Civic Intelligence

Montgomery County Community Foundation Inc.

990 • Fiscal year 2017 • EIN 35-1836315

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 21, 2018

PO Box 334Crawfordsville, IN 47933

(765) 362-1267

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$48,505,449

Up $5,211,466 (+12%) from 2016

Net Assets

Up

$45,949,282

Up $5,012,585 (+12%) from 2016

Liabilities

Up

$2,556,167

Up $198,881 (+8.4%) from 2016

Revenue And Expenses

Revenue

Up

$4,868,662

Up $2,827,195 (+138%) from 2016

Expenses

Up

$1,417,808

Up $45,125 (+3.3%) from 2016

Net Income

Up

$3,450,854

Up $2,782,070 (+416%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$48,505,449
Liabilities$2,556,167
Net Assets$45,949,282

Operations Trend

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

2017

Revenue$4,868,662
Expenses$1,417,808
Net Income$3,450,854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 21, 2018
Return Version
2017v2.3
Gross Receipts
$9,079,745
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$36,875,173$41,281,935▲ $4,406,762
Land, Buildings, and Equipment, Net$4,791,160$4,656,934▼ $134,226
Savings and Temporary Cash Investments$1,201,539$1,478,496▲ $276,957
Pledges and Grants Receivable-$482,460-
Cash and Non-Interest-Bearing Accounts$385,539$231,687▼ $153,852
Prepaid Expenses and Deferred Charges$8,371$17,636▲ $9,265
Accounts Receivable$3,887$1,489▼ $2,398
Total Assets$43,293,983$48,505,449▲ $5,211,466
Other Assets Total$28,314$354,812▲ $326,498
Liabilities
Other Liabilities$2,229,170$2,441,314▲ $212,144
Grants Payable$103,100$110,600▲ $7,500
Accounts Payable and Accrued Expenses$25,016$4,253▼ $20,763
Total Liabilities$2,357,286$2,556,167▲ $198,881
Net Assets / Fund Balance
Unrestricted Net Assets$32,560,014$36,459,048▲ $3,899,034
Permanently Rstr Net Assets$5,091,708$5,091,708→ $0
Temporarily Rstr Net Assets$3,284,975$4,398,526▲ $1,113,551
Total Net Assets Fund Balance$40,936,697$45,949,282▲ $5,012,585
Total Liabilities and Net Assets / Fund Balance$43,293,983$48,505,449▲ $5,211,466

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$24,806$78,826$103,632
Leasehold Improvements$36,623$17,515$54,138
Land$4,595,505--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$40,258,361$1,480,232▲ $4,929,219$750,391$45,146,949
2016$35,383,810$993,840▲ $5,263,045$593,404$40,258,361
2015$36,027,565$1,394,571▼ $749,064$445,079$35,383,810
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly TaylorExecutive DiFT$95,574$2,959$98,533

Board Members and Trustees

NameTitle
Larry GriffithPresident
Jim McbeeDirector
Joyce GrimbleDirector
Keith BlaydesDirector
Mike ReidyDirector
Peggy BurkettDirector
Ron DickersonDirector
Sam HildebrandDirector
Sheridan HadleyDirector
Terresa HatkeDirector
Tom UtleyDirector
Torey RauchDirector
SHARON O'DELL-KEEDYSecretary
Scott FellerTreasurer
Jessica BokhartVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,528,664
Program Service Revenue
$19,884
Investment Income
$3,194,158
Other Revenue
$125,956
All Other Contributions
$1,528,664
Change in Net Assets
$3,450,854

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,647,019
Revenue Not Reported on Financial Statements
$221,643
Revenue Not Reported on Form 990
$1,761,152
Other Revenue Adjustments
$221,643
Total Revenue per Audited Statements
$6,408,171
Total Revenue per Form 990
$4,868,662
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$866,402
Salaries, Compensation, and Employee Benefits$388,497
Other Expenses$162,909
Total Fundraising Expense$78,174
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$600,402--$600,402
Grants to Domestic Individuals$266,000--$266,000
Other Salaries and Wages$30,438$170,331$10,978$211,747
Current Officers, Directors, Trustees, and Key Employees$9,853$49,267$39,413$98,533
Other Employee Benefits$8,425$41,704$5,667$55,796
Occupancy-$38,766-$38,766
Office Expenses-$25,732$3,341$29,073
Payroll Taxes$2,676$16,120$3,625$22,421
Fees for Services Management-$12,965-$12,965
Depreciation Depletion-$12,703-$12,703
Fees for Services Accounting-$11,100-$11,100
Travel--$8,293$8,293
Advertising-$5,312-$5,312
Other Expenses-$3,428$5,907$3,428
Insurance-$3,285-$3,285
Fees for Services Other-$3,196-$3,196
All Other Expenses-$1,209-$1,209
Fees for Services Legal-$580-$580
Total Functional Expenses$917,794$421,840$78,174$1,417,808

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,417,808
Total Expenses per Audited Statements$1,395,586
Expenses per Audited Statements$1,379,555
Expenses Not Reported on Financial Statements$38,253
Other Expense Adjustments$38,253
Expenses Not Reported on Form 990$16,031
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys and Girls ClubCrawfordsville, IN501c3General Support$50,000
Cultural FoundationCrawfordsville, IN501c3General Support$48,000
Montgomery Co Historical SocietyCrawfordsville, IN501c3General Support$46,031
South Montgomery School CorpCrawfordsville, INGovHealth and Welfare$44,419
North Montgomery CommunityCrawfordsville, INGovHealth and Welfare$39,037
Sugar Creek PlayersCrawfordsville, IN501c3Roof Repairs/gen Sup$32,500
Youth Service BureauCrawfordsville, IN501c3Teen Court/casa$29,039
Crawfordsville Community School CorCrawfordsville, INGovGeneral Support$25,550
Half Way HomeCrawfordsville, IN501c3Gen Supp/salary Asst$25,380
Animal Welfare League of MontgomeryCrawfordsville, IN501c3General Support$24,107
Montgomery Co Educational FoundCrawfordsville, IN501c3Teacher Grants$21,600
Crawfordsville Main StreetCrawfordsville, IN501c3General Support$17,630
Crawfordsville District Public LibrCrawfordsville, IN501c3Genneral Support$17,000
Abilities ServicesCrawfordsville, IN501c3Creative Abundance$16,362
PAM'S PROMISE TRANSITIONAL HOUSINGCrawfordsville, IN501c3Roof/general Support$12,842
Waveland StrongWaveland, IN501c3Event Outreach$11,842
Sunshine VansCrawfordsville, IN501c3Mini Vans$10,500
Trinity Horizons IncCrawfordsville, IN501c3Water Heater/softner$10,250
Waynetown Police DeptWaynetown, INGovDrunk Busters$7,976
Crawfordsville Adult ResourceCrawfordsville, IN501c3Promethean Board$7,700
Lew Wallace Preservation SocietyCrawfordsville, IN501c3Painting Restoration$7,400
Womens Resource CenterCrawfordsville, IN501c3Baby Items and Needs$6,750
Montgomery County United FundCrawfordsville, IN501c3General Support$5,350
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$1,895,159
Agency Trust Funds$546,155
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.

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
Jessica Bokhart
Title
Vice President
Phone
7653621267
Signed
2018-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Griffith
Formed
1991
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
7
Volunteers
50

Preparer

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

Additional Explanations

Form 990, Part X

The value of the foundation's farmland has been adjusted to reflect the fair value of the property. The value of the farmland was 4,595,505 and 4,734,200 as of december 31, 2017 and 2016, respectively. The foundation will review and adjust,if needed, the value of the farmland on its books annually. The market valuation will be conducted by the farm manager employed to manage the farms. The valuation method used by the farm manager will take into consideration current farmland values in the area, soil conditions as well as the latest purdue agricultural economics report.

Form 990, Part XI, Line 9

Warren trust realized gains 9,733 warren trust interest and dividends 16,409 warren trust unrealized gains 18,645 agency fund revenues -253,312 farm rental expenses included in revenue 31,669 warren trust expenses -16,031 agency fund expenses 69,922 farm expenses included in revenue -31,669 total -154,634

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 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 2D

Warren trust realized gains 9,733 warren trust interest and dividends 16,409 warren trust unrealized gains 18,645

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

Agency fund revenues 253,312 farm rental expenses included in revenue -31,669

Schedule D, Page 4, Part XII, Line 2D

Warren trust expenses 16,031

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

Agency fund expenses 69,922 farm expenses included in revenue -31,669

Raw XML AppendixShowing 400 of 779 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt025016
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04253
IRS990/AccountsReceivableGrp/BOYAmt03887
IRS990/AccountsReceivableGrp/EOYAmt01489
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt05312
IRS990/AdvertisingGrp/TotalAmt05312
IRS990/AllOtherContributionsAmt01528664
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01209
IRS990/AllOtherExpensesGrp/TotalAmt01209
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0KELLY TAYLOR
IRS990/BooksInCareOfDetail/PhoneNum07653621267
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0119 E MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0CRAWFORDSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047933
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0385539
IRS990/CashNonInterestBearingGrp/EOYAmt0231687
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt039413
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt049267
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt09853
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt098533
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01528664
IRS990/CYGrantsAndSimilarPaidAmt0866402
IRS990/CYInvestmentIncomeAmt03194158
IRS990/CYOtherExpensesAmt0162909
IRS990/CYOtherRevenueAmt0125956
IRS990/CYProgramServiceRevenueAmt019884
IRS990/CYRevenuesLessExpensesAmt03450854
IRS990/CYSalariesCompEmpBnftPaidAmt0388497
IRS990/CYTotalExpensesAmt01417808
IRS990/CYTotalFundraisingExpenseAmt078174
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04868662
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt012703
IRS990/DepreciationDepletionGrp/TotalAmt012703
IRS990/Desc0SOLICITING, RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO MEET THE NEEDS OF MONTGOMERY COUNTY CITIZENS AND ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0917794
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011100
IRS990/FeesForServicesAccountingGrp/TotalAmt011100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0580
IRS990/FeesForServicesLegalGrp/TotalAmt0580
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt012965
IRS990/FeesForServicesManagementGrp/TotalAmt012965
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03196
IRS990/FeesForServicesOtherGrp/TotalAmt03196
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt152959
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY GRIFFITH
IRS990/Form990PartVIISectionAGrp/PersonNm1JESSICA BOKHART
IRS990/Form990PartVIISectionAGrp/PersonNm2SHARON O'DELL-KEEDY
IRS990/Form990PartVIISectionAGrp/PersonNm3SCOTT FELLER
IRS990/Form990PartVIISectionAGrp/PersonNm4KEITH BLAYDES
IRS990/Form990PartVIISectionAGrp/PersonNm5PEGGY BURKETT
IRS990/Form990PartVIISectionAGrp/PersonNm6RON DICKERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7JOYCE GRIMBLE
IRS990/Form990PartVIISectionAGrp/PersonNm8SHERIDAN HADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm9SAM HILDEBRAND
IRS990/Form990PartVIISectionAGrp/PersonNm10TERRESA HATKE
IRS990/Form990PartVIISectionAGrp/PersonNm11JIM MCBEE
IRS990/Form990PartVIISectionAGrp/PersonNm12TOREY RAUCH
IRS990/Form990PartVIISectionAGrp/PersonNm13MIKE REIDY
IRS990/Form990PartVIISectionAGrp/PersonNm14TOM UTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm15KELLY TAYLOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1595574
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02004200
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0866402
IRS990/GrantsPayableGrp/BOYAmt0103100
IRS990/GrantsPayableGrp/EOYAmt0110600
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0266000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0266000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0600402
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0600402
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06183614
IRS990/GrossReceiptsAmt09079745
IRS990/GrossRentsGrp/RealAmt0157625
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03285
IRS990/InsuranceGrp/TotalAmt03285
IRS990/InvestmentIncomeGrp/ExclusionAmt01189958
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01189958
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036875173
IRS990/InvestmentsPubTradedSecGrp/EOYAmt041281935
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt096341
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04791160
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04656934
IRS990/LandBldgEquipCostOrOtherBssAmt04753275
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04179414
IRS990/LessRentalExpensesGrp/RealAmt031669
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt040936697
IRS990/NetAssetsOrFundBalancesEOYAmt045949282
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02004200
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02004200
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0125956
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0125956
IRS990/NetUnrlzdGainsLossesInvstAmt01716365
IRS990/NoncashContributionsAmt06065
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt038766
IRS990/OccupancyGrp/TotalAmt038766
IRS990/OfficeExpensesGrp/FundraisingAmt03341
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025732
IRS990/OfficeExpensesGrp/TotalAmt029073
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt028314
IRS990/OtherAssetsTotalGrp/EOYAmt0354812
IRS990/OtherChangesInNetAssetsAmt0-154634
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05667
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt041704
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08425
IRS990/OtherEmployeeBenefitsGrp/TotalAmt055796
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1DONOR DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2STAFF TRAINING
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0950
IRS990/OtherExpensesGrp/FundraisingAmt15907
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022074
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14068
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23428
IRS990/OtherExpensesGrp/TotalAmt023024
IRS990/OtherExpensesGrp/TotalAmt15907
IRS990/OtherExpensesGrp/TotalAmt24068
IRS990/OtherExpensesGrp/TotalAmt33428
IRS990/OtherLiabilitiesGrp/BOYAmt02229170
IRS990/OtherLiabilitiesGrp/EOYAmt02441314
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010978
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0170331
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030438
IRS990/OtherSalariesAndWagesGrp/TotalAmt0211747
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03625
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016120
IRS990/PayrollTaxesGrp/ProgramServicesAmt02676
IRS990/PayrollTaxesGrp/TotalAmt022421
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05091708
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05091708
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0482460
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08371
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017636
IRS990/PrincipalOfficerNm0LARRY GRIFFITH
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0541610
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt019884
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019884
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01091320
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0862743
IRS990/PYInvestmentIncomeAmt0792786
IRS990/PYOtherExpensesAmt0154596
IRS990/PYOtherRevenueAmt0131454
IRS990/PYProgramServiceRevenueAmt025907
IRS990/PYRevenuesLessExpensesAmt0668784
IRS990/PYSalariesCompEmpBnftPaidAmt0355344
IRS990/PYTotalExpensesAmt01372683
IRS990/PYTotalRevenueAmt02041467
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03450854
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0125956
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt019884
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01201539
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01478496
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01528664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01091320
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01436941
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01112037
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0920961
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06089923
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03377925
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01191131
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01695996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01605422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0774549
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08645023
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019884
IRS990ScheduleA/PublicSupportCY170Pct00.33380
IRS990ScheduleA/PublicSupportPY170Pct00.33650
IRS990ScheduleA/PublicSupportTotal170Amt04919201
IRS990ScheduleA/SubstantialContributorsTotAmt01170722
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01528664
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01091320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01436941
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01112037
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0920961
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06089923
IRS990ScheduleA/TotalSupportAmt014734946
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.78000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt040258361
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01480232
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt045146949
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0770472
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04929219
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0750391
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt035383810
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0993840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt040258361
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0788930
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05263045
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0593404
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt036027565
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01394571
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt035383810
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0844183
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-749064
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0445079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt035076664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0957250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt036027565
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt01065310
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01259269
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0200308
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt031592872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0241832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt035076664

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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