WESTERN INDIANA COMMUNITY FOUNDATION INC: Form 990, tax year 2010
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- Organization
- WESTERN INDIANA COMMUNITY FOUNDATION INC (EIN 35-1814927)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-17
- IRS object ID
- 201112919349300951
- 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 | 2011-10-17T09:46:05-05:00 | 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 | CLIFTON GUNDERSON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 E MAIN STREET SUITE 120 PO BOX 16 | AddressLine1 |
| City | DANVILLE | City |
| State | IL | State |
| ZIP Code | 618340016 | 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 | 351814927 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN INDIANA COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 7657930702 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S STRINGTOWN ROAD PO BOX 175 | AddressLine1 |
| City | COVINGTON | City |
| State | IN | State |
| ZIP Code | 47932 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETH MASON | Name |
| Title | BOARD PRESIDENT | Title |
| Phone | 7657930702 | Phone |
| Date Signed | 2011-09-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHIL MUEHL | Name |
| Phone | 2174421643 | Phone |
| 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 | BETH MASON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S STRINGTOWN ROAD PO BOX 175 | AddressLine1 |
| City | COVINGTON | City |
| State | IN | State |
| ZIP Code | 47932 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2670406 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WICF-INC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | "HELPING PEOPLE IMPROVE OUR COMMUNITY." | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 207244 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 306205 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8515 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8380 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 122685 | InvestmentIncomePriorYear |
| Investment Income Current Year | 229581 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 338444 | TotalRevenuePriorYear |
| Total Revenue Current Year | 544166 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 278451 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 170195 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 104969 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 99821 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 18408 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 91424 | OtherExpensePriorYear |
| Other Expenses Current Year | 105431 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 474844 | TotalExpensesPriorYear |
| Total Expenses Current Year | 375447 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -136400 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 168719 | RevenuesLessExpensesCY |
| Total Assets BOY | 8762701 | TotalAssetsBOY |
| Total Assets EOY | 9401410 | TotalAssetsEOY |
| Total Liabilities BOY | 32266 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 37244 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8730435 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9364166 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | "HELPING PEOPLE IMPROVE OUR COMMUNITY." FAMILIES, INDIVIDUALS, BUSINESSES, AND NONPROFIT GROUPS ESTABLISH FUNDS WITHIN THE FOUNDATIONS INTO WHICH THEY CAN CONTRIBUTE A VARIETY OF ASSETS TO BE USED FOR CHARITABLE PURPOSES. GRANTS ARE AWARDED TO COMMUNITY PROJECTS, NONPROFIT ORGANIZATIONS AND STUDENTS FOR SCHOLARSHIPS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 170195 | Expense |
| Grants | 170195 | Grants |
| Revenue | 8380 | Revenue |
| Description | COMMUNITY PROGRAMS AND SCHOLARSHIPS FOR SECONDARY EDUCATION NEEDING SUPPORT FROM THE ENTIRE COMMUNITY | Description |
| Total Program Service Expense | 170195 | 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 | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | 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 | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| 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 | DALE WHITE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7657930702 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 STRINGTOWN ROAD | AddressLine1 |
| City | COVINGTON | City |
| State | IN | State |
| ZIP Code | 47932 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BETH MASON | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| DICK MINNETTE | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| KEVIN MARTIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DALE WHITE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 70883 | 0 | 0 |
| JOHN SHAMBACH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RAQUEL STULTZ | ||||||
| TREASURER - COVINGTON | 1.00 | X | X | 0 | 0 | 0 |
| BOB WRIGHT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN REYNOLDS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM MCGURK JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 70883 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 306205 | AllOtherContributions |
| Total Contributions | 306205 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 8380 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8380 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8380 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 272154 | TotalRevenueColumn |
| Exclusion | $272,154 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2083667 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2126240 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -42573 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -42573 | TotalRevenueColumn |
| Exclusion | -$42,573 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 544166 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8380 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $229,581 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141989 | Total |
| Program Services | 141989 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28206 | Total |
| Program Services | 28206 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70883 | Total |
| Management And General | 70883 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28938 | Total |
| Management And General | 28938 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1700 | Total |
| Management And General | 1700 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7900 | Total |
| Management And General | 7900 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29019 | Total |
| Management And General | 29019 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10161 | Total |
| Management And General | 10161 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4510 | Total |
| Management And General | 4510 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410 | Total |
| Management And General | 410 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250 | Total |
| Management And General | 250 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5853 | Total |
| Management And General | 5853 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1261 | Total |
| Management And General | 1261 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| MISCELLANEOUS | 24338 | 24338 | |
| DONOR DEVELOPMENT | 18408 | 18408 | |
| EQUIPMENT RENTAL AND MA | 1621 | 1621 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375447 | Total |
| Program Services | 170195 | ProgramServices |
| Management And General | 186844 | ManagementAndGeneral |
| Fundraising | 18408 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111208 | BOY |
| EOY | 218318 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23903 | BOY |
| EOY | 30486 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 153150 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 64876 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94127 | BOY |
| EOY | 88274 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6321395 | BOY |
| EOY | 6280331 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1705544 | BOY |
| EOY | 2307820 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 506524 | BOY |
| EOY | 476181 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8762701 | BOY |
| EOY | 9401410 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 697 | BOY |
| EOY | 1360 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31569 | BOY |
| EOY | 35884 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32266 | BOY |
| EOY | 37244 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195782 | BOY |
| EOY | 277405 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1309153 | BOY |
| EOY | 1353165 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7225500 | BOY |
| EOY | 7733596 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8730435 | BOY |
| EOY | 9364166 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8762701 | BOY |
| EOY | 9401410 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 168719 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 465012 | 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 | 306250 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 346093 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 284954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 207244 | CurrentTaxYearMinus1Year |
| Current Tax Year | 170195 | CurrentTaxYear |
| Total | 1314736 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 306250 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 346093 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 284954 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 207244 | CurrentTaxYearMinus1Year |
| Current Tax Year | 170195 | CurrentTaxYear |
| Total | 1314736 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 211633 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1103103 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 262053 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 272968 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 273688 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 262915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 272154 | CurrentTaxYear |
| Total | 1343778 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2658514 | TotalSupport |
| Gross Receipts From Admissions Etc | 41913 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.41490 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.54840 | 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 | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 519262 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8534653 | BeginningOfYearBalance |
| Contributions | 136524 | Contributions |
| Investment Earnings Or Losses | 665573 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 170195 | GrantsOrScholarships |
| Other Expenditures | 221832 | OtherExpenditures |
| End Of Year Balance | 8944723 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7784903 | BeginningOfYearBalance |
| Contributions | 109253 | Contributions |
| Investment Earnings Or Losses | 997887 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 278451 | GrantsOrScholarships |
| Other Expenditures | 78939 | OtherExpenditures |
| End Of Year Balance | 8534653 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9326326 | BeginningOfYearBalance |
| Contributions | 257163 | Contributions |
| Investment Earnings Or Losses | -1511792 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 137235 | GrantsOrScholarships |
| Other Expenditures | 149559 | OtherExpenditures |
| End Of Year Balance | 7784903 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33885 | OtherCostOrOtherBasis |
| Book Value | 33885 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84441 | OtherCostOrOtherBasis |
| Depreciation | 32553 | Depreciation |
| Book Value | 51888 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34824 | OtherCostOrOtherBasis |
| Depreciation | 32323 | Depreciation |
| Book Value | 2501 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 88274 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MONEY MARKET FUNDS/CERTIFICATES OF DEPOSITS | Description |
| Book Value | 2307820 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2307820 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD IN CHARITABLE REMAINDER TRUSTS | 305473 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | 170708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 476181 | TotalBookValueOtherAssets |
| Total Revenue | 544166 | TotalRevenue |
| Total Expenses | 375447 | TotalExpenses |
| Excess Or Deficit For Year | 168719 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 504371 | NetUnrealizedGLOnInvestments |
| Other | -$39,359 | OtherAmount |
| Total Adjustments | 465012 | TotalAdjustments |
| Excess Or Deficit Per FS | 633731 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 980158 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 504371 | NetUnrealizedGainsInvestments |
| Other Revenues | -39360 | OtherRevenues |
| Revenue Not Rptd F990 | 465011 | RevenueNotRptdF990 |
| Revenue Subtotal | 515147 | RevenueSubtotal |
| Investment Expenses Not Included | 29019 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 29019 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 544166 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 346428 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 346428 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 29019 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 29019 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 375447 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XI, LINE 8 AND PART XII, LINE 2D: INCREASE IN CHARITABLE REMAINDER UNITRUST ($39,360). PART XI, LINE 8: MISCELLANEOUS ROUNDING ADJUSTMENT OF $1 FOR CORRECTION OF PRIOR YEARS. PART X, QUESTION 2, IT WAS DETERMINED THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS SO NO RELATED FOOTNOTE WAS INCLUDED IN THE FINANCIAL STATEMENTS. PART V, QUESTION 4, THE ENDOWMENTS WERE SET UP WITH RESTRICTED CONTRIBUTIONS. THE ORGANIZATION ADMINISTERS AND DISTRIBUTES FUNDS IN ACCORDANCE WITH THE DONOR RESTRICTIONS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
| No Grant More Than5000 | X | NoGrantMoreThan5000 |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS/BOOK REIMBURSEMENT | TypeOfGrant |
| Number Of Recipients | 60 | NumberOfRecipients |
| Amount Of Cash Grant | 28206 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT PAYMENTS ARE NOT ISSUED TO GRANTEES UNLESS A PAID INVOICE IS PROVIDED. PAYMENTS ARE ISSUED TO THE RESPECTIVE VENDOR WHO WILL BE PROVIDING THE SERVICE/PRODUCT. SCHOLARSHIPS FOR TUITION ARE WRITTEN TO THE STUDENT AND THEIR SELECTED SCHOOL. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE REVIEWS THE AUDIT REPORT - THE FINANCE COMMITTEE AND THE BOARD REVIEW THE AUDIT COMMITTEE'S RECOMMENDATION. THE 990 IS ALSO REVIEWED PRIOR TO ITS FILING. | |
| THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT THE FIRST BOARD MEETING OF EACH CALANDER YEAR WHEN FORMS ARE DISTRIBUTED FOR BOARD MEMBER SIGNATURES. DISCUSSIONS ALSO TAKE PLACE FROM TIME TO TIME AT REGULAR BOARD MEETINGS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE BOARD OF DIRECTORS APPROVES PAY ANNUALLY AND BASE THEIR RECOMMENDATIONS ON THE EMPLOYEE'S PERFORMANCE, COMPARABLE DATA, AND INFLATION INCREASES. THE BOARD OF DIRECTORS APPROVE THE INCREASE PRIOR TO THE CHANGE BECOMING EFFECTIVE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE FOUNDATION'S 990 IS ON THE INTERNET AT GUIDESTAR.ORG AND THE NATIONAL CENTER FOR CHARITABLE STATISTICS. THE FOUNDATION'S ANNUAL REPORT MAKES REFERENCE THAT THE AUDIT IS AVAILABLE FOR REVIEW DURING THE OFFICE HOURS OF THE ORGANIZATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 504,371. INCREASE IN CRUT VALUE -39,360. MISCELLANEOUS ROUNDING 1. TOTAL TO FORM 990, PART XI, LINE 5: 465,012. | FORM 990, PART XI, LINE 5: |
| THE COMMITTEE HAS NOT CHANGED THEIR APPOVAL PROCESS FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
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