Civic Intelligence

Northern Indiana Community Foundation Inc.

990 • Fiscal year 2019 • EIN 35-1912317

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

PO Box 807Rochester, IN 46975

(574) 223-2227

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.09x

Higher debt load relative to assets than 32% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.77x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

12th percentile

$100,253

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$46,342,171

Up $6,082,972 (+15%) from 2018

Net Assets

Up

$42,216,147

Up $6,171,447 (+17%) from 2018

Liabilities

Down

$4,126,024

Down $88,475 (-2.1%) from 2018

Revenue

Down

$5,367,341

Down $4,112,416 (-43%) from 2018

Expenses

Up

$3,547,684

Up $73,283 (+2.1%) from 2018

Net Income

Down

$1,819,657

Down $4,185,699 (-70%) from 2018

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

2019

Assets$46,342,171
Liabilities$4,126,024
Net Assets$42,216,147

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

2019

Revenue$5,367,341
Expenses$3,547,684
Net Income$1,819,657
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.0
Gross Receipts
$16,895,637
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$34,377,914$42,085,821▲ $7,707,907
Savings and Temporary Cash Investments$3,508,016$2,756,643▼ $751,373
Investments Other Securities$800,000$450,000▼ $350,000
Land, Buildings, and Equipment, Net$374,938$405,682▲ $30,744
Prepaid Expenses and Deferred Charges$24,243$25,180▲ $937
Accounts Receivable-$650-
Pledges and Grants Receivable$1,017$524▼ $493
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$40,259,199$46,342,171▲ $6,082,972
Other Assets Total$1,172,971$617,571▼ $555,400
Liabilities
Other Liabilities$3,431,873$3,917,585▲ $485,712
Deferred Revenue$771,349$200,141▼ $571,208
Accounts Payable and Accrued Expenses$7,888$6,555▼ $1,333
Grants Payable$3,389$1,743▼ $1,646
Total Liabilities$4,214,499$4,126,024▼ $88,475
Net Assets / Fund Balance
Net Assets With Donor Restrictions$35,780,266$41,864,515▲ $6,084,249
Net Assets Without Donor Restrictions$264,434$351,632▲ $87,198
Total Net Assets Fund Balance$36,044,700$42,216,147▲ $6,171,447
Total Liabilities and Net Assets / Fund Balance$40,259,199$46,342,171▲ $6,082,972

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$342,607$18,630$361,237
Equipment$36,165$109,538$145,703
Land$26,910-$26,910

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$34,043,736$2,111,203▲ $5,824,497$995$39,905,499
2018$34,226,523$2,064,297▼ $836,653-$34,043,736
2017$31,441,553$2,043,786▲ $3,912,479$138,705$34,226,523
2016$26,732,062$2,002,176▲ $4,306,713$57,993$31,441,553
2015$24,563,445$4,096,563▼ $399,934$132,241$26,732,098
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay AlbrightExecutive DiFT$95,495$4,758$100,253

Board Members and Trustees

NameTitle
Evan GottschalkPresident
Caroline JonesDirector
Cheryl OrkisDirector
Dick AltmanDirector
Dick HammondDirector
Doug KuepperDirector
Jeff FinkeDirector
Jim LongDirector
Linda LeasureDirector
Marcia MinardDirector
Shirley RippyDirector
Suzy BishopDirector
Penny RamseySecretary
Gene MilesTreasurer
Rita JacksonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,672,545
Program Service Revenue
$667,908
Investment Income
$1,981,176
Other Revenue
$45,712
All Other Contributions
$2,672,545
Change in Net Assets
$1,819,657

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 Traded7$412,375Avg High/low Date of Gift
Total Noncash Contributions7$412,375-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,536,583
Revenue Not Reported on Financial Statements
$830,758
Revenue Not Reported on Form 990
$4,821,637
Other Revenue Adjustments
$636,761
Total Revenue per Audited Statements
$9,358,220
Total Revenue per Form 990
$5,367,341
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,594,424
Other Expenses$1,424,940
Salaries, Compensation, and Employee Benefits$528,320
Total Fundraising Expense$307,742
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,258,164--$1,258,164
Fees for Services Management-$667,305-$667,305
Other Salaries and Wages$121,708$90,411$135,617$347,736
Grants to Domestic Individuals$336,260--$336,260
Fees for Service Investment Mgmnt Fees-$193,997-$193,997
Current Officers, Directors, Trustees, and Key Employees$33,423$24,829$37,243$95,495
Office Expenses$19,547$14,302$21,782$55,631
Payroll Taxes$11,976$8,896$13,344$34,216
Other Employee Benefits$11,466$8,518$12,776$32,760
Fees for Services Accounting$10,689$7,940$11,910$30,539
Conferences and Meetings$9,634$7,157$10,736$27,527
Occupancy$9,136$6,787$10,180$26,103
Depreciation Depletion$7,668$5,696$8,545$21,909
Pension Plan Contributions$6,340$4,709$7,064$18,113
Insurance$3,094$2,298$3,447$8,839
Interest-$7,983-$7,983
Other Expenses$1,132$841$1,261$3,234
Total Functional Expenses$2,182,664$1,057,278$307,742$3,547,684

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,547,684
Expenses per Audited Statements$3,186,773
Total Expenses per Audited Statements$3,186,773
Expenses Not Reported on Financial Statements$360,911
Other Expense Adjustments$166,914
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brent Blacketer Memorial SportsRochester, IN501c3Renovations$68,750
Miami County YmcaPeru, IN501c3Operating Support$62,305
Grace United Methodist ChurchRochester, IN501c3Operations/capital$58,081
Ancilla CollegeDonaldson, IN501c3Residence Life Proj.$48,008
Miami County Historical SocietyPeru, IN501c3Operating Support$36,787
Rochester High SchoolRochester, IN501c3Educational Programs$35,798
First Baptist Church of RochesterRochester, IN501c3Repairs & Maint.$30,240
City of RochesterRochester, INGovMain Street Program$25,000
Davis TownshipHamlet, IN501c3Building/renovation$25,000
Miami County Helping HandsPeru, IN501c3Operating Support$24,727
Main Street United Methodist ChurchPeru, IN501c3Operating Support$23,281
Starke County Historical SocietyKnox, IN501c3Capital Campaign$21,411
Knox Community School CorpKnox, IN501c3Program Support$19,471
St Charles Borromeo CatholicPeru, INGovOperations/schol.$19,050
Fulton County Historical SocietyRochester, IN501c3Operating Support$18,261
United Way of Fulton County IncRochester, IN-Operating Support$17,871
Rochester Community SchoolRochester, IN501c3Educational Programs$16,826
Starke County Emergency MangagementKnox, IN501c3Vehicles/pagers$15,200
Community Services of Starke CountyKnox, IN501c3Vehicles/oper. Supp.$14,326
Fulton County EmsRochester, IN501c3Equipment$13,500
Njsp Community SchoolsNorth Judson, IN501c3Educational Programs$12,500
Fulton County Animal Adoption &Rochester, INGovOperating Support$12,401
North Judson Volunteer Fire DeptNorth Judson, IN501c3Lighting/education$12,000
North Judson United MethodistNorth Judson, INGovProgram Support$11,999
United Ministries of Fulton CountyRochester, IN501c3Food Pantry$11,773
Tippecanoe Valley School CorpAkron, IN501c3Bus Cameras$11,750
Fulton County Youth CenterRochester, IN501c3Operating Support$11,000
St Peter Lutheran SchoolNorth Judson, IN501c3Preschool Support$10,786
Rochester Little LeagueRochester, IN501c3Fencing Project$10,570
Lake Manitou AssociationRochester, IN501c3Aquatic Control/map$10,500
Ole Olsen Memorial Theatre IncPeru, INGovOperating Support$10,066
Salvation Army-miami CountyHoffman Estates, IL501c3Operating Support$10,066
Hoosier Valley Railroad MuseumNorth Judson, IN501c3Trail Signs/planning$10,031
The Starke County Youth Club IncKnox, IN501c3Operating Support$9,455
KEWANNA'S HEARTKewanna, IN501c3Fall Festival$9,100
Starke County Scholarship FoundKnox, IN501c3Operating Support$8,927
Starke County Humane SocietyNorth Judson, IN501c3Operating Support$8,875
Kosciusko County Shelter for AbuseWarsaw, IN501c3Beaman Home$8,500
Starke County AbateKnox, IN501c3Christmas Program$8,192
Fulton County Solid WasteRochester, IN501c3Operating Support$8,045
Compassionate Health CenterRochester, IN501c3Dental Program$7,653
Pipe Creek ElementaryPeru, IN501c3Preschool Support$7,395
Junior Achievement Sc Knox BankingHamlet, IN501c3Program Support$6,905
Fulton County 4-h FairRochester, IN501c3New Roof$6,500
Ivy Tech FoundationKokomo, IN501c3Campus Upgrades$6,000
Town of MacyMacy, IN501c3Park Restrooms$6,000
Parkview United Methodist ChurchPeru, IN501c3Operating Support$5,848
North Judson - Wayne TownshipNorth Judson, IN501c3Operating Support$5,784
Scill CenterKnox, IN501c3Career Training$5,772
Purdue Christian Campus HouseWest Lafayette, IN501c3Operating Support$5,696
Denver Baptist ChurchDenver, IN501c3Operating Support$5,668
Peru Public LibraryPeru, INGovOperating Support$5,553
Fulton County CouncilRochester, IN501c3Operating Support$5,537
Oregon Davis Elementary SchoolHamlet, IN501c3Preschool Support$5,508
Akron United Methodist ChurchAkron, IN501c3Operating Support$5,426
Wvpe Public RadioElkhart, IN-Operating Support$5,250
Woodlawn FoundationRochester, IN-Operating Support$5,172
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$3,751,758
Charitable Remainder Trust Liability$127,997
Charitable Gift Annuity$37,830
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
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
PO BOX 807, ROCHESTER, IN 46975

Signing Officer

Name
Jay Albright
Title
Executive Director
Phone
5742232227
Signed
2020-10-26
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
13
Volunteers
180

Preparer

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

Additional Explanations

Form 990, Part XI, Line 9

Change in value of split interest agreements 4,397 agency fund revenues -636,761 agency fund expenses 166,914 total -465,450

Financial Statement Notes

Schedule D, Page 3, Part X

The foundation 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 2016, 2017, and 2018 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 4,397

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

Agency fund revenues 636,761

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

Agency fund expenses 166,914

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/PersonNm4PENNY RAMSEY
IRS990/Form990PartVIISectionAGrp/PersonNm5DICK ALTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6SUZY BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFF FINKE
IRS990/Form990PartVIISectionAGrp/PersonNm8DICK HAMMOND
IRS990/Form990PartVIISectionAGrp/PersonNm9CAROLINE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm10DOUG KUEPPER
IRS990/Form990PartVIISectionAGrp/PersonNm11LINDA LEASURE
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM LONG
IRS990/Form990PartVIISectionAGrp/PersonNm13MARCIA MINARD
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IRS990/Form990PartVIISectionAGrp/PersonNm15SHIRLEY RIPPY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0507994
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt01397633
IRS990/GrantsPayableGrp/BOYAmt03389
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IRS990/InsuranceGrp/ManagementAndGeneralAmt02298
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IRS990/InsuranceGrp/TotalAmt08839
IRS990/InterestGrp/ManagementAndGeneralAmt07983
IRS990/InterestGrp/TotalAmt07983
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0450000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt034377914
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0405682
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES BY ASSISTING DONORS IN FULFILLING THEIR CHARITABLE WISHES FOREVER.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt036044700
IRS990/NetAssetsOrFundBalancesEOYAmt042216147
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0507994
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0507994
IRS990/NetUnrlzdGainsLossesInvstAmt04817240
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0264434
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0351632
IRS990/NoncashContributionsAmt0412375
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt010180
IRS990/OccupancyGrp/ManagementAndGeneralAmt06787
IRS990/OccupancyGrp/ProgramServicesAmt09136
IRS990/OccupancyGrp/TotalAmt026103
IRS990/OfficeExpensesGrp/FundraisingAmt021782
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014302
IRS990/OfficeExpensesGrp/ProgramServicesAmt019547
IRS990/OfficeExpensesGrp/TotalAmt055631
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01172971
IRS990/OtherAssetsTotalGrp/EOYAmt0617571
IRS990/OtherChangesInNetAssetsAmt0-465450
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012776
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08518
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011466
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032760
IRS990/OtherExpensesGrp/Desc0DIRECT PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc1OTHER FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3LEASE EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt025423
IRS990/OtherExpensesGrp/FundraisingAmt18414
IRS990/OtherExpensesGrp/FundraisingAmt21261
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05609
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1841
IRS990/OtherExpensesGrp/ProgramServicesAmt0334876
IRS990/OtherExpensesGrp/ProgramServicesAmt17551
IRS990/OtherExpensesGrp/ProgramServicesAmt21132
IRS990/OtherExpensesGrp/TotalAmt0334876
IRS990/OtherExpensesGrp/TotalAmt125423
IRS990/OtherExpensesGrp/TotalAmt221574
IRS990/OtherExpensesGrp/TotalAmt33234
IRS990/OtherLiabilitiesGrp/BOYAmt03431873
IRS990/OtherLiabilitiesGrp/EOYAmt03917585
IRS990/OtherRevenueMiscGrp/Desc0AMRT OF DISCOUNT ON TRUST REC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt045712
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt045712
IRS990/OtherRevenueTotalAmt045712
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0135617
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt090411
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0121708
IRS990/OtherSalariesAndWagesGrp/TotalAmt0347736
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt013344
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08896
IRS990/PayrollTaxesGrp/ProgramServicesAmt011976
IRS990/PayrollTaxesGrp/TotalAmt034216
IRS990/PensionPlanContributionsGrp/FundraisingAmt07064
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04709
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06340
IRS990/PensionPlanContributionsGrp/TotalAmt018113
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01017
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0524
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024243
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025180
IRS990/PrincipalOfficerNm0JAY ALBRIGHT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0667908
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0667908
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/ExpenseAmt0269394
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0196791
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt082437
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03414846
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt05435311
IRS990/PYOtherExpensesAmt01302096
IRS990/PYOtherRevenueAmt033645
IRS990/PYProgramServiceRevenueAmt0595955
IRS990/PYRevenuesLessExpensesAmt06005356
IRS990/PYSalariesCompEmpBnftPaidAmt0508670
IRS990/PYTotalExpensesAmt03474401
IRS990/PYTotalRevenueAmt09479757
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01819657
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
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IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0585479
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03508016
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02756643
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 7,980
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02672545
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03414846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02556144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02534420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04566095
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015744050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01473182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01573500
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01068774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0932791
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0938218
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05986465
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01935077
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07980
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07980
IRS990ScheduleA/PublicSupportCY170Pct00.55400
IRS990ScheduleA/PublicSupportPY170Pct00.47050
IRS990ScheduleA/PublicSupportTotal170Amt012042818
IRS990ScheduleA/SubstantialContributorsTotAmt03701232
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02672545
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03414846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02556144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02534420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04566095

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
2019Detailed filing. Detailed filing data is available for this year.$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