Civic Intelligence

Steuben County Community Foundation

EIN 35-1857065 • 501(c)3 • Angola, IN

Profile

The steuben county community foundation improves the quality of life in steuben county by connecting people who care with needs that matter to the community through endowment fund building and grantmaking

1701 N Wayne StAngola, IN 46703

www.steubenfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.05x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.26x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

10th percentile

$126,435

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

80th percentile

17%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

173%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$64,705,556

Up $9,219,779 (+17%) from 2024

Liabilities

Down

$2,985,734

Down $712,391 (-19%) from 2024

Net Assets

Up

$61,719,822

Up $9,932,170 (+19%) from 2024

Operations
Liabilities / Revenue42nd percentileNet Margin92nd percentile

Revenue

Up

$11,678,299

Up $7,393,416 (+173%) from 2024

Expenses

Up

$4,652,783

Up $2,399,012 (+106%) from 2024

Net Income

Up

$7,025,516

Up $4,994,404 (+246%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2015: $22,441,517Liabilities 2015: $189,827Net Assets 2015: $22,251,6902015Assets 2016: $22,150,320Liabilities 2016: $314,534Net Assets 2016: $21,835,7862016Assets 2017: $23,815,688Liabilities 2017: $310,727Net Assets 2017: $23,504,9612017Assets 2018: $25,521,710Liabilities 2018: $430,585Net Assets 2018: $25,091,1252018Assets 2019: $27,163,403Liabilities 2019: $555,654Net Assets 2019: $26,607,7492019Assets 2020: $28,223,535Liabilities 2020: $324,888Net Assets 2020: $27,898,6472020Assets 2021: $35,542,265Liabilities 2021: $194,935Net Assets 2021: $35,347,3302021Assets 2022: $31,855,823Liabilities 2022: $2,126,379Net Assets 2022: $29,729,4442022Assets 2023: $49,322,857Liabilities 2023: $3,138,624Net Assets 2023: $46,184,2332023Assets 2024: $55,485,777Liabilities 2024: $3,698,125Net Assets 2024: $51,787,6522024Assets 2025: $64,705,556Liabilities 2025: $2,985,734Net Assets 2025: $61,719,8222025

Highlighted filing

2025

Assets$64,705,556
Liabilities$2,985,734
Net Assets$61,719,822
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0Revenue 2015: $3,158,585Expenses 2015: $1,468,592Net Income 2015: $1,689,9932015Revenue 2016: $1,798,409Expenses 2016: $1,680,078Net Income 2016: $118,3312016Revenue 2017: $1,863,409Expenses 2017: $1,139,566Net Income 2017: $723,8432017Revenue 2018: $3,469,777Expenses 2018: $2,350,150Net Income 2018: $1,119,6272018Revenue 2019: $2,962,297Expenses 2019: $1,841,079Net Income 2019: $1,121,2182019Revenue 2020: $3,049,973Expenses 2020: $1,545,389Net Income 2020: $1,504,5842020Revenue 2021: $4,930,671Expenses 2021: $1,636,818Net Income 2021: $3,293,8532021Revenue 2022: $4,166,932Expenses 2022: $1,971,671Net Income 2022: $2,195,2612022Revenue 2023: $16,593,805Expenses 2023: $1,826,184Net Income 2023: $14,767,6212023Revenue 2024: $4,284,883Expenses 2024: $2,253,771Net Income 2024: $2,031,1122024Revenue 2025: $11,678,299Expenses 2025: $4,652,783Net Income 2025: $7,025,5162025

Highlighted filing

2025

Revenue$11,678,299
Expenses$4,652,783
Net Income$7,025,516
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$64,705,556
Liabilities
$2,985,734
Net assets
$61,719,822
Revenue
$11,678,299
Expenses
$4,652,783
Net income
$7,025,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.7$2.99$61.7$11.7$4.65$7.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.5$3.70$51.8$4.28$2.25$2.03
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$49.3$3.14$46.2$16.6$1.83$14.8
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.9$2.13$29.7$4.17$1.97$2.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$0.19$35.3$4.93$1.64$3.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$0.32$27.9$3.05$1.55$1.50
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$0.56$26.6$2.96$1.84$1.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.5$0.43$25.1$3.47$2.35$1.12
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$0.31$23.5$1.86$1.14$0.72
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.2$0.31$21.8$1.80$1.68$0.12
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.19$22.3$3.16$1.47$1.69
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 19, 2023
Return Version
2022v5.0
Gross Receipts
$29,405,249
Mission and Program Overview

Mission

The steuben county community foundation improves the quality of life in steuben county by connecting people who care with needs that matter to the community through endowment fund building and grantmaking.

The steuben county community foundation improves the quality of life in steuben county by connecting people who care with needs that matter to the community through endowment fund building and grantmaking

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,623,733$33,942,497▲ $4,318,764
Pledges and Grants Receivable$52,500$10,800,855▲ $10,748,355
Savings and Temporary Cash Investments$259,740$2,020,322▲ $1,760,582
Land, Buildings, and Equipment, Net$705,673$711,048▲ $5,375
Cash and Non-Interest-Bearing Accounts$60,253$39,400▼ $20,853
Prepaid Expenses and Deferred Charges$57,542$17,781▼ $39,761
Total Assets$31,855,823$49,322,857▲ $17,467,034
Other Assets Total$1,096,382$1,790,954▲ $694,572
Liabilities
Other Liabilities$1,928,732$3,034,634▲ $1,105,902
Grants Payable$190,500$76,300▼ $114,200
Accounts Payable and Accrued Expenses$4,801$27,690▲ $22,889
Deferred Revenue$2,346--
Total Liabilities$2,126,379$3,138,624▲ $1,012,245
Net Assets / Fund Balance
Net Assets With Donor Restrictions$25,926,267$42,217,302▲ $16,291,035
Net Assets Without Donor Restrictions$3,803,177$3,966,931▲ $163,754
Total Net Assets Fund Balance$29,729,444$46,184,233▲ $16,454,789
Total Liabilities and Net Assets / Fund Balance$31,855,823$49,322,857▲ $17,467,034

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$290,884$176,106$466,990
Land$382,781-$382,781
Equipment$37,383$184,136$221,519

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$29,383,509$14,425,732▲ $511,661-$43,028,662
2021$33,119,758$1,604,599▼ $3,668,651-$29,383,509
2020$25,774,757$2,575,062▲ $5,947,632-$33,119,758
2019$24,789,816$933,733▲ $1,321,331-$25,774,757
2018$23,031,209$1,215,715▲ $1,605,360-$24,789,816
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer DanicPresident &FT$103,441$3,103$106,544

Board Members and Trustees

NameTitle
Adam MillerChairman
Chris SnyderVice Chairma
Angie LoganDirector
Brevin BennettDirector
Craig BurkholderDirector
Kathy ArmstrongDirector
Kevin DiehlDirector
Pam HargerDirector
Rob MorelandDirector
William StitDirector
Brenda ShipeSecretary
Kayla WarrenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$15,712,616
Program Service Revenue
$23,159
Investment Income
$858,030
Other Revenue
$0
All Other Contributions
$15,202,616
Change in Net Assets
$14,767,621

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
Real Estate Residential1$688,100Fair Market Value
Securities Publicly Traded5$167,962Fair Market Value
Total Noncash Contributions6$856,062-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,111,603
Other Expenses$386,952
Salaries, Compensation, and Employee Benefits$327,629
Total Fundraising Expense$144,825
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$930,639--$930,639
Other Salaries and Wages$104,554$73,036$9,999$187,589
Grants to Domestic Individuals$180,964--$180,964
Current Officers, Directors, Trustees, and Key Employees$10,850$75,951$21,701$108,502
Advertising-$13,481$94,795$108,276
Fees for Service Investment Mgmnt Fees-$104,403-$104,403
Fees for Services Accounting-$61,285-$61,285
Occupancy-$25,968$6,123$32,091
Information Technology$2,600$21,007$4,147$27,754
Depreciation Depletion-$22,666$400$23,066
Payroll Taxes$8,944$11,407$2,415$22,766
Office Expenses-$7,938$525$8,463
Conferences and Meetings-$3,250$3,250$6,500
Pension Plan Contributions$652$4,414$316$5,382
Other Employee Benefits$2,257$1,070$63$3,390
Travel-$830$830$1,660
Insurance-$1,043$261$1,304
Other Expenses$5,357$505-$505
Interest-$170-$170
Total Functional Expenses$1,246,817$434,542$144,825$1,826,184
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trine UniversityAngola, IN501c3Programs/scholarship$81,660
Easterseals Rise IncFort Wayne, IN501c3Programs$66,159
Cameron HospitalAngola, IN501c3Education Program$60,000
Steuben County Council on AgingAngola, IN501c3Programs$53,196
Moake Park Group IncFort Wayne, IN501c3Programs$49,090
Fremont Community Scholarship FundFremont, IN501c3Scholarships$45,000
Angola Balloons AloftAngola, IN501c3Programs$44,320
Steuben County TrailsAngola, INGovPrograms$40,280
Steuben County Economic DevelopmentAngola, IN501c3Programs$32,474
Ymca of Steuben CountyAngola, IN-Programs$32,033
Steuben Arts SceneAngola, IN501c3Programs$26,550
Steuben County Lakes CouncilAngola, IN501c3Programs$26,143
Town of Clear LakeFremont, IN501c3Tennis Courts$26,000
Community Humane Shelter of St CoAngola, IN501c3Programs$21,961
Clear Lake Twnshp Land ConservancyFremont, IN503c3Programs$20,478
Habitat for Humanity of Ne inAuburn, IN501c3Programs$18,116
Mcmillen HealthFort Wayne, IN501c3Programs$16,200
Fairview Missionary ChurchAngola, IN501c3Programs$15,400
Steuben County Cancer AssociationAngola, IN501c3Programs$14,449
Junior Achieveent of Northern inAngola, IN501c3Programs$12,687
Fort Wayne Railroad HistoricalFort Wayne, IN501c3Programs$11,000
ERIN'S HOUSE FOR GRIEVING CHILDRENFort Wayne, IN501c3Programs$10,500
Camp Watcha Wanna DoFort Wayne, IN501c3Programs$10,000
Prairie Heights High SchoolLagrange, IN501c3Programs$10,000
Turning Point of Steuben County IncAngola, IN501c3Programs$9,803
Community Harvest Food BankFort Wayne, IN501c3Programs$9,548
Audiences Unlimited IncFort Wayne, IN501c3St Co Choir Program$8,925
Northeastern CenterKendallville, INGovPrograms$8,804
Pleasant View Church of ChristAngola, IN501c3Programs$7,200
Town of OrlandOrland, IN501c3Programs$6,975
Wood-land-lakes ResourceBristol, IN-Programs$6,116
Henry Park Elementary PtoAngola, IN501c3Programs$6,000
ST PAUL'S CATHOLIC CHAPELAngola, IN501c3Programs$5,948
Steuben County Literacy CoalitionAngola, IN501c3Programs$5,806
Downtown Angola CoalitionAngola, IN501c3Programs$5,745
Fremont United Methodist ChurchFremont, IN501c3Programs$5,568
Hoosiers Feeding the HungryGarrett, IN501c3Programs$5,300
Tlc SteubenAngola, INGovPrograms$5,200
St Anthony of Padua Catholic ChurchAngola, IN501c3Programs$5,043
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
Agency Funds$3,034,634
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 35% controlled entity
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is provided to the board of directors before being filed with the irs.”

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

“The president of the organization reviews conflicts of interest annually with board members, committee members, and employees. All signed conflict of interest statements are kept on file in the office and updated annually.”

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

“The president/ceo's salary is set annually by the board of directors.”

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

“There are no other compensated officers.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Steuben County Community Foundation
EIN
35-1857065
Phone
2606656656
Address
1701 N WAYNE ST, ANGOLA, IN 46703

Signing Officer

Name
Jennifer Danic
Title
President & CEO
Phone
2606656656
Signed
2023-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Danic
Formed
1991
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
8
Volunteers
82

Preparer

Firm
Haines Isenbarger & Skiba LLC
Address
4630 W JEFFERSON BLVD 8, FORT WAYNE, IN 46804
Preparer
Cassie J Dunn
Phone
2604369500
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Income from the general endowment funds is to be used for programs benefiting steuben county residents.”

Schedule D, Page 3, Part X

“The foundation is incorporated as a nonprofit organization, exempt from income tax under section 501(c)(3) of the internal revenue code and qualifies for the charitable contribution deduction. The foundation has been classified as organizations that are not private foundations under section 509(a) of the internal revenue code. It is also exempt from state income taxes. However, the foundation is subject to federal income tax on any unrelated business taxable income. The foundation provides liabilities for uncertain tax positions when a liability is probable and estimable. Management believes that is has appropriate support for any tax positions it has taken or expects to take and as such, does not have any uncertain tax positions that should be recognized, measured or disclosed in the financial statements. Management believes the foundation is no longer subject to examination by tax authorities for years before june 30, 2020.”

Raw XML AppendixShowing 400 of 898 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
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IRS990/ActivityOrMissionDesc0THE STEUBEN COUNTY COMMUNITY FOUNDATION IMPROVES THE QUALITY OF LIFE IN STEUBEN COUNTY BY CONNECTING PEOPLE WHO CARE WITH NEEDS THAT MATTER TO THE COMMUNITY THROUGH ENDOWMENT FUND BUILDING AND GRANTMAKING
IRS990/AdvertisingGrp/FundraisingAmt094795
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IRS990/BooksInCareOfDetail/PersonNm0JENNIFER DANIC
IRS990/BooksInCareOfDetail/PhoneNum02606656656
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01701 N WAYNE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANGOLA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046703
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IRS990/ConferencesMeetingsGrp/TotalAmt06500
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt016593805
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IRS990/DeductibleNonCashContriInd0true
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IRS990/DepreciationDepletionGrp/TotalAmt023066
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
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IRS990/EmployeeCnt08
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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