Civic Intelligence

Osi Foundation Inc

EIN 20-0626196 • 501(c)3 • New Albany, IN

Profile

To support the charitable economic development activities of one southern indiana. One southern indiana seeks to implement change in order to establish stronger economic growth, a better educated and better paid workforce, and a structure of advocacy with the state of indiana.

4108 Charlestown RoadNew Albany, IN 47150

www.cfsouthernindiana.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.02x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

36th percentile

-5.5%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

43rd percentile

-5.8%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

-1.3%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$69,196

Up $3,095 (+4.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$69,196

Up $3,095 (+4.7%) from 2024

Operations
Liabilities / Revenue70th percentileNet Margin36th percentile

Revenue

Up

$112,815

Up $27,890 (+33%) from 2024

Expenses

Up

$109,720

Up $17,209 (+19%) from 2024

Net Income

Up

$3,095

Up $10,681 (+141%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $148,869Liabilities 2011: $1,161Net Assets 2011: $147,7082011Assets 2012: $126,778Liabilities 2012: $0Net Assets 2012: $126,7782012Assets 2013: $94,831Liabilities 2013: $0Net Assets 2013: $94,8312013Assets 2014: $108,388Liabilities 2014: $142Net Assets 2014: $108,2462014Assets 2015: $136,442Liabilities 2015: $0Net Assets 2015: $136,4422015Assets 2016: $70,276Liabilities 2016: $0Net Assets 2016: $70,2762016Assets 2017: $131,673Liabilities 2017: $0Net Assets 2017: $131,6732017Assets 2018: $101,325Liabilities 2018: $0Net Assets 2018: $101,3252018Assets 2019: $119,647Liabilities 2019: $0Net Assets 2019: $119,6472019Assets 2020: $110,064Liabilities 2020: $0Net Assets 2020: $110,0642020Assets 2021: $116,853Liabilities 2021: $0Net Assets 2021: $116,8532021Assets 2022: $80,077Liabilities 2022: $0Net Assets 2022: $80,0772022Assets 2023: $75,417Liabilities 2023: $1,730Net Assets 2023: $73,6872023Assets 2024: $66,101Liabilities 2024: $0Net Assets 2024: $66,1012024Assets 2025: $69,196Liabilities 2025: $0Net Assets 2025: $69,1962025

Highlighted filing

2025

Assets$69,196
Liabilities$0
Net Assets$69,196
Open 2025 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $133,990Expenses 2011: $143,559Net Income 2011: -$9,5692011Revenue 2012: $99,048Expenses 2012: $119,978Net Income 2012: -$20,9302012Revenue 2013: $153,208Expenses 2013: $185,155Net Income 2013: -$31,9472013Revenue 2014: $452,261Expenses 2014: $438,846Net Income 2014: $13,4152014Revenue 2015: $450,011Expenses 2015: $421,815Net Income 2015: $28,1962015Revenue 2016: $142,704Expenses 2016: $208,870Net Income 2016: -$66,1662016Revenue 2017: $132,522Expenses 2017: $71,125Net Income 2017: $61,3972017Revenue 2018: $87,386Expenses 2018: $117,734Net Income 2018: -$30,3482018Revenue 2019: $123,672Expenses 2019: $105,350Net Income 2019: $18,3222019Revenue 2020: $127,359Expenses 2020: $136,942Net Income 2020: -$9,5832020Revenue 2021: $131,068Expenses 2021: $124,279Net Income 2021: $6,7892021Revenue 2022: $118,087Expenses 2022: $154,863Net Income 2022: -$36,7762022Revenue 2023: $116,590Expenses 2023: $122,980Net Income 2023: -$6,3902023Revenue 2024: $84,925Expenses 2024: $92,511Net Income 2024: -$7,5862024Revenue 2025: $112,815Expenses 2025: $109,720Net Income 2025: $3,0952025

Highlighted filing

2025

Revenue$112,815
Expenses$109,720
Net Income$3,095
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,196
Liabilities
$0
Net assets
$69,196
Revenue
$112,815
Expenses
$109,720
Net income
$3,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.13$1.10$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.85$0.93$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.74$1.17$1.23$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.18$1.55$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.31$1.24$0.07
2020Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$1.27$1.37$0.10
2019Summary only. Only limited summary data is available for this year.$1.20$0.00$1.20$1.24$1.05$0.18
2018Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.87$1.18$0.30
2017Summary only. Only limited summary data is available for this year.$1.32$0.00$1.32$1.33$0.71$0.61
2016Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$1.43$2.09$0.66
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$4.50$4.22$0.28
2014Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$4.52$4.39$0.13
2013Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$1.53$1.85$0.32
2012Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.99$1.20$0.21
2011Summary only. Only limited summary data is available for this year.$1.49$0.01$1.48$1.34$1.44$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 25, 2026
Return Version
2024v5.5
Gross Receipts
$112,815
Mission and Program Overview

Mission

To support the charitable economic development activities of one southern indiana. One southern indiana seeks to implement change in order to establish stronger economic growth, a better educated and better paid workforce, and a structure of advocacy with the state of indiana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$66,101$69,196▲ $3,095
Total Assets$66,101$69,196▲ $3,095
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$65,401$68,496▲ $3,095
Net Assets With Donor Restrictions$700$700→ $0
Total Net Assets Fund Balance$66,101$69,196▲ $3,095
Total Liabilities and Net Assets / Fund Balance$66,101$69,196▲ $3,095
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Le Ann ScottChair
Greg NeelyBoard Member
Jason LoppBoard Member
Scott OlingerBoard Member
Susan GrastonBoard Member
William ReedyBoard Member
Willie Billingslea IiiBoard Member
Chris LoopSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$111,042
Program Service Revenue
$0
Investment Income
$1,773
Other Revenue
$0
All Other Contributions
$41,042
Change in Net Assets
$3,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$105,500
Other Expenses$4,220
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$105,500--$105,500
Fees for Services Management$2,221--$2,221
Fees for Services Accounting$1,975--$1,975
All Other Expenses$24--$24
Total Functional Expenses$109,720$0$0$109,720
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
One Southern IndianaNew Albany, IN501(c)(6)To Further the Exempt Purpose of the Organization$105,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is presented to the board of directors for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest policy - policy is signed on an annual basis at the beginning of each fiscal year. In addition, board members must disclose any new potential conflicts as early as possible or before a meeting during which a grant request or contract for goods and services will be considered or voted upon.”

Form 990, Part VI, Section C, Line 19

“These documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Osi Foundation Inc
EIN
20-0626196
Phone
8129484662
Address
4108 CHARLESTOWN ROAD, NEW ALBANY, IN 47150

Signing Officer

Name
Leann Scott
Title
Chair
Phone
8129484662
Signed
2026-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leann Scott
Formed
2003
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Blue & Co LLC
Address
813 WEST SECOND STREET, SEYMOUR, IN 47274
Preparer
Kandy L Wischmeier
Phone
8125228416
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The finance committee of the community foundation of southern indiana is responsible for the oversight of the audit and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The community foundation of southern indiana, inc., osi foundation, inc., 4100 charlestown, inc. And new albany-floyd county education foundation, inc. Are all not-for-profit corporations as described in section 501(c)(3) of the internal revenue code and are exempt from federal taxes on related income pursuant to section 501(a) of the code. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by cfsi and recognize a tax liability if cfsi has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by cfsi, and has concluded that as of june 30, 2025 and 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying combined financial statements. Cfsi is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. As such, cfsi is generally exempt from income taxes. However, cfsi is required to file federal form 990 return of organization exempt from income tax, which is an informational return only.”

Raw XML Appendix392 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COMMUNITY FOUNDATION OF SOUTHERN INDIANA, INC., OSI FOUNDATION, INC., 4100 CHARLESTOWN, INC. AND NEW ALBANY-FLOYD COUNTY EDUCATION FOUNDATION, INC. ARE ALL NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY CFSI AND RECOGNIZE A TAX LIABILITY IF CFSI HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY CFSI, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. CFSI IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, CFSI IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, CFSI IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ONE SOUTHERN INDIANA
IRS990ScheduleI/RecipientTable/RecipientEIN0204176026
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04100 CHARLESTOWN ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW ALBANY
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT RECIPIENTS MUST PROVIDE DOCUMENTATION OF EXPENDITURES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY - POLICY IS SIGNED ON AN ANNUAL BASIS AT THE BEGINNING OF EACH FISCAL YEAR. IN ADDITION, BOARD MEMBERS MUST DISCLOSE ANY NEW POTENTIAL CONFLICTS AS EARLY AS POSSIBLE OR BEFORE A MEETING DURING WHICH A GRANT REQUEST OR CONTRACT FOR GOODS AND SERVICES WILL BE CONSIDERED OR VOTED UPON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FINANCE COMMITTEE OF THE COMMUNITY FOUNDATION OF SOUTHERN INDIANA IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEANN SCOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08129484662
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSI FOUNDATION INC
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ReturnHeader/Filer/PhoneNum08129484662
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0813 WEST SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEYMOUR
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ReturnHeader/PreparerPersonGrp/PhoneNum08125228416
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KANDY L WISCHMEIER
ReturnHeader/ReturnTs02026-03-11T07:29:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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