Civic Intelligence

Union County Foundation Inc.

990 • Fiscal year 2021 • EIN 35-1769294

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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

11th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.03x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$50,295

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

56th percentile

13%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

33%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$11,670,446

Up $1,299,143 (+13%) from 2020

Net Assets

Up

$11,633,259

Up $1,422,258 (+14%) from 2020

Liabilities

Down

$37,187

Down $123,115 (-77%) from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin87th percentile

Revenue

Up

$1,244,252

Up $308,275 (+33%) from 2020

Expenses

Up

$606,879

Up $79,549 (+15%) from 2020

Net Income

Up

$637,373

Up $228,726 (+56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2021

Assets$11,670,446
Liabilities$37,187
Net Assets$11,633,259
Open 2021 Filing

Operations Trend

Revenue Growth71st 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

2021

Revenue$1,244,252
Expenses$606,879
Net Income$637,373
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.0
Gross Receipts
$1,476,502
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$8,129,734$9,430,462▲ $1,300,728
Savings and Temporary Cash Investments$1,683,539$1,682,354▼ $1,185
Land, Buildings, and Equipment, Net$551,824$551,564▼ $260
Prepaid Expenses and Deferred Charges$4,456$6,066▲ $1,610
Accounts Receivable$1,750--
Total Assets$10,371,303$11,670,446▲ $1,299,143
Liabilities
Deferred Revenue$143,165--
Accounts Payable and Accrued Expenses$3,443$21,537▲ $18,094
Other Liabilities$13,694$15,650▲ $1,956
Total Liabilities$160,302$37,187▼ $123,115
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,430,955$10,707,187▲ $1,276,232
Net Assets Without Donor Restrictions$780,046$926,072▲ $146,026
Total Net Assets Fund Balance$10,211,001$11,633,259▲ $1,422,258
Total Liabilities and Net Assets / Fund Balance$10,371,303$11,670,446▲ $1,299,143

Asset Categories

AssetBook ValueDepreciationBasis
Land$321,710-$321,710
Buildings$227,333$66,254$293,587
Equipment$2,521$51,453$53,974

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$7,148,951$145,513▲ $1,304,718$53,463$8,231,671
2018$7,799,021$138,092▼ $395,198$121,261$7,148,951
2017$7,028,802$219,922▲ $897,247$25,089$7,799,021
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Danka KleinExecutive DiFT$50,295$50,295

Board Members and Trustees

NameTitle
Richard WorcesterPresident
Amy TownsendDirector
David BertchDirector
Gena HartmanDirector
Joey FrasurDirector
Landon CoyleDirector
Marsha EldridgeDirector
Ted SanfordDirector
Victoria SnyderDirector
Rebekah KeaslingSecretary
Aaron WeltyTreasurer
Jennifer YamashiroVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$454,614
Program Service Revenue
$141,176
Investment Income
$648,462
Other Revenue
$0
All Other Contributions
$454,614
Change in Net Assets
$637,373

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,217,439
Revenue Not Reported on Financial Statements
$26,813
Revenue Not Reported on Form 990
$786,841
Other Revenue Adjustments
$2,182
Total Revenue per Audited Statements
$2,004,280
Total Revenue per Form 990
$1,244,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$275,713
Other Expenses$233,136
Salaries, Compensation, and Employee Benefits$98,030
Total Fundraising Expense$40,830
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$203,111--$203,111
Fees for Services Management$141,178--$141,178
Grants to Domestic Orgs$72,602--$72,602
Current Officers, Directors, Trustees, and Key Employees$12,574$18,609$19,112$50,295
Other Salaries and Wages$10,399$14,966$15,647$41,012
Fees for Service Investment Mgmnt Fees$24,631--$24,631
Fees for Services Accounting-$15,183-$15,183
Depreciation Depletion$8,367$2,092-$10,459
Occupancy$7,011$1,865$128$9,004
Information Technology$6,487$1,622-$8,109
Payroll Taxes$1,710$2,508$2,505$6,723
Insurance$3,990$998-$4,988
Office Expenses$1,926$962$1,926$4,814
Advertising$2,212-$1,107$3,319
Conferences and Meetings$1,282-$321$1,603
Other Expenses$457$1,793-$457
Travel$338-$84$422
Total Functional Expenses$505,451$60,598$40,830$606,879

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$606,879
Expenses per Audited Statements$582,022
Total Expenses per Audited Statements$582,022
Expenses Not Reported on Financial Statements$24,857
Other Expense Adjustments$226
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Andrew Catholic ChurchRichmond, IN501c3Support$19,935
ST MICHAEL'S CHURCHBrookville, IN501c3Support$12,437
Union County High SchoolLiberty, IN501c3Education Programs$12,195
Union County Public LibraryLiberty, INGovSupport$10,377
Union County West Point CemeteryLiberty, IN501c3Support$7,000
Union County Parks BoardRichmond, IN501c6Parks$5,658
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$15,650
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
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
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Worcester
Formed
1989
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
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, Part XI, Line 9

“Agency fund revenue -2,182 agency fund expenses 226 total -1,956”

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 2018, 2019, and 2020 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 2,182”

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

“AGENCY FUND EXPENSES 226”

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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/PayrollTaxesGrp/TotalAmt06723
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04456
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06066
IRS990/PrincipalOfficerNm0RICHARD WORCESTER
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IRS990/PYTotalRevenueAmt0935977
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IRS990/ReconcilationRevenueExpnssAmt0637373
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01682354
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 27,934
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.49790
IRS990ScheduleA/PublicSupportTotal170Amt01566325
IRS990ScheduleA/SubstantialContributorsTotAmt0368460
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalSupportAmt03461765
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0227333
IRS990ScheduleD/BuildingsGrp/DepreciationAmt066254
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0293587
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0140756
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08734804
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0399833
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09991686
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0182299
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01180104
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,670,446
Liabilities
$37,187
Net assets
$11,633,259
Revenue
$1,244,252
Expenses
$606,879
Net income
$637,373
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