Civic Intelligence

Montgomery County Community Foundation Inc.

990 • Fiscal year 2014 • EIN 35-1836315

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 21, 2015

Organization ProfileWWW.MCCF-IN.ORG
PO Box 334Crawfordsville, IN 47933

(765) 362-1267

Siviq Scores

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

Liabilities / Assets

24th percentile

0.06x

Higher debt load relative to assets than 24% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.88x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

10th percentile

$90,139

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

41st percentile

2.4%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

19%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$39,094,847

Up $900,817 (+2.4%) from 2013

Net Assets

Up

$36,727,701

Up $794,434 (+2.2%) from 2013

Liabilities

Up

$2,367,146

Up $106,383 (+4.7%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin89th percentile

Revenue

Up

$2,696,758

Up $430,023 (+19%) from 2013

Expenses

Down

$1,516,468

Down $361,324 (-19%) from 2013

Net Income

Up

$1,180,290

Up $791,347 (+203%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2014

Assets$39,094,847
Liabilities$2,367,146
Net Assets$36,727,701
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

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

2014

Revenue$2,696,758
Expenses$1,516,468
Net Income$1,180,290
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 21, 2015
Return Version
2014v5.0
Gross Receipts
$7,656,527
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$34,216,553$34,488,443▲ $271,890
Land, Buildings, and Equipment, Net$2,227,213$2,244,754▲ $17,541
Savings and Temporary Cash Investments$1,252,970$1,861,938▲ $608,968
Cash and Non-Interest-Bearing Accounts$338,523$297,762▼ $40,761
Prepaid Expenses and Deferred Charges$7,498$6,936▼ $562
Accounts Receivable$494$218▼ $276
Pledges and Grants Receivable$6,500$50▼ $6,450
Total Assets$38,194,030$39,094,847▲ $900,817
Other Assets Total$144,279$194,746▲ $50,467
Liabilities
Other Liabilities$2,234,373$2,251,041▲ $16,668
Deferred Revenue-$95,412-
Grants Payable$18,650$12,500▼ $6,150
Accounts Payable and Accrued Expenses$7,740$8,193▲ $453
Total Liabilities$2,260,763$2,367,146▲ $106,383
Net Assets / Fund Balance
Unrestricted Net Assets$26,979,239$27,993,744▲ $1,014,505
Permanently Rstr Net Assets$5,089,464$5,090,579▲ $1,115
Temporarily Rstr Net Assets$3,864,564$3,643,378▼ $221,186
Total Net Assets Fund Balance$35,933,267$36,727,701▲ $794,434
Total Liabilities and Net Assets / Fund Balance$38,194,030$39,094,847▲ $900,817

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,846$76,621$91,467
Leasehold Improvements$29,128$8,112$37,240
Land$2,200,780--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$35,076,664$957,250▲ $1,259,269$200,308$36,027,565
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
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly TaylorExecutive DiFT$87,353$2,786$90,139

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,114,037
Program Service Revenue
$25,972
Investment Income
$1,411,722
Other Revenue
$145,027
All Other Contributions
$1,114,037
Change in Net Assets
$1,180,290

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$149,024Avg High/low Date of Gift
Other Non Cash Contri Table1$3,937Value of Grain
Total Noncash Contributions9$152,961-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,705,803
Revenue Not Reported on Financial Statements
$-9,045
Revenue Not Reported on Form 990
$-391,948
Other Revenue Adjustments
$-9,045
Total Revenue per Audited Statements
$2,313,855
Total Revenue per Form 990
$2,696,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,089,760
Salaries, Compensation, and Employee Benefits$288,930
Other Expenses$137,778
Total Fundraising Expense$118,114
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$819,210--$819,210
Grants to Domestic Individuals$270,550--$270,550
Other Salaries and Wages$19,401$89,517$45,417$154,335
Current Officers, Directors, Trustees, and Key Employees$17,471$34,941$34,941$87,353
Occupancy-$36,499-$36,499
Other Employee Benefits$8,130$8,709$12,402$29,241
Office Expenses-$16,910$4,724$21,634
Payroll Taxes$2,664$9,408$5,929$18,001
Depreciation Depletion-$13,328$671$13,999
Fees for Services Accounting-$11,250-$11,250
Fees for Services Management-$8,862-$8,862
Advertising-$5,094-$5,094
Travel--$4,631$4,631
Fees for Services Other-$3,940-$3,940
Insurance-$2,558-$2,558
Other Expenses-$1,996$7,093$1,996
Fees for Services Legal-$523-$523
All Other Expenses-$302-$302
Total Functional Expenses$1,137,426$260,928$118,114$1,516,468

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,519,421
Total Expenses per Audited Statements$1,519,421
Total Expenses per Form 990$1,516,468
Expenses Not Reported on Financial Statements$-2,953
Other Expense Adjustments$-2,953
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montgomery County Free ClinicCrawfordsville, IN501c3New Facility$277,337
Cultural FoundationCrawfordsville, IN501c3General Support$66,490
Youth Service BureauCrawfordsville, IN501c3Teen Court/casa$60,707
New Market Volunteeer Fire DeptNew Market, IN501c3New Fire Station$60,000
Boys and Girls ClubCrawfordsville, IN501c3General Support$40,100
Crawfordsville Community School CorCrawfordsville, INGovGeneral Support$35,830
Montgomery Co Historical SocietyCrawfordsville, IN501c3General Support$34,100
Montgomery County United FundCrawfordsville, IN501c3General Support$32,234
Crawfordsville Main StreetCrawfordsville, IN501c3Rep/ Pergola/light$25,000
Montgomery Co Educational FoundCrawfordsville, IN501c3Teacher Grants$23,900
Animal Welfare League of MontgomeryCrawfordsville, IN501c3General Support$21,130
Darlington Forever IncDarlington, IN501c3Consulting Fees Cdbg$12,970
FishCrawfordsville, IN501c3Supp. for Needy$12,500
Abilities Services IncCrawfordsville, IN501c3Vehicle Purchase$12,000
Hub MinistryCrawfordsville, IN501c3Emerg. Ass./gen Supp$11,840
North Montgomery CommunityCrawfordsville, INGovHealth and Welfare$11,636
Historic Ladoga IncLadoga, IN501c3General Support$10,500
Family Crisis ShelterCrawfordsville, IN501c3General Support$8,500
Habitat for HumanityCrawfordsville, IN501c3Funding for Employee$8,400
South Montgomery School CorpCrawfordsville, INGovHealth and Welfare$8,250
Crawfordsville Park and RecreationCrawfordsville, INGovSummer Camp/splash$8,100
Red CrossCrawfordsville, IN501c3General Support$7,150
Peers ProjectIndianapolis, IN501c3General Support$6,500
Trinity Horizons IncCrawfordsville, IN501c3Water Heater/softner$5,620
Womens Resource CenterCrawfordsville, IN501c3Baby Items and Needs$5,050
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$1,732,452
Agency Trust Funds$518,589
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

Filer Name
Montgomery County Community
EIN
35-1836315
Phone
7653621267
Address
PO BOX 334, CRAWFORDSVILLE, IN 47933

Signing Officer

Name
Tom Mellish
Title
Current President
Phone
7653621267
Signed
2015-10-21
Discuss with paid preparer
Yes

Organization Details

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

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, Part XI, Line 9

“Agency fund revenues -58,451 warren trust revenues 32,252 farm rental expenses included in revenue 35,244 agency fund expenses 53,165 farm expenses included in revenue -35,244 warren trust expenses -20,874”

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 2011, 2012, and 2013 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 58,451 warren trust revenues -32,252 farm rental expenses included in revenue -35,244”

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

“Agency fund expenses 53,165 farm expenses included in revenue -35,244 warren trust expenses -20,874”

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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 150 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 2014, THE FOUNDATION'S SUPPORT WAS MADE UP OF 1,112,037 IN CHARITABLE CONTRIBUTIONS REPRESENTING 973 CORPORATE AND INDIVIDUAL DONORS, 462 OF WHICH WERE NEW DONORS TO THE FOUNDATION. THIS SUPPORT WAS COMPRISED OF 1,753 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 TWO ESTATE GIFTS IN 2010 REPRESENTING 601,642 IN CONTRIBUTIONS. IN 2010, THE FOUNDATION ALSO RECEIVED PASS-THROUGH FUNDS IN THE AMOUNT OF 146,220. IN 2011 THE FOUNDATION RECEIVED ONE ESTATE GIFT REPRESENTING 7,941 IN CO
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 13,210
IRS990ScheduleA/Form990ScheduleAPartVIGrp/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 150 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 2014, THE FOUNDATION'S SUPPORT WAS MADE UP OF 1,112,037 IN CHARITABLE CONTRIBUTIONS REPRESENTING 973 CORPORATE AND INDIVIDUAL DONORS, 462 OF WHICH WERE NEW DONORS TO THE FOUNDATION. THIS SUPPORT WAS COMPRISED OF 1,753 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 TWO ESTATE GIFTS IN 2010 REPRESENTING 601,642 IN CONTRIBUTIONS. IN 2010, THE FOUNDATION ALSO RECEIVED PASS-THROUGH FUNDS IN THE AMOUNT OF 146,220. IN 2011 THE FOUNDATION RECEIVED ONE ESTATE GIFT REPRESENTING 7,941 IN CO
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,094,847
Liabilities
$2,367,146
Net assets
$36,727,701
Revenue
$2,696,758
Expenses
$1,516,468
Net income
$1,180,290
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