Civic Intelligence

Marshall County Community Foundation Inc

990 • Fiscal year 2022 • EIN 35-1826870

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

Organization ProfileMARSHALLCOUNTYCF.ORG
2680 Miller Dr Suite 120Plymouth, IN 46563-8186

(574) 935-5159

Siviq Scores

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

Liabilities / Assets

39th percentile

0.15x

Higher debt load relative to assets than 39% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.77x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

8th percentile

$92,454

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

9th percentile

-15%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

72%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$37,744,582

Down $6,874,075 (-15%) from 2021

Net Assets

Down

$31,993,908

Down $5,627,515 (-15%) from 2021

Liabilities

Down

$5,750,674

Down $1,246,560 (-18%) from 2021

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin89th percentile

Revenue

Up

$7,460,313

Up $3,126,315 (+72%) from 2021

Expenses

Up

$3,809,448

Up $1,770,439 (+87%) from 2021

Net Income

Up

$3,650,865

Up $1,355,876 (+59%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2022

Assets$37,744,582
Liabilities$5,750,674
Net Assets$31,993,908
Open 2022 Filing

Operations Trend

Revenue Growth91st 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

2022

Revenue$7,460,313
Expenses$3,809,448
Net Income$3,650,865
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.0
Gross Receipts
$67,335,852
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$40,851,657$35,780,278▼ $5,071,379
Cash and Non-Interest-Bearing Accounts$2,371,141$667,697▼ $1,703,444
Investments Other Securities$475,599$374,600▼ $100,999
Land, Buildings, and Equipment, Net$238,546$205,675▼ $32,871
Pledges and Grants Receivable$25,000$122,875▲ $97,875
Prepaid Expenses and Deferred Charges$55,830$58,050▲ $2,220
Accounts Receivable$2,691$29,631▲ $26,940
Total Assets$44,618,657$37,744,582▼ $6,874,075
Other Assets Total$598,193$505,776▼ $92,417
Liabilities
Other Liabilities$6,565,872$5,575,481▼ $990,391
Deferred Revenue$242,963--
Grants Payable$167,634$152,741▼ $14,893
Accounts Payable and Accrued Expenses$20,765$22,452▲ $1,687
Total Liabilities$6,997,234$5,750,674▼ $1,246,560
Net Assets / Fund Balance
Net Assets With Donor Restrictions$35,806,972$30,154,760▼ $5,652,212
Net Assets Without Donor Restrictions$1,814,451$1,839,148▲ $24,697
Total Net Assets Fund Balance$37,621,423$31,993,908▼ $5,627,515
Total Liabilities and Net Assets / Fund Balance$44,618,657$37,744,582▼ $6,874,075

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$143,840$47,231$191,071
Equipment$61,835$86,799$148,634

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$32,736,777$604,663▼ $3,905,666-$28,278,734
2020$26,616,144$739,092▲ $6,461,468-$32,736,777
2019$26,902,986$997,665▼ $237,966-$26,616,144
2018$26,501,494$390,821▲ $1,454,945-$26,902,986
2017$25,196,690$452,835▲ $1,765,133-$26,501,494
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Linda YoderExecutive DiFT$92,454$92,454

Board Members and Trustees

NameTitle
Dr Jim WhiteChair
Beth StyersDirector
Jack JordanDirector
Jennifer HurfordDirector
Joan HuntDirector
John Small JrDirector
Kevin BergerDirector
Kevin BoyerDirector
Martin OosterbaanDirector
Adam LukenbillLegal Counci
Mark FeldmanSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$1,616,733
Program Service Revenue
$512,220
Investment Income
$5,227,425
Other Revenue
$103,935
All Other Contributions
$1,616,733
Change in Net Assets
$3,650,865

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 Traded4$252,490Avg High/low Date of Gift
Other Non Cash Contri Table1$1,273Fair Value
Total Noncash Contributions5$253,763-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,965,361
Revenue Not Reported on Financial Statements
$-505,048
Revenue Not Reported on Form 990
$-10,174,469
Other Revenue Adjustments
$-638,085
Total Revenue per Audited Statements
$-2,209,108
Total Revenue per Form 990
$7,460,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,571,446
Other Expenses$965,799
Salaries, Compensation, and Employee Benefits$272,203
Total Fundraising Expense$120,963
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,259,120--$2,259,120
Fees for Services Management$512,220--$512,220
Grants to Domestic Individuals$312,326--$312,326
Other Salaries and Wages$56,279$84,095$27,816$168,190
Fees for Service Investment Mgmnt Fees$44,341$66,519$22,177$133,037
Occupancy$38,633$57,950$19,316$115,899
Current Officers, Directors, Trustees, and Key Employees$21,302$32,276$10,974$64,552
Fees for Services Accounting$19,972$29,958$9,985$59,915
Office Expenses$17,628$26,441$8,812$52,881
Depreciation Depletion$14,957$22,436$7,478$44,871
Other Employee Benefits$7,169$10,754$3,585$21,508
Payroll Taxes$5,984$8,977$2,992$17,953
Insurance$5,208$7,813$2,604$15,625
Conferences and Meetings$3,017$4,526$1,509$9,052
Other Expenses$552$828$275$1,655
All Other Expenses$499$750$249$1,498
Total Functional Expenses$3,325,589$362,896$120,963$3,809,448

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,809,448
Expenses per Audited Statements$3,418,407
Total Expenses per Audited Statements$3,418,407
Expenses Not Reported on Financial Statements$391,041
Other Expense Adjustments$258,004
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
THE FOUNDATION OF ST JOSEPH'SSouth Bend, IN501c3Operations$109,259
Marshall County Historical SocietyPlymouth, IN501c3Operations$57,274
City of PlymouthPlymouth, INGovParks Operations$44,531
The Rees Theatre ProjectPlymouth, IN501c3Led Display Screen$40,000
Bremen Dollars for ScholarsBreman, IN501c3Operations$38,302
Bremen Public SchoolsBremen, INGovSafety/ada$30,000
Argos Dollars for ScholarsArgos, IN501c3Operations$27,825
United Way of Marshall CountyPlymouth, IN501c3Operations$27,303
Marshall County Crossroads RegionalPlymouth, IN501c3Blue Zones$25,000
Bremen Community CaresBremen, IN501c3Chair Lift$20,000
Marshall County Parks & RecreationPlymouth, INGovNature Feature$17,297
Potawatomi Park IncBremen, IN501c3Operations/equip$15,308
Lasalle Council Boy Scouts ofSouth Bend, IN501c3Operations$14,003
First United Methodist ChurchPlymouth, IN501c3Operations$11,933
DAVID'S COURAGEPlymouth, IN501c3Operations$11,158
Culver Park & Recreation DeptCulver, IN501c3Fitness$10,000
Beacon Health FoundationSouth Bend, IN501c3Annual Support$8,786
Wythougan Valley PreservationPlymouth, IN-Historic Marker$8,756
Plymouth High School DebatePlymouth, INGovAnnual Distribution$7,131
Franklin CollegeFranklin, IN501c3Operations$6,870
Center for Hospice & PalliativeMishawaka, IN501c3Operations$6,745
Bremen High School AthleticsBremen, IN501c3Operations$6,711
Blessings in a BackpackLouisville, KY501c3Operations$6,600
Servants at Work IncIndianapolis, IN501c3Wheelchair Ramps$6,200
Bremen Little League Baseball IncBremen, IN501c3Field Renovations$6,000
Holy Family Foundation forMonterey, IN501c3Operations$5,816
Cultivate Food RescueSouth Bend, IN501c3Operations$5,733
First United Church of ChristBreman, IN501c3Operations$5,168
St Michael Catholic ChurchPlymouth, IN501c3Operations$5,007
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$5,343,338
Amounts Held in Charitable Trust$216,998
Liability Under Unitrust Agreement$15,145
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
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
2680 MILLER DR SUITE 120, PLYMOUTH, IN 46563-8186

Signing Officer

Name
Linda Yoder
Title
Executive Director
Phone
5749355159
Signed
2023-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Jim White
Formed
1991
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
9
Volunteers
35

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 - 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

“Change in value of split-interest agreements 35,242 agency fund revenue 638,085 agency fund expenses 258,004 total 931,331”

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 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 2D

“Change in value of split-interest agreements 35,242”

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

“Agency fund revenue -638,085”

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

“Agency fund expenses 258,004”

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/OtherExpensesGrp/Desc0DUES & MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc1DONOR DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt01411
IRS990/OtherExpensesGrp/FundraisingAmt11320
IRS990/OtherExpensesGrp/FundraisingAmt2460
IRS990/OtherExpensesGrp/FundraisingAmt3275
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04234
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13959
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21380
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3828
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IRS990/OtherExpensesGrp/ProgramServicesAmt2920
IRS990/OtherExpensesGrp/ProgramServicesAmt3552
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IRS990/OtherExpensesGrp/TotalAmt17918
IRS990/OtherExpensesGrp/TotalAmt22760
IRS990/OtherExpensesGrp/TotalAmt31655
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08977
IRS990/PayrollTaxesGrp/ProgramServicesAmt05984
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0512220
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IRS990/PYOtherExpensesAmt0685092
IRS990/PYOtherRevenueAmt0112596
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IRS990/PYRevenuesLessExpensesAmt02294989
IRS990/PYSalariesCompEmpBnftPaidAmt0248113
IRS990/PYTotalExpensesAmt02039009
IRS990/PYTotalRevenueAmt04333998
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/RegularMonitoringEnfrcInd0true
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IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 329,127
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt026902986

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,744,582
Liabilities
$5,750,674
Net assets
$31,993,908
Revenue
$7,460,313
Expenses
$3,809,448
Net income
$3,650,865
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