Civic Intelligence

Community Foundation of Morgan County Inc.

990 • Fiscal year 2013 • EIN 35-1956929

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization ProfileWWW.CFMCONLINE.ORG
56 N Main Street46151

(855) 280-3095

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.14x

Higher debt load relative to assets than 43% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

71st percentile

0.53x

Higher debt load relative to revenue than 71% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

37th percentile

$80,736

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$6,981,178

Up $1,142,250 (+20%) from 2012

Net Assets

Up

$6,030,451

Up $802,520 (+15%) from 2012

Liabilities

Up

$950,727

Up $339,730 (+56%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin81st percentile

Revenue

$1,800,100

No earlier filing loaded for comparison.

Expenses

Down

$1,330,980

Down $469,383 (-26%) from 2012

Net Income

$469,120

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,150,910Liabilities 2010: $826,026Net Assets 2010: $5,324,8842010Assets 2011: $5,796,930Liabilities 2011: $767,458Net Assets 2011: $5,029,4722011Assets 2012: $5,838,928Liabilities 2012: $610,997Net Assets 2012: $5,227,9312012Assets 2013: $6,981,178Liabilities 2013: $950,727Net Assets 2013: $6,030,4512013Assets 2014: $7,907,069Liabilities 2014: $1,741,060Net Assets 2014: $6,166,0092014Assets 2015: $7,862,729Liabilities 2015: $905,170Net Assets 2015: $6,957,5592015Assets 2016: $7,880,027Liabilities 2016: $831,376Net Assets 2016: $7,048,6512016Assets 2017: $8,470,167Liabilities 2017: $741,405Net Assets 2017: $7,728,7622017Assets 2018: $8,149,185Liabilities 2018: $1,427,063Net Assets 2018: $6,722,1222018Assets 2019: $10,064,869Liabilities 2019: $1,657,380Net Assets 2019: $8,407,4892019Assets 2020: $10,884,153Liabilities 2020: $1,722,925Net Assets 2020: $9,161,2282020Assets 2021: $12,204,312Liabilities 2021: $1,534,444Net Assets 2021: $10,669,8682021Assets 2022: $10,386,986Liabilities 2022: $1,277,709Net Assets 2022: $9,109,2772022Assets 2023: $11,170,606Liabilities 2023: $1,325,129Net Assets 2023: $9,845,4772023Assets 2024: $13,499,689Liabilities 2024: $1,285,949Net Assets 2024: $12,213,7402024

Highlighted filing

2013

Assets$6,981,178
Liabilities$950,727
Net Assets$6,030,451
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,013,5102010Expenses 2011: $1,127,1462011Expenses 2012: $1,800,3632012Revenue 2013: $1,800,100Expenses 2013: $1,330,980Net Income 2013: $469,1202013Revenue 2014: $2,270,226Expenses 2014: $1,896,644Net Income 2014: $373,5822014Revenue 2015: $3,274,237Expenses 2015: $2,217,715Net Income 2015: $1,056,5222015Revenue 2016: $1,926,647Expenses 2016: $1,873,683Net Income 2016: $52,9642016Revenue 2017: $2,061,722Expenses 2017: $1,457,699Net Income 2017: $604,0232017Revenue 2018: $791,051Expenses 2018: $1,050,634Net Income 2018: -$259,5832018Revenue 2019: $1,802,679Expenses 2019: $1,140,413Net Income 2019: $662,2662019Revenue 2020: $1,392,321Expenses 2020: $1,300,351Net Income 2020: $91,9702020Revenue 2021: $1,729,662Expenses 2021: $1,284,104Net Income 2021: $445,5582021Revenue 2022: $1,220,402Expenses 2022: $1,287,049Net Income 2022: -$66,6472022Revenue 2023: $1,085,040Expenses 2023: $1,216,633Net Income 2023: -$131,5932023Revenue 2024: $3,346,729Expenses 2024: $1,447,861Net Income 2024: $1,898,8682024

Highlighted filing

2013

Revenue$1,800,100
Expenses$1,330,980
Net Income$469,120
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.0
Gross Receipts
$3,775,011
Mission and Program Overview

Mission

The community foundation of morgan county, inc. Works with our citizens to enhance the quality of life for current and future generations of morgan county, indiana. We accept gifts, manage financial resources, make grants, and provide scholarships.

Community service and public charity including grants and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,307,629$5,700,065▲ $1,392,436
Savings and Temporary Cash Investments$814,333$811,751▼ $2,582
Land, Buildings, and Equipment, Net$146,855$141,358▼ $5,497
Prepaid Expenses and Deferred Charges$2,539$2,845▲ $306
Cash and Non-Interest-Bearing Accounts$255,451$103▼ $255,348
Total Assets$5,838,928$6,981,178▲ $1,142,250
Other Assets Total$312,121$325,056▲ $12,935
Liabilities
Escrow Account Liability$209,337$484,529▲ $275,192
Other Liabilities$312,121$325,056▲ $12,935
Deferred Revenue$20,000$77,148▲ $57,148
Accounts Payable and Accrued Expenses$46,639$48,252▲ $1,613
Grants Payable$22,900$15,742▼ $7,158
Total Liabilities$610,997$950,727▲ $339,730
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,883,187$4,923,389▲ $40,202
Temporarily Rstr Net Assets$864,837$1,379,394▲ $514,557
Unrestricted Net Assets$-520,093$-272,332▲ $247,761
Total Net Assets Fund Balance$5,227,931$6,030,451▲ $802,520
Total Liabilities and Net Assets / Fund Balance$5,838,928$6,981,178▲ $1,142,250

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$310,667$310,667
Buildings$130,612$11,264$141,876
Equipment$10,746$57,141$67,887

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$5,317,262$469,025▲ $967,408$272,171$6,151,742
2012$5,063,712$300,801▲ $499,661$291,259$5,317,262
2011$5,318,769$381,344▼ $162,132$250,812$5,063,712
2010$5,256,182$269,017▲ $486,547$485,479$5,318,769
2009$4,915,846$882,210▼ $213,322$145,905$5,256,182
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas ZossExecutive DirectorFT$77,394$3,342$80,736

Board Members and Trustees

NameTitle
Brian StremmingPast-president
Jenna BennettPresident
Patty WoodVice President
Dale DepoyDirector
David KeisterDirector
Erin PipkinDirector
Frank RoweDirector
Gary OakesDirector
Judy WilliamsDirector
Kristin OberleDirector
Lisa ArnoldDirector
Marty Martha MillerDirector
William J MeredithDirector
Chris BransonSecretary
James JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,049,979
Program Service Revenue
$170,000
Investment Income
$360,321
Other Revenue
$219,800
All Other Contributions
$969,877
Change in Net Assets
$469,120

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,068,977
Revenue Not Reported on Financial Statements
$731,123
Revenue Not Reported on Form 990
$743,534
Other Revenue Adjustments
$672,481
Total Revenue per Audited Statements
$1,812,511
Total Revenue per Form 990
$1,800,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$834,651
Salaries, Compensation, and Employee Benefits$273,231
Grants and Similar Amounts Paid$223,098
Total Fundraising Expense$83,003
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$41,989$73,275$49,399$164,663
Grants to Domestic Individuals$113,202--$113,202
Grants to Domestic Orgs$109,896--$109,896
Current Officers, Directors, Trustees, and Key Employees$20,604$35,911$24,221$80,736
Fees for Service Investment Mgmnt Fees-$58,642-$58,642
Fees for Services Accounting-$28,750-$28,750
Office Expenses$17,648$10,157-$27,805
Payroll Taxes$4,938$8,356$5,697$18,991
Occupancy-$17,921-$17,921
Information Technology-$16,855-$16,855
Other Employee Benefits$2,299$3,890$2,652$8,841
Depreciation Depletion-$7,520-$7,520
Insurance-$5,279-$5,279
Travel-$4,375-$4,375
Advertising$2,427$686-$3,113
All Other Expenses-$1,843$1,034$2,877
Other Expenses$4,130$2,692-$2,692
Fees for Services Other-$2,199-$2,199
Fees for Services Legal-$1,080-$1,080
Conferences and Meetings-$760-$760
Total Functional Expenses$954,640$293,337$83,003$1,330,980

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,330,980
Total Expenses per Audited Statements$1,009,991
Expenses per Audited Statements$875,049
Expenses Not Reported on Financial Statements$455,931
Other Expense Adjustments$397,289
Expenses Not Reported on Form 990$134,942
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
35-6006659-501(c)(c)SUPPORT CHILDREN'S PROGRAMS$13,044
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$226,289
Fundraising Direct Expenses$6,489
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$191,153$191,153$6,022$185,131
Event 2$35,136$35,136$467$34,669
Total Events$226,289$226,289$6,489$219,800
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Charitable Trust$325,056
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
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 11

“The finance/audit committee reviews the draft and the final form is reviewed by the full board of directors before the filing deadline.”

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

“Forms are distributed and logged as returned. Ommissions are pursued so compliance is 100%. Issues raised by any individual's answers are resolved immediately and monitored throughout the year.”

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

“Executive committee reviews salary history, data and comparable positions within the area and state-wide organizations. Information is reviewed twice during the year and ratified by the board. Documentation is contained in president's notes of executive sessions.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies, and financial statements are contained in the public inspection file in the office and online at the foundation's public web site.”

Filing and Contact Details

Filer

EIN
35-1956929
Phone
8552803095

Signing Officer

Name
Thomas Zoss
Title
Executive Director
Phone
8552803095
Signed
2014-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Zoss
Formed
1995
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
8
Volunteers
50

Preparer

Preparer
Kandy L Wischmeier CPA
Phone
8125228416
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Sfas 136 adjustment -275,192.”

Form 990, Part XII, Line 2C

“This process remains the same for the current year.”

Financial Statement Notes

PART IV, LINE 2B:

“Custodial funds represent funds placed on deposit with the foundation by other organizations based on their individual board resolutions. Income is added to these funds periodically in accordance with the investment allocation policies.”

PART V, LINE 4:

“Funds are to be used as per the related fund agreements”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability if the organization 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 the organization, and has concluded that as of december 31, 2013 and 2012, 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. The organization 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:

“Special events 6,489. Administrative fee expense 124,997.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Sfas 136 adjustment 672,481.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special events 6,489. Administrative fee expense 124,997.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Sfas 136 adjustment 397,289.”

Raw XML AppendixShowing 400 of 621 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/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/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt06489
IRS990/FundraisingGrossIncomeAmt0226289
IRS990/GainOrLossGrp/SecuritiesAmt0208002
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt080102
IRS990/GrantAmt0109896
IRS990/GrantsPayableGrp/BOYAmt022900
IRS990/GrantsPayableGrp/EOYAmt015742
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0113202
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0113202
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0109896
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0109896
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02176424
IRS990/GrossReceiptsAmt03775011
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt016855
IRS990/InformationTechnologyGrp/TotalAmt016855
IRS990/InsuranceGrp/ManagementAndGeneralAmt05279
IRS990/InsuranceGrp/TotalAmt05279
IRS990/InvestmentIncomeGrp/ExclusionAmt0152319
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0152319
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04307629
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05700065
IRS990/IRPDocumentCnt059
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0379072
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0146855
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0141358
IRS990/LandBldgEquipCostOrOtherBssAmt0520430
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01968422
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE COMMUNITY FOUNDATION OF MORGAN COUNTY, INC. WORKS WITH OUR CITIZENS TO ENHANCE THE QUALITY OF LIFE FOR CURRENT AND FUTURE GENERATIONS OF MORGAN COUNTY, INDIANA. WE ACCEPT GIFTS, MANAGE FINANCIAL RESOURCES, MAKE GRANTS AND PROVIDE SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05227931
IRS990/NetAssetsOrFundBalancesEOYAmt06030451
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0208002
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0208002
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0219800
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0219800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0608592
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt017921
IRS990/OccupancyGrp/TotalAmt017921
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010157
IRS990/OfficeExpensesGrp/ProgramServicesAmt017648
IRS990/OfficeExpensesGrp/TotalAmt027805
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0312121
IRS990/OtherAssetsTotalGrp/EOYAmt0325056
IRS990/OtherChangesInNetAssetsAmt0-275192
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02652
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03890
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02299
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08841
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011866
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11280
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22692
IRS990/OtherExpensesGrp/ProgramServicesAmt0637507
IRS990/OtherExpensesGrp/ProgramServicesAmt14130
IRS990/OtherExpensesGrp/TotalAmt0637507
IRS990/OtherExpensesGrp/TotalAmt111866
IRS990/OtherExpensesGrp/TotalAmt25410
IRS990/OtherExpensesGrp/TotalAmt32692
IRS990/OtherLiabilitiesGrp/BOYAmt0312121
IRS990/OtherLiabilitiesGrp/EOYAmt0325056
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt049399
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073275
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt041989
IRS990/OtherSalariesAndWagesGrp/TotalAmt0164663
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05697
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08356
IRS990/PayrollTaxesGrp/ProgramServicesAmt04938
IRS990/PayrollTaxesGrp/TotalAmt018991
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt04883187
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04923389
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02539
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02845
IRS990/PrincipalOfficerNm0THOMAS ZOSS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0170000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0170000
IRS990/ProgSrvcAccomActy2Grp/Desc0SINCE OUR FOUNDING, THE COMMUNITY FOUNDATION HAS PROVIDED SCHOLARSHIPS FOR MORGAN COUNTY STUDENTS. THIS IS PART OF OUR CORE MISSION AND WE WORK HARD TO ENSURE THAT ALL STUDENTS WHO MIGHT QUALIFY LEARN OF THE AVAILABILITY AND ARE AIDED IN APPLYING FOR SCHOLARSHIPS THAT ARE AVAILABLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0113202
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0113202
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01059240
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0201481
IRS990/PYInvestmentIncomeAmt0615587
IRS990/PYOtherExpensesAmt01314919
IRS990/PYOtherRevenueAmt0195687
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt070151
IRS990/PYSalariesCompEmpBnftPaidAmt0283963
IRS990/PYTotalExpensesAmt01800363
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01870514
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0469120
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0170000
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0814333
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0811751
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01049979
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01059240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0830586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0668939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0652133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04260877
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0152319
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0369395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt092405
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0380575
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0126264
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01120958
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0883789
IRS990ScheduleA/PublicSupportCY170Pct00.63290
IRS990ScheduleA/PublicSupportPY170Pct00.61750
IRS990ScheduleA/PublicSupportTotal170Amt03406418
IRS990ScheduleA/SubstantialContributorsTotAmt0854459
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01049979
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01059240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0830586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0668939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0652133
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04260877
IRS990ScheduleA/TotalSupportAmt05381835
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
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0130612
IRS990ScheduleD/BuildingsGrp/DepreciationAmt011264

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,981,178
Liabilities
$950,727
Net assets
$6,030,451
Revenue
$1,800,100
Expenses
$1,330,980
Net income
$469,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.5$1.29$12.2$3.35$1.45$1.90
2023Detailed filing. Detailed filing data is available for this year.$11.2$1.33$9.85$1.09$1.22$0.13
2022Detailed filing. Detailed filing data is available for this year.$10.4$1.28$9.11$1.22$1.29$0.07
2021Detailed filing. Detailed filing data is available for this year.$12.2$1.53$10.7$1.73$1.28$0.45
2020Detailed filing. Detailed filing data is available for this year.$10.9$1.72$9.16$1.39$1.30$0.09
2019Detailed filing. Detailed filing data is available for this year.$10.1$1.66$8.41$1.80$1.14$0.66
2018Detailed filing. Detailed filing data is available for this year.$8.15$1.43$6.72$0.79$1.05$0.26
2017Detailed filing. Detailed filing data is available for this year.$8.47$0.74$7.73$2.06$1.46$0.60
2016Detailed filing. Detailed filing data is available for this year.$7.88$0.83$7.05$1.93$1.87$0.05
2015Detailed filing. Detailed filing data is available for this year.$7.86$0.91$6.96$3.27$2.22$1.06
2014Detailed filing. Detailed filing data is available for this year.$7.91$1.74$6.17$2.27$1.90$0.37
2013Detailed filing. Detailed filing data is available for this year.$6.98$0.95$6.03$1.80$1.33$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.61$5.23$1.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.80$0.77$5.03$1.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.15$0.83$5.32$1.01