | N/A | N/A | Support of a new coordinator and high school coaches in the dropout prevention program | |
| Kosciusko County Shelter for Abuse Inc | |||||||||||
| PO Box 12 | Warsaw | IN | 465810012 | 351656375 | 501(c)(3) | 18650 | 0 | N/A | N/A | General support, support of Health Connect Help Center and establishment of basic needs center | |
| Kids Hope USA Inc | |||||||||||
| 100 S Pine St Suite 280 | Zeeland | MI | 49464 | 383624308 | 501(c)(3) | 21000 | 0 | N/A | N/A | Support of dropout prevention efforts | |
| Kosciusko Community YMCA | |||||||||||
| 1401 E Smith Street | Warsaw | IN | 46580 | 351068182 | 501(c)(3) | 10514 | 0 | N/A | N/A | General support | |
| Kosciusko Home Care and Hospice Inc | |||||||||||
| 1515 Provident Drive Ste 250 | PO Box 1196 | Warsaw | IN | 465811196 | 352074505 | 501(c)(3) | 5788 | 0 | N/A | N/A | General support and support of medication and dental assistance program |
| Kosciusko Literacy Services Inc | |||||||||||
| 201 N Union Street | Warsaw | IN | 465802724 | 351900716 | 501(c)(3) | 11350 | 0 | N/A | N/A | General support and literacy program support | |
| Lakeland Christian Academy | |||||||||||
| 1093 S 250 E | Winona Lake | IN | 465905763 | 351327583 | 501(c)(3) | 42604 | 0 | N/A | N/A | General support, bond reduction, tuition scholarship assistance and educational program support | |
| Lakeland Community Services Inc | |||||||||||
| 1205 N Long Drive | PO Box 122 | Syracuse | IN | 46567 | 351302022 | 501(c)(3) | 5931 | 0 | N/A | N/A | General support and child care subsidies for low income families |
| Lakeland Youth Center | |||||||||||
| 101 W Chicago Street | PO Box 201 | Syracuse | IN | 46567 | 351098400 | 501(c)(3) | 7100 | 0 | N/A | N/A | Capital improvements |
| Leesburg Volunteer Fire Dept | |||||||||||
| 6396 N Old State Road 15 | Leesburg | IN | 465389044 | 900104314 | Government | 8158 | 0 | N/A | N/A | General support | |
| Lifeline Youth and Family Services Inc | |||||||||||
| PO Box 80487 | Fort Wayne | IN | 468980487 | 351167389 | 501(c)(3) | 7156 | 0 | N/A | N/A | Emergency communication equipment | |
| North Webster Day Care | |||||||||||
| 321 Washington Street | PO Box 316 | North Webster | IN | 46555 | 351677017 | 501(c)(3) | 5500 | 0 | N/A | N/A | Capital improvements |
| North Webster United Methodist Church | |||||||||||
| 7822 E Epworth Forest Road | PO Box 282 | North Webster | IN | 46555 | 351180558 | 501(c)(3) | 6000 | 0 | N/A | N/A | General support |
| Orthopedics Capital Foundation Inc | |||||||||||
| 102 E Market Street | Warsaw | IN | 46580 | 271038452 | 501(c)(3) | 5351403 | 0 | N/A | N/A | General support of supporting organization initiatives | |
| Our Father's House | |||||||||||
| 401 Argonne Road | Warsaw | IN | 46580 | 352029493 | 501(c)(3) | 20850 | 0 | N/A | N/A | General support, food and outreach programs | |
| Questa Foundation for Education Inc | |||||||||||
| PO Box 5224 | Fort Wayne | IN | 46895 | 356025795 | 501(c)(3) | 100000 | 0 | N/A | N/A | Support of Questa Scholars loan forgiveness program for Kosciusko County college students | |
| Remnant Trust Inc | |||||||||||
| 1101 Park Avenue | Winona Lake | IN | 46590 | 352072847 | 501(c)(3) | 6000 | 0 | N/A | N/A | General and educational program support | |
| Saint Anne's Episcopal Church | |||||||||||
| 424 West Market | Warsaw | IN | 46580 | 351323902 | 501(c)(3) | 10483 | 0 | N/A | N/A | General support | |
| Senior Primelife Enrichment Center Inc 'SPEC' | |||||||||||
| PO Box 471 | North Webster | IN | 46555 | 800091934 | 501(c)(3) | 5700 | 0 | N/A | N/A | Furniture | |
| St Jude Children's Research Hospital | |||||||||||
| 501 St Jude Place | Memphis | TN | 38105 | 620646012 | 501(c)(3) | 5165 | 0 | N/A | N/A | General support | |
| Tippecanoe Valley High School | |||||||||||
| 8345 S State Road 19 | Akron | IN | 46910 | 351072268 | Government | 8300 | 0 | N/A | N/A | Support of dropout prevention efforts, weekend meals for low income students and educational program support | |
| Town of Leesburg | |||||||||||
| PO Box 372 | Leesburg | IN | 465380372 | 356001087 | Government | 8158 | 0 | N/A | N/A | Maintenance of Clover Park | |
| Warsaw Christian School | |||||||||||
| 909 S Buffalo St | Warsaw | IN | 465804713 | 351043361 | 501(c)(3) | 22441 | 0 | N/A | N/A | General support, tuition assistance, support of educational enhancements | |
| Warsaw Community Church | |||||||||||
| 103 Enterprise Drive | Warsaw | IN | 46580 | 351909524 | 501(c)(3) | 11000 | 0 | N/A | N/A | Support of Honduras ministry and homeless shelter | |
| Warsaw Community School Corporation | |||||||||||
| 1 Tiger Lane | Warsaw | IN | 46580 | 356002915 | Government | 31250 | 0 | N/A | N/A | Support of dropout prevention efforts and capital improvements to soccer fields | |
| Wawasee Community School Corp | |||||||||||
| 1 Warrior Path Building 2 | Syracuse | IN | 465679170 | 351073192 | 501(c)(3) | 14185 | 0 | N/A | N/A | Weekend food program for low income students, reading assessment tools, teacher grants | |
| Wawasee High School | |||||||||||
| 1 Warrior Path | Syracuse | IN | 465679170 | 351073192 | Government | 7659 | 0 | N/A | N/A | Support of dropout prevention efforts and support of educational programs | |
| Winona Lake Free Methodist Church | |||||||||||
| 902 College Avenue | Winona Lake | IN | 46590 | 351180941 | 501(c)(3) | 12126 | 0 | N/A | N/A | Capital improvements, building maintenance, library support and support of Kiddie College | |
| Winona Lake Grace Brethren Church | |||||||||||
| 1200 Kings Hwy | Winona Lake | IN | 46590 | 351319207 | 501(c)(3) | 15000 | 0 | N/A | N/A | Youth center building project | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 58 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Scholarships for tuition, books and fees | 219 | 424017 | 0 | N/A | N/A |
| Medical expenses for clients with medical needs | 540 | 86885 | 0 | N/A | N/A |
| Housing/Shelter assistance for clients with medical needs | 212 | 56536 | 0 | N/A | N/A |
| Utility/Phone expenses for clients with medical needs | 285 | 53719 | 0 | N/A | N/A |
| Transportation expenses for clients with medical needs | 56 | 23566 | 0 | N/A | N/A |
| Dental expenses for clients with medical needs | 50 | 16771 | 0 | N/A | N/A |
| Other expenses for clients with medical needs | 36 | 8057 | 0 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | Depending on the type of fund from which a grant is made, the Community Foundation implements one of the following grant monitoring processes: 1) The grantee acknowledges by depositing the grant check that they agree to use the funds for the purpose for which they were granted. The Community Foundation reserves the right to ask for a refund of funds if the grantee misuses the funds. 2: The grantee does not receive approved funds until they can show proof of expenditure, receipts must be submitted within 30 days. Additionally, the grantee is required to submit a final report to the Community Foundation (usually within one year of the grant approval date) outlining how the funds were used. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1139533 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average of high/low values | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L01a | Form 990, Part VI, Section A, Line 1a | Description of delegation of authority to Executive Committee: Bylaws of the Community Foundation as amended July 31, 2003 state the following: Section 4.01. The Executive Committee of the Board of Directors shall consist of the President, Vice President, Secretary and Treasurer of the Board of Directors, the Executive Director of the Foundation, and the Chairs of the publicity, finance, long range planning, scholarship, grant and development committees (all members of the Board of Directors). Section 4.02. Powers of the Executive Committee. During the intervals between meetings of the Board of Directors, the Executive Committee shall have and may exercise all of the authority of the Board of Directors, except that the Executive Committee shall not have the authority to amend the By-Laws. |
| F990_P06_S0B_L11a | Form 990, Part VI, Section B, Line 11a | b. - Upon completion of the Form 990, an electronic version of the return is distributed to all Board Members at least three days before the second Monday of November. At the November Board Meeting, which takes place on the second Monday, the Board Treasurer presents the Form 990 for acceptance. The Board votes to accept or not accept the Form 990 as presented. If accepted, the Form 990 is then submitted to the IRS. If not accepted, the Form 990 will be revised until accepted by the Board of Directors. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | The Community Foundation requires a signed conflict of interest disclosure form from all board members and from any committee member who is in a position to recommend grant distributions. Disclosure forms are renewed and re-signed annually or each time they (board members) serve on a grant or scholarship committee. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | 15a) The following process was undertaken in fiscal year 2009/2010, with respect to compensation paid to the Executive Director in fiscal year 2010/2011. The Board President and the Executive Director complete a formal review instrument independently and then review results. The Board President meets with the Executive Committee; the Executive Director does not attend. The Executive Committee reviews the Executive Director's performance in the areas of Board Relations; Staff Planning and Supervision; Grants and Program Management; and Public Relations and Resource Development. The Executive Committee then determines continued employment, the strengths and possible areas of improvement and compensation. This information is then shared with the Executive Director. In preparation for the Executive Director evaluation, the Community Foundation President (as chair of the Executive Committee) is provided a compilation of the Council on Foundation's nationwide salary information. The President is also provided with community foundation salary information for the state of Indiana and also for the Northeast Region of Indiana. Minutes of the Executive Committee's compensation deliberations and decisions are prepared no later than the next meeting of the Executive Committee, or sixty days after the date of the meeting at which the compensation is approved, whichever is later. Line 15b) N/A-the Community Foundation has no "other officers or key employees" to report on. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Community Foundation makes its governing documents available for public review in our Public Review File. This file is kept in a binder in a public area of the Community Foundation offices, and is available for inspection upon request. The file contains Form 1023, Articles of Incorporation, By-laws, IRS determination letter, State Sales Tax Exemption Certificate, Resolutions, a list of board and staff members, IRS Form 990's from the most recent 5 years, policies (such as our policy on donations, investment policy, conflict of interest policy, whistleblower policy, etc.), copies of our grant and scholarship applications, our most recent audited financial statements and sample fund agreements. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Other changes in net assets include $4,258,527 in unrealized gains on investments carried at market value; ($130,470) in gifts to agency funds; $46,201 in grants from agency funds; ($59,510) from net earnings for agency funds and $21,091 in fees for agency funds. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orthopedics Capital Foundation Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 E Market Street | AddressLine1 |
| City | Warsaw | City |
| State | IN | State |
| ZIP Code | 46580 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271038452 | EIN |
| Primary Activities | Charitable/Education activities | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11a-509(a)(3) Type I | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kosciusko County Community Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orthopedics Capital Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionType |
| Amount Involved | 5351403 | AmountInvolved |
| Method Of Amt Determination | Fair Market Value | MethodOfAmtDetermination |
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