Liabilities / Assets
30th percentile
Higher debt load relative to assets than 30% of similar nonprofits.
990 • Fiscal year 2017 • EIN 35-1756331
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
30th percentile
Higher debt load relative to assets than 30% of similar nonprofits.
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
10th percentile
Higher top officer pay than 10% of similar nonprofits.
Top officer pay equals 2.7% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
6th percentile
Faster revenue growth than 6% of similar nonprofits.
Assets
Up$40,879,878
Up $4,897,492 (+14%) from 2016
Net Assets
Up$37,263,701
Up $4,382,642 (+13%) from 2016
Liabilities
Up$3,616,177
Up $514,850 (+17%) from 2016
Revenue
Down$2,971,883
Down $1,652,920 (-36%) from 2016
Expenses
Up$2,686,542
Up $36,796 (+1.4%) from 2016
Net Income
Down$285,341
Down $1,689,716 (-86%) from 2016
The blue river foundation will be a catalyst for igniting action that improves the quality of life in shelby county.
The blue river foundation is a community foundation organized to identify, promote, support and manage programs that will enhance the health, cultural, educational, social and civic long-term needs of the citizens of shelby county, indiana.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $34,038,924 | $39,118,099 | ▲ $5,079,175 |
| Savings and Temporary Cash Investments | $1,532,547 | $1,363,077 | ▼ $169,470 |
| Land, Buildings, and Equipment, Net | $393,141 | $376,628 | ▼ $16,513 |
| Investments Other Securities | $15,663 | $16,456 | ▲ $793 |
| Prepaid Expenses and Deferred Charges | $2,111 | $5,618 | ▲ $3,507 |
| Total Assets | $35,982,386 | $40,879,878 | ▲ $4,897,492 |
| Liabilities | |||
| Other Liabilities | $3,055,790 | $3,600,774 | ▲ $544,984 |
| Accounts Payable and Accrued Expenses | $9,537 | $13,379 | ▲ $3,842 |
| Grants Payable | $36,000 | $2,024 | ▼ $33,976 |
| Total Liabilities | $3,101,327 | $3,616,177 | ▲ $514,850 |
| Net Assets / Fund Balance | |||
| Permanently Rstr Net Assets | $20,750,738 | $21,235,336 | ▲ $484,598 |
| Temporarily Rstr Net Assets | $9,775,007 | $12,831,465 | ▲ $3,056,458 |
| Unrestricted Net Assets | $2,355,314 | $3,196,900 | ▲ $841,586 |
| Total Net Assets Fund Balance | $32,881,059 | $37,263,701 | ▲ $4,382,642 |
| Total Liabilities and Net Assets / Fund Balance | $35,982,386 | $40,879,878 | ▲ $4,897,492 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $368,374 | $262,471 | $630,845 |
| Equipment | $8,254 | $59,412 | $67,666 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $29,294,343 | $857,730 | ▲ $4,377,204 | $112,560 | $32,933,071 |
| 2016 | $27,153,641 | $709,852 | ▲ $2,886,495 | $173,469 | $29,294,343 |
| 2015 | $26,142,274 | $1,033,649 | ▲ $1,156,301 | - | $27,153,641 |
| 2014 | $25,141,370 | $1,498,857 | ▲ $1,160,979 | $682,411 | $26,142,274 |
| 2013 | $21,747,847 | $633,173 | ▲ $3,990,320 | $258,697 | $25,141,370 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Amy Haacker | Executive Di | FT | $80,880 | $80,880 |
| Name | Title |
|---|---|
| Tom Rosenfeld | President |
| Brady Claxton | Director |
| Brent Sandman | Director |
| Greg Gerline | Director |
| Judy Montgomery | Director |
| Judy Yeager | Director |
| Lee Marks | Director |
| Lisa Bridges | Director |
| Terry Smith | Director |
| Brent Thoman | Secretary |
| Rob Yeend | Treasurer |
| Jeff Beaty | Vice Preside |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 6 | $388,799 | Avg High/low Date of Gift |
| Total Noncash Contributions | 6 | $388,799 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $1,710,814 |
| Other Expenses | $684,255 |
| Salaries, Compensation, and Employee Benefits | $291,473 |
| Total Fundraising Expense | $209,990 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $1,465,214 | - | - | $1,465,214 |
| Fees for Services Management | - | $391,413 | - | $391,413 |
| Grants to Domestic Individuals | $245,600 | - | - | $245,600 |
| Other Salaries and Wages | $32,874 | $49,310 | $82,183 | $164,367 |
| Fees for Service Investment Mgmnt Fees | - | $131,542 | - | $131,542 |
| Current Officers, Directors, Trustees, and Key Employees | $16,176 | $24,264 | $40,440 | $80,880 |
| Occupancy | $11,026 | $7,840 | $9,266 | $28,132 |
| Other Employee Benefits | $5,576 | $8,364 | $13,940 | $27,880 |
| Depreciation Depletion | $3,778 | $5,667 | $9,446 | $18,891 |
| Payroll Taxes | $3,669 | $5,504 | $9,173 | $18,346 |
| Office Expenses | $1,442 | $2,164 | $13,555 | $17,161 |
| Conferences and Meetings | $2,194 | $3,291 | $5,486 | $10,971 |
| Fees for Services Accounting | - | $9,013 | - | $9,013 |
| Insurance | $1,218 | $1,827 | $3,046 | $6,091 |
| All Other Expenses | $977 | $2,294 | $2,442 | $5,713 |
| Other Expenses | $9,079 | $16,426 | $5,603 | $5,603 |
| Advertising | - | - | $2,270 | $2,270 |
| Total Functional Expenses | $1,817,633 | $658,919 | $209,990 | $2,686,542 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $2,686,542 |
| Expenses per Audited Statements | $2,508,790 |
| Total Expenses per Audited Statements | $2,508,790 |
| Expenses Not Reported on Financial Statements | $177,752 |
| Other Expense Adjustments | $177,752 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Shelby County Public Library | Shelbyville, IN | 501c3 | Operating Support | $225,882 |
| Girls Inc | Shelbyville, IN | 501c3 | Oper/prog Support | $177,840 |
| Hancock Regional Hospital Foundatio | Greenfield, IN | 501c3 | Cancer Center | $100,000 |
| Shelby County United Fund | Shelbyville, IN | 501c3 | Operating Support | $92,230 |
| Major Hospital Foundation | Shelbyville, IN | 501c3 | Operating Support | $41,263 |
| Shelby Co Council | Shelbyville, IN | 501c3 | Racino Charity Grant | $35,100 |
| J Kenneth Self Shelbyville Boys & | Shelbyville, IN | 501c3 | Operating Support | $32,775 |
| Jane Pauley Community Health Center | Shelbyville, IN | 501c3 | Healthy Partners Prg | $29,710 |
| Shelby Senior Services Inc | Shelbyville, IN | 501c3 | Operating Support | $29,620 |
| City of Shelbyville | Shelbyville, IN | Gov | Community Grants | $29,046 |
| Shelbyville Parks and Recreation | Shelbyville, IN | 501c3 | Trail Project | $26,846 |
| Isu Foundation | Terre Haute, IN | 501c3 | Operating Support | $25,263 |
| Marietta Vol Fire Department | Shelbyville, IN | 501c3 | Operating Support | $25,263 |
| Mt Gilead Baptist Church | Shelbyville, IN | 501c3 | Operating Support | $25,263 |
| Order of the Eastern Star 73 | Manilla, IN | 501c3 | Charitable Programs | $25,263 |
| Shelby Co Masonic Lodge 28 | Shelbyville, IN | 501c3 | Charitable Programs | $25,263 |
| Shelby Arts Alliance | Shelbyville, IN | 501c3 | Operating Support | $18,764 |
| The Arc of Shelby Co | Shelbyville, IN | 501c3 | Expansion Plan | $17,500 |
| Christian Church Disciples of Chris | Indianapolis, IN | 501c3 | NPC CHILDREN'S FOOD | $15,000 |
| Morristown United Methodist Church | Morristown, IN | 501c3 | Operating Support | $15,000 |
| Shelby Co Players | Shelbyville, IN | 501c3 | Lighting/operations | $14,000 |
| United Methodist Committee | New York, NY | - | Operating Support | $12,000 |
| Blue River Career Programs | Shelbyville, IN | 501c3 | Operating Support | $11,262 |
| Shares Inc | Shelbyville, IN | 501c3 | General Support | $11,000 |
| Major Hospital | Shelbyville, IN | 501c3 | Operating Support | $10,239 |
| Gleaners Food Bank | Indianapolis, IN | 501c3 | Healthy Food | $10,000 |
| Shelby Co Historical Society | Shelbyville, IN | 501c3 | Operating Support | $9,883 |
| Shelby Eastern Schools | Shelbyville, IN | - | Expansion of Program | $9,658 |
| The Strand Theatre of Shelbyville | Shelbyville, IN | 501c3 | Operating Support | $8,500 |
| First Baptist Church | Shelbyville, IN | 501c3 | Food Pantry/oper | $7,393 |
| The Salvation Army | Shelbyville, IN | 501c3 | Operating Support | $7,381 |
| Arts for Learning | Indianapolis, IN | 501c3 | Fresh Start Program | $7,000 |
| Shelby Co Fair Association | Shelbyville, IN | 501c3 | New Chairs | $6,994 |
| Morristown Boys & Girls Club | Morristown, IN | 501c3 | Operating Support | $6,865 |
| Healthy Shelby County | Shelbyville, IN | 501c3 | Art on Parkway | $6,700 |
| Shelbyville Seventh-day Adventist | Shelbyville, IN | - | General Support | $6,500 |
| Shelbyville Central Schools | Shelbyville, IN | 501c3 | Operating Support | $6,013 |
| Little Blue River Friends Church | Shelbyville, IN | 501c3 | Operating Support | $6,000 |
| Shelby County Youth Assistance | Shelbyville, IN | Gov | Summer Programs | $5,960 |
| Shelby Co Babe Ruth | Shelbyville, IN | 501c3 | Handicap Parking | $5,754 |
| Dollywood Foundation | Pigeon Forge, TN | 501c3 | Book Program | $5,400 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| - | Board Member | Insurance | No | $6,091 |
| Liability | Amount |
|---|---|
| Agency Funds | $3,600,004 |
| Deposits | $770 |
“Gregory gerline brent sandman director director brother-in-law”
“The executive committee will review form 990 before it is filed and will make a recommendation for approval (or disapproval) to the full board of directors. The form 990 will be made available for full review by any board member at any time for a reasonable period of time before it is filed.”
“Officers, directors and key employees are asked to keep their conflict of interest disclosures current and are reminded periodically to disclose any conflicts before voting on certain matters. Those who report conflicts abstain from discussion and voting on the matter for which the officer, director or key employee has a conflict.”
“Information is reviewed from council on foundations salary and benefits survey results, and the salaries of individuals holding similar positions in the community are also considered.”
“Blue river foundation, inc. Makes its governing documents, conflict of interest policy and financial statements available to the public immediately upon request through the foundation's office. Also, the foundation provides financial information available in its annual report which is widely distributed to the community through mailings and on its website. The foundation's form 990 is available online at www.guidestar.org. Form 990, as well as the complete audit, is also immediately available upon request through the foundation's office.”
“The blue river foundation is a community foundation organized to identify, promote, support and manage programs that will enhance the health, cultural, educational, social and civic long-term needs of the citizens of shelby county, indiana.”
“All other miscellaneous programming and community projects of the foundation.”
“Agency income -723,249 agency expenses 177,752 total -545,497”
“The foundation recognizes a tax benefit only if it is more likely than not the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized will be the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely- than-not test, no tax benefit will be recorded. The foundation has examined this issue and has determined there are no material contingent tax liabilities. The foundation's federal and state exempt organization tax returns for 2014, 2015, and 2016 are subject to examination by the internal revenue service and the indiana department of revenue. Returns are generally subject to examination for three years after they are filed.”
“AGENCY INCOME 723,249”
“AGENCY EXPENSES 177,752”
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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|---|---|---|
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| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 9537 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 13379 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE BLUE RIVER FOUNDATION IS A COMMUNITY FOUNDATION ORGANIZED TO IDENTIFY, PROMOTE, SUPPORT AND MANAGE PROGRAMS THAT WILL ENHANCE THE HEALTH, CULTURAL, EDUCATIONAL, SOCIAL AND CIVIC LONG-TERM NEEDS OF THE CITIZENS OF SHELBY COUNTY, INDIANA. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 2270 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 2270 |
| IRS990/AllOtherContributionsAmt | 0 | 1677197 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 2442 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 2294 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 977 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 5713 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3173927955 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 54 WEST BROADWAY SUITE 1 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SHELBYVILLE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 46176 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | true |
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| IRS990/CollectionsOfArtInd | 0 | false |
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| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 24264 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 16176 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 80880 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
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| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 3291 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 2194 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 10971 |
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| IRS990/CYInvestmentIncomeAmt | 0 | 791386 |
| IRS990/CYOtherExpensesAmt | 0 | 684255 |
| IRS990/CYOtherRevenueAmt | 0 | 111887 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 391413 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 285341 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 291473 |
| IRS990/CYTotalExpensesAmt | 0 | 2686542 |
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| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
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| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
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| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 3778 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 18891 |
| IRS990/Desc | 0 | AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS. |
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| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
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| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 6 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 538584 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
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| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 131542 |
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| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | EXECUTIVE DI |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1988 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -751431 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 12 |
| IRS990/GrantAmt | 0 | 506932 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 36000 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 2024 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 245600 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 245600 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 1465214 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1465214 |
| IRS990/GrantsToIndividualsInd | 0 | true |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 3929385 |
| IRS990/GrossReceiptsAmt | 0 | 7652699 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 42413 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 12 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 3046 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 1827 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 1218 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 6091 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1542817 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1542817 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 15663 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 16456 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 34038924 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 39118099 |
| IRS990/IRPDocumentCnt | 0 | 7 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 321883 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 393141 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 376628 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 698511 |
| IRS990/LegalDomicileStateCd | 0 | IN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 4680816 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE BLUE RIVER FOUNDATION IS A COMMUNITY FOUNDATION ORGANIZED TO IDENTIFY, PROMOTE, SUPPORT AND MANAGE PROGRAMS THAT WILL ENHANCE THE HEALTH, CULTURAL, EDUCATIONAL, SOCIAL AND CIVIC LONG-TERM NEEDS OF THE CITIZENS OF SHELBY COUNTY, INDIANA. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 32881059 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 37263701 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -751431 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -751431 |
| IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt | 0 | 42413 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 42413 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 4642798 |
| IRS990/NoncashContributionsAmt | 0 | 388799 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 9266 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 7840 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 11026 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 28132 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 13555 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 2164 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 1442 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 17161 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -545497 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 13940 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 8364 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 5576 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 27880 |
| IRS990/OtherExpensesGrp/Desc | 0 | REPAIRS AND MAINTENANCE |
| IRS990/OtherExpensesGrp/Desc | 1 | PROGRAM EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 2 | SPECIAL EVENTS |
| IRS990/OtherExpensesGrp/Desc | 3 | DONOR DEVELOPMENT |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 13140 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 5603 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 16426 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 3285 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 15525 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 9079 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 32851 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 15525 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 9079 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 5603 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 3055790 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 3600774 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 69474 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 69474 |
| IRS990/OtherRevenueTotalAmt | 0 | 69474 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 82183 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 49310 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 32874 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 164367 |
| IRS990/OtherWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 9173 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 5504 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 3669 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 18346 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 20750738 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 21235336 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 2111 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 5618 |
| IRS990/PrincipalOfficerNm | 0 | TOM ROSENFELD |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | ADMINISTRATIVE FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 391413 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 391413 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | GRANTS TO BENEFIT YOUTH IN THE COUNTY. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 279773 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 263331 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 60247 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | GRANTS FOR CIVIC PURPOSES. |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 593764 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 558870 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 127863 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 405512 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 0 | 381681 |
| IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt | 0 | 87323 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 3095763 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1751864 |
| IRS990/PYInvestmentIncomeAmt | 0 | 1105117 |
| IRS990/PYOtherExpensesAmt | 0 | 639551 |
| IRS990/PYOtherRevenueAmt | 0 | 63895 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 360028 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1975057 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 258331 |
| IRS990/PYTotalExpensesAmt | 0 | 2649746 |
| IRS990/PYTotalRevenueAmt | 0 | 4624803 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 285341 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 42413 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 115980 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1532547 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1363077 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | MISCELLANEOUS 250,635 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART II, LINE 10 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1677197 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3095763 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1615543 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2354432 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1752687 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 10495622 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1585230 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1158402 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1298506 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1299515 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1049802 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 6391455 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 391413 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 69474 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 24795 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 122957 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 18216 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 15193 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 250635 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.40430 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.42680 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 6929304 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 3566318 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1677197 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 3095763 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1615543 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2354432 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1752687 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 10495622 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 17137712 |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.07000 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 368374 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 262471 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 630845 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 354715 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 29294343 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 857730 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 32933071 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 1128931 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 4377204 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 112560 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 335975 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 27153641 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 709852 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 29294343 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 946201 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 2886495 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.