2011-05-23T09:26:44-00:00 2010-12-31 Estep Burkey Simmons LLC PO Box 42 Muncie IN 473080042 990 2010-01-01 351992897 DeKalb County Community Foundation Inc DEKA 2609250311 PO Box 111 650 W North Street Auburn IN 467060111 Randall J Deetz 2011-05-20 true Patrick Burkey 7652847554 2011-05-20 2010 2016-02-24 21:20:13Z Randall J Deetz PO Box 111 650 W North Street Auburn IN 467060111 8952615 false X www.dekalbfoundation.org X 1996 IN 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. 15 15 6 200 0 1801534 643695 133528 165166 -413881 645691 2160 1096 1523341 1455648 803934 438959 0 201345 193448 0 37905 301450 326188 1306729 958595 216612 497053 11030534 12068650 1500744 1624458 9529790 10444192 X 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. false false 387780 316459 104462 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. 148883 121500 57654 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. 13647 1050 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. 69966 1000 2000 620276 true true false false true false false true true true false false false true false true false false false false false false false false false false true true false false false false false false false false false true false false false false true false false false false true 10 0 6 true false false false false false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false IN X X Wendy Oberlin 2609250311 650 W North Street Auburn IN 46706 Wendy Oberlin 040.00 X X 61800 0 1854 Randall J Deetz 002.00 X X 0 0 0 Marcia K Weller 002.00 X X 0 0 0 Peggy J Yoder 002.00 X X 0 0 0 Don B Holman 002.00 X X 0 0 0 Donna Martin-Boseker 001.00 X 0 0 0 Jeffrey Burns 001.00 X 0 0 0 Todd W Custer 001.00 X 0 0 0 Randy L McEntarfer 001.00 X 0 0 0 Ian A Mercer 001.00 X 0 0 0 Phyllis Perry 001.00 X 0 0 0 Craig A Polkow 001.00 X 0 0 0 Mary Simcox 001.00 X 0 0 0 Vanessa Sterling 001.00 X 0 0 0 Michael J Tullis 001.00 X 0 0 0 W Erik Weber 001.00 X 0 0 0 61800 1854 false false false 643695 358517 643695 Administration Fees 561000 165166 165166 165166 294551 294551 7848107 7496967 351140 351140 351140 Miscellaneous 561000 1096 1096 1096 1455648 166262 645691 309935 309935 129024 129024 0 0 131087 99260 12731 19096 0 48015 24919 20063 3033 524 260 216 48 0 13822 9531 3049 1242 164965 3506 161459 0 6820 3410 2046 1364 0 80516 80516 3328 2094 998 236 9603 5399 2522 1682 9592 5682 2346 1564 6654 3327 1996 1331 0 14671 7336 4401 2934 2483 1651 499 333 0 594 152 265 177 0 0 10979 5490 3294 2195 3989 1995 1197 797 Development 4526 2879 989 658 Membership and subscriptions 1933 1027 544 362 Miscellaneous 5535 3399 1283 853 0 958595 620276 300414 37905 200 200 828447 671923 170895 94495 2485 3209 3333 136949 85394 62534 51555 9927734 11200065 37515 44594 11030534 12068650 9326 11114 124195 151419 1281019 1409074 86204 52851 1500744 1624458 X 55797 231833 479310 1030224 8994683 9182135 9529790 10444192 11030534 12068650 X 497053 417349 X false true true X false X 980602 1013330 1840326 1801532 643695 6279485 980602 1013330 1840326 1801532 643695 6279485 2588609 3690876 317367 337182 303498 236210 294551 1488808 7768293 0.47510 0.53200 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 82392 31652 620189 true true false 1281019 167121 39066 1409074 true 9795833 371870 1161395 207402 228655 10893041 7085331 1705927 1308186 128826 174785 9795833 0.26100 0.73900 false false 69495 21789 47706 67454 63605 3849 51555 Gift Annuity Reserve 52851 52851 1455648 958595 497053 546430 -129081 417349 914402 1853155 465536 722 466258 1386897 68751 68751 1455648 938753 14317 14317 924436 34159 34159 958595 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. true 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 9 Arts and Culture 17 7524 Scholarship 32 121500 I 2 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. X 3 346131 Average market price 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 false true true I 32b Part I, line 32b The Foundation uses a securities broker to sell contributed publicly traded securities. 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. DeKalb County Fund for the Future Inc PO Box 111 Auburn IN 467060111 200335286 Supporting Org IN 501c3 Type 1 S.O. N/A false Robert E Beaty Charitable Rmd Annuity Trust PO Box 111 Auburn IN 46706 207162213 Annuity Trust IN N/A Trust false false false false false false false false false false false false false false false false false false