Civic Intelligence

Owen County Community Foundation

990 • Fiscal year 2019 • EIN 35-1934464

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

PO Box 503Spencer, IN 47460

(812) 829-1725

Siviq Scores

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

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

29th percentile

$72,216

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

111%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Assets

Up

$8,852,206

Up $1,193,666 (+16%) from 2018

Net Assets

Up

$8,742,310

Up $1,647,613 (+23%) from 2018

Liabilities

Down

$109,896

Down $453,947 (-81%) from 2018

Revenue

Up

$1,844,042

Up $971,220 (+111%) from 2018

Expenses

Up

$602,816

Up $150,423 (+33%) from 2018

Net Income

Up

$1,241,226

Up $820,797 (+195%) from 2018

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $4,078,108Liabilities 2010: $197,816Net Assets 2010: $3,880,2922010Assets 2011: $4,030,159Liabilities 2011: $177,220Net Assets 2011: $3,852,9392011Assets 2012: $4,391,156Liabilities 2012: $244,702Net Assets 2012: $4,146,4542012Assets 2013: $5,290,290Liabilities 2013: $183,190Net Assets 2013: $5,107,1002013Assets 2014: $6,520,113Liabilities 2014: $331,996Net Assets 2014: $6,188,1172014Assets 2015: $6,276,437Liabilities 2015: $197,544Net Assets 2015: $6,078,8932015Assets 2016: $6,474,604Liabilities 2016: $117,855Net Assets 2016: $6,356,7492016Assets 2017: $7,485,747Liabilities 2017: $125,834Net Assets 2017: $7,359,9132017Assets 2018: $7,658,540Liabilities 2018: $563,843Net Assets 2018: $7,094,6972018Assets 2019: $8,852,206Liabilities 2019: $109,896Net Assets 2019: $8,742,3102019Assets 2020: $9,994,432Liabilities 2020: $200,696Net Assets 2020: $9,793,7362020Assets 2021: $12,161,364Liabilities 2021: $179,800Net Assets 2021: $11,981,5642021Assets 2022: $10,308,031Liabilities 2022: $305,360Net Assets 2022: $10,002,6712022Assets 2023: $12,582,078Liabilities 2023: $409,786Net Assets 2023: $12,172,2922023Assets 2024: $16,093,084Liabilities 2024: $430,879Net Assets 2024: $15,662,2052024

Highlighted filing

2019

Assets$8,852,206
Liabilities$109,896
Net Assets$8,742,310

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $431,7432010Expenses 2011: $357,7032011Expenses 2012: $306,5282012Revenue 2013: $849,767Expenses 2013: $289,057Net Income 2013: $560,7102013Revenue 2014: $1,582,410Expenses 2014: $351,359Net Income 2014: $1,231,0512014Revenue 2015: $888,170Expenses 2015: $472,878Net Income 2015: $415,2922015Revenue 2016: $593,478Expenses 2016: $492,783Net Income 2016: $100,6952016Revenue 2017: $1,174,148Expenses 2017: $586,101Net Income 2017: $588,0472017Revenue 2018: $872,822Expenses 2018: $452,393Net Income 2018: $420,4292018Revenue 2019: $1,844,042Expenses 2019: $602,816Net Income 2019: $1,241,2262019Revenue 2020: $1,491,405Expenses 2020: $889,936Net Income 2020: $601,4692020Revenue 2021: $2,854,735Expenses 2021: $1,086,754Net Income 2021: $1,767,9812021Revenue 2022: $921,751Expenses 2022: $1,161,415Net Income 2022: -$239,6642022Revenue 2023: $1,637,876Expenses 2023: $997,237Net Income 2023: $640,6392023Revenue 2024: $5,154,346Expenses 2024: $2,084,389Net Income 2024: $3,069,9572024

Highlighted filing

2019

Revenue$1,844,042
Expenses$602,816
Net Income$1,241,226
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Gross Receipts
$7,457,395
Mission and Program Overview

Mission

The owen county community foundation is committed to help make our communities become better places to grow, work, and live. The foundation also matches donors with needs in owen county.

Owen county community foundation's vision is to be widely recognized as the leading community resource to promote philanthropy and match donors with needs in owen county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,855,970$7,356,126▲ $1,500,156
Cash and Non-Interest-Bearing Accounts$1,368,015$1,117,812▼ $250,203
Savings and Temporary Cash Investments$210,000$215,653▲ $5,653
Pledges and Grants Receivable$190,500$135,370▼ $55,130
Land, Buildings, and Equipment, Net$31,657$27,245▼ $4,412
Total Assets$7,658,540$8,852,206▲ $1,193,666
Other Assets Total$2,398$0▼ $2,398
Liabilities
Deferred Revenue$455,772$0▼ $455,772
Other Liabilities$64,978$62,547▼ $2,431
Escrow Account Liability$41,957$46,040▲ $4,083
Accounts Payable and Accrued Expenses$1,136$1,309▲ $173
Total Liabilities$563,843$109,896▼ $453,947
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,483,332$8,155,678▲ $1,672,346
Net Assets Without Donor Restrictions$611,365$586,632▼ $24,733
Total Net Assets Fund Balance$7,094,697$8,742,310▲ $1,647,613
Total Liabilities and Net Assets / Fund Balance$7,658,540$8,852,206▲ $1,193,666

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,875$33,132$47,007
Leasehold Improvements$13,370-$13,370

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$6,341,676$793,147▲ $1,224,531-$7,994,287
2018$7,000,747$362,886▼ $651,572-$6,341,676
2017$5,966,615$419,963▲ $1,023,152-$7,000,747
2016$5,464,272$587,926▲ $238,811-$5,966,615
2015$5,687,797$247,445▼ $118,657$349,600$5,464,272
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mark E RogersPresident/CEO (through Mid 2020)FT$72,216$72,216

Board Members and Trustees

NameTitle
David FriedelChairperson
Nancy LorenzPast Chairperson
Rob BabbsVice Chairperson
Barbara BonnessBoard of Directors
Brad KingBoard of Directors
Dale WalkerBoard of Directors
Frances MacmorranBoard of Directors
Heather LightBoard of Directors
Kaye ErneyBoard of Directors
Myrna FieldsBoard of Directors
Susan CoulterBoard of Directors
Tom WallaceBoard of Directors
Wally DefordBoard of Directors
Marge NeumeyerSecretary
Marilyn HartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$972,301
Program Service Revenue
$0
Investment Income
$869,713
Other Revenue
$2,028
All Other Contributions
$951,251
Change in Net Assets
$1,241,226

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,801,455
Revenue Not Reported on Financial Statements
$42,587
Revenue Not Reported on Form 990
$547,022
Other Revenue Adjustments
$8,651
Total Revenue per Audited Statements
$2,348,477
Total Revenue per Form 990
$1,844,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$323,099
Salaries, Compensation, and Employee Benefits$153,504
Other Expenses$126,213
Total Fundraising Expense$115,688
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$269,737--$269,737
Current Officers, Directors, Trustees, and Key Employees$20,943$16,610$34,663$72,216
Comp Disqual Persons$20,118$15,956$33,300$69,374
Grants to Domestic Individuals$53,362--$53,362
Fees for Service Investment Mgmnt Fees$33,936--$33,936
Office Expenses$4,798$2,245$12,004$19,047
Fees for Services Other-$13,667$3,417$17,084
Occupancy$3,998$6,210$4,119$14,327
Payroll Taxes$3,455$2,740$5,719$11,914
Advertising$2,301-$9,206$11,507
Insurance$1,758$1,811$1,758$5,327
Depreciation Depletion$1,612$1,613$1,662$4,887
Conferences and Meetings$909$606$1,516$3,031
Other Expenses$1,103$0$1,104$2,207
Travel$547$122$547$1,216
Total Functional Expenses$422,907$64,221$115,688$602,816

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$700,864
Total Expenses per Form 990$602,816
Expenses per Audited Statements$564,312
Expenses Not Reported on Form 990$136,552
Expenses Not Reported on Financial Statements$38,504
Other Expense Adjustments$4,568
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Owen Co Soil & WaterSpencer, IN501(c)3To Further the Exempt Purpose of the Organization$25,713
Owen County Chamber of CommerceSpencer, IN501(c)6To Further the Exempt Purpose of the Organization$21,593
Cloverdale Community SchoolsCloverdale, IN501(c)3To Further the Exempt Purpose of the Organization$21,250
Owen County Family YmcaSpencer, IN501(c)3To Further the Exempt Purpose of the Organization$15,527
Spencer - Owen School CorporationSpencer, IN501(c)3To Further the Exempt Purpose of the Organization$13,440
Area 10 Agency on AgingEllettsville, IN501(c)3To Further the Exempt Purpose of the Organization$13,291
Owen Co Comm Fdn - Emergency Disaster FundsSpencer, IN501(c)3To Further the Exempt Purpose of the Organization$12,512
Owen County Fair AssociationSpencer, IN501(c)3To Further the Exempt Purpose of the Organization$5,860
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,620
Fundraising Direct Expenses$4,592
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jim Fulford Golf Outing$27,670$6,620$506$6,114
Total Events$27,670$6,620$4,592$2,028
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities$62,547
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board approves financial statements which are used to prepare the form 990. Once the 990 is received, the board will review and approve before filing.

Form 990, Part VI, Section B, Line 12C

In january of each year, each board member must update his/her conflict of interest statement.

Form 990, Part VI, Section B, Line 15A

Executive director's salary is established based on market salaries for comparable management/administrative positions, financial institutions compensation survey (crowe-chizek-indiana), and community foundation staffing and salary comparisons (indiana grantmakers alliance). Subsequent adjustments are based on incumbent's annual performance evaluation and the social security administration's annual cost-of-living adjustments. All issues relating to executive director compensation are handled by the independent board of directors under the owen county community foundation's conflict of interest policy.

Form 990, Part VI, Section C, Line 19

Forms 1023 and 990 are both available in our offices for the public. Our public disclosure binder contains the following: irs determination letter, form 1023, 3 most recent 990 filings, most recently audited financial statements, investment information disclosure, annual reports of owen county community foundation. Owen county community foundation's 990 can also be accessed through guidestar. We are unaware of any other websites that make our form 1023 or form 990s available to the public.

Filing and Contact Details

Filer

Filer Name
Owen County Community Foundation
EIN
35-1934464
Phone
8128291725
Address
PO BOX 503, SPENCER, IN 47460

Signing Officer

Name
Janet Rummel
Title
President/CEO
Phone
8128291725
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Janet Rummel
Formed
1994
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
7
Volunteers
15

Preparer

Firm
Blue & Co LLC
Address
813 WEST SECOND STREET, SEYMOUR, IN 47274
Preparer
Kandy L Wischmeier CPA
Phone
8125228416
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Sfas 136 -4,083. Change in split interest value -4,911.

Form 990, Part XII, Line 2C

The procedures the audit committee takes annually did not change in the current year.

Financial Statement Notes

PART IV, LINE 2B:

The community foundation holds and administers the endowment fund, and all contributions and assets allocable to the fund, subject to the provisions of applicable law and the community foundation's articles of incorporation and bylaws, as amended from time to time. The board oversees and distributes from the fund and has all powers of modification and removal specified in the united states treasury regulation.

PART V, LINE 4:

Endowment funds are either unrestricted to use as determined by the board of directors or restricted by the purpose of the fund agreements which established them.

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by occf and recognize a tax liability if occf has taken an uncertain position that more likely than not would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken by occf, and has concluded that as of december 31, 2019 and 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying financial statements. As such, occf is generally exempt from income taxes. However, occf is required to file federal form 990 - return of organization exempt from income tax which is an informational return only. Occf is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Administrative fees 131,960. Special events 4,592. Change in value of split interest agreement -4,911.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Sfas 136 adjustment 8,651.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Administrative fees 131,960. Special events 4,592.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Sfas 136 adjustment 4,568.

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IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN COULTER
IRS990/Form990PartVIISectionAGrp/PersonNm9KAYE ERNEY
IRS990/Form990PartVIISectionAGrp/PersonNm10HEATHER LIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm11BRAD KING
IRS990/Form990PartVIISectionAGrp/PersonNm12TOM WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm13FRANCES MACMORRAN
IRS990/Form990PartVIISectionAGrp/PersonNm14NANCY LORENZ
IRS990/Form990PartVIISectionAGrp/PersonNm15MARK E ROGERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1572216
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/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF DIRECTORS
IRS990/Form990PartVIISectionAGrp/TitleTxt14PAST CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO (THROUGH MID 2020)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt021050
IRS990/FundraisingDirectExpensesAmt04592
IRS990/FundraisingGrossIncomeAmt06620
IRS990/GainOrLossGrp/SecuritiesAmt0641481
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0323099
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt053362
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt053362
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0269737
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0269737
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06250242
IRS990/GrossReceiptsAmt07457395
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01758
IRS990/InsuranceGrp/ManagementAndGeneralAmt01811
IRS990/InsuranceGrp/ProgramServicesAmt01758
IRS990/InsuranceGrp/TotalAmt05327
IRS990/InvestmentIncomeGrp/ExclusionAmt0228232
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0228232
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05855970
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07356126
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt033132
IRS990/LandBldgEquipBasisNetGrp/BOYAmt031657
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027245
IRS990/LandBldgEquipCostOrOtherBssAmt060377
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05608761
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE OWEN COUNTY COMMUNITY FOUNDATION IS COMMITTED TO HELP MAKE OUR COMMUNITIES BECOME BETTER PLACES TO GROW, WORK, AND LIVE. THE FOUNDATION ALSO MATCHES DONORS WITH NEEDS IN OWEN COUNTY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07094697
IRS990/NetAssetsOrFundBalancesEOYAmt08742310
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0641481
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0641481
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02028
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02028
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0415381
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0611365
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0586632
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04119
IRS990/OccupancyGrp/ManagementAndGeneralAmt06210
IRS990/OccupancyGrp/ProgramServicesAmt03998
IRS990/OccupancyGrp/TotalAmt014327
IRS990/OfficeExpensesGrp/FundraisingAmt012004
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02245
IRS990/OfficeExpensesGrp/ProgramServicesAmt04798
IRS990/OfficeExpensesGrp/TotalAmt019047
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02398
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-8994
IRS990/OtherExpensesGrp/Desc0OTHER EVENTS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt04029
IRS990/OtherExpensesGrp/FundraisingAmt11404
IRS990/OtherExpensesGrp/FundraisingAmt21240
IRS990/OtherExpensesGrp/FundraisingAmt31104
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01363
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11278
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt01726
IRS990/OtherExpensesGrp/ProgramServicesAmt11363
IRS990/OtherExpensesGrp/ProgramServicesAmt21241
IRS990/OtherExpensesGrp/ProgramServicesAmt31103
IRS990/OtherExpensesGrp/TotalAmt05755
IRS990/OtherExpensesGrp/TotalAmt14130
IRS990/OtherExpensesGrp/TotalAmt23759
IRS990/OtherExpensesGrp/TotalAmt32207
IRS990/OtherLiabilitiesGrp/BOYAmt064978
IRS990/OtherLiabilitiesGrp/EOYAmt062547
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05719
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02740
IRS990/PayrollTaxesGrp/ProgramServicesAmt03455
IRS990/PayrollTaxesGrp/TotalAmt011914
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0190500
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0135370
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JANET RUMMEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0507419
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0214075
IRS990/PYInvestmentIncomeAmt0363825
IRS990/PYOtherExpensesAmt0112225
IRS990/PYOtherRevenueAmt01578
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0420429
IRS990/PYSalariesCompEmpBnftPaidAmt0126093
IRS990/PYTotalExpensesAmt0452393
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0872822
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01241226
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0210000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0215653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0972301
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0507419
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0542423
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0477212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0424192
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02923547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0228232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0267292
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0218468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0184842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0262695
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01161529
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011325
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06620
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01720
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04785
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01544
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01281
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015950
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.46850
IRS990ScheduleA/PublicSupportPY170Pct00.48780
IRS990ScheduleA/PublicSupportTotal170Amt01921474
IRS990ScheduleA/SubstantialContributorsTotAmt01002073
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0972301
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0507419
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0542423
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0477212
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0424192
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02923547
IRS990ScheduleA/TotalSupportAmt04101026
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.43$15.7$5.15$2.08$3.07
2023Detailed filing. Detailed filing data is available for this year.$12.6$0.41$12.2$1.64$1.00$0.64
2022Detailed filing. Detailed filing data is available for this year.$10.3$0.31$10.0$0.92$1.16$0.24
2021Detailed filing. Detailed filing data is available for this year.$12.2$0.18$12.0$2.85$1.09$1.77
2020Detailed filing. Detailed filing data is available for this year.$9.99$0.20$9.79$1.49$0.89$0.60
2019Detailed filing. Detailed filing data is available for this year.$8.85$0.11$8.74$1.84$0.60$1.24
2018Detailed filing. Detailed filing data is available for this year.$7.66$0.56$7.09$0.87$0.45$0.42
2017Detailed filing. Detailed filing data is available for this year.$7.49$0.13$7.36$1.17$0.59$0.59
2016Detailed filing. Detailed filing data is available for this year.$6.47$0.12$6.36$0.59$0.49$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.28$0.20$6.08$0.89$0.47$0.42
2014Detailed filing. Detailed filing data is available for this year.$6.52$0.33$6.19$1.58$0.35$1.23
2013Detailed filing. Detailed filing data is available for this year.$5.29$0.18$5.11$0.85$0.29$0.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$0.24$4.15$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.18$3.85$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.20$3.88$0.43