Civic Intelligence

Marshall County Community Foundation Inc

990 • Fiscal year 2018 • EIN 35-1826870

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 08, 2018

Organization ProfileMARSHALLCOUNTYCF.ORG
2701 N Michigan StPlymouth, IN 46563

(574) 935-5159

Siviq Scores

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

Liabilities / Assets

41st percentile

0.17x

Higher debt load relative to assets than 41% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

87th percentile

2.22x

Higher debt load relative to revenue than 87% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

9th percentile

$61,213

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

60th percentile

5.0%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

59%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$35,801,301

Up $1,696,233 (+5.0%) from 2017

Net Assets

Up

$29,692,147

Up $1,818,916 (+6.5%) from 2017

Liabilities

Down

$6,109,154

Down $122,683 (-2.0%) from 2017

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin84th percentile

Revenue

Up

$2,754,109

Up $1,016,529 (+59%) from 2017

Expenses

Down

$1,909,430

Down $25,600 (-1.3%) from 2017

Net Income

Up

$844,679

Up $1,042,129 (+528%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$60M$40M$20M$0Assets 2010: $21,294,836Liabilities 2010: $4,725,540Net Assets 2010: $16,569,2962010Assets 2011: $25,389,885Liabilities 2011: $5,897,320Net Assets 2011: $19,492,5652011Assets 2012: $25,831,909Liabilities 2012: $6,895,960Net Assets 2012: $18,935,9492012Assets 2013: $28,632,675Liabilities 2013: $7,495,693Net Assets 2013: $21,136,9822013Assets 2014: $30,922,549Liabilities 2014: $7,392,342Net Assets 2014: $23,530,2072014Assets 2015: $31,610,002Liabilities 2015: $4,538,659Net Assets 2015: $27,071,3432015Assets 2016: $31,842,723Liabilities 2016: $5,929,762Net Assets 2016: $25,912,9612016Assets 2017: $34,105,068Liabilities 2017: $6,231,837Net Assets 2017: $27,873,2312017Assets 2018: $35,801,301Liabilities 2018: $6,109,154Net Assets 2018: $29,692,1472018Assets 2019: $37,782,023Liabilities 2019: $6,952,674Net Assets 2019: $30,829,3492019Assets 2020: $36,890,042Liabilities 2020: $6,557,017Net Assets 2020: $30,333,0252020Assets 2021: $44,618,657Liabilities 2021: $6,997,234Net Assets 2021: $37,621,4232021Assets 2022: $37,744,582Liabilities 2022: $5,750,674Net Assets 2022: $31,993,9082022Assets 2023: $44,393,649Liabilities 2023: $8,569,592Net Assets 2023: $35,824,0572023Assets 2024: $50,530,088Liabilities 2024: $8,973,508Net Assets 2024: $41,556,5802024Assets 2025: $58,035,558Liabilities 2025: $12,125,620Net Assets 2025: $45,909,9382025

Highlighted filing

2018

Assets$35,801,301
Liabilities$6,109,154
Net Assets$29,692,147
Open 2018 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,064,3672010Expenses 2011: $1,042,9182011Expenses 2012: $1,257,8472012Expenses 2013: $1,106,7552013Revenue 2014: $2,837,975Expenses 2014: $2,429,896Net Income 2014: $408,0792014Revenue 2015: $3,723,918Expenses 2015: $1,756,561Net Income 2015: $1,967,3572015Revenue 2016: $2,208,017Expenses 2016: $1,604,872Net Income 2016: $603,1452016Revenue 2017: $1,737,580Expenses 2017: $1,935,030Net Income 2017: -$197,4502017Revenue 2018: $2,754,109Expenses 2018: $1,909,430Net Income 2018: $844,6792018Revenue 2019: $2,797,009Expenses 2019: $1,896,438Net Income 2019: $900,5712019Revenue 2020: $2,958,668Expenses 2020: $2,349,885Net Income 2020: $608,7832020Revenue 2021: $4,333,998Expenses 2021: $2,039,009Net Income 2021: $2,294,9892021Revenue 2022: $7,460,313Expenses 2022: $3,809,448Net Income 2022: $3,650,8652022Revenue 2023: $1,846,987Expenses 2023: $2,368,735Net Income 2023: -$521,7482023Revenue 2024: $7,045,406Expenses 2024: $2,606,004Net Income 2024: $4,439,4022024Revenue 2025: $6,143,327Expenses 2025: $2,902,024Net Income 2025: $3,241,3032025

Highlighted filing

2018

Revenue$2,754,109
Expenses$1,909,430
Net Income$844,679
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 8, 2018
Return Version
2017v2.3
Gross Receipts
$7,293,999
Mission and Program Overview

Mission

The marshall county community 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 marshall county, indiana.

To receive and accept property to be administered exclusively for charitable purposes, primarily in and for the benefit of the people of marshall county, indiana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,207,504$34,119,191▲ $911,687
Cash and Non-Interest-Bearing Accounts$382,613$1,086,324▲ $703,711
Investments Other Securities$443,212$440,418▼ $2,794
Accounts Receivable$3,000$25,000▲ $22,000
Prepaid Expenses and Deferred Charges$7,607$7,576▼ $31
Land, Buildings, and Equipment, Net$5,478$6,198▲ $720
Total Assets$34,105,068$35,801,301▲ $1,696,233
Other Assets Total$55,654$116,594▲ $60,940
Liabilities
Other Liabilities$5,779,794$5,869,644▲ $89,850
Grants Payable$423,889$214,047▼ $209,842
Accounts Payable and Accrued Expenses$28,154$25,463▼ $2,691
Total Liabilities$6,231,837$6,109,154▼ $122,683
Net Assets / Fund Balance
Unrestricted Net Assets$27,401,467$29,210,409▲ $1,808,942
Temporarily Rstr Net Assets$471,764$481,738▲ $9,974
Total Net Assets Fund Balance$27,873,231$29,692,147▲ $1,818,916
Total Liabilities and Net Assets / Fund Balance$34,105,068$35,801,301▲ $1,696,233

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,442$18,339$21,781
Leasehold Improvements$2,756$2,669$5,425

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$23,230,722$452,835▲ $1,765,133-$24,535,526
2016$22,983,022$387,347▲ $942,289-$23,230,722
2015$23,541,927$286,827▲ $179,044-$23,687,656
2014$23,056,081$1,042,201▲ $126,631-$23,541,927
2013$21,755,462$182,483▲ $1,827,879$35$23,056,081
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Linda YoderExecutive DiPT$59,430$1,783$61,213

Board Members and Trustees

NameTitle
Kevin BoyerChair
Patti KitchVice-chair
Adam LukenbillDirector
Dr Don BalkaDirector
Dr Jim WhiteDirector
Jack JordanDirector
Jennifer HurfordDirector
Joan HuntDirector
John Small JrDirector
Karen SchlosserDirector
Kevin BergerDirector
Scott JoynerDirector
Brian BakerSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$825,204
Program Service Revenue
$331,206
Investment Income
$1,597,699
Other Revenue
$0
All Other Contributions
$825,204
Change in Net Assets
$844,679

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 Traded5$35,221Avg High/low Date of Gift
Total Noncash Contributions5$35,221-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,383,273
Revenue Not Reported on Financial Statements
$370,836
Revenue Not Reported on Form 990
$1,051,559
Other Revenue Adjustments
$370,836
Total Revenue per Audited Statements
$3,434,832
Total Revenue per Form 990
$2,754,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,099,158
Other Expenses$594,398
Salaries, Compensation, and Employee Benefits$215,874
Total Fundraising Expense$76,662
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$771,338--$771,338
Fees for Services Management$331,197--$331,197
Grants to Domestic Individuals$327,820--$327,820
Fees for Service Investment Mgmnt Fees$66,660$71,338$23,779$161,777
Other Salaries and Wages$44,660$66,990$22,330$133,980
Current Officers, Directors, Trustees, and Key Employees$20,404$30,607$10,202$61,213
Fees for Services Accounting$11,684$17,528$5,842$35,054
Office Expenses$6,597$9,895$3,298$19,790
Payroll Taxes$5,103$7,655$2,552$15,310
Conferences and Meetings$3,056$4,584$1,527$9,167
Occupancy$2,333$3,500$1,167$7,000
Insurance$1,860$2,791$930$5,581
Other Employee Benefits$1,790$2,686$895$5,371
Other Expenses$1,442$2,164$721$4,327
All Other Expenses$381$573$191$1,145
Depreciation Depletion$340$511$170$1,021
Total Functional Expenses$1,602,776$229,992$76,662$1,909,430

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,909,430
Expenses per Audited Statements$1,615,916
Total Expenses per Audited Statements$1,615,916
Expenses Not Reported on Financial Statements$293,514
Other Expense Adjustments$293,514
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
THE FOUNDATION OF ST JOSEPH'SSouth Bend, IN501c3Operations$76,830
United Way of Marshall CountyPlymouth, IN501c3Flood Relief$53,105
Marshall County Historical SocietyPlymouth, IN501c3Operations$50,452
City of PlymouthPlymouth, INGovOperations$47,049
DAVID'S COURAGEPlymouth, IN501c3Repairs$31,000
Plymouth Kilwinning Lodge 149Plymouth, IN501c8Operations$30,949
Ancilla CollegeDonaldson, IN501c3Operations$29,778
Wythougan Valley PreservationPlymouth, IN501c3Building Repairs$25,000
Town of CulverCulver, INGovStellar Grant$20,000
Marshall County Council on AgingPlymouth, IN501c3Vehicles$17,281
Plymouth Police DepartmentPlymouth, IN501c3K9 Equipment$15,500
Marshall County Neighborhood CenterPlymouth, IN501c3Roof/operations$14,949
Wild Rose MoonPlymouth, IN501c3Equipment$14,600
Marshall County Blueberry FestivalPlymouth, IN501c3Picnic Tables$13,305
Potawatomi Park IncBremen, IN501c3Operations$12,084
Triton School CorporationBourbon, INGovBand Equipment$11,000
Bremen Public SchoolsBremen, INGovOperations$10,000
Marshall County EconomicPlymouth, IN501c3Plan Development$10,000
Marshall County Humane SocietyPlymouth, IN501c3Operations$9,803
Encore Performing ArtsPlymouth, IN501c3Operations$9,700
Kiwanis Club of CulverCulver, IN501c3Operations$8,992
First United Methodist ChurchPlymouth, IN501c3Operations$8,751
Antiquarian & Historical SocietyCulver, IN501c3Operating$8,649
Lasalle Council Boy Scouts ofSouth Bend, IN501c3Operations$7,705
Community Hospital of BremenBremen, IN501c3Operations$7,447
Boys & Girls Club ofPlymouth, IN501c3Operations$7,355
Plymouth High School DebatePlymouth, IN501c3Annual Distribution$6,535
Bourbon Volunteer Fire DepartmentBourbon, INGovNew Equipment$6,500
Bremen High School AthleticsBremen, IN501c3Operations$6,420
Lake Maxinkuckee EnviromentalCulver, IN501c3Equipment$6,408
Holy Family Foundation forMonterey, IN501c3Operations$5,635
Franklin CollegeFranklin, IN501c3Operations$5,626
Real ServicesSouth Bend, IN501c3Senior Nutrition$5,500
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
Funds Held for Others$5,662,059
Amounts Held in Charitable Trust$186,301
Liability Under Unitrust Agreement$21,284
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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 audit and stewardship committee will review form 990 before it is filed and, once approved, will make a recommendation for approval to the 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.”

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

“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.”

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

“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.”

Form 990, Page 6, Part VI, Line 19

“Marshall county community 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.”

Filing and Contact Details

Filer

Filer Name
Marshall County Community
EIN
35-1826870
Phone
5749355159
Address
2701 N MICHIGAN ST, PLYMOUTH, IN 46563

Signing Officer

Name
Linda Yoder
Title
Executive Director
Phone
5749355159
Signed
2018-01-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Boyer
Formed
1991
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
8
Volunteers
35

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The marshall county community 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 marshall county, indiana.”

Form 990, Part XI, Line 9

“Agency fund revenue -370,836 agency fund expenses 293,514 total -77,322”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The organization's endowments consist of donor-restricted endowment funds for which the organization has been granted variance power. The donor- restricted funds have been opened by individuals or organizations in marshall county to provide self-support, scholarships, and income to other not-for-profit organizations.”

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 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.”

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

“Agency fund revenue 370,836”

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

“Agency fund expenses 293,514”

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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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IRS990/MissionDesc0THE MARSHALL COUNTY COMMUNITY 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 MARSHALL COUNTY, INDIANA.
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherChangesInNetAssetsAmt0-77322
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0895
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02686
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01790
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05371
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IRS990/OtherExpensesGrp/Desc1DONOR DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES & MEMBERSHIPS
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IRS990/OtherExpensesGrp/FundraisingAmt1846
IRS990/OtherExpensesGrp/FundraisingAmt2838
IRS990/OtherExpensesGrp/FundraisingAmt3721
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04120
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22514
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32164
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IRS990/OtherExpensesGrp/ProgramServicesAmt11690
IRS990/OtherExpensesGrp/ProgramServicesAmt21675
IRS990/OtherExpensesGrp/ProgramServicesAmt31442
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IRS990/OtherExpensesGrp/TotalAmt15072
IRS990/OtherExpensesGrp/TotalAmt25027
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt023056081
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt023541927

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,801,301
Liabilities
$6,109,154
Net assets
$29,692,147
Revenue
$2,754,109
Expenses
$1,909,430
Net income
$844,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.0$12.1$45.9$6.14$2.90$3.24
2024Detailed filing. Detailed filing data is available for this year.$50.5$8.97$41.6$7.05$2.61$4.44
2023Detailed filing. Detailed filing data is available for this year.$44.4$8.57$35.8$1.85$2.37$0.52
2022Detailed filing. Detailed filing data is available for this year.$37.7$5.75$32.0$7.46$3.81$3.65
2021Detailed filing. Detailed filing data is available for this year.$44.6$7.00$37.6$4.33$2.04$2.29
2020Detailed filing. Detailed filing data is available for this year.$36.9$6.56$30.3$2.96$2.35$0.61
2019Detailed filing. Detailed filing data is available for this year.$37.8$6.95$30.8$2.80$1.90$0.90
2018Detailed filing. Detailed filing data is available for this year.$35.8$6.11$29.7$2.75$1.91$0.84
2017Detailed filing. Detailed filing data is available for this year.$34.1$6.23$27.9$1.74$1.94$0.20
2016Detailed filing. Detailed filing data is available for this year.$31.8$5.93$25.9$2.21$1.60$0.60
2015Detailed filing. Detailed filing data is available for this year.$31.6$4.54$27.1$3.72$1.76$1.97
2014Detailed filing. Detailed filing data is available for this year.$30.9$7.39$23.5$2.84$2.43$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$7.50$21.1$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$6.90$18.9$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$5.90$19.5$1.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.3$4.73$16.6$1.06