Civic Intelligence

Wabash Valley Community Foundation Inc.

990 • Fiscal year 2019 • EIN 35-1848649

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 21, 2020

Organization Profilewvcf.com

View Organization Page

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

28th percentile

0.09x

Higher debt load relative to assets than 28% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.62x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

96th percentile

69%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

15th percentile

$163,250

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

62nd percentile

8.1%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

96th percentile

105%

Faster revenue growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$62,705,661

Up $4,704,901 (+8.1%) from 2018

Net Assets

Up

$57,120,550

Up $4,385,496 (+8.3%) from 2018

Liabilities

Up

$5,585,111

Up $319,405 (+6.1%) from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin96th percentile

Revenue

Up

$9,079,603

Up $4,652,658 (+105%) from 2018

Expenses

Down

$2,829,162

Down $176,250 (-5.9%) from 2018

Net Income

Up

$6,250,441

Up $4,828,908 (+340%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2019

Assets$62,705,661
Liabilities$5,585,111
Net Assets$57,120,550
Open 2019 Filing

Operations Trend

Revenue Growth96th percentile

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

2019

Revenue$9,079,603
Expenses$2,829,162
Net Income$6,250,441
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 21, 2020
Return Version
2018v3.1
Gross Receipts
$14,681,372
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$55,692,683$59,691,659▲ $3,998,976
Savings and Temporary Cash Investments$1,215,215$1,786,763▲ $571,548
Land, Buildings, and Equipment, Net$967,029$975,898▲ $8,869
Cash and Non-Interest-Bearing Accounts$22,304$145,106▲ $122,802
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 Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$58,000,760$62,705,661▲ $4,704,901
Other Assets Total$103,529$106,235▲ $2,706
Liabilities
Other Liabilities$4,740,643$4,559,719▼ $180,924
Deferred Revenue-$515,987-
Mortgage Notes Payable Secured by Investment Property$525,063$509,405▼ $15,658
Total Liabilities$5,265,706$5,585,111▲ $319,405
Net Assets / Fund Balance
Unrestricted Net Assets$49,604,898$54,067,286▲ $4,462,388
Permanently Rstr Net Assets$2,612,491$2,612,491→ $0
Temporarily Rstr Net Assets$517,665$440,773▼ $76,892
Total Net Assets Fund Balance$52,735,054$57,120,550▲ $4,385,496
Total Liabilities and Net Assets / Fund Balance$58,000,760$62,705,661▲ $4,704,901

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$828,834$76,485$905,319
Equipment$88,064$159,830$247,894
Land$59,000-$59,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$51,566,473$6,373,283▼ $596,809$1,586,135$55,756,812
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
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth TevlinExecutive DirectorFT$141,750$21,500$163,250

Board Members and Trustees

NameTitle
Nancy RogersPresident
Sally ZuelVice President
Andy HendricksDirector
Becky MillerDirector
Brian DeakinsDirector
Dee ReedDirector
Dr Chirag G PatelDirector
Dr Gary UlrichDirector
Jean McMahanDirector
Jo EinstandigDirector
Jonathan ScherleDirector
Judy HarrisDirector
Mike McCulloughDirector
Robert BrownDirector
Santhana NaiduDirector
Cindy CoxSecretary
David DotiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,875,412
Program Service Revenue
$0
Investment Income
$2,207,043
Other Revenue
$-2,852
All Other Contributions
$6,831,972
Change in Net Assets
$6,250,441

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
Cars and Other Vehicles2$422,500Fair Market Value (FMV)
Securities Publicly Traded10$200,946Fair Market Value (FMV)
Total Noncash Contributions12$623,446-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,945,793
Revenue Not Reported on Financial Statements
$133,810
Revenue Not Reported on Form 990
$-1,996,366
Other Revenue Adjustments
$5,750
Total Revenue per Audited Statements
$6,949,427
Total Revenue per Form 990
$9,079,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,736,926
Salaries, Compensation, and Employee Benefits$585,215
Other Expenses$507,021
Total Fundraising Expense$225,218
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,101,268--$1,101,268
Grants to Domestic Individuals$635,658--$635,658
Other Salaries and Wages$144,163$152,327$42,732$339,222
Current Officers, Directors, Trustees, and Key Employees$42,525$56,700$42,525$141,750
Fees for Service Investment Mgmnt Fees-$128,060-$128,060
Advertising$5,990$5,597$58,257$69,844
Depreciation Depletion$15,511$16,696$12,045$44,252
Pension Plan Contributions$17,123$17,349$9,653$44,125
Payroll Taxes$14,607$16,355$6,671$37,633
All Other Expenses$5,876$11,403$12,657$29,936
Fees for Services Accounting-$24,881-$24,881
Occupancy$8,583$9,239$6,666$24,488
Other Employee Benefits$8,727$9,772$3,986$22,485
Fees for Services Legal$2,929$3,153$12,385$18,467
Interest$5,959$6,415$4,628$17,002
Other Expenses$3,339$5,482$3,344$12,165
Fees for Services Management$3,374$3,631$2,620$9,625
Information Technology$1,570$2,355$3,926$7,851
Office Expenses$2,485$2,676$1,930$7,091
Travel$1,989$795$1,193$3,977
Total Functional Expenses$2,103,968$499,976$225,218$2,829,162

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,829,162
Expenses per Audited Statements$2,569,681
Total Expenses per Audited Statements$2,563,931
Expenses Not Reported on Financial Statements$259,481
Other Expense Adjustments$131,421
Expenses Not Reported on Form 990$-5,750
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See attached Statement 1Terre Haute, IN--$903,473
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,430
Fundraising Gross Income$8,897
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$42,814$6,174$6,680$-506
Golf Tournament - Sullivan$7,123$323$75$248
Total Events$49,937$6,497$14,334$-7,837
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$3,449,009
Scholarships payable$1,082,292
Annuity liability$28,418
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 of directors and presented by the accountant preparing the return at a board of directors meeting. The return is then approved for filing by a motion of the board of directors.”

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
2020-01-21
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
In
Voting Board Members
17
Independent Board Members
17
Employees
16
Volunteers
115

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 3,449 1,209 1,301 939Miscellaneous Expenses 5,611 528 1,113 3,970Newsletter 9,068 4,534 4,534Printing and Publications 9,064 3,177 3,420 2,467Telephone 2,744 962 1,035 747 TOTAL 29,936 5,876 11,403 12,657”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Adjustment for SFAS 136 = $131421”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Adjustment for SFAS 136 = -$77853”

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

“Cost associated with special events $5750”

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

“SFAS # 136 adjustment $131421”

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IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
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IRS990/InformationTechnologyGrp/ProgramServicesAmt01570
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IRS990/InsuranceGrp/TotalAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt044125

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,705,661
Liabilities
$5,585,111
Net assets
$57,120,550
Revenue
$9,079,603
Expenses
$2,829,162
Net income
$6,250,441
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
2019Detailed filing. Detailed filing data is available for this year.$62.7$5.59$57.1$9.08$2.83$6.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.0$5.27$52.7$4.43$3.01$1.42