OWEN COUNTY COMMUNITY FOUNDATION: Form 990, tax year 2010
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- Organization
- OWEN COUNTY COMMUNITY FOUNDATION (EIN 35-1934464)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-12
- IRS object ID
- 201112859349301201
- 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 | 2011-10-12T15:56:47-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 COMMUNITY DR | AddressLine1 |
| City | SEYMOUR | City |
| State | IN | State |
| ZIP Code | 47274 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351934464 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEN COUNTY COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OWEN | NameControl |
| Phone | 8128291725 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 503 | AddressLine1 |
| City | SPENCER | City |
| State | IN | State |
| ZIP Code | 47460 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK ROGERS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8128291725 | Phone |
| Date Signed | 2011-10-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KANDY L WISCHMEIER CPA | Name |
| Phone | 8125228416 | Phone |
| Date Prepared | 2011-10-12 | DatePrepared |
| 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 | MARK ROGERS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 503 | AddressLine1 |
| City | SPENCER | City |
| State | IN | State |
| ZIP Code | 47460 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 464840 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OWENCOUNTYCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | OWEN COUNTY COMMUNITY FOUNDATION'S VISION IS TO BE WIDELY RECOGNIZED AS THE LEADING COMMUNITY RESOURCE TO PROMOTE PHILANTHROPY AND MATCH DONORS WITH NEEDS IN OWEN COUNTY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 589970 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 339927 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 122564 | InvestmentIncomePriorYear |
| Investment Income Current Year | 106134 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 73977 | OtherRevenuePriorYear |
| Other Revenue Current Year | -4579 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 786511 | TotalRevenuePriorYear |
| Total Revenue Current Year | 441482 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 424367 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 233910 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 105660 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 101553 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 85521 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 140825 | OtherExpensePriorYear |
| Other Expenses Current Year | 96280 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 670852 | TotalExpensesPriorYear |
| Total Expenses Current Year | 431743 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 115659 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 9739 | RevenuesLessExpensesCY |
| Total Assets BOY | 3946821 | TotalAssetsBOY |
| Total Assets EOY | 4078108 | TotalAssetsEOY |
| Total Liabilities BOY | 293539 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 197816 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3653282 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3880292 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE OWEN COUNTY COMMUNITY FOUNDATION IS COMMITTED TO HELP MAKE OUR COMMUNITIES BECOME BETTER PLACES TO GROW, WORK, AND LIVE. THE FOUNDATION ALSO MATCHES DONORS WITH NEEDS IN OWEN COUNTY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 297159 | Expense |
| Grants | 233910 | Grants |
| Description | GRANTS AND SCHOLARSHIPS: ACHIEVEMENT OF THIS PROGRAM'S PURPOSE PROVIDES SUPPORT FOR ORGANIZATIONS PERFORMING CHARITABLE WORK IN OWEN COUNTY TO HELP MAKE OUR COMMUNITIES BECOME BETTER PLACES TO GROW, WORK AND LIVE AS WELL AS TO HELP THESE GROUPS REMAIN RELEVANT OVER TIME AND RESPONSIVE TO CHANGING CIRCUMSTANCES. SCHOLARSHIP GRANTS TO INDIVIDUALS HELP STUDENTS PURSUE THEIR ACADEMIC GOALS AND HELP RAISE THE LEVEL OF EDUCATIONAL ATTAINMENT IN OWEN COUNTY. | Description |
| Total Program Service Expense | 297159 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 11 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK ROGERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8128291725 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 503 | AddressLine1 |
| City | SPENCER | City |
| State | IN | State |
| ZIP Code | 47460 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JOHN HACKWORTHY | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| PHYLLIS TUCKER | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MARILYN JACKSON | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| TAD WILSON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| GARY ARMSTRONG | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| JOSHUA CLARK | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| RHONDA DYER | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| BOB LIVINGSTON | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| STEVE MADER | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| DON MEEK | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| CONNIE NEIHART | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| DORIS SCULLY | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| J BRADLEY THURSTON MD | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| SALLY VANCE | ||||||
| BOARD OF DIRECTORS | 0.50 | X | 0 | 0 | 0 | |
| MARK E ROGERS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 48153 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 48153 | 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 |
| Fundraising Events | 14700 | FundraisingEvents |
| All Other Contributions | 325227 | AllOtherContributions |
| Total Contributions | 339927 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111788 | TotalRevenueColumn |
| Exclusion | $111,788 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5654 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -5654 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5654 | TotalRevenueColumn |
| Exclusion | -$5,654 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 8622 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 14700 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 17704 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9082 | TotalRevenueColumn |
| Exclusion | -$9,082 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4503 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4503 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4503 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 441482 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4503 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $97,052 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218245 | Total |
| Program Services | 218245 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15665 | Total |
| Program Services | 15665 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48153 | Total |
| Program Services | 11075 | ProgramServices |
| Management And General | 12038 | ManagementAndGeneral |
| Fundraising | 25040 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46116 | Total |
| Program Services | 10607 | ProgramServices |
| Management And General | 11529 | ManagementAndGeneral |
| Fundraising | 23980 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7284 | Total |
| Program Services | 1675 | ProgramServices |
| Management And General | 1821 | ManagementAndGeneral |
| Fundraising | 3788 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29157 | Total |
| Program Services | 29157 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20792 | Total |
| Management And General | 16634 | ManagementAndGeneral |
| Fundraising | 4158 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13008 | Total |
| Program Services | 1301 | ProgramServices |
| Fundraising | 11707 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14392 | Total |
| Program Services | 3037 | ProgramServices |
| Management And General | 1395 | ManagementAndGeneral |
| Fundraising | 9960 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5432 | Total |
| Program Services | 1584 | ProgramServices |
| Management And General | 2216 | ManagementAndGeneral |
| Fundraising | 1632 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3332 | Total |
| Program Services | 1500 | ProgramServices |
| Management And General | 333 | ManagementAndGeneral |
| Fundraising | 1499 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1970 | Total |
| Program Services | 591 | ProgramServices |
| Management And General | 394 | ManagementAndGeneral |
| Fundraising | 985 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2769 | Total |
| Program Services | 914 | ProgramServices |
| Management And General | 914 | ManagementAndGeneral |
| Fundraising | 941 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3040 | Total |
| Program Services | 1003 | ProgramServices |
| Management And General | 1034 | ManagementAndGeneral |
| Fundraising | 1003 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | 2055 | 678 | 678 | 699 |
| MISCELLANEOUS | 226 | 74 | 77 | 75 |
| DUES AND SUBSCRIPTIONS | 107 | 53 | 54 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 431743 | Total |
| Program Services | 297159 | ProgramServices |
| Management And General | 49063 | ManagementAndGeneral |
| Fundraising | 85521 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385439 | BOY |
| EOY | 749258 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462658 | BOY |
| EOY | 264672 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46950 | BOY |
| EOY | 58700 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 36779 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29681 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9867 | BOY |
| EOY | 7098 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2849647 | BOY |
| EOY | 2795606 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192260 | BOY |
| EOY | 202774 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3946821 | BOY |
| EOY | 4078108 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2058 | BOY |
| EOY | 1572 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135026 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42953 | BOY |
| EOY | 45341 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113002 | BOY |
| EOY | 150903 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 293539 | BOY |
| EOY | 197816 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 370038 | BOY |
| EOY | 330782 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3257244 | BOY |
| EOY | 3523510 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26000 | BOY |
| EOY | 26000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3653282 | BOY |
| EOY | 3880292 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3946821 | BOY |
| EOY | 4078108 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 9739 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 217271 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 657115 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 421766 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 206549 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 589970 | CurrentTaxYearMinus1Year |
| Current Tax Year | 339927 | CurrentTaxYear |
| Total | 2215327 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 657115 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 421766 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 206549 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 589970 | CurrentTaxYearMinus1Year |
| Current Tax Year | 339927 | CurrentTaxYear |
| Total | 2215327 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 647405 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1567922 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 278181 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 173035 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 129750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 89372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 111788 | CurrentTaxYear |
| Total | 782126 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1971 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4503 | CurrentTaxYear |
| Total | 6474 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3003927 | TotalSupport |
| Public Support Pertcentage170 | 0.52200 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49540 | 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 | 4 | NumberDAFsHeld |
| Donor Advised Contributions | 490 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 755 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 58724 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3256405 | BeginningOfYearBalance |
| Contributions | 99250 | Contributions |
| Investment Earnings Or Losses | 290607 | InvestmentEarningsOrLosses |
| Other Expenditures | 98346 | OtherExpenditures |
| Administrative Expenses | 39463 | AdministrativeExpenses |
| End Of Year Balance | 3508453 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2817622 | BeginningOfYearBalance |
| Contributions | 98989 | Contributions |
| Investment Earnings Or Losses | 403179 | InvestmentEarningsOrLosses |
| Other Expenditures | 31263 | OtherExpenditures |
| Administrative Expenses | 32122 | AdministrativeExpenses |
| End Of Year Balance | 3256405 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4100997 | BeginningOfYearBalance |
| Contributions | 165855 | Contributions |
| Investment Earnings Or Losses | -1213955 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 169105 | GrantsOrScholarships |
| Other Expenditures | 66170 | OtherExpenditures |
| End Of Year Balance | 2817622 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.95000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 36779 | OtherCostOrOtherBasis |
| Depreciation | 29681 | Depreciation |
| Book Value | 7098 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7098 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITIES | $78,014 |
| LIABILITY UNDER CHARITABLE TRUST | $72,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 150903 | TotalOfAmounts |
| Total Revenue | 441482 | TotalRevenue |
| Total Expenses | 431743 | TotalExpenses |
| Excess Or Deficit For Year | 9739 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 216383 | NetUnrealizedGLOnInvestments |
| Other | $888 | OtherAmount |
| Total Adjustments | 217271 | TotalAdjustments |
| Excess Or Deficit Per FS | 227010 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 695931 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 216383 | NetUnrealizedGainsInvestments |
| Other Revenues | 76348 | OtherRevenues |
| Revenue Not Rptd F990 | 292731 | RevenueNotRptdF990 |
| Revenue Subtotal | 403200 | RevenueSubtotal |
| Investment Expenses Not Included | 29157 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 9125 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 38282 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 441482 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 468921 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 73072 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 73072 | ExpensesNotRptdF990 |
| Expenses Subtotal | 395849 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 29157 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 6737 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 35894 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 431743 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE COMMUNITY FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUND, AND ALL CONTRIBUTIONS AND ASSETS ALLOCABLE TO THE FUND, SUBJECT TO THE PROVISIONS OF APPLICABLE LAW AND THE COMMUNITY FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS, AS AMENDED FROM TIME TO TIME. THE BOARD OVERSEE'S AND DISTRIBUTES FROM THE FUND AND HAS ALL POWERS OF MODIFICATION AND REMOVAL SPECIFIED IN THE UNITED STATES TREASURY REGULATION. | |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE EITHER UNRESTRICTED TO USE AS DETERMINED BY THE BOARD OF DIRECTORS OR RESTRICTED BY THE PURPOSE OF THE FUND AGREEMENTS WHICH ESTABLISHED THEM. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 3,276. SFAS 136 ADJUSTMENT -2,388. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 3,276. IN-KIND INCOME 15,600. ADMINISTRATIVE FEES 39,768. SPECIAL EVENTS 17,704. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SFAS 136 ADJUSTMENT 9,125. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| IN-KIND EXPENSES 15,600. ADMINISTRATIVE FEES 39,768. SPECIAL EVENTS 17,704. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| SFAS 136 ADJUSTMENT 6,737. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 18632 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 14700 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 3932 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 805 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 1476 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1651 | OtherDirectExpensesEvent1 |
| Name Of Event2 | OTHER EVENTS | NameOfEvent2 |
| Gross Receipts Event2 | 4690 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 4690 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 50 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 13722 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 23322 | GrossReceiptsTotal |
| Charitable Contributions Total | 14700 | CharitableContributionsTotal |
| Gross Revenue Total Events | 8622 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 805 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 1526 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 15373 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 17704 | DirectExpenseSummaryEvents |
| Net Income Summary | -9082 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SPENCER OWEN COMMUNITY SCHOOLS | |||||||
| 205 E HILLSIDE AVE | SPENCER | IN | 47460 | 351099629 | GOVERNMENTAL | 30680 | REMEDIAL READING PROJECT |
| OWEN CO PUBLIC LIBRARY | |||||||
| 10 S MONTGOMERY | SPENCER | IN | 47460 | 356004621 | 501(C)(3) | 21620 | CHILD LITERACY PROJECT |
| OWEN CO LEARNING NETWORK | |||||||
| PO BOX 603 | SPENCER | IN | 47460 | 201442919 | 501(C)(3) | 15930 | ADULT LEARNING PROJECTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 29 | NumberOfRecipients |
| Amount Of Cash Grant | 15665 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | GRANTEES COMPLETE AGREEMENT PRIOR TO RECEIVING CHECKS AND THEY SUBMIT A REPORT, ALONG WITH ACCOUNTING RECEIPTS, TO SUBSTANTIATE USE OF GRANT MONIES. SCHOLARSHIP RECIPIENTS ARE ALLOWED TO CHOOSE WHETHER THEY OR THE SCHOOL THEY WILL BE ATTENDING ARE TO RECEIVE THE SCHOLARSHIP MONIES. IF THE CHECK GOES TO THE SCHOOL, IT IS SENT WITH A FORM SHOWING STUDENT NAME AND SCHOOL ID AND HOW TO APPLY THE MONEY, WHETHER TO FULL OR PART OF THE YEAR. IF THE CHECK GOES TO THE STUDENT, THEY SUBMIT A REPORT, ALONG WITH ACCOUNTING AND RECEIPTS TO SUBSTANTIATE USE OF SCHOLARSHIP MONIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD APPROVES FINANCIAL STATEMENTS WHICH ARE USED TO PREPARE THE FORM 990. ONCE THE 990 IS RECEIVED, THE BOARD WILL REVIEW AND APPROVE BEFORE FILING. | |
| IN JANUARY OF EACH YEAR, EACH BOARD MEMBER MUST UPDATE HIS/HER CONFLICT OF INTEREST STATEMENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| EXECUTIVE DIRECTOR'S SALARY IS ESTABLISHED BASED ON MARKET SALARIES FOR COMPARABLE MANAGEMENT/ADMINISTRATIVE POSITIONS, FINANCIAL INSTITUTIONS COMPENSATION SURVEY (CROWE-CHIZEK-INDIANA), AND COMMUNITY FOUNDATION STAFFING AND SALARY COMPARISONS (INDIANA GRANTMAKERS ALLIANCE). SUBSEQUENT ADJUSTMENTS ARE BASED ON INCUMBENT'S ANNUAL PERFORMANCE EVALUATION AND THE SOCIAL SECURITY ADMINISTRATION'S ANNUAL COST-OF-LIVING ADJUSTMENTS. ALL ISSUES RELATING TO EXECUTIVE DIRECTOR COMPENSATION ARE HANDLED BY THE INDEPENDENT BOARD OF DIRECTORS UNDER THE OWEN COUNTY COMMUNITY FOUNDATION'S CONFLICT OF INTEREST POLICY. | FORM 990, PART VI, SECTION B, LINE 15A | |
| FORMS 1023 AND 990 ARE BOTH AVAILABLE IN OUR OFFICES FOR THE PUBLIC. OUR PUBLIC DISCLOSURE BINDER CONTAINS THE FOLLOWING: IRS DETERMINATION LETTER, FORM 1023, 3 MOST RECENT 990 FILINGS, MOST RECENTLY AUDITED FINANCIAL STATEMENTS, INVESTMENT INFORMATION DISCLOSURE, ANNUAL REPORTS OF OWEN COUNTY COMMUNITY FOUNDATION. OWEN COUNTY COMMUNITY FOUNDATION'S 990 CAN ALSO BE ACCESSED THROUGH GUIDESTAR. WE ARE UNAWARE OF ANY OTHER WEBSITES THAT MAKE OUR FORM 1023 OR FORM 990S AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 216,383. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 3,276. SFAS 136 ADJUSTMENT -2,388. TOTAL TO FORM 990, PART XI, LINE 5: 217,271. | FORM 990, PART XI, LINE 5: |
| CHANGE IS PROCEDURES OF AUDIT COMMITTEE | THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. | FORM 990, PART XII, LINE 2C |
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