Civic Intelligence

Northern Indiana Community Foundation Inc.

990 • Fiscal year 2015 • EIN 35-1912317

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 27, 2016

715 Main StRochester, IN 46975

(574) 223-2227

Siviq Scores

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

Liabilities / Assets

29th percentile

0.09x

Higher debt load relative to assets than 29% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

60th percentile

0.48x

Higher debt load relative to revenue than 60% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

92nd percentile

52%

Higher net margin than 92% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

8th percentile

$62,147

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

50th percentile

1.5%

Faster asset growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

17%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Up

$31,201,392

Up $466,704 (+1.5%) from 2014

Net Assets

Up

$28,301,366

Up $1,777,008 (+6.7%) from 2014

Liabilities

Down

$2,900,026

Down $1,310,304 (-31%) from 2014

Revenue

Up

$6,085,462

Up $880,661 (+17%) from 2014

Expenses

Up

$2,931,992

Up $165,635 (+6.0%) from 2014

Net Income

Up

$3,153,470

Up $715,026 (+29%) from 2014

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: $20,777,208Liabilities 2010: $2,679,885Net Assets 2010: $18,097,3232010Assets 2011: $21,795,156Liabilities 2011: $2,785,702Net Assets 2011: $19,009,4542011Assets 2012: $23,704,972Liabilities 2012: $3,361,044Net Assets 2012: $20,343,9282012Assets 2013: $26,253,513Liabilities 2013: $2,736,881Net Assets 2013: $23,516,6322013Assets 2014: $30,734,688Liabilities 2014: $4,210,330Net Assets 2014: $26,524,3582014Assets 2015: $31,201,392Liabilities 2015: $2,900,026Net Assets 2015: $28,301,3662015Assets 2016: $33,773,964Liabilities 2016: $2,802,299Net Assets 2016: $30,971,6652016Assets 2017: $39,721,853Liabilities 2017: $3,637,751Net Assets 2017: $36,084,1022017Assets 2018: $40,259,199Liabilities 2018: $4,214,499Net Assets 2018: $36,044,7002018Assets 2019: $46,342,171Liabilities 2019: $4,126,024Net Assets 2019: $42,216,1472019Assets 2020: $57,261,852Liabilities 2020: $4,108,762Net Assets 2020: $53,153,0902020Assets 2021: $64,390,100Liabilities 2021: $4,738,507Net Assets 2021: $59,651,5932021Assets 2022: $57,996,369Liabilities 2022: $4,025,275Net Assets 2022: $53,971,0942022Assets 2023: $61,506,739Liabilities 2023: $4,131,124Net Assets 2023: $57,375,6152023Assets 2024: $68,621,930Liabilities 2024: $4,084,883Net Assets 2024: $64,537,0472024

Highlighted filing

2015

Assets$31,201,392
Liabilities$2,900,026
Net Assets$28,301,366

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,264,1822010Expenses 2011: $2,500,9042011Expenses 2012: $2,608,4342012Revenue 2013: $4,244,429Expenses 2013: $2,779,409Net Income 2013: $1,465,0202013Revenue 2014: $5,204,801Expenses 2014: $2,766,357Net Income 2014: $2,438,4442014Revenue 2015: $6,085,462Expenses 2015: $2,931,992Net Income 2015: $3,153,4702015Revenue 2016: $4,236,615Expenses 2016: $2,858,096Net Income 2016: $1,378,5192016Revenue 2017: $5,062,820Expenses 2017: $3,127,423Net Income 2017: $1,935,3972017Revenue 2018: $9,479,757Expenses 2018: $3,474,401Net Income 2018: $6,005,3562018Revenue 2019: $5,367,341Expenses 2019: $3,547,684Net Income 2019: $1,819,6572019Revenue 2020: $7,505,121Expenses 2020: $4,263,202Net Income 2020: $3,241,9192020Revenue 2021: $7,547,538Expenses 2021: $4,561,195Net Income 2021: $2,986,3432021Revenue 2022: $6,578,634Expenses 2022: $4,830,476Net Income 2022: $1,748,1582022Revenue 2023: $4,269,821Expenses 2023: $4,412,108Net Income 2023: -$142,2872023Revenue 2024: $9,253,567Expenses 2024: $4,705,439Net Income 2024: $4,548,1282024

Highlighted filing

2015

Revenue$6,085,462
Expenses$2,931,992
Net Income$3,153,470
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 27, 2016
Return Version
2015v2.1
Gross Receipts
$13,526,341
Mission and Program Overview

Mission

Our mission is to improve the quality of life in our communities by assisting donors in fulfilling their charitable wishes forever.

The foundation's mission is to improve the quality of life in our communities by assisting donors in fulfilling their charitable wishes. The foundation does this by building endowment funds for our communities with contributions, both large and small.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$26,342,001$27,908,950▲ $1,566,949
Savings and Temporary Cash Investments$3,769,311$2,862,713▼ $906,598
Investments Other Securities$151,598$151,189▼ $409
Prepaid Expenses and Deferred Charges$12,217$12,849▲ $632
Land, Buildings, and Equipment, Net$13,784$8,916▼ $4,868
Pledges and Grants Receivable$4,121$3,806▼ $315
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$30,734,688$31,201,392▲ $466,704
Other Assets Total$441,556$252,869▼ $188,687
Liabilities
Other Liabilities$2,819,447$2,681,978▼ $137,469
Deferred Revenue$1,330,122$178,367▼ $1,151,755
Grants Payable$52,334$36,622▼ $15,712
Accounts Payable and Accrued Expenses$8,427$3,059▼ $5,368
Total Liabilities$4,210,330$2,900,026▼ $1,310,304
Net Assets / Fund Balance
Permanently Rstr Net Assets$12,565,989$13,594,088▲ $1,028,099
Unrestricted Net Assets$10,608,578$12,455,556▲ $1,846,978
Temporarily Rstr Net Assets$3,349,791$2,251,722▼ $1,098,069
Total Net Assets Fund Balance$26,524,358$28,301,366▲ $1,777,008
Total Liabilities and Net Assets / Fund Balance$30,734,688$31,201,392▲ $466,704

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,916$88,556$97,472

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$24,563,445$4,096,563▼ $399,934$132,241$26,732,098
2014$21,804,155$2,104,981▲ $2,005,403$535,442$24,563,445
2013$19,174,242$1,512,290▲ $2,842,423$861,313$21,804,155
2012$18,328,904$954,804▲ $1,678,746$475,941$19,174,242
2011$16,772,460$2,053,093▲ $917,267$370,760$18,328,904
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay AlbrightExecutive DiFT$59,213$2,934$62,147

Board Members and Trustees

NameTitle
Jennifer GappaPresident
Cheryl OrkisDirector
Gene LaddDirector
Jeff FinkeDirector
Jerry GurradoDirector
Jim YatesDirector
Larry CunninghamDirector
Marcia MinardDirector
Marilyn WickertDirector
Ron DouglasDirector
Suzy BishopDirector
Tom MckaigDirector
Judy ClimieSecretary
Gene MilesTreasurer
Evan GottschalkVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,566,100
Program Service Revenue
$454,543
Investment Income
$1,056,844
Other Revenue
$7,975
All Other Contributions
$4,566,100
Change in Net Assets
$3,153,470

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded13$2,051,497Avg High/low Date of Gift
Total Noncash Contributions13$2,051,497-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,081,941
Revenue Not Reported on Financial Statements
$3,521
Revenue Not Reported on Form 990
$-1,506,309
Other Revenue Adjustments
$3,521
Total Revenue per Audited Statements
$4,575,632
Total Revenue per Form 990
$6,085,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,594,736
Other Expenses$963,935
Salaries, Compensation, and Employee Benefits$373,321
Total Fundraising Expense$278,457
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,314,057--$1,314,057
Fees for Services Management-$452,926-$452,926
Grants to Domestic Individuals$280,679--$280,679
Other Salaries and Wages$50,598$95,896$99,871$246,365
Fees for Service Investment Mgmnt Fees-$152,789-$152,789
Current Officers, Directors, Trustees, and Key Employees$11,842$23,685$23,685$59,212
Office Expenses$6,733$6,733$31,424$44,890
Occupancy$6,557$6,557$24,975$38,089
Other Employee Benefits$5,387$11,372$13,168$29,927
Fees for Services Accounting$5,734$8,601$14,335$28,670
Conferences and Meetings$4,258$4,258$19,872$28,388
Payroll Taxes$4,164$9,457$10,537$24,158
Pension Plan Contributions$2,459$5,190$6,010$13,659
Insurance$1,236$1,236$2,472$4,944
Depreciation Depletion$730$730$3,407$4,867
Fees for Services Legal$564$846$1,409$2,819
Other Expenses$1,077$976$2,154$976
Total Functional Expenses$1,871,206$782,329$278,457$2,931,992

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,931,992
Expenses per Audited Statements$2,798,624
Total Expenses per Audited Statements$2,798,624
Expenses Not Reported on Financial Statements$133,368
Other Expense Adjustments$133,368
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Purdue FoundationWest Lafayette, IN501c3Contribution$200,000
Woodlawn Hospital FoundationRochester, IN501c3Compassionate Care$165,215
Rochester Community SchoolRochester, IN501c3Educational Programs$101,292
Miami County YmcaPeru, IN501c3Operating Assistance$73,018
Akron Youth LeagueAkron, IN501c3Gen/oper Support$43,000
Akron United Methodist ChurchAkron, IN501c3Operating Support$35,823
Miami County Historical SocietyPeru, IN501c3Operating Support$31,512
Grace United Methodist ChurchRochester, IN501c3Operations/missions$30,000
Davis TownshipHamlet, IN501c3Building/renovation$25,000
Ancilla CollegeDonaldson, IN501c3Grant Distribution$20,642
Main Street United Methodist ChurchPeru, IN501c3Operating Support$18,074
Starke County Historical SocietyKnox, IN501c3Gen/oper Support$14,836
Kewanna-union Twp Public LibraryKewanna, IN501c3Operating Support$12,584
Harvesting Capabilities IncPeru, IN501c3Operating Support$11,250
Town of AkronAkron, IN501c3Pike Memorial Park$11,000
Fulton County Historical SocietyRochester, IN501c3Operating/restore$10,836
Alpha Chi Omega Foundation IncIndianpolis, IN501c3For Now/forever$10,000
Indiana State Museum andIndianapolis, IN501c3Capital Campaign$9,500
Parkview United Methodist ChurchPeru, IN501c3Operating Support$9,379
Ole Olsen Memorial Theatre IncPeru, IN501c3Operating Support$9,087
Salvation Army-peru Indiana DivIndianapolis, IN501c3Operating Support$9,087
Rochester High SchoolRochester, IN501c3Educational Programs$9,045
St Charles Borromeo CatholicPeru, IN501c3Scholarship Funding$9,000
Knox Community School CorpKnox, IN501c3Gen/oper Support$8,904
United Way of Fulton County IncRochester, IN501c3Annual Campaign$8,676
Compassionate Health CenterRochester, IN501c3Gen/oper Support$8,317
Starke County Scholarship FoundKnox, IN501c3Operating Support$8,166
KEWANNA'S HEARTKewanna, IN501c3Gen/oper Support$8,000
United Way of Miami County IncPeru, IN501c3Annual Campaign$7,960
Starke County Humane SocietyNorth Judson, IN501c3Operating Support$7,766
Community Services of Starke CountyKnox, IN501c3Program Support$7,760
Maconaquah Athletic BoosterBunker Hill, IN501c3Athletic Equipment$7,455
Fulton County Solid WasteRochester, IN501c3Operating Support$7,264
Fulton County Equestrain CenterRochester, IN501c3New Water System$7,250
James F Talbott Vfw Post 1121Kewanna, IN501c19Building Renovations$7,250
North Judson United MethodistNorth Judson, IN501c3Operating Support$7,136
CruOrlando, FL501c3Programming$6,900
North Judson - Wayne TownshipNorth Judson, IN501c3Gen/oper Support$6,869
The Starke County Youth Club IncKnox, INGovOperating Support$6,178
Fulton County Pack a Back PackRochester, IN501c3School Supplies$6,100
Akron Church of GodAkron, IN501c3Wee Care Ministries$5,450
First Presbyterian ChurchPeru, IN501c3Gen/oper Support$5,213
Purdue Christian Campus HouseWest Lafayette, IN501c3Gen/oper Support$5,142
Wvpe Public RadioElkhart, IN-Gen/oper Support$5,120
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$2,530,311
Charitable Remainder Trust Liability$120,196
Charitable Gift Annuity$31,471
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, Page 6, Part VI, Line 11B

The finance committee reviews the form 990 before it is filed and makes a recommendation for approval (or conditional approval pending revisions) for distribution to the full board of directors. The form 990 is then made available for full review by any board member for a reasonable period of time before it is filed.

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

The community foundation has a conflict of interest policy that is given to all volunteers at the begining of every year. Each volunteer completes a conflict of interest statement. The conflict of interest statements are kept at the community foundation office and are available upon request during the grant and scholarship process. Additional conflict of interest statements are obtained from committee members.

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

The president of the community foundation board of directors distributes an annual evaluation to all board members in september. Upon receipt of the evaluations, the president prepares a summary and then reports back to the executive committee, which then meets with the executive director.

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

The president of the community foundation board of directors distributes an annual evaluation to all board members in september. Upon receipt of the evaluations, the president prepares a summary and then reports back to the executive committee, which then meets with the executive director.

Form 990, Page 6, Part VI, Line 19

All governing documents of the community foundation are available upon request. The documents are kept at the community foundation office. All conflict of interest statements from the volunteers are scanned and filed at the office. The annual audits are available on our website at www.nicf.org. Our gift acceptance policy and real estate policy are also available on our website.

Filing and Contact Details

Filer

Filer Name
Northern Indiana Community
EIN
35-1912317
Phone
5742232227
Address
715 MAIN ST, ROCHESTER, IN 46975

Signing Officer

Name
Jay Albright
Title
Executive Director
Phone
5742232227
Signed
2016-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Albright
Formed
1993
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
12
Volunteers
112

Preparer

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

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The foundation's mission is to improve the quality of life in our communities by assisting donors in fulfilling their charitable wishes. The foundation does this by building endowment funds for our communities with contributions, both large and small.

Form 990, Part XI, Line 9

Change in value of split interest agreements 9,821 agency fund revenues -3,521 agency fund expenses 133,368 total 139,668

Financial Statement Notes

Schedule D, Page 3, Part X

The foundation follows the income tax topic of the fasb asc. The foundation now 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 2012, 2013, and 2014 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

Change in value of split interest agreements 9,821

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

Agency fund revenues 3,521

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

Agency fund expenses 133,368

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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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/OtherCompensationAmt152934
IRS990/Form990PartVIISectionAGrp/PersonNm0JENNIFER GAPPA
IRS990/Form990PartVIISectionAGrp/PersonNm1EVAN GOTTSCHALK
IRS990/Form990PartVIISectionAGrp/PersonNm2GENE MILES
IRS990/Form990PartVIISectionAGrp/PersonNm3JUDY CLIMIE
IRS990/Form990PartVIISectionAGrp/PersonNm4SUZY BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm5LARRY CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm6RON DOUGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFF FINKE
IRS990/Form990PartVIISectionAGrp/PersonNm8JERRY GURRADO
IRS990/Form990PartVIISectionAGrp/PersonNm9GENE LADD
IRS990/Form990PartVIISectionAGrp/PersonNm10TOM MCKAIG
IRS990/Form990PartVIISectionAGrp/PersonNm11MARCIA MINARD
IRS990/Form990PartVIISectionAGrp/PersonNm12CHERYL ORKIS
IRS990/Form990PartVIISectionAGrp/PersonNm13MARILYN WICKERT
IRS990/Form990PartVIISectionAGrp/PersonNm14JIM YATES
IRS990/Form990PartVIISectionAGrp/PersonNm15JAY ALBRIGHT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1559213
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/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0117064
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0611361
IRS990/GrantsPayableGrp/BOYAmt052334
IRS990/GrantsPayableGrp/EOYAmt036622
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0280679
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0280679
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01314057
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01314057
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07557943
IRS990/GrossReceiptsAmt013526341
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt02472
IRS990/InsuranceGrp/ManagementAndGeneralAmt01236
IRS990/InsuranceGrp/ProgramServicesAmt01236
IRS990/InsuranceGrp/TotalAmt04944
IRS990/InvestmentIncomeGrp/ExclusionAmt0939780
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0939780
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0151598
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0151189
IRS990/InvestmentsPubTradedSecGrp/BOYAmt026342001
IRS990/InvestmentsPubTradedSecGrp/EOYAmt027908950
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt088556
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013784
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08916
IRS990/LandBldgEquipCostOrOtherBssAmt097472
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07440879
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION'S MISSION IS TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES BY ASSISTING DONORS IN FULFILLING THEIR CHARITABLE WISHES. THE FOUNDATION DOES THIS BY BUILDING ENDOWMENT FUNDS FOR OUR COMMUNITIES WITH CONTRIBUTIONS, BOTH LARGE AND SMALL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt026524358
IRS990/NetAssetsOrFundBalancesEOYAmt028301366
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0117064
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0117064
IRS990/NetUnrlzdGainsLossesInvstAmt0-1516130
IRS990/NoncashContributionsAmt02051497
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt024975
IRS990/OccupancyGrp/ManagementAndGeneralAmt06557
IRS990/OccupancyGrp/ProgramServicesAmt06557
IRS990/OccupancyGrp/TotalAmt038089
IRS990/OfficeExpensesGrp/FundraisingAmt031424
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06733
IRS990/OfficeExpensesGrp/ProgramServicesAmt06733
IRS990/OfficeExpensesGrp/TotalAmt044890
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0441556
IRS990/OtherAssetsTotalGrp/EOYAmt0252869
IRS990/OtherChangesInNetAssetsAmt0139668
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013168
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011372
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05387
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029927
IRS990/OtherExpensesGrp/Desc0DIRECT PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc1OTHER FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc2LEASE EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt025138
IRS990/OtherExpensesGrp/FundraisingAmt12154
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01077
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1976
IRS990/OtherExpensesGrp/ProgramServicesAmt0175131
IRS990/OtherExpensesGrp/ProgramServicesAmt11077
IRS990/OtherExpensesGrp/TotalAmt0175131
IRS990/OtherExpensesGrp/TotalAmt125138
IRS990/OtherExpensesGrp/TotalAmt24308
IRS990/OtherExpensesGrp/TotalAmt3976
IRS990/OtherLiabilitiesGrp/BOYAmt02819447
IRS990/OtherLiabilitiesGrp/EOYAmt02681978
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07975
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07975
IRS990/OtherRevenueTotalAmt07975
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt099871
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt095896
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt050598
IRS990/OtherSalariesAndWagesGrp/TotalAmt0246365
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt010537
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09457
IRS990/PayrollTaxesGrp/ProgramServicesAmt04164
IRS990/PayrollTaxesGrp/TotalAmt024158
IRS990/PensionPlanContributionsGrp/FundraisingAmt06010
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05190
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02459
IRS990/PensionPlanContributionsGrp/TotalAmt013659
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt012565989
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt013594088
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04121
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03806
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012217
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012849
IRS990/PrincipalOfficerNm0JAY ALBRIGHT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0454543
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0454543
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION HOLDS SEVERAL NON-PERMANENT FUNDS FOR LOCAL AGENCIES AND PROJECTS. THIS GIVES THE AGENCIES AND PROJECTS ACCOUNTABILITY TO THEIR DONORS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01156807
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0983375
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0281005
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03155524
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01427260
IRS990/PYInvestmentIncomeAmt01612132
IRS990/PYOtherExpensesAmt0995241
IRS990/PYOtherRevenueAmt04116
IRS990/PYProgramServiceRevenueAmt0433029
IRS990/PYRevenuesLessExpensesAmt02438444
IRS990/PYSalariesCompEmpBnftPaidAmt0343856
IRS990/PYTotalExpensesAmt02766357
IRS990/PYTotalRevenueAmt05204801
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt03153470
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0173538
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03769311
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02862713
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 38,948
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04566095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03155524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02111319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01664358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02169425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013666721
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0938218
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0834762
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0760888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0661957
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0643319
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03839144
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0462518
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04116
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt08613
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt010046
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt08193
IRS990ScheduleA/OtherIncome170Grp/TotalAmt038948
IRS990ScheduleA/PublicSupportCY170Pct00.51040
IRS990ScheduleA/PublicSupportPY170Pct00.46110
IRS990ScheduleA/PublicSupportTotal170Amt08955419
IRS990ScheduleA/SubstantialContributorsTotAmt04711302
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04566095
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03155524
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02111319
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01664358

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$68.6$4.08$64.5$9.25$4.71$4.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.5$4.13$57.4$4.27$4.41$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.0$4.03$54.0$6.58$4.83$1.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.4$4.74$59.7$7.55$4.56$2.99
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$4.11$53.2$7.51$4.26$3.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.3$4.13$42.2$5.37$3.55$1.82
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.3$4.21$36.0$9.48$3.47$6.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$3.64$36.1$5.06$3.13$1.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$2.80$31.0$4.24$2.86$1.38
2015Detailed filing. Detailed filing data is available for this year.$31.2$2.90$28.3$6.09$2.93$3.15
2014Detailed filing. Detailed filing data is available for this year.$30.7$4.21$26.5$5.20$2.77$2.44
2013Detailed filing. Detailed filing data is available for this year.$26.3$2.74$23.5$4.24$2.78$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$3.36$20.3$2.61
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$2.79$19.0$2.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$2.68$18.1$2.26