REGIONAL OPPORTUNITY INITIATIVES INC

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Cite this

Plain text REGIONAL OPPORTUNITY INITIATIVES INC. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/regional-opportunity-initiatives-inc-474832157. Retrieved 2026-11-09.

APA furp.org. (n.d.). REGIONAL OPPORTUNITY INITIATIVES INC [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 9, 2026, from https://furp.org/org/regional-opportunity-initiatives-inc-474832157

MLA “REGIONAL OPPORTUNITY INITIATIVES INC.” furp.org, tax years 2015–2024, https://furp.org/org/regional-opportunity-initiatives-inc-474832157. Accessed 9 Nov. 2026.

Retrieved 2026-11-09; covers tax years 2015–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $14.6M · expenses $11.7M · assets $9.5M

EIN: 47-4832157
Address: 100 S COLLEGE AVE STE 240, BLOOMINGTON, IN 47404-5163
Website: HTTPS://SWCINDIANA.ORG
NTEE code: T30 Public Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type: 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date: November 2015 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status: Supporting organization, type i
Cross-check: ProPublica Nonprofit Explorer

Mission

THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Tina Peterson	DIRECTOR	2015-2024	$191,469	$1,621,970	9

Officers and directors, no compensation reported

45 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Dan Peterson	DIRECTOR	2015-2024	2	$0 reported	7
Jeff Quyle	DIRECTOR	2015-2024	2	$0 reported	5
David Johnson	DIRECTOR	2021-2024	2	$0 reported	2
Bill Kaiser Jr	DIRECTOR	2023-2024	2	$0 reported	1
Brenda Reetz	DIRECTOR	2022-2024	2	$0 reported	2
Chuck Johnson	DIRECTOR	2015-2024	2	$0 reported	1
Jim Allen	DIRECTOR	2019-2024	2	$0 reported	1
Matt Weinzapfel	DIRECTOR	2015-2024	2	$0 reported	1
Moriah Sowders	DIRECTOR	2021-2024	2	$0 reported	1
Pam Loughmiller	DIRECTOR	2018-2024	2	$0 reported	3
Doug Kellams	CHAIR & TREASURER	2015-2024	2	$0 reported	7
Brian Tretter	DIRECTOR	2024	2	$0 reported	1
Elisha Huddleston	DIRECTOR	2024	2	$0 reported	1
Eric Coyne	DIRECTOR	2024	2	$0 reported	1
Julia Buckley	DIRECTOR	2024	2	$0 reported	1
Mark Murphy	DIRECTOR	2024	2	$0 reported	1
Michael Huber	DIRECTOR	2024	2	$0 reported	1
Patrick Adams	DIRECTOR	2024	2	$0 reported	1
Jenna Dix (former)	DIRECTOR	2022-2023	2	$0 reported	1
Mark Dobbs (former)	DIRECTOR	2019-2023	2	$0 reported	1
Bryant Niehoff (former)	DIRECTOR	2020-2022	2	$0 reported	4
Bill Kaiser (former)	DIRECTOR	2021-2022	2	$0 reported	2
Jennifer Vaughan (former)	DIRECTOR	2017-2022	2	$0 reported	2
Mark Dodds (former)	DIRECTOR	2021-2022	2	$0 reported	1
Rob Morris (former)	DIRECTOR	2022	2	$0 reported	1
Daniel Peterson (former)	DIRECTOR	2017-2022	2	$0 reported	1
Thomas A Morrison (former)	TREASURER	2016-2021	2	$0 reported	2
William Stephan (former)	DIRECTOR	2015-2021	2	$0 reported	2
Kyle Werner (former)	DIRECTOR	2019-2021	2	$0 reported	1
Daniel Handel (former)	DIRECTOR	2018-2020	2	$0 reported	1
Gareth Jolly (former)	DIRECTOR	2018-2020	2	$0 reported	1
Greg Sapp (former)	DIRECTOR	2018-2020	2	$0 reported	1
Laura Hammack (former)	DIRECTOR - PARTIAL YEAR	2018-2020	2	$0 reported	1
Mark Franklin (former)	DIRECTOR	2018	2	$0 reported	5
Bill Stephan (former)	DIRECTOR	2017-2018	2	$0 reported	3
Becky Skillman (former)	SECRETARY	2015-2018	2	$0 reported	1
Mark Bradford (former)	DIRECTOR	2015-2017	2	$0 reported	8
Tim Hendrix (former)	DIRECTOR	2017	2	$0 reported	1
Jennie Vaughan (former)	DIRECTOR	2015-2016	2	$0 reported	9
Duane Embree (former)	DIRECTOR	2015-2016	2	$0 reported	1
Paul Mitchell (former)	DIRECTOR	2015-2016	2	$0 reported	1
Jai Perumal (former)	DIRECTOR	2015	2	$0 reported	2
Brian Blackwell (former)	DIRECTOR	2015	2	$0 reported	1
Tim Craddock (former)	DIRECTOR	2015	2	$0 reported	1
Tom Morrison (former)	DIRECTOR	2015	2	$0 reported	3

People by year

2024 · 19 people listed · 1 paid, $191K · 16 employees · 20 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	DIRECTOR	20	$88,850	$95,792	$6,827	$191,469	9
BILL KAISER JR	DIRECTOR	2	$0	$0	$0	$0	1
BRENDA REETZ	DIRECTOR	2	$0	$0	$0	$0	2
BRIAN TRETTER	DIRECTOR	2	$0	$0	$0	$0	1
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
DAN PETERSON	DIRECTOR	2	$0	$0	$0	$0	7
DAVID JOHNSON	DIRECTOR	2	$0	$0	$0	$0	2
ELISHA HUDDLESTON	DIRECTOR	2	$0	$0	$0	$0	1
ERIC COYNE	DIRECTOR	2	$0	$0	$0	$0	1
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
JIM ALLEN	DIRECTOR	2	$0	$0	$0	$0	1
JULIA BUCKLEY	DIRECTOR	2	$0	$0	$0	$0	1
MARK MURPHY	DIRECTOR	2	$0	$0	$0	$0	1
MATT WEINZAPFEL	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL HUBER	DIRECTOR	2	$0	$0	$0	$0	1
MORIAH SOWDERS	DIRECTOR	2	$0	$0	$0	$0	1
PAM LOUGHMILLER	DIRECTOR	2	$0	$0	$0	$0	3
PATRICK ADAMS	DIRECTOR	2	$0	$0	$0	$0	1
DOUG KELLAMS	CHAIR & TREASURER	2	$0	$0	$0	$0	7

2023 · 14 people listed · 1 paid, $185K · 10 employees · 15 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	DIRECTOR	10	$0	$180,065	$5,402	$185,467	9
BILL KAISER JR	DIRECTOR	2	$0	$0	$0	$0	1
BRENDA REETZ	DIRECTOR	2	$0	$0	$0	$0	2
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
DAN PETERSON	DIRECTOR	2	$0	$0	$0	$0	7
DAVID JOHNSON	DIRECTOR	2	$0	$0	$0	$0	2
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
JENNA DIX	DIRECTOR	2	$0	$0	$0	$0	1
JIM ALLEN	DIRECTOR	2	$0	$0	$0	$0	1
MARK DOBBS	DIRECTOR	2	$0	$0	$0	$0	1
MATT WEINZAPFEL	DIRECTOR	2	$0	$0	$0	$0	1
MORIAH SOWDERS	DIRECTOR	2	$0	$0	$0	$0	1
PAM LOUGHMILLER	DIRECTOR	2	$0	$0	$0	$0	3
DOUG KELLAMS	CHAIR & TREASURER	2	$0	$0	$0	$0	7

2022 · 17 people listed · 1 paid, $174K · 8 employees · 17 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	DIRECTOR	10	$0	$168,804	$5,238	$174,042	9
BILL KAISER	DIRECTOR	2	$0	$0	$0	$0	2
BRENDA REETZ	DIRECTOR	2	$0	$0	$0	$0	2
BRYANT NIEHOFF	DIRECTOR	2	$0	$0	$0	$0	4
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
DAVID JOHNSON	DIRECTOR	2	$0	$0	$0	$0	2
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
JENNA DIX	DIRECTOR	2	$0	$0	$0	$0	1
JENNIFER VAUGHAN	DIRECTOR	2	$0	$0	$0	$0	2
JIM ALLEN	DIRECTOR	2	$0	$0	$0	$0	1
MARK DODDS	DIRECTOR	2	$0	$0	$0	$0	1
MORIAH SOWDERS	DIRECTOR	2	$0	$0	$0	$0	1
PAM LOUGHMILLER	DIRECTOR	2	$0	$0	$0	$0	3
ROB MORRIS	DIRECTOR	2	$0	$0	$0	$0	1
DANIEL PETERSON	DIRECTOR	2	$0	$0	$0	$0	1
DOUG KELLAMS	CHAIR & TREASURER	2	$0	$0	$0	$0	7
MATT WEINZAPFEL	VICE CHAIR	2	$0	$0	$0	$0	1

2021 · 17 people listed · 1 paid, $166K · 8 employees · 17 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	DIRECTOR	10	$0	$161,490	$4,845	$166,335	9
DOUG KELLAMS	CHAIR	2	$0	$0	$0	$0	7
THOMAS MORRISON	TREASURER	2	$0	$0	$0	$0	2
JIM ALLEN	DIRECTOR	2	$0	$0	$0	$0	1
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
PAM LOUGHMILLER	DIRECTOR	2	$0	$0	$0	$0	3
BRYANT NIEHOFF	DIRECTOR	2	$0	$0	$0	$0	4
DANIEL PETERSON	DIRECTOR	2	$0	$0	$0	$0	1
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
WILLIAM STEPHAN	DIRECTOR	2	$0	$0	$0	$0	2
JENNIFER VAUGHAN	DIRECTOR	2	$0	$0	$0	$0	2
MATT WEINZAPFEL	DIRECTOR	2	$0	$0	$0	$0	1
MARK DODDS	DIRECTOR	2	$0	$0	$0	$0	1
DAVID JOHNSON	DIRECTOR	2	$0	$0	$0	$0	2
BILL KAISER	DIRECTOR	2	$0	$0	$0	$0	2
MORIAH SOWDERS	DIRECTOR	2	$0	$0	$0	$0	1
KYLE WERNER	DIRECTOR	2	$0	$0	$0	$0	1

2020 · 16 people listed · 1 paid, $163K · 9 employees · 15 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	DIRECTOR	10	$0	$150,648	$12,473	$163,121	9
DOUG KELLAMS	CHAIR	2	$0	$0	$0	$0	7
THOMAS MORRISON	TREASURER	2	$0	$0	$0	$0	2
JIM ALLEN	DIRECTOR	2	$0	$0	$0	$0	1
DANIEL HANDEL	DIRECTOR	2	$0	$0	$0	$0	1
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
GARETH JOLLY	DIRECTOR	2	$0	$0	$0	$0	1
PAM LOUGHMILLER	DIRECTOR	2	$0	$0	$0	$0	3
BRYANT NIEHOFF	DIRECTOR	2	$0	$0	$0	$0	4
DANIEL PETERSON	DIRECTOR	2	$0	$0	$0	$0	1
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
GREG SAPP	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM STEPHAN	DIRECTOR	2	$0	$0	$0	$0	2
JENNIFER VAUGHAN	DIRECTOR	2	$0	$0	$0	$0	2
MATT WEINZAPFEL	DIRECTOR	2	$0	$0	$0	$0	1
LAURA HAMMACK	DIRECTOR - PARTIAL YEAR	2	$0	$0	$0	$0	1

2019 · 17 people listed · 1 paid, $162K · 13 employees · 15 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	DIRECTOR	10	$0	$147,848	$14,194	$162,042	9
DOUG KELLAMS	CHAIR	2	$0	$0	$0	$0	7
THOMAS MORRISON	TREASURER	2	$0	$0	$0	$0	2
GARETH JOLLY	DIRECTOR	2	$0	$0	$0	$0	1
MARK DOBBS	DIRECTOR	2	$0	$0	$0	$0	1
JIM ALLEN	DIRECTOR	2	$0	$0	$0	$0	1
LAURA HAMMACK	DIRECTOR	2	$0	$0	$0	$0	1
DANIEL HANDEL	DIRECTOR	2	$0	$0	$0	$0	1
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
KYLE WERNER	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM STEPHAN	DIRECTOR	2	$0	$0	$0	$0	2
GREG SAPP	DIRECTOR	2	$0	$0	$0	$0	1
DANIEL PETERSON	DIRECTOR	2	$0	$0	$0	$0	1
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
JENNIFER VAUGHAN	DIRECTOR	2	$0	$0	$0	$0	2
PAM LOUGHMILLER	DIRECTOR	2	$0	$0	$0	$0	3
MATT WEINZAPFEL	DIRECTOR	2	$0	$0	$0	$0	1

2018 · 16 people listed · 1 paid, $156K · 12 employees · 15 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	DIRECTOR	10	$0	$155,618	$0	$155,618	9
DOUG KELLAMS	CHAIR	2	$0	$0	$0	$0	7
PAM LOUGHMILLER	DIRECTOR	2	$0	$0	$0	$0	3
THOMAS MORRISON	TREASURER	2	$0	$0	$0	$0	2
JENNIFER VAUGHAN	DIRECTOR	2	$0	$0	$0	$0	2
BILL STEPHAN	DIRECTOR	2	$0	$0	$0	$0	3
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
DANIEL PETERSON	DIRECTOR	2	$0	$0	$0	$0	1
GREG SAPP	DIRECTOR	2	$0	$0	$0	$0	1
BECKY SKILLMAN	SECRETARY	2	$0	$0	$0	$0	1
MATT WEINZAPFEL	DIRECTOR	2	$0	$0	$0	$0	1
GARETH JOLLY	DIRECTOR	2	$0	$0	$0	$0	1
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
DANIEL HANDEL	DIRECTOR	2	$0	$0	$0	$0	1
LAURA HAMMACK	DIRECTOR	2	$0	$0	$0	$0	1
MARK FRANKLIN	DIRECTOR	2	$0	$0	$0	$0	5

2017 · 12 people listed · 1 paid, $150K · 9 employees · 15 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	DIRECTOR	10	$0	$149,861	$0	$149,861	9
MATT WEINZAPFEL	PRESIDENT	2	$0	$0	$0	$0	1
BECKY SKILLMAN	SECRETARY	2	$0	$0	$0	$0	1
THOMAS MORRISON	TREASURER	2	$0	$0	$0	$0	2
JENNIFER VAUGHAN	DIRECTOR	2	$0	$0	$0	$0	2
BILL STEPHAN	DIRECTOR	2	$0	$0	$0	$0	3
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
DANIEL PETERSON	DIRECTOR	2	$0	$0	$0	$0	1
DOUG KELLAMS	DIRECTOR	2	$0	$0	$0	$0	7
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
TIM HENDRIX	DIRECTOR	2	$0	$0	$0	$0	1
MARK BRADFORD	DIRECTOR	2	$0	$0	$0	$0	8

2016 · 13 people listed · 1 paid, $150K · 7 employees · 15 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	INTERIM CEO	10	$19,077	$120,052	$11,023	$150,152	9
MARK BRADFORD	DIRECTOR	2	$0	$0	$0	$0	8
DUANE EMBREE	DIRECTOR	2	$0	$0	$0	$0	1
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
DOUG KELLAMS	DIRECTOR	2	$0	$0	$0	$0	7
PAUL MITCHELL	DIRECTOR	2	$0	$0	$0	$0	1
THOMAS A MORRISON	DIRECTOR	2	$0	$0	$0	$0	2
DAN PETERSON	DIRECTOR	2	$0	$0	$0	$0	7
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
BECKY SKILLMAN	Secretary	2	$0	$0	$0	$0	1
WILLIAM STEPHAN	DIRECTOR	2	$0	$0	$0	$0	2
JENNIE VAUGHAN	DIRECTOR	2	$0	$0	$0	$0	9
MATT WEINZAPFEL	President	2	$0	$0	$0	$0	1

2015 · 16 people listed · 1 paid, $124K · 0 employees · 16 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
TINA PETERSON	INTERIM CEO	10	$0	$113,719	$10,144	$123,863	9
BRIAN BLACKWELL	DIRECTOR	2	$0	$0	$0	$0	1
MARK BRADFORD	DIRECTOR	2	$0	$0	$0	$0	8
TIM CRADDOCK	DIRECTOR	2	$0	$0	$0	$0	1
DUANE EMBREE	DIRECTOR	2	$0	$0	$0	$0	1
CHUCK JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
DOUG KELLAMS	DIRECTOR	2	$0	$0	$0	$0	7
PAUL MITCHELL	DIRECTOR	2	$0	$0	$0	$0	1
TOM MORRISON	DIRECTOR	2	$0	$0	$0	$0	3
JAI PERUMAL	DIRECTOR	2	$0	$0	$0	$0	2
DAN PETERSON	DIRECTOR	2	$0	$0	$0	$0	7
JEFF QUYLE	DIRECTOR	2	$0	$0	$0	$0	5
BECKY SKILLMAN	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM STEPHAN	DIRECTOR	2	$0	$0	$0	$0	2
JENNIE VAUGHAN	DIRECTOR	2	$0	$0	$0	$0	9
MATT WEINZAPFEL	DIRECTOR	2	$0	$0	$0	$0	1

Highest-paid independent contractors

2019 · 2 contractors · $525K

Name	Location	Service	Paid
TECONOMY PARTNERS LLC	COLUMBUS, OH	CONTRACTED SERVICE	$290,000
DEVX LLC	SIGNAL MOUNTAIN, TN	CONTRACTED SERVICE	$234,999

2018 · 2 contractors · $439K

Name	Location	Service	Paid
IVY TECH COMMUNITY COLLEGE	INDIANAPOLIS, IN	CONTRACTED SERVICE	$318,982
CARNEGIE DARTLET LLC	WESTFORD, MA	CONTRACTED SERVICE	$119,887

2017 · 2 contractors · $603K

Name	Location	Service	Paid
IVY TECH COMMUNITY COLLEGE	INDIANAPOLIS, IN	CONTRACTED SERVICE FOR GRADUATION CAREER	$392,042
CARNEGIE DARTLET LLC	WESTFORD, MA	CONTRACTED SERVICE FOR COMPETITIVE POSIT	$210,680

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $68K

Show every grant for 2024 · CSV

2023 · 2 grants to organizations · $80K

Show every grant for 2023 · CSV

2022 · 42 grants to organizations · $6.1M

Listed grants add up to $6,106,110; the return's “grants paid” expense line says $6,185,343. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2022 · CSV

2021 · 20 grants to organizations · $2.1M

Show every grant for 2021 · CSV

2020 · 19 grants to organizations · $2.5M

Listed grants add up to $2,520,400; the return's “grants paid” expense line says $2,560,400. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2020 · CSV

2019 · 22 grants to organizations · $1.9M

Listed grants add up to $1,852,895; the return's “grants paid” expense line says $1,947,295. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2019 · CSV

2018 · 20 grants to organizations · $1.4M

Listed grants add up to $1,369,589; the return's “grants paid” expense line says $1,412,089. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2018 · CSV

2017 · 14 grants to organizations · $675K

Listed grants add up to $675,397; the return's “grants paid” expense line says $711,397. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Show every grant for 2017 · CSV

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$14,563,894	$11,691,107	$9,489,930	$6,971,413	$14,332,521	$50,000	$100,970	16	20
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$16,225,577	$14,490,931	$4,149,676	$3,763,085	$16,054,674	$0	$47,909	10	15
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$1,135,730	$8,027,902	$7,266,785	$2,054,760	$940,041	$0	$0	8	17
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$224,895	$3,062,089	$9,246,846	$9,148,778	$210,030	$0	$0	8	17
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$86,408	$3,679,607	$12,123,850	$11,982,177	$9,989	$0	$0	9	15
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$387,638	$3,190,367	$15,717,233	$15,634,388	$60,000	$0	$0	13	15
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$328,325	$3,019,741	$18,577,325	$18,433,283	$1,643	$0	$0	12	15
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$266,150	$2,326,329	$21,001,506	$20,966,225	$0	$0	$0	9	15
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$12,984,103	$1,929,502	$23,179,348	$23,110,883	$12,870,000	$0	$5,962	7	15
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$13,019,345	$932,362	$12,102,023	$12,086,983	$13,000,000	$0	$13,115	0	16

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

SOUTH CENTRAL REGION 8 WORKFORCE BOARD INC Bloomington, IN · 4 people in common (Brenda Reetz, Dan Peterson, Doug Kellams)
RADIUS INDIANA INC Bedford, IN · 3 people in common (Doug Kellams, Jeff Quyle, Pam Loughmiller)
COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC Bloomington, IN · 2 people in common (David Johnson, Tina Peterson) · related organization (Schedule R)
INDIANA UNIVERSITY RESEARCH & TECHNOLOGY CORP Bloomington, IN · 2 people in common (Dan Peterson, Tina Peterson)
FOUNDATION OF MONROE COUNTY COMMUNITY SCHOOLS INC Bloomington, IN · 2 people in common (Dan Peterson, Tina Peterson)
BLOOMINGTON ECONOMIC DEVELOPMENT CORPORATION Bloomington, IN · 2 people in common (Dan Peterson, Tina Peterson)
UPLANDS SCIENCE & TECHNOLOGY FOUNDATION INC Odon, IN · 2 people in common (Jeff Quyle, Tina Peterson)
INDIANA UNIVERSITY HEALTH BLOOMINGON INC Indianapolis, IN · 1 person in common (Dan Peterson)
DIMENSION MILL INC Bloomington, IN · 1 person in common (Tina Peterson)
BOYS & GIRLS CLUB OF LAWRENCE COUNTY INCORPORATED Bedford, IN · 1 person in common (Doug Kellams)
GREATER BLOOMINGTON CHAMBER OF COMMERCE Bloomington, IN · 1 person in common (Dan Peterson)
CDFI FRIENDLY BLOOMINGTON INC Bloomington, IN · 1 person in common (Tina Peterson)
LAWRENCE COUNTY ECONOMIC GROWTH COUNCIL INC Bedford, IN · 1 person in common (Doug Kellams)
MARTIN COUNTY ALLIANCE FOR ECONOMIC GROWTH Loogootee, IN · 1 person in common (Pam Loughmiller)
SIBA INC Bedford, IN · 1 person in common (Doug Kellams)
BEDFORD URBAN ENTREPRISE ASSOCIATION INC Bedford, IN · 1 person in common (Doug Kellams)
SOUTH CENTRAL INDIANA USA ECONOMIC DEVELOPMENT GROUP INC New Albany, IN · 1 person in common (Jeff Quyle)
EUPHONIUM FOUNDATION Washington, DC · 1 person in common (Tina Peterson)

Funders of this organization

4 grantors reported grants to this organization, $34,334,022 in all, tax years 2016 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

Grantor	Total given	Grants	Latest year's amount	Latest year	Years given	Type	Match	Grants
LILLY ENDOWMENT INC	$34,142,617	4	$5,942,617	2025	2016, 2023, 2025	Private foundation	Fuzzy filed as “REGIONAL OPPORTUNITY INITIATIVES”	show
CICP FOUNDATION INC	$107,500	2	$50,000	2024	2021, 2024	Public charity	Exact	show
COMMUNITY FOUNDATION OF MORGAN COUNTY INC	$69,000	2	$41,400	2023	2022-2023	DAF sponsor	Exact	show
JOBS FOR THE FUTURE INC	$14,905	1	$14,905	2022	2022	Public charity	Exact	show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Organizations like this one

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
AMERICAN LEGION CHARITIES INC	IN	T30	$17,127,854	$18,296,223	Secretary (Thru May 2024)	$436,031	Same NTEE code T30, revenue within 2x, same state
UNITY FOUNDATION OF LAPORTE COUNTY INC	IN	T30	$7,760,527	$3,576,432	PRESIDENT	$169,401	Same NTEE code T30, revenue within 2x, same state
PORTER COUNTY GOVERNMENT CHARITABLE NONPROFIT FOUNDATION INC	IN	T30	$10,531,624	$5,706,598	Porter County Auditor	$80,698	Same NTEE code T30, revenue within 2x, same state
SOUTHEAST MICHIGAN OPPORTUNITY FOUNDATION 4	MI	T30	$7,713,230	$142,315	TREAS. (START 9/24)/ PRESIDENT	$719,647	Same NTEE code T30, revenue within 2x
INDEPENDENCE INITIATIVE INC	DC	T30	$11,600,000	$1,017,998	PRESIDENT	$0	Same NTEE code T30, revenue within 2x
COMMUNITY VENTURES INC	PA	T30	$19,309,937	$18,210,733	EXECUTIVE DIRECTOR	$160,976	Same NTEE code T30, revenue within 2x
UNIVERSITY OF NORTH TEXAS FOUNDATION INC	TX	T30	$20,497,479	$14,148,870	President & CEO	$419,600	Same NTEE code T30, revenue within 2x
CENTER FOR COMMUNITY INCLUSION INC	MD	T30	$13,742,877	$8,283,288	EXECUTIVE DIRECTOR	$998,780	Same NTEE code T30, revenue within 2x
THE RED SOX FOUNDATION INC	MA	T30	$12,627,758	$10,601,074	TREASURER	$955,772	Same NTEE code T30, revenue within 2x
ASBURY FOUNDATION INC	MD	T30	$12,120,322	$11,774,042	ACOMM PRESIDENT/CEO, EX-OFFICIO	$1,411,192	Same NTEE code T30, revenue within 2x
WELLSTAR FOUNDATION INC	GA	T30	$17,391,428	$12,608,423	PRESIDENT & CEO;FDN.BRD.MEMBER	$5,069,923	Same NTEE code T30, revenue within 2x
LSU HEALTH SCIENCES FOUNDATION IN SHREVEPORT	LA	T30	$14,316,771	$8,315,367	PRESIDENT & CEO	$209,819	Same NTEE code T30, revenue within 2x
NATIONAL CHRISTIAN CHARITABLE FOUNDATION INC	GA	T30	$13,067,855	$2,852,867	TRUSTEE	$235,382	Same NTEE code T30, revenue within 2x
MIDWEST HOUSING DEVELOPMENT FUND INC	NE	T30	$11,801,333	$2,423,869	PRESIDENT	$616,342	Same NTEE code T30, revenue within 2x
AMERICAN FRIENDS OF THE ROYAL FOUNDATION OF THE DUKE AND DUCHESS	MA	T30	$15,578,951	$10,737,527	PRESIDENT	$0	Same NTEE code T30, revenue within 2x
THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA	PA	T30	$13,557,221	$10,298,227	CEO	$235,300	Same NTEE code T30, revenue within 2x, similar mission
PENNY FOUNDATION	AL	T30	$8,600,524	$8,514,371	BOARD CHAIR	$0	Same NTEE code T30, revenue within 2x
VARSITY COLLECTIVE CHARITABLE FUND INC	WI	T30	$7,576,508	$6,086,163	DIRECTOR	$0	Same NTEE code T30, revenue within 2x
EL RIO HEALTH CENTER FOUNDATION INC	AZ	T30	$13,681,696	$8,769,939	EX-OFFICIO	$690,156	Same NTEE code T30, revenue within 2x
URBAN RENEWAL INITIATIVE FOUNDATION	MI	T30	$18,452,898	$637,359	EXECUTIVE DIRECTOR	$240,000	Same NTEE code T30, revenue within 2x
SCINTILLA CHARTER ACADEMY INC	GA	T30	$14,550,157	$15,367,444	SUPERINTENDENT	$176,706	Same NTEE code T30, revenue within 2x
NATIONAL FOUNDATION INC	CO	T30	$9,401,857	$9,543,339	CEO	$558,577	Same NTEE code T30, revenue within 2x
GIVERS LEGACY FOUNDATION INC	FL	T30	$8,335,104	$4,078,715	CEO/Treas/Dir	$0	Same NTEE code T30, revenue within 2x
STARABILITY FOUNDATION INC	FL	T30	$14,479,458	$5,842,597	CEO	$197,894	Same NTEE code T30, revenue within 2x
COMMUNITY FOUNDATION OF JOHNSON	IA	T30	$9,395,620	$5,687,220	PRESIDENT AND CEO	$147,464	Same NTEE code T30, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

Grantor	Total given	Grants	Organizations funded	Type	Years	Which ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	$85,783,841	394	66	DAF sponsor	2016–2024	BRIDGE PROJECT INC; PARK CITY COMMUNITY FOUNDATION; AMERICAN FRIENDS OF LEKET ISRAEL INC; TOMCHAI TORAH BERETZ YISRAEL INC and 62 more
NATIONAL CHRISTIAN CHARITABLE FOUNDATION	$64,643,745	122	23	DAF sponsor	2012–2024	GIVERS LEGACY FOUNDATION INC; ST BALDRICKS FOUNDATION INC; THE TOM COUGHLIN JAY FUND FOUNDATION INC; MISSION METROPLEX INC and 19 more
SERVANT FOUNDATION	$58,535,855	10	4	DAF sponsor	2018–2024	GIVERS LEGACY FOUNDATION INC; THE CRYSTAL CHARITY BALL; GRAND TETON NATIONAL PARK FOUNDATION; ST BALDRICKS FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING	$30,113,988	344	59	DAF sponsor	2014–2024	AMERICAN FRIENDS OF THE ROYAL FOUNDATION OF THE DUKE AND DUCHESS; GRAND TETON NATIONAL PARK FOUNDATION; TOMCHAI TORAH BERETZ YISRAEL INC; AMERICAN FRIENDS OF LEKET ISRAEL INC and 55 more
NATIONAL PHILANTHROPIC TR	$22,611,635	198	45	DAF sponsor	2014–2024	VELA EDUCATION FUND; DEED COMMUNITY GIVING FOUNDATION; AMERICAN FRIENDS OF LEKET ISRAEL INC; UNIVERSITY OF NORTH TEXAS FOUNDATION INC and 41 more
JEWISH COMMUNAL FUND	$22,302,549	107	17	DAF sponsor	2009–2024	AMERICAN FRIENDS OF LEKET ISRAEL INC; THE GOOD NATION FOUNDATION INC; AMERICAN FRIENDS OF B NAI LEVY FOUNDATION; SHUVU RETURN INC and 13 more
GREATER HORIZONS	$20,842,402	11	4	DAF sponsor	2010–2024	COMMUNITY FOUNDATION OF NORTHWEST MISSOURI; VARSITY COLLECTIVE CHARITABLE FUND INC; AMARILLO AREA FOUNDATION INC; ST BALDRICKS FOUNDATION INC
WALTON FAMILY FOUNDATION INC	$17,000,000	4	1	Private foundation	2021–2024	VELA EDUCATION FUND
VANGUARD CHARITABLE ENDOWMENT PROGRAM	$12,915,942	120	40	DAF sponsor	2020–2024	AMERICAN FRIENDS OF LEKET ISRAEL INC; THE GOOD NATION FOUNDATION INC; VELA EDUCATION FUND; PARK CITY COMMUNITY FOUNDATION and 36 more
AMERICAN ONLINE GIVING FOUNDATION INC	$12,536,023	188	47	DAF sponsor	2019–2025	THE RED SOX FOUNDATION INC; ST BALDRICKS FOUNDATION INC; SWIM ACROSS AMERICA INC; AMERICAN FRIENDS OF LEKET ISRAEL INC and 43 more
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN	$11,951,500	20	4	DAF sponsor	2020–2024	URBAN RENEWAL INITIATIVE FOUNDATION; DAILY GIVING INC; CHAUTAUQUA FOUNDATION INC; BOCA GRANDE HEALTH CLINIC FOUNDATION INC
STAND TOGETHER TRUST	$10,979,867	2	1	DAF sponsor	2020–2021	VELA EDUCATION FUND
LILLY ENDOWMENT INC funds this one	$10,549,650	16	2	Private foundation	2014–2025	UNITY FOUNDATION OF LAPORTE COUNTY INC; ST BALDRICKS FOUNDATION INC
THE OJC FUND	$10,201,866	27	7	DAF sponsor	2018–2024	AMERICAN FRIENDS OF B NAI LEVY FOUNDATION; RODEF CHESED; AB CHARITY INC; TOMCHAI TORAH BERETZ YISRAEL INC and 3 more
MARIN COMMUNITY FOUNDATION	$10,018,000	3	2	DAF sponsor	2022–2024	DAGMAR DOLBY FUND; SWIM ACROSS AMERICA INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $11,691,107 spent · pay $1,628,691 · grants $68,156 · events $99,905

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PROGRAM EXPENSES	$9,018,651	$9,018,651	-	-	77.1%
Other salaries and wages		$1,316,455	$803,038	$447,595	$65,822	11.3%
Office expenses		$359,887	$329,484	$27,311	$3,092	3.1%
Fees: other services		$268,704	$249,895	$18,809	-	2.3%
Payroll taxes		$109,341	$66,698	$37,176	$5,467	0.9%
Other employee benefits		$101,925	$62,175	$34,655	$5,095	0.9%
Pay: officers, directors, trustees, key employees		$100,970	$61,591	$34,330	$5,049	0.9%
Conferences, conventions and meetings		$99,905	$99,905	-	-	0.9%
Grants to US organizations and governments		$68,156	$68,156	-	-	0.6%
Other (as described)	DUES AND SUBSCRIPTIONS	$54,100	$54,100	-	-	0.5%
Other (as described)	CONTRACT LABOR	$53,437	$53,437	-	-	0.5%
Travel		$49,525	$47,049	-	$2,476	0.4%
Occupancy		$37,151	$23,033	$12,260	$1,858	0.3%
Depreciation and depletion		$19,086	$19,086	-	-	0.2%
Insurance		$13,471	$13,471	-	-	0.1%
Other (as described)	REPAIRS AND MAINTENANCE	$11,369	$11,369	-	-	0.1%
All other expenses		$5,027	$1,826	$3,201	-	0.0%
Fees: investment management		$3,947	-	$3,947	-	0.0%
Total		$11,691,107				100%

View the filing

2023 · Form 990 · $14,490,931 spent · pay $1,101,596 · grants $80,250 · events $10,477

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PROGRAM EXPENSES	$13,070,784	$13,070,784	-	-	90.2%
Other salaries and wages		$933,587	$532,145	$317,419	$84,023	6.4%
Fees: other services		$106,633	$99,169	$7,464	-	0.7%
Grants to US organizations and governments		$80,250	$80,250	-	-	0.6%
Payroll taxes		$72,730	$41,457	$24,729	$6,544	0.5%
Pay: officers, directors, trustees, key employees		$47,909	$27,309	$16,289	$4,311	0.3%
Other employee benefits		$47,370	$27,002	$16,106	$4,262	0.3%
Occupancy		$32,847	$20,365	$10,840	$1,642	0.2%
Travel		$31,790	$30,201	-	$1,589	0.2%
Office expenses		$27,279	$22,803	$3,887	$589	0.2%
Other (as described)	DUES AND SUBSCRIPTIONS	$13,437	$13,437	-	-	0.1%
Conferences, conventions and meetings		$10,477	$10,477	-	-	0.1%
Other (as described)	ADMIN FEES	$4,214	$4,214	-	-	0.0%
Depreciation and depletion		$4,011	$4,011	-	-	0.0%
Other (as described)	MISCELLANEOUS	$3,993	$798	$3,195	-	0.0%
Fees: investment management		$3,454	-	$3,454	-	0.0%
Information technology		$166	$166	-	-	0.0%
Total		$14,490,931				100%

View the filing

2022 · Form 990 · $8,027,902 spent · pay $781,167 · grants $6,185,343 · events $46,746

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$6,185,343	$6,185,343	-	-	77.0%
Other salaries and wages		$687,356	$439,908	$213,080	$34,368	8.6%
Fees: other services		$664,703	$631,468	$33,235	-	8.3%
Other (as described)	PROGRAM EXPENSES	$265,097	$265,097	-	-	3.3%
Other employee benefits		$48,419	$30,989	$15,010	$2,420	0.6%
Conferences, conventions and meetings		$46,746	$46,746	-	-	0.6%
Payroll taxes		$45,392	$29,051	$14,072	$2,269	0.6%
Occupancy		$31,577	$19,578	$10,420	$1,579	0.4%
Office expenses		$21,525	$15,245	$5,453	$827	0.3%
Travel		$17,761	$16,873	-	$888	0.2%
Fees: investment management		$7,662	-	$7,662	-	0.1%
Depreciation and depletion		$2,491	$2,491	-	-	0.0%
Other (as described)	DUES AND SUBSCRIPTIONS	$1,532	$1,532	-	-	0.0%
Other (as described)	MISCELLANEOUS	$1,429	$286	$1,143	-	0.0%
Other (as described)	ADMIN FEES	$869	$869	-	-	0.0%
Total		$8,027,902				100%

View the filing

2021 · Form 990 · $3,062,089 spent · pay $707,907 · grants $2,139,029 · events $10,073

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,139,029	$2,139,029	-	-	69.9%
Other salaries and wages		$632,743	$411,283	$189,823	$31,637	20.7%
Other (as described)	MISCELLANEOUS	$97,189	$19,438	$77,751	-	3.2%
Payroll taxes		$41,690	$27,099	$12,507	$2,084	1.4%
Other employee benefits		$33,474	$21,758	$10,042	$1,674	1.1%
Occupancy		$32,706	$20,278	$10,793	$1,635	1.1%
Other (as described)	PROGRAM EXPENSES	$30,453	$30,453	-	-	1.0%
Fees: other services		$16,361	$15,216	$1,145	-	0.5%
Fees: investment management		$10,515	-	$10,515	-	0.3%
Conferences, conventions and meetings		$10,073	$10,073	-	-	0.3%
Office expenses		$7,174	$4,448	$2,367	$359	0.2%
Travel		$6,004	$5,704	-	$300	0.2%
Depreciation and depletion		$3,378	$3,378	-	-	0.1%
Other (as described)	DUES AND SUBSCRIPTIONS	$1,300	$1,300	-	-	0.0%
Total		$3,062,089				100%

View the filing

2020 · Form 990 · $3,679,607 spent · pay $677,139 · grants $2,560,400 · events $13,009

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$2,520,400	$2,520,400	-	-	68.5%
Other salaries and wages		$611,481	$391,348	$189,559	$30,574	16.6%
Other (as described)	PROGRAM EXPENSES	$292,356	$292,356	-	-	7.9%
Payroll taxes		$40,638	$26,008	$12,598	$2,032	1.1%
Grants to US individuals		$40,000	$40,000	-	-	1.1%
Fees: other services		$35,964	$33,447	$2,517	-	1.0%
Other (as described)	MISCELLANEOUS	$31,618	$6,324	$25,294	-	0.9%
Occupancy		$31,375	$19,452	$10,354	$1,569	0.9%
Other employee benefits		$25,020	$16,013	$7,756	$1,251	0.7%
Fees: investment management		$18,546	-	$18,546	-	0.5%
Conferences, conventions and meetings		$13,009	$13,009	-	-	0.4%
Office expenses		$9,488	$5,883	$3,131	$474	0.3%
Depreciation and depletion		$4,378	$4,378	-	-	0.1%
Other (as described)	DUES AND SUBSCRIPTIONS	$2,915	$2,915	-	-	0.1%
Travel		$2,419	$2,298	-	$121	0.1%
Total		$3,679,607				100%

View the filing

2019 · Form 990 · $3,190,367 spent · pay $524,283 · grants $1,947,295 · events $28,149

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$1,852,895	$1,852,895	-	-	58.1%
Other (as described)	PROGRAM EXPENSES	$546,481	$546,481	-	-	17.1%
Other salaries and wages		$476,613	$262,137	$190,645	$23,831	14.9%
Grants to US individuals		$94,400	$94,400	-	-	3.0%
Fees: other services		$63,614	$39,441	$20,993	$3,180	2.0%
Payroll taxes		$32,226	$17,724	$12,890	$1,612	1.0%
Occupancy		$32,021	$19,853	$10,567	$1,601	1.0%
Conferences, conventions and meetings		$28,149	$28,149	-	-	0.9%
Fees: investment management		$23,166	-	$23,166	-	0.7%
Other employee benefits		$15,444	$8,494	$6,178	$772	0.5%
Travel		$11,194	$10,634	-	$560	0.4%
Office expenses		$7,600	$4,712	$2,508	$380	0.2%
Depreciation and depletion		$5,737	-	$5,737	-	0.2%
Other (as described)	DUES AND SUBSCRIPTIONS	$827	$513	$273	$41	0.0%
Total		$3,190,367				100%

View the filing

2018 · Form 990 · $3,019,741 spent · pay $691,808 · grants $1,412,089 · events $71,464

Line	As described	Total	Program	Management	Fundraising	Share
Grants to US organizations and governments		$1,369,589	$1,369,589	-	-	45.4%
Other (as described)	PROGRAM EXPENSES	$713,887	$713,887	-	-	23.6%
Other salaries and wages		$622,191	$385,758	$205,323	$31,110	20.6%
Conferences, conventions and meetings		$71,464	$71,464	-	-	2.4%
Payroll taxes		$43,880	$27,206	$14,480	$2,194	1.5%
Grants to US individuals		$42,500	$42,500	-	-	1.4%
Travel		$33,713	$32,027	-	$1,686	1.1%
Occupancy		$33,504	$20,772	$11,057	$1,675	1.1%
Fees: investment management		$27,115	-	$27,115	-	0.9%
Other employee benefits		$25,737	$15,957	$8,493	$1,287	0.9%
Fees: other services		$15,161	$9,400	$5,003	$758	0.5%
Other (as described)	MISCELLANEOUS	$7,687	$1,537	$6,150	-	0.3%
Office expenses		$6,233	$3,864	$2,057	$312	0.2%
Depreciation and depletion		$5,034	-	$5,034	-	0.2%
Other (as described)	DUES AND SUBSCRIPTIONS	$2,046	$1,269	$675	$102	0.1%
Total		$3,019,741				100%

View the filing

2017 · Form 990 · $2,326,329 spent · pay $671,110 · grants $711,397 · events $46,466

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	PROGRAM EXPENSES	$773,316	$773,316	-	-	33.2%
Grants to US organizations and governments		$675,397	$675,397	-	-	29.0%
Other salaries and wages		$608,988	$408,022	$109,618	$91,348	26.2%
Conferences, conventions and meetings		$46,466	$31,132	$8,364	$6,970	2.0%
Travel		$46,422	$39,459	-	$6,963	2.0%
Payroll taxes		$42,111	$28,214	$7,580	$6,317	1.8%
Grants to US individuals		$36,000	$36,000	-	-	1.5%
Occupancy		$29,187	$19,555	$5,254	$4,378	1.3%
Fees: investment management		$23,998	-	$23,998	-	1.0%
Other employee benefits		$20,011	$13,407	$3,602	$3,002	0.9%
Fees: other services		$13,995	$9,377	$2,519	$2,099	0.6%
Office expenses		$4,028	$2,699	$725	$604	0.2%
Depreciation and depletion		$3,617	-	$3,617	-	0.2%
Other (as described)	MISCELLANEOUS	$1,920	$384	$1,536	-	0.1%
Other (as described)	DUES AND SUBSCRIPTIONS	$873	$585	$157	$131	0.0%
Total		$2,326,329				100%

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2016 · Form 990 · $1,929,502 spent · pay $574,741 · grants $9,000 · events $23,891

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	administrative fees	$730,850	$730,850	-	-	37.9%
Other salaries and wages		$518,493	$176,288	$134,808	$207,397	26.9%
Other (as described)	Program Expenses	$454,108	$454,108	-	-	23.5%
Fees: other services		$62,390	$21,213	$16,221	$24,956	3.2%
Payroll taxes		$36,201	$12,309	$9,412	$14,480	1.9%
Occupancy		$25,274	$8,593	$6,571	$10,110	1.3%
Conferences, conventions and meetings		$23,891	$23,891	-	-	1.2%
Travel		$16,952	$8,476	-	$8,476	0.9%
Other employee benefits		$14,085	$4,789	$3,662	$5,634	0.7%
Fees: investment management		$12,645	-	$12,645	-	0.7%
Grants to US individuals		$9,000	$9,000	-	-	0.5%
Office expenses		$6,702	$2,279	$1,742	$2,681	0.3%
Pay: officers, directors, trustees, key employees		$5,962	$2,027	$1,550	$2,385	0.3%
Other (as described)	MISCELLANEOUS	$4,678	$936	$3,742	-	0.2%
Other (as described)	DUES AND SUBSCRIPTIONS	$3,746	$1,274	$974	$1,498	0.2%
Depreciation and depletion		$2,705	-	$2,705	-	0.1%
Fees: accounting		$1,500	$510	$390	$600	0.1%
All other expenses		$320	$320	-	-	0.0%
Total		$1,929,502				100%

View the filing

2015 · Form 990 · $932,362 spent · pay $139,905 · grants $0 · events $28,974

Line	As described	Total	Program	Management	Fundraising	Share
Other (as described)	administrative fees	$737,000	$737,000	-	-	79.0%
Other salaries and wages		$117,454	$39,934	$30,538	$46,982	12.6%
Conferences, conventions and meetings		$28,974	$28,974	-	-	3.1%
Pay: officers, directors, trustees, key employees		$13,115	$4,459	$3,410	$5,246	1.4%
Other (as described)	PROFESSIONAL DEVELOPMEN	$12,990	$12,990	-	-	1.4%
Payroll taxes		$7,986	$2,716	$2,076	$3,194	0.9%
Travel		$4,115	$2,058	-	$2,057	0.4%
Fees: other services		$3,788	$1,288	$985	$1,515	0.4%
Other (as described)	MISCELLANEOUS	$1,546	$309	$1,237	-	0.2%
Other employee benefits		$1,350	$459	$351	$540	0.1%
Fees: legal		$1,330	$452	$346	$532	0.1%
Depreciation and depletion		$1,080	-	$1,080	-	0.1%
Other (as described)	DUES AND SUBSCRIPTIONS	$974	$331	$253	$390	0.1%
Office expenses		$660	$224	$172	$264	0.1%
Total		$932,362				100%

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REGIONAL OPPORTUNITY INITIATIVES INC

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