Civic Intelligence

Union County Foundation Inc

EIN 35-1769294 • 501(c)3 • Liberty, IN

Profile

To assist donors in building and preserving perpetual charitable funds; to meet the changing needs of our community and to enrich the quality of life for the residents of union county.

404 Eaton StLiberty, IN 47353

www.ucfoundationinc.org

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

61%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

89th percentile

62%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$13,044,207

Up $1,959,856 (+18%) from 2023

Liabilities

Down

$24,441

Down $36,243 (-60%) from 2023

Net Assets

Up

$13,019,766

Up $1,996,099 (+18%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin92nd percentile

Revenue

Up

$2,382,484

Up $1,167,287 (+96%) from 2023

Expenses

Down

$935,202

Down $212,306 (-19%) from 2023

Net Income

Up

$1,447,282

Up $1,379,593 (+2038%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$15M$10M$5.0M$0Assets 2010: $5,184,835Liabilities 2010: $61,629Net Assets 2010: $5,123,2062010Assets 2011: $5,042,579Liabilities 2011: $46,382Net Assets 2011: $4,996,1972011Assets 2012: $5,378,463Liabilities 2012: $35,145Net Assets 2012: $5,343,3182012Assets 2013: $6,259,730Liabilities 2013: $23,534Net Assets 2013: $6,236,1962013Assets 2014: $7,253,531Liabilities 2014: $237,810Net Assets 2014: $7,015,7212014Assets 2015: $7,289,523Liabilities 2015: $48,636Net Assets 2015: $7,240,8872015Assets 2016: $7,735,699Liabilities 2016: $60,492Net Assets 2016: $7,675,2072016Assets 2017: $8,582,082Liabilities 2017: $63,069Net Assets 2017: $8,519,0132017Assets 2018: $8,479,115Liabilities 2018: $482,366Net Assets 2018: $7,996,7492018Assets 2019: $9,584,714Liabilities 2019: $314,978Net Assets 2019: $9,269,7362019Assets 2020: $10,371,303Liabilities 2020: $160,302Net Assets 2020: $10,211,0012020Assets 2021: $11,670,446Liabilities 2021: $37,187Net Assets 2021: $11,633,2592021Assets 2022: $10,205,517Liabilities 2022: $19,030Net Assets 2022: $10,186,4872022Assets 2023: $11,084,351Liabilities 2023: $60,684Net Assets 2023: $11,023,6672023Assets 2024: $13,044,207Liabilities 2024: $24,441Net Assets 2024: $13,019,7662024

Highlighted filing

2024

Assets$13,044,207
Liabilities$24,441
Net Assets$13,019,766
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$3.0M$2.0M$1.0M$0Expenses 2010: $349,7382010Expenses 2011: $345,9922011Expenses 2012: $315,4232012Revenue 2013: $679,997Expenses 2013: $322,387Net Income 2013: $357,6102013Revenue 2014: $1,290,504Expenses 2014: $426,515Net Income 2014: $863,9892014Revenue 2015: $1,109,876Expenses 2015: $509,554Net Income 2015: $600,3222015Revenue 2016: $764,143Expenses 2016: $580,690Net Income 2016: $183,4532016Revenue 2017: $873,244Expenses 2017: $547,711Net Income 2017: $325,5332017Revenue 2018: $960,370Expenses 2018: $529,256Net Income 2018: $431,1142018Revenue 2019: $1,039,928Expenses 2019: $776,096Net Income 2019: $263,8322019Revenue 2020: $935,977Expenses 2020: $527,330Net Income 2020: $408,6472020Revenue 2021: $1,244,252Expenses 2021: $606,879Net Income 2021: $637,3732021Revenue 2022: $913,355Expenses 2022: $669,226Net Income 2022: $244,1292022Revenue 2023: $1,215,197Expenses 2023: $1,147,508Net Income 2023: $67,6892023Revenue 2024: $2,382,484Expenses 2024: $935,202Net Income 2024: $1,447,2822024

Highlighted filing

2024

Revenue$2,382,484
Expenses$935,202
Net Income$1,447,282
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,044,207
Liabilities
$24,441
Net assets
$13,019,766
Revenue
$2,382,484
Expenses
$935,202
Net income
$1,447,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.02$13.0$2.38$0.94$1.45
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.06$11.0$1.22$1.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.02$10.2$0.91$0.67$0.24
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.04$11.6$1.24$0.61$0.64
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.16$10.2$0.94$0.53$0.41
2019Detailed filing. Detailed filing data is available for this year.$9.58$0.31$9.27$1.04$0.78$0.26
2018Detailed filing. Detailed filing data is available for this year.$8.48$0.48$8.00$0.96$0.53$0.43
2017Detailed filing. Detailed filing data is available for this year.$8.58$0.06$8.52$0.87$0.55$0.33
2016Detailed filing. Detailed filing data is available for this year.$7.74$0.06$7.68$0.76$0.58$0.18
2015Detailed filing. Detailed filing data is available for this year.$7.29$0.05$7.24$1.11$0.51$0.60
2014Detailed filing. Detailed filing data is available for this year.$7.25$0.24$7.02$1.29$0.43$0.86
2013Detailed filing. Detailed filing data is available for this year.$6.26$0.02$6.24$0.68$0.32$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.04$5.34$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.05$5.00$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.06$5.12$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.0
Gross Receipts
$5,613,628
Mission and Program Overview

Mission

To assist donors in building and preserving perpetual charitable funds; to meet the changing needs of our community and to enrich the quality of life for the residents of union county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,380,119$10,480,852▲ $1,100,733
Savings and Temporary Cash Investments$774,413$1,580,281▲ $805,868
Land, Buildings, and Equipment, Net$616,566$669,634▲ $53,068
Investments Other Securities$294,741$308,878▲ $14,137
Prepaid Expenses and Deferred Charges$5,375$4,203▼ $1,172
Accounts Receivable$13,137$359▼ $12,778
Total Assets$11,084,351$13,044,207▲ $1,959,856
Liabilities
Other Liabilities$15,373$17,305▲ $1,932
Accounts Payable and Accrued Expenses$17,661$4,136▼ $13,525
Grants Payable$27,650$3,000▼ $24,650
Total Liabilities$60,684$24,441▼ $36,243
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,155,640$12,069,545▲ $1,913,905
Net Assets Without Donor Restrictions$868,027$950,221▲ $82,194
Total Net Assets Fund Balance$11,023,667$13,019,766▲ $1,996,099
Total Liabilities and Net Assets / Fund Balance$11,084,351$13,044,207▲ $1,959,856

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$316,052$92,060$408,112
Land$347,123-$347,123
Equipment$6,459$57,626$64,085

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$9,559,902$574,198▲ $1,151,306-$10,722,210
2023$8,636,643$463,427▲ $1,150,562$32,465$9,559,902
2022$9,991,686$133,623▼ $1,143,663$38,361$8,636,643
2021$8,734,804$399,833▲ $1,180,104-$9,991,686
2020$8,231,671$276,024▲ $820,400$299,866$8,734,804
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Olivia ChewningExecutive DiFT$60,322$60,322

Board Members and Trustees

NameTitle
Richard WorcesterPresident
Alison WebbDirector
Amy TownsendDirector
Gena HartmanDirector
Marsha EldridgeDirector
Michael RogersDirector
Michael SweetDirector
Victoria SnyderDirector
Rebecka Sayne-meyerSecretary
Ted SanfordTreasurer
Aaron WeltyVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,322,668
Program Service Revenue
$187,126
Investment Income
$865,750
Other Revenue
$6,940
All Other Contributions
$1,322,668
Change in Net Assets
$1,447,282

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,352,242
Revenue Not Reported on Financial Statements
$30,242
Revenue Not Reported on Form 990
$550,749
Other Revenue Adjustments
$2,228
Total Revenue per Audited Statements
$2,902,991
Total Revenue per Form 990
$2,382,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$438,694
Other Expenses$365,889
Salaries, Compensation, and Employee Benefits$130,619
Total Fundraising Expense$66,087
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$345,254--$345,254
Fees for Services Management$187,126--$187,126
Grants to Domestic Individuals$93,440--$93,440
Other Salaries and Wages$14,873$21,544$24,349$60,766
Current Officers, Directors, Trustees, and Key Employees$14,765$21,387$24,171$60,323
Fees for Service Investment Mgmnt Fees$28,014--$28,014
Advertising$14,638-$1,964$16,602
Information Technology$11,794$2,949-$14,743
Fees for Services Accounting-$14,625-$14,625
Occupancy$11,152$2,893$120$14,165
Depreciation Depletion$9,450$2,363-$11,813
Payroll Taxes$2,315$3,346$3,869$9,530
Insurance$6,206$1,551-$7,757
Office Expenses$2,928$1,465$2,928$7,321
Fees for Services Other-$6,219-$6,219
Conferences and Meetings$3,070-$768$3,838
Other Expenses$925$5,173$7,865$925
Travel$210-$53$263
Total Functional Expenses$785,600$83,515$66,087$935,202

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$935,202
Expenses per Audited Statements$906,892
Total Expenses per Audited Statements$906,892
Expenses Not Reported on Financial Statements$28,310
Other Expense Adjustments$296
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College Corner Union SchoolCollege Corner, OHGovPlayground$61,920
Union County Public LibraryLiberty, IN501c3Programs/building$51,455
Ivy Tech FoundationRichmond, IN501c3Educational$40,000
Union County High SchoolLiberty, IN501c3Education Programs$36,338
Union County Parks BoardRichmond, IN501c6Amphitheater$24,650
St Andrew Catholic ChurchRichmond, IN501c3Support$21,780
ST MICHAEL'S CHURCHBrookville, IN501c3Support$13,589
Whitewater Adult EducationConnersville, IN501c3Adult Education$10,000
Christian Community Co-operativeLiberty, IN501c3Support$9,000
Union County 4-h AssociationLiberty, IN501c3Program Support$9,000
Brownsville Christian UnionBrownsville, IN501c13Sidewalk/support$8,350
Union County Youth LeagueLiberty, IN501c3Support$6,889
Union County West Point CemeteryLiberty, IN501c3Support$5,100
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowment Funds$17,305
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by the finance committee, who in turn, discusses it with the full board of directors.”

Form 990, Page 6, Part VI, Line 12C

“Union county foundation, inc. Asks board members to sign recusal forms stating any relationship to scholarship recipients. Further the board is asked if there could be any conflicts of interest. Notes are made in minutes of any possible conflicts. At times, board members will abstain from voting if there is any issue of conflict at all.”

Form 990, Page 6, Part VI, Line 15A

“Personnel committee meets as needed and reviews performance of the executive director. Reports are reviewed as to the financial status of the organization. Reports of compensation from other indiana not-for-profit organizations are reviewed. After the collection and review of materials, the committee makes a decision for compensation by a vote which is then presented to the full board of approval. Approval is stated in regular meeting minutes.”

Form 990, Page 6, Part VI, Line 15B

“Personnel committee meets as needed and reviews performance of the executive director. Reports are reviewed as to the financial status of the organization. Reports of compensation from other indiana not-for-profit organizations are reviewed. After the collection and review of materials, the committee makes a decision for compensation by a vote which is then presented to the full board of approval. Approval is stated in regular meeting minutes.”

Form 990, Page 6, Part VI, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Union County Foundation Inc
EIN
35-1769294
Phone
7654587664
Address
404 EATON ST, LIBERTY, IN 47353

Signing Officer

Name
Olivia Chewning
Title
Executive Director
Phone
7654587664
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Worcester
Formed
1989
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
5
Volunteers
20

Preparer

Firm
Estep Burkey Simmons LLC
Address
PO BOX 42, MUNCIE, IN 47308-0042
Preparer
Thomas a Roberts
Phone
7652847554
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“N/A”

Form 990, Part XI, Line 9

“Agency fund revenue -2,228 agency fund expenses 296 total -1,932”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Endowment funds are used for grants and scholarships to benefit the residents of union county.”

Schedule D, Page 4, Part XI, Line 4B

“Agency fund revenue 2,228”

Schedule D, Page 4, Part XII, Line 4B

“AGENCY FUND EXPENSES 296”

Raw XML AppendixShowing 400 of 669 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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