DEKALB COUNTY COMMUNITY FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DEKALB COUNTY COMMUNITY FOUNDATION INC (EIN 35-1992897)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-23
- IRS object ID
- 201141459349300614
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-23T09:26:44-00:00 | 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 | Estep Burkey Simmons LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 42 | AddressLine1 |
| City | Muncie | City |
| State | IN | State |
| ZIP Code | 473080042 | 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 | 351992897 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeKalb County Community Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DEKA | NameControl |
| Phone | 2609250311 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 111 650 W North Street | AddressLine1 |
| City | Auburn | City |
| State | IN | State |
| ZIP Code | 467060111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Randall J Deetz | Name |
| Title | President | Title |
| Date Signed | 2011-05-20 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patrick Burkey | Name |
| Phone | 7652847554 | Phone |
| Date Prepared | 2011-05-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Randall J Deetz | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 111 650 W North Street | AddressLine1 |
| City | Auburn | City |
| State | IN | State |
| ZIP Code | 467060111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8952615 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.dekalbfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | To promote community philanthropy by offering local citizens the opportunity to leave a charitable legacy that will sustain and improve life in our county. To promote community philanthropy by offering local citizens the opportunity to leave a charitable legacy that will sustain and improve life in our county. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1801534 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 643695 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 133528 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 165166 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -413881 | InvestmentIncomePriorYear |
| Investment Income Current Year | 645691 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2160 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1096 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1523341 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1455648 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 803934 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 438959 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 201345 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 193448 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 37905 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 301450 | OtherExpensePriorYear |
| Other Expenses Current Year | 326188 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1306729 | TotalExpensesPriorYear |
| Total Expenses Current Year | 958595 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 216612 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 497053 | RevenuesLessExpensesCY |
| Total Assets BOY | 11030534 | TotalAssetsBOY |
| Total Assets EOY | 12068650 | TotalAssetsEOY |
| Total Liabilities BOY | 1500744 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1624458 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9529790 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10444192 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | DeKalb County Community Foundation provides effective ways for donors to make a lasting impact on the community by creating permanent charitable endowment funds dedicated to the causes of the funds donors. Gifts to endowment funds are invested for growth and income. A portion of income is granted to nonprofit organizations that serve DeKalb County. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 387780 | Expense |
| Grants | 316459 | Grants |
| Revenue | 104462 | Revenue |
| Description | Granting Program The DeKalb County Community Foundation, Inc. is primarily an asset builder and grant maker. Its granting programs purpose is to improve the quality of life in DeKalb County, Indiana. Funds are granted out of the income earned by various charitable endowment funds held by the Foundation to various nonprofit organizations that service DeKalb County. The Foundation also grants from several nonpermanent funds to various nonprofit organizations that serve DeKalb County. In 2010 over 190 grants were awarded. See Schedule I, Part II and Part III, of this Form 990 for more information. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 148883 | Expense |
| Grants | 121500 | Grants |
| Revenue | 57654 | Revenue |
| Description | Scholarship Program Scholarship granting is a large program of the DeKalb County Community Foundation. In 2010, high school seniors from DeKalb County received scholarship grants from various scholarship funds held by the Foundation for college education. See Schedule I, Part III of this Form 990 for more information. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13647 | Expense |
| Revenue | 1050 | Revenue |
| Description | DeKalb County HOPE Helping Our Pupils Excel began as a literacy volunteer project to help elementary school children become proficient readers. Community leaders saw an unmet need in the DeKalb County schools as many students were entering schools with needs that went beyond what the traditional classrooms could provide. Today, HOPE trains adult volunteers as tutors/mentors and matches each adult with a child who has been identified by school personnel or a parent as able to benefit by having another caring adult in his/her life. Meeting in the schools once a week for an hour, volunteer and student pairs work one-on-one providing a friendship and helping children improve their reading, writing and basic math skills. The 2010 program has 95 volunteers matched with 115 students in three public school districts and two private schools. DeKalb County HOPE formed a board of directors in 2009, incorporated in the state of Indiana, and in 2010 gained 501c3 non-profit status. Need is currently estimated at 1,200 students. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 69966 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 2000 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 620276 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | 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 | Wendy Oberlin | NamePerson |
| Telephone Number | 2609250311 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 W North Street | AddressLine1 |
| City | Auburn | City |
| State | IN | State |
| ZIP Code | 46706 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| Wendy Oberlin | |||||||
| Executive Director | 040.00 | X | X | 61800 | 0 | 1854 | |
| Randall J Deetz | |||||||
| President | 002.00 | X | 0 | 0 | 0 | X | |
| Marcia K Weller | |||||||
| Vice President | 002.00 | X | 0 | 0 | 0 | X | |
| Peggy J Yoder | |||||||
| Secretary | 002.00 | X | 0 | 0 | 0 | X | |
| Don B Holman | |||||||
| Treasurer | 002.00 | X | 0 | 0 | 0 | X | |
| Donna Martin-Boseker | |||||||
| Past-President | 001.00 | X | 0 | 0 | 0 | ||
| Jeffrey Burns | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Todd W Custer | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Randy L McEntarfer | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Ian A Mercer | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Phyllis Perry | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Craig A Polkow | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Mary Simcox | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Vanessa Sterling | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Michael J Tullis | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| W Erik Weber | |||||||
| Director | 001.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 61800 | TotalReportableCompFromOrg |
| Total Other Compensation | 1854 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 643695 | AllOtherContributions |
| Noncash Contributions | 358517 | NoncashContributions |
| Total Contributions | 643695 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administration Fees | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 165166 | TotalRevenueColumn |
| Related Or Exempt Function Income | 165166 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 165166 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 294551 | TotalRevenueColumn |
| Exclusion | $294,551 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7848107 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7496967 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 351140 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 351140 | TotalRevenueColumn |
| Exclusion | $351,140 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 1096 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1096 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1096 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1455648 | TotalRevenueColumn |
| Related Or Exempt Function Income | 166262 | RelatedOrExemptFunctionIncome |
| Exclusion | $645,691 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309935 | Total |
| Program Services | 309935 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129024 | Total |
| Program Services | 129024 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131087 | Total |
| Program Services | 99260 | ProgramServices |
| Management And General | 12731 | ManagementAndGeneral |
| Fundraising | 19096 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48015 | Total |
| Program Services | 24919 | ProgramServices |
| Management And General | 20063 | ManagementAndGeneral |
| Fundraising | 3033 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524 | Total |
| Program Services | 260 | ProgramServices |
| Management And General | 216 | ManagementAndGeneral |
| Fundraising | 48 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13822 | Total |
| Program Services | 9531 | ProgramServices |
| Management And General | 3049 | ManagementAndGeneral |
| Fundraising | 1242 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164965 | Total |
| Program Services | 3506 | ProgramServices |
| Management And General | 161459 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6820 | Total |
| Program Services | 3410 | ProgramServices |
| Management And General | 2046 | ManagementAndGeneral |
| Fundraising | 1364 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80516 | Total |
| Management And General | 80516 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3328 | Total |
| Program Services | 2094 | ProgramServices |
| Management And General | 998 | ManagementAndGeneral |
| Fundraising | 236 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9603 | Total |
| Program Services | 5399 | ProgramServices |
| Management And General | 2522 | ManagementAndGeneral |
| Fundraising | 1682 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9592 | Total |
| Program Services | 5682 | ProgramServices |
| Management And General | 2346 | ManagementAndGeneral |
| Fundraising | 1564 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6654 | Total |
| Program Services | 3327 | ProgramServices |
| Management And General | 1996 | ManagementAndGeneral |
| Fundraising | 1331 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14671 | Total |
| Program Services | 7336 | ProgramServices |
| Management And General | 4401 | ManagementAndGeneral |
| Fundraising | 2934 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2483 | Total |
| Program Services | 1651 | ProgramServices |
| Management And General | 499 | ManagementAndGeneral |
| Fundraising | 333 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 594 | Total |
| Program Services | 152 | ProgramServices |
| Management And General | 265 | ManagementAndGeneral |
| Fundraising | 177 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10979 | Total |
| Program Services | 5490 | ProgramServices |
| Management And General | 3294 | ManagementAndGeneral |
| Fundraising | 2195 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3989 | Total |
| Program Services | 1995 | ProgramServices |
| Management And General | 1197 | ManagementAndGeneral |
| Fundraising | 797 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Development | 4526 | 2879 | 989 | 658 |
| Membership and subscriptions | 1933 | 1027 | 544 | 362 |
| Miscellaneous | 5535 | 3399 | 1283 | 853 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 958595 | Total |
| Program Services | 620276 | ProgramServices |
| Management And General | 300414 | ManagementAndGeneral |
| Fundraising | 37905 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 200 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828447 | BOY |
| EOY | 671923 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170895 | BOY |
| EOY | 94495 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2485 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3209 | BOY |
| EOY | 3333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 136949 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 85394 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62534 | BOY |
| EOY | 51555 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9927734 | BOY |
| EOY | 11200065 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37515 | BOY |
| EOY | 44594 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11030534 | BOY |
| EOY | 12068650 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9326 | BOY |
| EOY | 11114 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124195 | BOY |
| EOY | 151419 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1281019 | BOY |
| EOY | 1409074 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86204 | BOY |
| EOY | 52851 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1500744 | BOY |
| EOY | 1624458 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55797 | BOY |
| EOY | 231833 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 479310 | BOY |
| EOY | 1030224 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8994683 | BOY |
| EOY | 9182135 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9529790 | BOY |
| EOY | 10444192 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11030534 | BOY |
| EOY | 12068650 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 497053 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 417349 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | 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 | 980602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1013330 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1840326 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1801532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 643695 | CurrentTaxYear |
| Total | 6279485 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 980602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1013330 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1840326 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1801532 | CurrentTaxYearMinus1Year |
| Current Tax Year | 643695 | CurrentTaxYear |
| Total | 6279485 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2588609 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3690876 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 317367 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 337182 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 303498 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 236210 | CurrentTaxYearMinus1Year |
| Current Tax Year | 294551 | CurrentTaxYear |
| Total | 1488808 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7768293 | TotalSupport |
| Public Support Pertcentage170 | 0.47510 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.53200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
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 | 7 | NumberDAFsHeld |
| Donor Advised Contributions | 82392 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 31652 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 620189 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Beginning Balance | 1281019 | BeginningBalance |
| Additions During Year | 167121 | AdditionsDuringYear |
| Distributions During Year | 39066 | DistributionsDuringYear |
| Ending Balance | 1409074 | EndingBalance |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9795833 | BeginningOfYearBalance |
| Contributions | 371870 | Contributions |
| Investment Earnings Or Losses | 1161395 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 207402 | GrantsOrScholarships |
| Administrative Expenses | 228655 | AdministrativeExpenses |
| End Of Year Balance | 10893041 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7085331 | BeginningOfYearBalance |
| Contributions | 1705927 | Contributions |
| Investment Earnings Or Losses | 1308186 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 128826 | GrantsOrScholarships |
| Administrative Expenses | 174785 | AdministrativeExpenses |
| End Of Year Balance | 9795833 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.26100 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.73900 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 69495 | OtherCostOrOtherBasis |
| Depreciation | 21789 | Depreciation |
| Book Value | 47706 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67454 | OtherCostOrOtherBasis |
| Depreciation | 63605 | Depreciation |
| Book Value | 3849 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 51555 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Gift Annuity Reserve | Description |
| Amount | $52,851 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 52851 | TotalOfAmounts |
| Total Revenue | 1455648 | TotalRevenue |
| Total Expenses | 958595 | TotalExpenses |
| Excess Or Deficit For Year | 497053 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 546430 | NetUnrealizedGLOnInvestments |
| Other | -$129,081 | OtherAmount |
| Total Adjustments | 417349 | TotalAdjustments |
| Excess Or Deficit Per FS | 914402 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1853155 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 465536 | NetUnrealizedGainsInvestments |
| Other Revenues | 722 | OtherRevenues |
| Revenue Not Rptd F990 | 466258 | RevenueNotRptdF990 |
| Revenue Subtotal | 1386897 | RevenueSubtotal |
| Other Revenues Not Included | 68751 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 68751 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1455648 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 938753 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 14317 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 14317 | ExpensesNotRptdF990 |
| Expenses Subtotal | 924436 | ExpensesSubtotal |
| Other Expenses Not Included | 34159 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 34159 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 958595 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| XI | 8 | Change in agency fund net assets -128,055 - change in trust net assets 1,026 -129,081 |
| IV | 2B | Funds held for agency endowments in accordance with SFAS No. 136. |
| XII | 2D | Other Adjustments Trust revenues and realized gains 722 |
| XII | 4B | Other Adjustments Agency fund revenues and realized gains 68,751 |
| XIII | 2D | Other Adjustments Trust expenses 317 Interfund grants 14,000 14,317 |
| XIII | 4B | Other Adjustments Agency fund expenses 34,159 |
| V | 4 | The intended uses of the Organizations endowment funds are granting to organizations that support DeKalb County, providing scholarships to college students from DeKalb County, and giving citizens of DeKalb County an opportunity to fulfill their charitable wishes. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (33 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Auburn Cord Duesenberg Automobile Museum | |||||||
| PO Box 271 | Auburn | IN | 46706 | 351294918 | 501C3 | 9782 | Annual fund distrib. |
| Auburn Cord Duesenberg Automobile Museum | |||||||
| PO Box 271 | Auburn | IN | 46706 | 351294918 | 501C3 | 2500 | Beyond Classroom |
| Butler Early Education | |||||||
| PO Box 397 | Butler | IN | 46721 | 351657685 | 501C3 | 1835 | Fund distribution |
| Butler Early Education | |||||||
| PO Box 397 | Butler | IN | 46721 | 351657685 | 501C3 | 230 | DAWN conference |
| Butler Early Education | |||||||
| PO Box 397 | Butler | IN | 46721 | 351657685 | 501C3 | 1500 | Immediate response |
| Butler Early Education | |||||||
| PO Box 397 | Butler | IN | 46721 | 351657685 | 501C3 | 2500 | Reduced fee scale |
| Butler Early Education | |||||||
| PO Box 397 | Butler | IN | 46721 | 351657685 | 501C3 | 300 | Reality-based books |
| Garrett-Keyser-Butler Community Head Start | |||||||
| 504 S Second St | Garrett | IN | 46738 | 356005113 | 501C3 | 5000 | Childcare Provider |
| DeKalb Co Outdoor Theater | |||||||
| PO Box 452 | Auburn | IN | 46706 | 204056897 | 501C3 | 27387 | Construct theater |
| RISE Inc | |||||||
| 1600 Wohlert St | Angola | IN | 46703 | 351112612 | 501C3 | 5000 | Operating expenses |
| St Mark's Lutheran Church | |||||||
| 211 W Ninth St | Auburn | IN | 46706 | 350975633 | 501C3 | 24000 | Operating expenses |
| St Martin's Healthcare Inc | |||||||
| 1359 S Randolph St | Garrett | IN | 46738 | 208609620 | 501C3 | 400 | Fund distribution |
| St Martin's Healthcare Inc | |||||||
| 1359 S Randolph St | Garrett | IN | 46738 | 208609620 | 501C3 | 400 | Heart of Gold award |
| St Martin's Healthcare Inc | |||||||
| 1359 S Randolph St | Garrett | IN | 46738 | 208609620 | 501C3 | 7000 | Operating expenses |
| St Martin's Healthcare Inc | |||||||
| 1359 S Randolph St | Garrett | IN | 46738 | 208609620 | 501C3 | 1000 | Fund distribution |
| St Martin's Healthcare Inc | |||||||
| 1359 S Randolph St | Garrett | IN | 46738 | 208609620 | 501C3 | 2000 | Dental treatment light |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 5000 | Open Door Program |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 2851 | Wages for staffing |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 860 | Addl electrical outlets |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 5000 | Financial assistance |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 60000 | Cardio equipment |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 772 | Wages for staffing |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 713 | Wages for staffing |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 6000 | CEO bonus |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 5000 | Financial assistance |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 674 | Wages for staffing |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 4939 | Repl. sand pool filter |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 5000 | Financial assistance |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 12703 | Drain project |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 20000 | HVAC maintenance |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 11500 | Term. lease agree. |
| YMCA of DeKalb County Inc | |||||||
| 310 N Main Street | Auburn | IN | 46706 | 350868958 | 501C3 | 433 | Paint childcare rooms |
| Youth for Christ Northeast Indiana | |||||||
| PO Box 424 | Auburn | IN | 46706 | 356304674 | 501C3 | 5007 | Fund distribution |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Arts and Culture | 17 | 7524 |
| Scholarship | 32 | 121500 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | DeKalb County Community Foundation, Inc. requires all grantees to complete a final report within one year of receiving grant funds. The final grant report contains specific questions regarding how grant funds received were allocated and serves as verification that grant monies were spent in accordance with the original grant. If the foundation feels it necessary, a site visit will also be performed in order to verify that grant funds are used in accordance with the original grant agreement. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 346131 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average market price | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Trophy engraving | 1 | 40 | Comparable sale |
| X | Poster Art | 1 | 270 | Comparable sale |
| X | Supplies -Cruze-in | 1 | 176 | Comparable sale |
| X | In-kind rent | 1 | 11900 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 32b | ReturnReference |
| Explanation | Part I, line 32b The Foundation uses a securities broker to sell contributed publicly traded securities. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part XI | 5 | Unrealized gains 546,430 - change in Trust net assets 1,026 - change in Agency fund net transactions 128,055 417,349 |
| Form 990 Part VI | 11b | Form 990 is prepared by the Foundations audit firm and then reviewed by the Foundations accounting department. When the 990 is finalized, it is presented to the Board of Directors for review and approval prior to filing. |
| Form 990 Part VI | 12c | Members of the Board of Directors and members who serve on Community Foundation committees review the Foundations then current Conflict of Interest Policy at the beginning of each two-year term that they serve. Staff members review the policy annually. After Board, volunteers and staff review the Conflict of Interest Policy, they sign a declaration acknowledging the receipt of the policy and they agree to disclose conflicts as required by the policy. When a conflict arises in an official action by a committee or the Board of Directors, the person with the conflict discloses the conflict and the disclosure is noted in the minutes of the meeting. The person with the conflict may briefly address the Board of Directors or committee and may answer questions to provide knowledge that may be of benefit to the other members. He or she then abstains from further discussion and voting. |
| Form 990 Part VI | 15b | Determing the salary and benefits for the executive director and other key employees is the responsibility of the DeKalb County Community Foundations Executive Committee Board of Directors. To determine salary and benefits for a new executive director or key employee and at least annually thereafter, the executive committee reviews relevant survey data from the Council on Foundation, Northeastern Indiana Community Foundations and other related groups. The committee discusses the data, compares it with current salary and benefits and considers how increases will impact the operating budget. The Executive Committee makes a recommendation to the Board of Directors for new salary and benefit packages or increases to salary and benefits for the current executive director/key employees. |
| Form 990 Part VI | 15b | Continued The Board of Directors discusses the recommendation and review supporting material provided by the Executive Committee. The Board votes to approve/disapprove the recommendation. The discussion and result of the vote is recorded in Board minutes. This process is carried out on an annual basis, 2010 being the latest year for which this was done. |
| Form 990 Part VI | 19 | DeKalb County Community Foundation, Inc. makes its governing documents, conflict of interest policy, and financial statements available to the public immediately upon request through the Foundations office. Additionally, financial information is made available in its annual report which is widely distributed to the public via mailings and other means of disbursement, as well as on the Foundations website. The Foundations Form 990 is available online at www.guidestar.org. A link to www.guidestar.org is on the Foundations website. Form 990 is also immediately available upon request through the Foundations office. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeKalb County Fund for the Future Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 111 | AddressLine1 |
| City | Auburn | City |
| State | IN | State |
| ZIP Code | 467060111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200335286 | EIN |
| Primary Activities | Supporting Org | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501c3 | ExemptCodeSection |
| Public Charity Status | Type 1 S.O. | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert E Beaty Charitable Rmd Annuity Trust | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 111 | AddressLine1 |
| City | Auburn | City |
| State | IN | State |
| ZIP Code | 46706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207162213 | EIN |
| Primary Activity | Annuity Trust | PrimaryActivity |
| Legal Domicile State | IN | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | Trust | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments