Civic Intelligence

Wabash Valley Community Foundation Inc.

990 • Fiscal year 2018 • EIN 35-1848649

Oct 01, 2017 to Sep 30, 2018 • Filed on Mar 26, 2019

Organization Profilewvcf.com
200 South 8th StreetTerre Haute, IN 47807

(812) 232-2234

Siviq Scores

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

Liabilities / Assets

27th percentile

0.09x

Higher debt load relative to assets than 27% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

77th percentile

1.19x

Higher debt load relative to revenue than 77% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$147,397

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

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

Source year 2018

Revenue Growth

Score unavailable

No value available

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

Source year 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

$58,000,760

No earlier filing loaded for comparison.

Net Assets

$52,735,054

No earlier filing loaded for comparison.

Liabilities

$5,265,706

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin84th percentile

Revenue

$4,426,945

No earlier filing loaded for comparison.

Expenses

$3,005,412

No earlier filing loaded for comparison.

Net Income

$1,421,533

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2018: $58,000,760Liabilities 2018: $5,265,706Net Assets 2018: $52,735,0542018Assets 2019: $62,705,661Liabilities 2019: $5,585,111Net Assets 2019: $57,120,5502019Assets 2020: $63,408,903Liabilities 2020: $5,097,027Net Assets 2020: $58,311,8762020Assets 2021: $86,959,180Liabilities 2021: $6,352,131Net Assets 2021: $80,607,0492021Assets 2025: $128,476,436Liabilities 2025: $8,342,346Net Assets 2025: $120,134,0902025

Highlighted filing

2018

Assets$58,000,760
Liabilities$5,265,706
Net Assets$52,735,054
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Revenue 2018: $4,426,945Expenses 2018: $3,005,412Net Income 2018: $1,421,5332018Revenue 2019: $9,079,603Expenses 2019: $2,829,162Net Income 2019: $6,250,4412019Revenue 2020: $5,469,449Expenses 2020: $3,404,668Net Income 2020: $2,064,7812020Revenue 2021: $9,301,427Expenses 2021: $3,383,774Net Income 2021: $5,917,6532021Revenue 2025: $16,289,604Expenses 2025: $6,319,629Net Income 2025: $9,969,9752025

Highlighted filing

2018

Revenue$4,426,945
Expenses$3,005,412
Net Income$1,421,533
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Mar 26, 2019
Return Version
2017v2.2
Gross Receipts
$9,723,863
Mission and Program Overview

Mission

The mission of the foundation is to engage people, build resources, and enrich lives, and its vision is for a healthy, educated and thriving community.

The mission of the Foundation is to engage people, build resources, and strengthen community and its vision is to strive to be the primary steward of endowed funds and a leader that encourages broad-based charitable activities in the Wabash Valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$52,862,229$55,692,683▲ $2,830,454
Savings and Temporary Cash Investments$564,163$1,215,215▲ $651,052
Land, Buildings, and Equipment, Net$987,258$967,029▼ $20,229
Investments Other Securities$100,000$0▼ $100,000
Cash and Non-Interest-Bearing Accounts$19,030$22,304▲ $3,274
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$54,632,035$58,000,760▲ $3,368,725
Other Assets Total$99,355$103,529▲ $4,174
Liabilities
Other Liabilities$4,279,542$4,740,643▲ $461,101
Mortgage Notes Payable Secured by Investment Property$540,186$525,063▼ $15,123
Total Liabilities$4,819,728$5,265,706▲ $445,978
Net Assets / Fund Balance
Unrestricted Net Assets$46,724,372$49,604,898▲ $2,880,526
Permanently Rstr Net Assets$2,612,491$2,612,491→ $0
Temporarily Rstr Net Assets$475,444$517,665▲ $42,221
Total Net Assets Fund Balance$49,812,307$52,735,054▲ $2,922,747
Total Liabilities and Net Assets / Fund Balance$54,632,035$58,000,760▲ $3,368,725

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$852,368$52,951$905,319
Equipment$55,661$139,111$194,772
Land$59,000-$59,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$48,758,140$1,204,281▲ $3,470,777$1,866,725$51,566,473
2016$43,974,842$928,576▲ $5,315,952$1,461,230$48,758,140
2015$39,203,749$2,581,868▲ $3,692,682$1,503,457$43,974,842
2014$40,873,573$2,786,088▼ $3,059,803$1,396,109$39,203,749
2013$36,292,325$3,167,918▲ $2,625,046$1,211,716$40,873,573
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth TevlinExecutive DirectorFT$127,700$19,697$147,397

Board Members and Trustees

NameTitle
H Michael LawsonPresident
Nancy RogersVice President
Andy HendricksDirector
Becky MillerDirector
Bob BrownDirector
Connie FrancisDirector
Daryl AndrewsDirector
Dee ReedDirector
Dr Randall StevensDirector
Fred NationDirector
Jean McMahanDirector
Jo EinstandigDirector
Judy HarrisDirector
Mike McCulloughDirector
Sally ZuelDirector
Santhana NaiduDirector
Cindy CoxSecretary
David DotiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,608,949
Program Service Revenue
$0
Investment Income
$2,815,606
Other Revenue
$2,390
All Other Contributions
$1,572,864
Change in Net Assets
$1,421,533

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 Traded16$452,797Fair Market Value (FMV)
Total Noncash Contributions16$452,797-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,442,406
Revenue Not Reported on Financial Statements
$-15,461
Revenue Not Reported on Form 990
$1,293,862
Other Revenue Adjustments
$-15,461
Total Revenue per Audited Statements
$5,736,268
Total Revenue per Form 990
$4,426,945
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,042,025
Salaries, Compensation, and Employee Benefits$553,629
Other Expenses$409,758
Total Fundraising Expense$91,702
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,341,889--$1,341,889
Grants to Domestic Individuals$700,136--$700,136
Other Salaries and Wages$138,474$191,253$7,595$337,322
Current Officers, Directors, Trustees, and Key Employees$2,554$102,160$22,986$127,700
Fees for Service Investment Mgmnt Fees-$117,736-$117,736
Advertising$3,000$32,975$49,462$85,437
Depreciation Depletion-$40,083-$40,083
Payroll Taxes$11,652$24,164$2,527$38,343
Pension Plan Contributions$11,416$20,260$2,650$34,326
Fees for Services Accounting-$26,656-$26,656
Occupancy-$20,805-$20,805
Interest-$17,537-$17,537
All Other Expenses-$15,209$1,680$16,889
Other Employee Benefits$3,535$11,136$1,267$15,938
Information Technology-$11,238-$11,238
Fees for Services Management-$8,192-$8,192
Office Expenses-$7,891-$7,891
Fees for Services Legal-$7,226-$7,226
Other Expenses$12,729$3,536$3,535$7,071
Travel-$4,777-$4,777
Total Functional Expenses$2,225,385$688,325$91,702$3,005,412

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,005,412
Total Expenses per Audited Statements$2,813,521
Expenses per Audited Statements$2,798,060
Expenses Not Reported on Financial Statements$207,352
Other Expense Adjustments$207,352
Expenses Not Reported on Form 990$15,461
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See attached Statement 1Terre Haute, IN--$1,150,390
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,461
Fundraising Gross Income$10,688
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$35,205$8,320$5,715$2,605
Golf Tournament - Sullivan$9,468$268-$268
Total Events$44,673$8,588$12,408$-3,820
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency endowments$3,447,343
Scholarships payable$1,263,057
Annuity liability$30,243
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
Yes
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, Part VI, Line 11B: Form 990 Review Process

“A draft of the 990 is provided to each member of the board and/or finance committee and presented by the accountant preparing the return. The return is then approved for filing by a motion of the board and/or finance committee.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All board members are required to complete a conflict of interest questionnaire and update it annually to disclose any possible conflicts of interest. These are reviewed by the Executive Director. Scholarship committee members are also required to complete a conflict of interest questionnaire which is reviewed by the Executive Director.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Changes in compensation are presented to the Executive Committee for approval. The proposed changes are accompanied by information showing the compensation paid to individuals in similar sized organizations and in the geographical area where the organization is located.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies, and financial statements are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Wabash Valley Community Foundation Inc
EIN
35-1848649
Phone
8122322234
Address
200 South 8th Street, Terre Haute, IN 47807

Signing Officer

Name
Beth Tevlin
Title
Executive Director
Signed
2019-03-26
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
In
Voting Board Members
18
Independent Board Members
18
Employees
14
Volunteers
125

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Avenue, Terre Haute, IN 47807-3326
Preparer
O Earl Elliott CPA
Phone
8122329492
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - Attachment Form 990, Part IX, Line 24e - Other Expenses (A) (B) (C) (D) Program Management Total Services & General Fundraising Dues and subscriptions 4,786 4,786Miscellaneous expenses 3,891 2,211 1,680Printing & publications 5,828 5,828Telephone 2,384 2,384 TOTAL 16,889 0 15,209 1,680”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Adjustment for SFAS 136 = -$232080”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Adjustment for SFAS 136 = $89616”

Financial Statement Notes

Part IV, Line 1B: Why is organization an agent, trustee, custodian or other intermediary for contrib

“The organization was appointed the trustee of the funds as a part of a larger transfer of funds to the organization from an area bank. The organization was also named the trustee and beneficiary of a charitable remainder trust.”

Part V, Line 4: Intended uses of the endowment fund.

“To further the overall mission of the organization.”

Part X : FIN48 Footnote

“The Foundation's policy is to evaluate the likelihood that its uncertain tax provisions will prevail upon examination based on the extent to which those positions have substantial support within the Internal Revenue Code and Regulations, Revenue Rulings, court decisions and other evidence. It is the opinion of the management that the Foundation has no uncertain tax positions.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Cost associated with special events $15461”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“$0 SFAS # 136 adjustment $89616 Investment management fees $117736”

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IRS990/Form990PartVIISectionAGrp/PersonNm3Jo Einstandig
IRS990/Form990PartVIISectionAGrp/PersonNm4Fred Nation
IRS990/Form990PartVIISectionAGrp/PersonNm5Cindy Cox
IRS990/Form990PartVIISectionAGrp/PersonNm6Judy Harris
IRS990/Form990PartVIISectionAGrp/PersonNm7Dr Randall Stevens
IRS990/Form990PartVIISectionAGrp/PersonNm8Bob Brown
IRS990/Form990PartVIISectionAGrp/PersonNm9Connie Francis
IRS990/Form990PartVIISectionAGrp/PersonNm10Mike McCullough
IRS990/Form990PartVIISectionAGrp/PersonNm11Nancy Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm12Santhana Naidu
IRS990/Form990PartVIISectionAGrp/PersonNm13Andy Hendricks
IRS990/Form990PartVIISectionAGrp/PersonNm14Sally Zuel
IRS990/Form990PartVIISectionAGrp/PersonNm15Jean McMahan
IRS990/Form990PartVIISectionAGrp/PersonNm16Dee Reed
IRS990/Form990PartVIISectionAGrp/PersonNm17David Doti
IRS990/Form990PartVIISectionAGrp/PersonNm18Beth Tevlin
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt18Executive Dir
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0The mission of the Foundation is to engage people, build resources, and strengthen community and its vision is to strive to be the primary steward of endowed funds and a leader that encourages broad-based charitable activities in the Wabash Valley.
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IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Newsletter
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IRS990/PensionPlanContributionsGrp/FundraisingAmt02650
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02612491
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IRS990/ProgSrvcAccomActy2Grp/Desc0In its mission to enrich the quality of life in the Wabash Valley, the Foundation awarded scholarships to worthy recipients who are residents or former residents of the Wabash Valley on the basis of criteria established for each award consistent with the fund's exempt purpose and focus.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0712865

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$58,000,760
Liabilities
$5,265,706
Net assets
$52,735,054
Revenue
$4,426,945
Expenses
$3,005,412
Net income
$1,421,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$128$8.34$120$16.3$6.32$9.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.0$6.35$80.6$9.30$3.38$5.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.4$5.10$58.3$5.47$3.40$2.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.7$5.59$57.1$9.08$2.83$6.25
2018Detailed filing. Detailed filing data is available for this year.$58.0$5.27$52.7$4.43$3.01$1.42