Civic Intelligence

Montgomery County Community Foundation Inc.

990 • Fiscal year 2013 • EIN 35-1836315

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 05, 2014

Organization ProfileWWW.MCCF-IN.ORG
PO Box 33447933

(765) 362-1267

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.06x

Higher debt load relative to assets than 23% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

76th percentile

1.00x

Higher debt load relative to revenue than 76% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

11th percentile

$90,175

Higher top officer pay than 11% of similar nonprofits.

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

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$38,194,030

Up $3,619,204 (+10%) from 2012

Net Assets

Up

$35,933,267

Up $3,423,470 (+11%) from 2012

Liabilities

Up

$2,260,763

Up $195,734 (+9.5%) from 2012

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin74th percentile

Revenue

$2,266,735

No earlier filing loaded for comparison.

Expenses

Up

$1,877,792

Up $343,193 (+22%) from 2012

Net Income

$388,943

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$80M$60M$40M$20M$0Assets 2010: $32,479,968Liabilities 2010: $1,993,142Net Assets 2010: $30,486,8262010Assets 2011: $31,535,804Liabilities 2011: $1,908,851Net Assets 2011: $29,626,9532011Assets 2012: $34,574,826Liabilities 2012: $2,065,029Net Assets 2012: $32,509,7972012Assets 2013: $38,194,030Liabilities 2013: $2,260,763Net Assets 2013: $35,933,2672013Assets 2014: $39,094,847Liabilities 2014: $2,367,146Net Assets 2014: $36,727,7012014Assets 2015: $38,240,813Liabilities 2015: $2,180,855Net Assets 2015: $36,059,9582015Assets 2016: $43,293,983Liabilities 2016: $2,357,286Net Assets 2016: $40,936,6972016Assets 2017: $48,505,449Liabilities 2017: $2,556,167Net Assets 2017: $45,949,2822017Assets 2018: $46,797,426Liabilities 2018: $2,464,413Net Assets 2018: $44,333,0132018Assets 2019: $53,242,098Liabilities 2019: $2,837,208Net Assets 2019: $50,404,8902019Assets 2020: $59,744,159Liabilities 2020: $3,087,033Net Assets 2020: $56,657,1262020Assets 2021: $67,688,215Liabilities 2021: $3,357,144Net Assets 2021: $64,331,0712021Assets 2022: $60,560,134Liabilities 2022: $2,767,890Net Assets 2022: $57,792,2442022Assets 2023: $69,217,834Liabilities 2023: $3,142,171Net Assets 2023: $66,075,6632023Assets 2024: $70,857,582Liabilities 2024: $2,757,324Net Assets 2024: $68,100,2582024

Highlighted filing

2013

Assets$38,194,030
Liabilities$2,260,763
Net Assets$35,933,267
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $1,335,8372010Expenses 2011: $1,226,5252011Expenses 2012: $1,534,5992012Revenue 2013: $2,266,735Expenses 2013: $1,877,792Net Income 2013: $388,9432013Revenue 2014: $2,696,758Expenses 2014: $1,516,468Net Income 2014: $1,180,2902014Revenue 2015: $3,653,442Expenses 2015: $1,287,869Net Income 2015: $2,365,5732015Revenue 2016: $2,041,467Expenses 2016: $1,372,683Net Income 2016: $668,7842016Revenue 2017: $4,868,662Expenses 2017: $1,417,808Net Income 2017: $3,450,8542017Revenue 2018: $4,354,135Expenses 2018: $1,505,233Net Income 2018: $2,848,9022018Revenue 2019: $3,225,568Expenses 2019: $1,995,960Net Income 2019: $1,229,6082019Revenue 2020: $4,955,858Expenses 2020: $2,448,107Net Income 2020: $2,507,7512020Revenue 2021: $7,439,139Expenses 2021: $2,382,875Net Income 2021: $5,056,2642021Revenue 2022: $6,103,160Expenses 2022: $2,359,450Net Income 2022: $3,743,7102022Revenue 2023: $4,840,684Expenses 2023: $4,069,801Net Income 2023: $770,8832023Revenue 2024: $7,404,349Expenses 2024: $4,249,954Net Income 2024: $3,154,3952024

Highlighted filing

2013

Revenue$2,266,735
Expenses$1,877,792
Net Income$388,943
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 5, 2014
Return Version
2013v3.1
Gross Receipts
$4,956,659
Mission and Program Overview

Mission

To administer funds to provide grants to various organizations in the montgomery county community and to help foster and promote public, charitable, arts, culture, and educational activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,154,396$34,216,553▲ $5,062,157
Land, Buildings, and Equipment, Net$2,221,267$2,227,213▲ $5,946
Savings and Temporary Cash Investments$2,394,138$1,252,970▼ $1,141,168
Cash and Non-Interest-Bearing Accounts$477,509$338,523▼ $138,986
Prepaid Expenses and Deferred Charges$9,866$7,498▼ $2,368
Pledges and Grants Receivable$13,950$6,500▼ $7,450
Accounts Receivable$219$494▲ $275
Total Assets$34,574,826$38,194,030▲ $3,619,204
Other Assets Total$303,481$144,279▼ $159,202
Liabilities
Other Liabilities$2,055,965$2,234,373▲ $178,408
Grants Payable-$18,650-
Accounts Payable and Accrued Expenses$9,064$7,740▼ $1,324
Total Liabilities$2,065,029$2,260,763▲ $195,734
Net Assets / Fund Balance
Unrestricted Net Assets$24,439,437$26,979,239▲ $2,539,802
Permanently Rstr Net Assets$5,088,989$5,089,464▲ $475
Temporarily Rstr Net Assets$2,981,371$3,864,564▲ $883,193
Total Net Assets Fund Balance$32,509,797$35,933,267▲ $3,423,470
Total Liabilities and Net Assets / Fund Balance$34,574,826$38,194,030▲ $3,619,204

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,831$68,737$85,568
Leasehold Improvements$44,098$74,112$39,446
Land$2,166,284--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$31,592,872$241,832▲ $4,452,548$479,630$35,076,664
2012$30,417,546$371,230▲ $3,500,303$64,447$31,592,872
2011$31,434,979$102,104▲ $173,708$516,735$30,417,546
2010$28,534,064$813,073▲ $3,449,552$432,262$31,434,979
2009$23,097,460$1,072,926▲ $5,082,634$87,706$28,534,064
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly TaylorExecutive DiFT$87,548$2,627$90,175

Board Members and Trustees

NameTitle
Steve MclaughlinPresident
Amy CooperDirector
Anita RuparDirector
Janet RuckerDirector
John TiddDirector
Larry GriffithDirector
Mike MitchellDirector
Nancy SennettDirector
SHARON O'DELL-KEEDYDirector
Sheridan HadleyDirector
Tom UtleyDirector
Tony CosenzaDirector
Heather DennisonSecretary
Dale PetrieTreasurer
Tom MellishVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$920,961
Program Service Revenue
$15,903
Investment Income
$1,176,258
Other Revenue
$153,613
All Other Contributions
$920,961
Change in Net Assets
$388,943

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,110,501
Revenue Not Reported on Financial Statements
$156,234
Revenue Not Reported on Form 990
$3,199,090
Other Revenue Adjustments
$156,234
Total Revenue per Audited Statements
$5,309,591
Total Revenue per Form 990
$2,266,735
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,450,000
Salaries, Compensation, and Employee Benefits$277,766
Other Expenses$150,026
Total Fundraising Expense$119,812
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,207,350--$1,207,350
Grants to Domestic Individuals$242,650--$242,650
Other Salaries and Wages$18,288$85,021$43,308$146,617
Current Officers, Directors, Trustees, and Key Employees$17,510$35,019$35,019$87,548
Occupancy-$37,044-$37,044
Other Employee Benefits$7,242$7,863$11,050$26,155
Office Expenses-$19,256$3,278$22,534
Payroll Taxes$2,589$9,074$5,783$17,446
Depreciation Depletion-$12,369$1,217$13,586
Travel--$11,812$11,812
Fees for Services Accounting-$11,200-$11,200
Fees for Services Management-$8,897-$8,897
Advertising-$8,433-$8,433
Fees for Services Other-$5,720-$5,720
Insurance-$2,053-$2,053
Other Expenses-$2,000$6,140$2,000
All Other Expenses-$1,200-$1,200
Fees for Services Legal-$405-$405
Total Functional Expenses$1,495,629$262,351$119,812$1,877,792

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,886,121
Total Expenses per Audited Statements$1,886,121
Total Expenses per Form 990$1,877,792
Expenses Not Reported on Financial Statements$-8,329
Other Expense Adjustments$-8,329
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
27-1198512-501c3New Facility$734,827
35-2015109-501c3Painting Restoration$51,000
51-0155629--General Support$44,680
35-1097895-501c3General Support$36,579
35-6007302-501c3General Support$32,600
64-1408027-501c3Clock Repair/gen Sup$31,425
35-1579739-501c3General Support$27,800
35-1173225-501c3General Support$27,000
35-1272759--Teen Court/casa$24,829
35-1754356-501c3Teacher Grants$21,300
23-6393377--General Support$20,520
51-0146700--Septic System$20,000
35-6000994--Match for New Vans$18,000
35-1890723-501c3General Support$17,500
41-2239438-501c3Window Replacements$15,621
35-1462856-501c3General Support$13,500
35-1163165-501c3New Flooring$11,800
56-0889168--Pass Through Grant$10,000
23-7365322--Roof Repairs/gen Sup$9,500
35-1118169-501c3Health and Welfare$8,500
35-1117221-501c3Health and Welfare$8,000
27-0833289--General Support$7,300
35-1831872-501c3Baby Items and Needs$5,950
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
Amounts Held in Agency Endowments$1,727,166
Agency Trust Funds$507,207
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
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 990 is reviewed and signed by the board president. In addition, the 990 is reviewed by the board treasurer.”

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

“Disclosure statements are kept on file. Board members are reminded at board meetings to disclose and abstain from voting on issues for which a conflict exists.”

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

“The board of directors approves raises for the executive director and staff by considering many factors including performance and comparable salary ranges from similar organizations. The executive director and the staff are the only paid employees.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

EIN
35-1836315
Phone
7653621267

Signing Officer

Name
Steve Mclaughlin
Title
President
Phone
7653621267
Signed
2014-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Mclaughlin
Formed
1991
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
6
Volunteers
45

Preparer

Preparer
Patrick W Burkey
Phone
7652847554
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Agency fund revenues -224,385 warren trust revenues 29,473 farm rental expenses included in revenue 38,678 agency fund expenses 52,900 farm expenses included in revenue -38,678 warren trust expenses -22,551”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation's endowment funds are intended to provide a permanent and growing endowment to benefit communities, while providing ethical philanthropic leadership for the enrichment and assistance to human services, education, revitalization, social, art, and cultural endeavors.”

Schedule D, Page 3, Part X

“The foundation follows the income tax topic of the fasb asc. The foundation now 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 2010, 2011, and 2012 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 revenues 224,385 warren trust revenues -29,473 farm rental expenses included in revenue -38,678”

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

“Agency fund expenses 52,900 farm expenses included in revenue -38,678 warren trust expenses -22,551”

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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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IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE MONTGOMERY COUNTY COMMUNITY FOUNDATION (MCCF) IS OPERATED IN ALL ASPECTS AS A PUBLIC FOUNDATION. MCCF'S SOURCES OF SUPPORT, AS WELL AS ITS ONGOING PROGRAMMING, REINFORCE ITS STATUS AS A PUBLIC ENTITY. SINCE IT WAS FOUNDED IN 1991, MCCF HAS MAINTAINED AN ONGOING AND ACTIVE PROGRAM OF SOLICITATION THROUGHOUT THE COMMUNITY (THE FOUNDATION IS GEOGRAPHICALLY LIMITED TO THE BORDERS OF MONTGOMERY COUNTY, INDIANA) FOR FINANCIAL SUPPORT. MONTGOMERY COUNTY IS HOME TO APPROXIMATELY 15,000 HOUSEHOLDS, AND MCCF ATTEMPTS TO REACH EACH OF THOSE HOUSEHOLDS TO THE MAXIMUM EXTENT POSSIBLE. PLEASE CONSIDER THE FOLLOWING: -MCCF SENDS AN ANNUAL MAILING TO SOLICIT MEMBERSHIP (WHICH DOES NOT BENEFIT THE MEMBER IN ANY MATERIAL WAY) IN ORDER TO ATTRACT NEW MEMBERS AND MAINTAIN CURRENT MEMBERSHIP. -MCCF REGULARLY SENDS OTHER MAILINGS WITH THE PURPOSE OF RAISING FUNDS FROM THE FOUNDATION'S BROAD BASE OF SUPPORT. -MCCF PUBLICIZES THE PUBLIC NATURE OF ITS ACTIVITIES IN THE LOCAL NEWSPAPER, INCLUDING THE AVAILABILITY OF SCHOLARSHIPS AND GRANTS. -MCCF'S ANNUAL MEETING IS OPEN TO ALL, AND THE FINANCIAL RECORDS ARE OPEN TO INSPECTION BY ANY INTERESTED PARTY. -MCCF PARTICIPATES IN LOCAL EXHIBITIONS AND ACTIVITIES TO RAISE AWARENESS OF THE FOUNDATION WITHIN THE COMMUNITY AND TO ATTRACT NEW DONORS. -FOUNDATION STAFF AND BOARD MEMBERS REGULARLY SPEAK TO PUBLIC ORGANIZATIONS TO RAISE AWARENESS AND ATTRACT NEW DONORS. -WHENEVER POSSIBLE, MCCF SPONSORS WORKSHOPS AND EVENTS OF BENEFIT TO INDIVIDUALS, PROFESSIONALS AND/OR TO THE NONPROFIT COMMUNITY. -THE ENDOWMENT INCOME GENERATED BY THE INDIVIDUAL FUNDS THAT COMPRISE MCCF ORIGINATES FROM A WIDE RANGE OF ORIGINAL SOURCES. TO DATE, MCCF HOLDS OVER 100 INDIVIDUAL FUNDS REPRESENTING NEW GIFTS, BEQUESTS, SUCCESSOR TRUSTEESHIPS, AND SOME PASS-THROUGH FUNDS. FUND DONORS ARE A DIVERSE GROUP, MIRRORING THE SOCIOECONOMIC PROFILE OF THE LARGER COMMUNITY. -MCCF HAS MADE A DELIBERATE EFFORT TO MAKE FUND DONATIONS MORE ACCESSIBLE TO EVERYONE IN THE COMMUNITY THROUGH A PLAN THAT PERMITS THE DONOR TO BUILD THE PRINCIPAL AMOUNT OF A CHARITABLE FUND OVER TIME. -MCCF'S LARGEST SINGLE GIFTS TO DATE HAVE COME THROUGH BEQUESTS WHICH HAVE BEEN NEITHER ACTIVELY SOLICITED NOR ANTICIPATED BY THE FOUNDATION'S STAFF OR BOARD OF DIRECTORS. AS A RULE, THE FOUNDATION'S GROWTH HAS BEEN A DIRECT RESULT OF MANY SMALLER GIFTS AND THE MATCHING FUNDS THAT THOSE GIFTS HAVE ATTRACTED FROM THE LILLY ENDOWMENT, INC. AND OTHER FUNDING SOURCES. IN 2013, THE FOUNDATION'S SUPPORT WAS MADE UP OF 920,961 IN CHARITABLE CONTRIBUTIONS REPRESENTING 930 CORPORATE AND INDIVIDUAL DONORS, 484 OF WHICH WERE NEW DONORS TO THE FOUNDATION. THIS SUPPORT WAS COMPRISED OF 1,571 DISTINCT GIFTS. CHARITABLE CONTRIBUTIONS ARE ACTIVELY SOLICITED FROM DONORS THROUGHOUT THE YEAR USING VARIOUS METHODS OF DONOR DEVELOPMENT ACTIVITIES. IN ADDITION TO BROAD-BASED FINANCIAL SUPPORT, MCCF IS EXTREMELY ACTIVE IN COMMUNITY OUTREACH. OUR PROGRAM OF GRANTMAKING IS DESIGNED TO TOUCH EVERY INDIVIDUAL LIVING IN MONTGOMERY COUNTY TO AT LEAST SOME EXTENT. MAJOR FINANCIAL SUPPORT IS DIRECTED TO SCHOLARSHIP AWARDS, EDUCATIONAL PROGRAMS, HUMAN SERVICES, HISTORIC PRESERVATION, CULTURAL ENRICHMENT, YOUTH ACTIVITIES, PUBLIC HEALTH, AND COMMUNITY DEVELOPMENT. MCCF'S BOARD OF DIRECTORS REPRESENTS A CROSS-SECTION OF THE MONTGOMERY COUNTY COMMUNITY. THE BOARD BRINGS TOGETHER INDIVIDUALS WITH DIFFERENT SOCIOECONOMIC PROFILES, INTERESTS, PROFESSIONAL/CAREER AFFILIATIONS, AND VIEWPOINTS. NONE OF THE BOARD MEMBERS IS RELATED TO THE STAFF OR TO ANY OTHER MEMBER OF THE BOARD. TERM LIMITS ARE IMPOSED TO ENSURE THAT NO MEMBER BECOMES A FIXTURE AT MCCF. TO FURTHER EXPAND MCCF'S OUTREACH, NON-BOARD VOLUNTEERS FROM THE COMMUNITY ARE INVITED TO PARTICIPATE ON MCCF COMMITTEES. THE FOUNDATION RECEIVED THREE ESTATE GIFTS IN 2009 AND 2010 REPRESENTING 986,208 IN CONTRIBUTIONS. THESE GIFTS SIGNIFICANTLY EXCEED THE 2% TEST AND HAVE NOTICABLE IMPACT ON THE PUBLIC SUPPORT PERCENTAGE. THE SIZE OF THE TWO ESTATE GIFTS ARE NOT
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0MISCELLANEOUS 20,290
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt1THE MONTGOMERY COUNTY COMMUNITY FOUNDATION (MCCF) IS OPERATED IN ALL ASPECTS AS A PUBLIC FOUNDATION. MCCF'S SOURCES OF SUPPORT, AS WELL AS ITS ONGOING PROGRAMMING, REINFORCE ITS STATUS AS A PUBLIC ENTITY. SINCE IT WAS FOUNDED IN 1991, MCCF HAS MAINTAINED AN ONGOING AND ACTIVE PROGRAM OF SOLICITATION THROUGHOUT THE COMMUNITY (THE FOUNDATION IS GEOGRAPHICALLY LIMITED TO THE BORDERS OF MONTGOMERY COUNTY, INDIANA) FOR FINANCIAL SUPPORT. MONTGOMERY COUNTY IS HOME TO APPROXIMATELY 15,000 HOUSEHOLDS, AND MCCF ATTEMPTS TO REACH EACH OF THOSE HOUSEHOLDS TO THE MAXIMUM EXTENT POSSIBLE. PLEASE CONSIDER THE FOLLOWING: -MCCF SENDS AN ANNUAL MAILING TO SOLICIT MEMBERSHIP (WHICH DOES NOT BENEFIT THE MEMBER IN ANY MATERIAL WAY) IN ORDER TO ATTRACT NEW MEMBERS AND MAINTAIN CURRENT MEMBERSHIP. -MCCF REGULARLY SENDS OTHER MAILINGS WITH THE PURPOSE OF RAISING FUNDS FROM THE FOUNDATION'S BROAD BASE OF SUPPORT. -MCCF PUBLICIZES THE PUBLIC NATURE OF ITS ACTIVITIES IN THE LOCAL NEWSPAPER, INCLUDING THE AVAILABILITY OF SCHOLARSHIPS AND GRANTS. -MCCF'S ANNUAL MEETING IS OPEN TO ALL, AND THE FINANCIAL RECORDS ARE OPEN TO INSPECTION BY ANY INTERESTED PARTY. -MCCF PARTICIPATES IN LOCAL EXHIBITIONS AND ACTIVITIES TO RAISE AWARENESS OF THE FOUNDATION WITHIN THE COMMUNITY AND TO ATTRACT NEW DONORS. -FOUNDATION STAFF AND BOARD MEMBERS REGULARLY SPEAK TO PUBLIC ORGANIZATIONS TO RAISE AWARENESS AND ATTRACT NEW DONORS. -WHENEVER POSSIBLE, MCCF SPONSORS WORKSHOPS AND EVENTS OF BENEFIT TO INDIVIDUALS, PROFESSIONALS AND/OR TO THE NONPROFIT COMMUNITY. -THE ENDOWMENT INCOME GENERATED BY THE INDIVIDUAL FUNDS THAT COMPRISE MCCF ORIGINATES FROM A WIDE RANGE OF ORIGINAL SOURCES. TO DATE, MCCF HOLDS OVER 100 INDIVIDUAL FUNDS REPRESENTING NEW GIFTS, BEQUESTS, SUCCESSOR TRUSTEESHIPS, AND SOME PASS-THROUGH FUNDS. FUND DONORS ARE A DIVERSE GROUP, MIRRORING THE SOCIOECONOMIC PROFILE OF THE LARGER COMMUNITY. -MCCF HAS MADE A DELIBERATE EFFORT TO MAKE FUND DONATIONS MORE ACCESSIBLE TO EVERYONE IN THE COMMUNITY THROUGH A PLAN THAT PERMITS THE DONOR TO BUILD THE PRINCIPAL AMOUNT OF A CHARITABLE FUND OVER TIME. -MCCF'S LARGEST SINGLE GIFTS TO DATE HAVE COME THROUGH BEQUESTS WHICH HAVE BEEN NEITHER ACTIVELY SOLICITED NOR ANTICIPATED BY THE FOUNDATION'S STAFF OR BOARD OF DIRECTORS. AS A RULE, THE FOUNDATION'S GROWTH HAS BEEN A DIRECT RESULT OF MANY SMALLER GIFTS AND THE MATCHING FUNDS THAT THOSE GIFTS HAVE ATTRACTED FROM THE LILLY ENDOWMENT, INC. AND OTHER FUNDING SOURCES. IN 2013, THE FOUNDATION'S SUPPORT WAS MADE UP OF 920,961 IN CHARITABLE CONTRIBUTIONS REPRESENTING 930 CORPORATE AND INDIVIDUAL DONORS, 484 OF WHICH WERE NEW DONORS TO THE FOUNDATION. THIS SUPPORT WAS COMPRISED OF 1,571 DISTINCT GIFTS. CHARITABLE CONTRIBUTIONS ARE ACTIVELY SOLICITED FROM DONORS THROUGHOUT THE YEAR USING VARIOUS METHODS OF DONOR DEVELOPMENT ACTIVITIES. IN ADDITION TO BROAD-BASED FINANCIAL SUPPORT, MCCF IS EXTREMELY ACTIVE IN COMMUNITY OUTREACH. OUR PROGRAM OF GRANTMAKING IS DESIGNED TO TOUCH EVERY INDIVIDUAL LIVING IN MONTGOMERY COUNTY TO AT LEAST SOME EXTENT. MAJOR FINANCIAL SUPPORT IS DIRECTED TO SCHOLARSHIP AWARDS, EDUCATIONAL PROGRAMS, HUMAN SERVICES, HISTORIC PRESERVATION, CULTURAL ENRICHMENT, YOUTH ACTIVITIES, PUBLIC HEALTH, AND COMMUNITY DEVELOPMENT. MCCF'S BOARD OF DIRECTORS REPRESENTS A CROSS-SECTION OF THE MONTGOMERY COUNTY COMMUNITY. THE BOARD BRINGS TOGETHER INDIVIDUALS WITH DIFFERENT SOCIOECONOMIC PROFILES, INTERESTS, PROFESSIONAL/CAREER AFFILIATIONS, AND VIEWPOINTS. NONE OF THE BOARD MEMBERS IS RELATED TO THE STAFF OR TO ANY OTHER MEMBER OF THE BOARD. TERM LIMITS ARE IMPOSED TO ENSURE THAT NO MEMBER BECOMES A FIXTURE AT MCCF. TO FURTHER EXPAND MCCF'S OUTREACH, NON-BOARD VOLUNTEERS FROM THE COMMUNITY ARE INVITED TO PARTICIPATE ON MCCF COMMITTEES. THE FOUNDATION RECEIVED THREE ESTATE GIFTS IN 2009 AND 2010 REPRESENTING 986,208 IN CONTRIBUTIONS. THESE GIFTS SIGNIFICANTLY EXCEED THE 2% TEST AND HAVE NOTICABLE IMPACT ON THE PUBLIC SUPPORT PERCENTAGE. THE SIZE OF THE TWO ESTATE GIFTS ARE NOT
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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,194,030
Liabilities
$2,260,763
Net assets
$35,933,267
Revenue
$2,266,735
Expenses
$1,877,792
Net income
$388,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.9$2.76$68.1$7.40$4.25$3.15
2023Detailed filing. Detailed filing data is available for this year.$69.2$3.14$66.1$4.84$4.07$0.77
2022Detailed filing. Detailed filing data is available for this year.$60.6$2.77$57.8$6.10$2.36$3.74
2021Detailed filing. Detailed filing data is available for this year.$67.7$3.36$64.3$7.44$2.38$5.06
2020Detailed filing. Detailed filing data is available for this year.$59.7$3.09$56.7$4.96$2.45$2.51
2019Detailed filing. Detailed filing data is available for this year.$53.2$2.84$50.4$3.23$2.00$1.23
2018Detailed filing. Detailed filing data is available for this year.$46.8$2.46$44.3$4.35$1.51$2.85
2017Detailed filing. Detailed filing data is available for this year.$48.5$2.56$45.9$4.87$1.42$3.45
2016Detailed filing. Detailed filing data is available for this year.$43.3$2.36$40.9$2.04$1.37$0.67
2015Detailed filing. Detailed filing data is available for this year.$38.2$2.18$36.1$3.65$1.29$2.37
2014Detailed filing. Detailed filing data is available for this year.$39.1$2.37$36.7$2.70$1.52$1.18
2013Detailed filing. Detailed filing data is available for this year.$38.2$2.26$35.9$2.27$1.88$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.6$2.07$32.5$1.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.5$1.91$29.6$1.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$1.99$30.5$1.34