Civic Intelligence

Community Foundation Partnership Inc.

990 • Fiscal year 2021 • EIN 35-1889139

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 15, 2022

Organization ProfileCFPARTNER.ORG
PO Box 1235Bedford, IN 47421

(812) 279-2215

Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

35th percentile

0.16x

Higher debt load relative to revenue than 35% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

70th percentile

24%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$105,532

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

63rd percentile

15%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

3.3%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$29,604,980

Up $3,947,162 (+15%) from 2020

Net Assets

Up

$29,058,477

Up $3,930,956 (+16%) from 2020

Liabilities

Up

$546,503

Up $16,206 (+3.1%) from 2020

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin70th percentile

Revenue

Up

$3,475,030

Up $112,557 (+3.3%) from 2020

Expenses

Up

$2,624,399

Up $914,420 (+53%) from 2020

Net Income

Down

$850,631

Down $801,863 (-49%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$40M$30M$20M$10M$0Assets 2010: $7,124,263Liabilities 2010: $199,156Net Assets 2010: $6,925,1072010Assets 2011: $7,535,825Liabilities 2011: $203,905Net Assets 2011: $7,331,9202011Assets 2012: $8,388,472Liabilities 2012: $262,716Net Assets 2012: $8,125,7562012Assets 2013: $9,566,352Liabilities 2013: $294,924Net Assets 2013: $9,271,4282013Assets 2014: $12,329,368Liabilities 2014: $393,036Net Assets 2014: $11,936,3322014Assets 2015: $12,145,363Liabilities 2015: $339,364Net Assets 2015: $11,805,9992015Assets 2016: $13,377,175Liabilities 2016: $380,053Net Assets 2016: $12,997,1222016Assets 2017: $14,699,384Liabilities 2017: $409,167Net Assets 2017: $14,290,2172017Assets 2018: $19,807,250Liabilities 2018: $1,334,155Net Assets 2018: $18,473,0952018Assets 2019: $23,057,296Liabilities 2019: $692,692Net Assets 2019: $22,364,6042019Assets 2020: $25,657,818Liabilities 2020: $530,297Net Assets 2020: $25,127,5212020Assets 2021: $29,604,980Liabilities 2021: $546,503Net Assets 2021: $29,058,4772021Assets 2022: $26,878,351Liabilities 2022: $436,971Net Assets 2022: $26,441,3802022Assets 2023: $29,007,161Liabilities 2023: $380,448Net Assets 2023: $28,626,7132023Assets 2024: $33,030,821Liabilities 2024: $410,949Net Assets 2024: $32,619,8722024

Highlighted filing

2021

Assets$29,604,980
Liabilities$546,503
Net Assets$29,058,477
Open 2021 Filing

Operations Trend

Revenue Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $496,4912010Expenses 2011: $416,0782011Expenses 2012: $692,7962012Revenue 2013: $1,890,992Expenses 2013: $717,871Net Income 2013: $1,173,1212013Revenue 2014: $3,458,858Expenses 2014: $734,634Net Income 2014: $2,724,2242014Revenue 2015: $1,758,056Expenses 2015: $869,204Net Income 2015: $888,8522015Revenue 2016: $2,481,126Expenses 2016: $852,770Net Income 2016: $1,628,3562016Revenue 2017: $1,364,895Expenses 2017: $996,716Net Income 2017: $368,1792017Revenue 2018: $6,756,276Expenses 2018: $1,162,694Net Income 2018: $5,593,5822018Revenue 2019: $2,994,347Expenses 2019: $1,380,905Net Income 2019: $1,613,4422019Revenue 2020: $3,362,473Expenses 2020: $1,709,979Net Income 2020: $1,652,4942020Revenue 2021: $3,475,030Expenses 2021: $2,624,399Net Income 2021: $850,6312021Revenue 2022: $3,170,654Expenses 2022: $2,310,506Net Income 2022: $860,1482022Revenue 2023: $2,709,049Expenses 2023: $1,929,363Net Income 2023: $779,6862023Revenue 2024: $4,612,204Expenses 2024: $2,198,077Net Income 2024: $2,414,1272024

Highlighted filing

2021

Revenue$3,475,030
Expenses$2,624,399
Net Income$850,631
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 15, 2022
Return Version
2021v4.0
Gross Receipts
$3,475,030
Mission and Program Overview

Mission

To improve the quality of life by providing philanthropic leadership and building permanent endowments that enable donors to make lasting investments in lawrence and martin counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,000,661$27,545,701▲ $3,545,040
Savings and Temporary Cash Investments$1,524,363$1,086,313▼ $438,050
Land, Buildings, and Equipment, Net$5,952$865,201▲ $859,249
Cash and Non-Interest-Bearing Accounts$121,670$48,391▼ $73,279
Prepaid Expenses and Deferred Charges$5,172$3,580▼ $1,592
Total Assets$25,657,818$29,604,980▲ $3,947,162
Other Assets Total-$55,794-
Liabilities
Other Liabilities$510,189$468,200▼ $41,989
Grants Payable$10,972$60,867▲ $49,895
Accounts Payable and Accrued Expenses$9,136$17,436▲ $8,300
Total Liabilities$530,297$546,503▲ $16,206
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,645,899$27,986,997▲ $4,341,098
Net Assets With Donor Restrictions$1,481,622$1,071,480▼ $410,142
Total Net Assets Fund Balance$25,127,521$29,058,477▲ $3,930,956
Total Liabilities and Net Assets / Fund Balance$25,657,818$29,604,980▲ $3,947,162

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$864,551$56,348$920,899
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Esperanza FloresCEOFT$99,758$5,774$105,532

Board Members and Trustees

NameTitle
Alan LagreePresident
Angie RisacherBoard
Brent MaudlinBoard
Barbara TerryEx-officio
Garry SmithSecretary
Jo Ann KasprzyckiTreasurer
Annie BullockVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,624,343
Program Service Revenue
$852,368
Investment Income
$998,319
Other Revenue
$0
All Other Contributions
$1,564,693
Change in Net Assets
$850,631

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 Traded4$261,185Publicly Traded
Real Estate Commercial1$197,500Sold Less Than Fair Market Value (FMV)
Total Noncash Contributions5$458,685-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,475,030
Revenue Not Reported on Form 990
$3,144,640
Total Revenue per Audited Statements
$6,619,670
Total Revenue per Form 990
$3,475,030
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,801,796
Other Expenses$552,751
Salaries, Compensation, and Employee Benefits$269,852
Total Fundraising Expense$45,807
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,801,796--$1,801,796
Other Salaries and Wages$154,940$47,674$35,756$238,370
Fees for Service Investment Mgmnt Fees$92,968$10,330-$103,298
Occupancy$26,309$6,578-$32,887
Office Expenses$19,060$7,331$2,932$29,323
Payroll Taxes$14,782$4,548$3,411$22,741
Advertising$10,387$3,196$2,397$15,980
Depreciation Depletion$12,060$1,340-$13,400
Pension Plan Contributions$5,085$1,564$1,173$7,822
Fees for Services Accounting$7,745--$7,745
Other Expenses$4,340--$4,340
Travel$3,345--$3,345
Other Employee Benefits$597$184$138$919
Total Functional Expenses$2,495,847$82,745$45,807$2,624,399

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,624,399
Total Expenses per Audited Statements$2,624,399
Total Expenses per Form 990$2,624,399
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Operating Grants5000Shoals, IN3Charitable Education$1,287,272
City of LoogooteeBedford, IN3Charitable$126,484
Loogootee United Methodist ChurchBedford, IN3Charitable$41,360
Springville Community AssociationSpringville, IN3Charitable$35,206
Southern Indiana Center (siags)Mitchell, IN3Charitable$32,000
Martin Co Humane SocietyShoals, IN3Charitable$25,000
United Way of Central IndianaBedford, IN3Charitable$24,000
Town of ShoalsShoals, INGovCharitable$20,145
Daviess-martin Joint Co Parks & RecMitchell, IN3Charitable$20,000
Law Co Economic Growth CouncilBedford, IN3Charitable$20,000
Shawswick Township TrusteeBedford, INGovCharitable$20,000
Shoals Community SchoolsShoals, IN3Educational$18,000
Boys and Girls Club of Lawrence Co--Charitable Education$15,344
Town of ShoalsShoals, INGovCharitable$13,871
Hoosier Hills Food BankLoogootee, IN3Charitable$10,000
Salvation ArmyIndianapolis, IN3Charitable$10,000
LchgsBedford, IN3Charitable Education$9,000
Martin Co Historical SocietyShoals, IN3Charitable$8,520
Lawrence County 4h CouncilBedford, IN3Charitable$8,500
Goodwill Cemetery AssociationLoogootee, IN13Charitable$8,317
Lost River Township VfdLoogootee, IN19Charitable$7,500
Lawrence County 4h Clubs & FairsBedford, IN3Charitable$7,000
Lawrence County Sheriffs OfficeBedford, INGovCharitable$7,000
St Vincent Depaul Catholic ChurchBloomington, IN3Charitable$6,505
City of MitchellLoogootee, INGovCharitable Education$5,500
Shawswick Township VfdBedford, IN3Charitable$5,272
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
Endowment Partner Funds$463,491
Charitable Trust Agreements$4,709
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Board members are elected to the board to fill vacancies as needed.”

Form 990, Page 6, Part VI, Line 7B

“The board of directors consist of seven members all voting and nonroutine decisions are made by the board.”

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

“The foundation has an approved written 990 review and acceptance policy outlining the procedures to be followed. An electronic copy of form 990 is given to the ceo and accounting staff for review and signature prior to filing. It is also available to all board members for their review prior to submission.”

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

“The board reviews the policies and procedures annually or more frequently if needed.”

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

“The executive compensation is approved by the board of directors after an annual performance review. The board uses comparable data for community foundation executive directors in the assessment.”

Form 990, Page 6, Part VI, Line 19

“The documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Community Foundation
EIN
35-1889139
Phone
8122792215
Address
PO BOX 1235, BEDFORD, IN 47421
Doing Business As
Lawrence Martin Co Comm Foundations

Signing Officer

Name
Esperanza Flores
Title
CEO
Phone
8122792215
Signed
2022-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Esperanza Flores
Formed
1993
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
5
Volunteers
85

Preparer

Firm
Turpen & Deckard LLC
Address
1509 J ST, BEDFORD, IN 47421
Preparer
Debra S Deckard CPA
Phone
8122754444
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“LAWRENCE & MARTIN CO CF”

Form 990, Page 1, Part I, Line 6

“Work in partnership with staff to build endowments and work towards sustainability. Introduce prospective donors to community foundations and ceo. Assist ceo in efforts to engage and educate donors, grantees, and the community about the field of philanthropy and the community foundation's mission. Support administrative staff in mailings, filings, and routine office functions. Assisting in events with decorating, cleaning, greeting, and other routine tasks as needed.”

Form 990, Part XI, Line 9

“Lei unmatched 0 change in fasb 136 0 change in liab under trust agreement 0 change in fasb 136 -64,099 change in labilities under trust agreement -216 total -64,315”

Financial Statement Notes

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

“Fasb 136 adjustments (inc) 0 lei unmatched change 0”

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

“Fasb 136 adjustments (dec) 0 other 0”

Raw XML AppendixShowing 400 of 739 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.

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IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION CONDUCTS EDUCATIONAL PROGRAMS AND EVENTS FOR THE COMMUNITY, AND ADVISORS. THE FOUNDATION THROUGH PRINTED NEWSPAPER ADVERTISEMENTS, WEBSITE AND PUBLICATIONS PROVIDES PRINTABLE RESOURCES TO THE GENERAL PUBLIC.
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
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IRS990ScheduleD/DonorAdvisedFundsContriAmt017590
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FASB 136 ADJUSTMENTS (DEC) 0 OTHER 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 4B
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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,604,980
Liabilities
$546,503
Net assets
$29,058,477
Revenue
$3,475,030
Expenses
$2,624,399
Net income
$850,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.0$0.41$32.6$4.61$2.20$2.41
2023Detailed filing. Detailed filing data is available for this year.$29.0$0.38$28.6$2.71$1.93$0.78
2022Detailed filing. Detailed filing data is available for this year.$26.9$0.44$26.4$3.17$2.31$0.86
2021Detailed filing. Detailed filing data is available for this year.$29.6$0.55$29.1$3.48$2.62$0.85
2020Detailed filing. Detailed filing data is available for this year.$25.7$0.53$25.1$3.36$1.71$1.65
2019Detailed filing. Detailed filing data is available for this year.$23.1$0.69$22.4$2.99$1.38$1.61
2018Detailed filing. Detailed filing data is available for this year.$19.8$1.33$18.5$6.76$1.16$5.59
2017Detailed filing. Detailed filing data is available for this year.$14.7$0.41$14.3$1.36$1.00$0.37
2016Detailed filing. Detailed filing data is available for this year.$13.4$0.38$13.0$2.48$0.85$1.63
2015Detailed filing. Detailed filing data is available for this year.$12.1$0.34$11.8$1.76$0.87$0.89
2014Detailed filing. Detailed filing data is available for this year.$12.3$0.39$11.9$3.46$0.73$2.72
2013Detailed filing. Detailed filing data is available for this year.$9.57$0.29$9.27$1.89$0.72$1.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.39$0.26$8.13$0.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$0.20$7.33$0.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.12$0.20$6.93$0.50