Civic Intelligence

Union County Foundation Inc.

990 • Fiscal year 2016 • EIN 35-1769294

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileWWW.UCFOUNDATIONINC.ORG
404 Eaton StLiberty, IN 47353

(765) 458-7664

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

31st percentile

0.08x

Higher debt load relative to revenue than 31% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

83rd percentile

24%

Higher net margin than 83% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$35,111

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

65th percentile

6.1%

Faster asset growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-31%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$7,735,699

Up $446,176 (+6.1%) from 2015

Net Assets

Up

$7,675,207

Up $434,320 (+6.0%) from 2015

Liabilities

Up

$60,492

Up $11,856 (+24%) from 2015

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin83rd percentile

Revenue

Down

$764,143

Down $345,733 (-31%) from 2015

Expenses

Up

$580,690

Up $71,136 (+14%) from 2015

Net Income

Down

$183,453

Down $416,869 (-69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$7,735,699
Liabilities$60,492
Net Assets$7,675,207
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$764,143
Expenses$580,690
Net Income$183,453
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$2,927,769
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$5,975,115$6,582,897▲ $607,782
Savings and Temporary Cash Investments$1,222,710$1,054,184▼ $168,526
Land, Buildings, and Equipment, Net$91,533$88,532▼ $3,001
Pledges and Grants Receivable-$10,000-
Prepaid Expenses and Deferred Charges$165$86▼ $79
Total Assets$7,289,523$7,735,699▲ $446,176
Liabilities
Grants Payable$34,500$44,500▲ $10,000
Other Liabilities$9,716$10,305▲ $589
Accounts Payable and Accrued Expenses$1,628$5,687▲ $4,059
Deferred Revenue$2,792--
Total Liabilities$48,636$60,492▲ $11,856
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,457,746$3,519,278▲ $61,532
Unrestricted Net Assets$2,913,156$3,115,228▲ $202,072
Permanently Rstr Net Assets$869,985$1,040,701▲ $170,716
Total Net Assets Fund Balance$7,240,887$7,675,207▲ $434,320
Total Liabilities and Net Assets / Fund Balance$7,289,523$7,735,699▲ $446,176

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$62,208$43,209$105,417
Equipment$2,324$48,925$51,249
Land$24,000-$24,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$6,650,297$236,706▲ $503,976$12,199$7,028,802
2015$6,338,736$669,902▼ $89,955$18,557$6,650,297
2014$5,593,445$681,047▲ $431,624$22,237$6,338,736
2013$4,803,447$220,773▲ $644,320$19,606$5,593,445
2012$3,838,869$132,083▲ $394,624$19,392$4,173,082
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Danka KleinExecutive DiFT$35,111$35,111

Board Members and Trustees

NameTitle
Richard WorcesterPresident
Jennifer YamashiroDirector
Karen BriggsDirector
Landon CoyleDirector
Linda CrawfordDirector
Marsha Chambers EldridgeDirector
Nancy BlankDirector
Ted SanfordDirector
Victoria SnyderDirector
Gena HartmanSecretary
Gene SanfordTreasurer
David BertchVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$354,123
Program Service Revenue
$103,381
Investment Income
$296,459
Other Revenue
$10,180
All Other Contributions
$354,123
Change in Net Assets
$183,453

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$41,392Avg High/low Gift Date
Total Noncash Contributions10$41,392-

Audited Revenue Reconciliation

Revenue per Audited Statements
$763,374
Revenue Not Reported on Financial Statements
$769
Revenue Not Reported on Form 990
$251,456
Other Revenue Adjustments
$769
Total Revenue per Audited Statements
$1,014,830
Total Revenue per Form 990
$764,143
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$340,703
Other Expenses$182,867
Salaries, Compensation, and Employee Benefits$57,120
Total Fundraising Expense$12,316
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$231,979--$231,979
Grants to Domestic Individuals$108,724--$108,724
Fees for Services Management$103,379--$103,379
Current Officers, Directors, Trustees, and Key Employees$15,098$14,396$5,617$35,111
Fees for Service Investment Mgmnt Fees$27,330--$27,330
Other Salaries and Wages$9,571$5,230$3,206$18,007
Fees for Services Accounting-$8,563-$8,563
Occupancy$3,858$1,049$96$5,003
Advertising$4,944--$4,944
Office Expenses$1,969$971$1,969$4,909
Depreciation Depletion$3,229$807-$4,036
Payroll Taxes$1,874$1,459$669$4,002
Conferences and Meetings$2,842-$711$3,553
Insurance$2,326$581-$2,907
Other Expenses$630$1,598-$630
Travel$191-$48$239
Total Functional Expenses$533,720$34,654$12,316$580,690

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$580,690
Expenses per Audited Statements$580,510
Total Expenses per Audited Statements$580,510
Expenses Not Reported on Financial Statements$180
Other Expense Adjustments$180
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Union County College Corner JointLiberty, INGovEducation Support$54,512
Ivy Tech FoundationRichmond, IN501c3Scholarship Fund$31,700
St Andrew Catholic ChurchRichmond, IN501c3Support$25,161
ST MICHAEL'S CHURCHBrookville, IN501c3Support$15,630
Union County AuditorLiberty, INGovDrug Treatment$7,500
College Corner Community ClubWest College Corner, IN501c3Oper/bleachers$6,588
Brownsville United Methodist ChurchBrownsville, IN-Pickleball Courts$6,500
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowment Funds$10,305
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 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
Danka Klein
Title
Executive Director
Phone
7654587664
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danka Klein
Formed
1989
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
4
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, Part XI, Line 9

“Agency fund revenue -769 agency fund expenses 180 total -589”

Financial Statement Notes

Schedule D, Page 3, Part X

“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 2013, 2014, and 2015 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.”

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

“AGENCY FUND REVENUE 769”

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

“AGENCY FUND EXPENSES 180”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/MissionDesc0TO 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.
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/FundraisingAmt0669
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01459
IRS990/PayrollTaxesGrp/ProgramServicesAmt01874
IRS990/PayrollTaxesGrp/TotalAmt04002
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt086
IRS990/PrincipalOfficerNm0DANKA KLEIN
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt0281434
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IRS990/PYSalariesCompEmpBnftPaidAmt062654
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IRS990/ReconcilationRevenueExpnssAmt0183453
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt010180
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.41500
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IRS990ScheduleA/SubstantialContributorsTotAmt0797070
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IRS990ScheduleA/TotalSupportAmt02834087
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.42000
IRS990ScheduleD/BuildingsGrp/BookValueAmt062208
IRS990ScheduleD/BuildingsGrp/DepreciationAmt043209
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0105417
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06650297
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0236706
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07028802
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0249109
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0503976
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,735,699
Liabilities
$60,492
Net assets
$7,675,207
Revenue
$764,143
Expenses
$580,690
Net income
$183,453
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