Civic Intelligence

The Cressy Foundation Inc

990 • Fiscal year 2020 • EIN 35-1994475

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 04, 2020

Organization ProfileN/A
PO Box 837South Bend, IN 46624-0837

(574) 232-0041

Siviq Scores

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

Liabilities / Assets

77th percentile

0.41x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

2.02x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-184%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets77th percentile

Assets

$1,778,896

No earlier filing loaded for comparison.

Net Assets

$1,054,978

No earlier filing loaded for comparison.

Liabilities

$723,918

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin2nd percentile

Revenue

$358,274

No earlier filing loaded for comparison.

Expenses

$1,018,377

No earlier filing loaded for comparison.

Net Income

-$660,103

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2020: $1,778,896Liabilities 2020: $723,918Net Assets 2020: $1,054,9782020Assets 2021: $2,161,118Liabilities 2021: $556,380Net Assets 2021: $1,604,7382021Assets 2022: $1,931,150Liabilities 2022: $410,979Net Assets 2022: $1,520,1712022Assets 2023: $1,938,570Liabilities 2023: $250,704Net Assets 2023: $1,687,8662023Assets 2024: $1,937,940Liabilities 2024: $55,451Net Assets 2024: $1,882,4892024Assets 2025: $2,063,629Liabilities 2025: $25,465Net Assets 2025: $2,038,1642025

Highlighted filing

2020

Assets$1,778,896
Liabilities$723,918
Net Assets$1,054,978
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2020: $358,274Expenses 2020: $1,018,377Net Income 2020: -$660,1032020Revenue 2021: $412,535Expenses 2021: $170,326Net Income 2021: $242,2092021Revenue 2022: $369,140Expenses 2022: $172,312Net Income 2022: $196,8282022Revenue 2023: $358,518Expenses 2023: $212,943Net Income 2023: $145,5752023Revenue 2024: $265,833Expenses 2024: $163,010Net Income 2024: $102,8232024Revenue 2025: $235,376Expenses 2025: $94,607Net Income 2025: $140,7692025

Highlighted filing

2020

Revenue$358,274
Expenses$1,018,377
Net Income-$660,103
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.0
Gross Receipts
$699,468
Mission and Program Overview

Mission

The Cressy Foundation is a supporting organization of the Community Foundation of St. Joseph County. The Cressy Foundation supports charitable, educational and religious purposes benefitting citizens of St. Joseph County, Indiana.

The Cressy Foundation supports charitable, educational, and religious purposes benefitting citizens of St. Joseph County, Indiana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,042,120$1,073,890▲ $31,770
Land, Buildings, and Equipment, Net$483,048$483,048→ $0
Investments Other Securities$187,808$185,612▼ $2,196
Savings and Temporary Cash Investments$88,605$36,346▼ $52,259
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Loans From Officers Directors-$0-
Total Assets$1,801,581$1,778,896▼ $22,685
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$97,000$723,500▲ $626,500
Accounts Payable and Accrued Expenses$597$418▼ $179
Other Liabilities$0$0→ $0
Total Liabilities$97,597$723,918▲ $626,321
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,703,984$1,054,978▼ $649,006
Total Net Assets Fund Balance$1,703,984$1,054,978▼ $649,006
Total Liabilities and Net Assets / Fund Balance$1,801,581$1,778,896▼ $22,685

Asset Categories

AssetBook ValueDepreciationBasis
Land$483,048--
Other Securities$185,612--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,743,222$500▲ $59,832-$1,776,885
2018$1,784,839$500▼ $15,935-$1,743,222
2017$1,746,557$500▲ $63,723-$1,784,839
2016$1,658,848$1,500▲ $111,920-$1,746,557
2015$1,684,933$500▼ $547-$1,658,848
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
-President
-Vice President
-Director
-Secretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$276,627
Program Service Revenue
$0
Investment Income
$81,647
Other Revenue
$0
All Other Contributions
$276,627
Change in Net Assets
$-660,103

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 Traded1$276,127Other - Mean of high and low
Total Noncash Contributions1$276,127-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,008,058
Other Expenses$10,319
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,008,058--$1,008,058
Insurance$0$250$0$250
Other Expenses$0$170$0$170
Total Functional Expenses$1,008,058$10,319$0$1,018,377
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of DaytonDayton, OH501(c)(3)Endowed Scholarship, Semester of Service, and Entrepreneurship Program$607,500
University of Notre DameNotre Dame, IN501(c)(3)Donald and Patricia Cressy Family Scholarship Fund$200,000
Leadership South Bend MishawakaSouth Bend, IN501(c)(6)Unrestricted$62,500
Camp Eberhart Alumni Association IncSouth Bend, IN501(c) (3)Camp Eberhart Alumni Association's Capital Campaign$25,000
LoganSouth Bend, IN501(c)(3)Hannah & Friends Purchase$25,000
Center for the HomelessSouth Bend, IN501(c)(3)Restricted$24,673
United Way of St Joseph CountySouth Bend, IN501(c)(3)Unrestricted$10,000
Community Foundation of St Joseph County IncSouth Bend, IN501(c)(3)Unrestricted$7,135
St Margaret's HouseSouth Bend, IN501(c)(3)30th Anniversary Campaign$5,000
St Pius X Catholic ChurchGranger, INChurchUnrestricted$5,000
The Montessori Academy at Edison LakesMishawaka, IN501(c)(3)Unrestricted$5,000
Women's Care CenterSouth Bend, IN501(c)(3)Golf Outing Sponsorship$5,000
YMCA of Greater Michiana IncNiles, MI501(c)(3)Deferred Maintenance$5,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

“Donald Cressy and Patricia Cressy - Family relationship, Donald Cressy, Patricia Cressy and Catherine Wynne - Business relationship”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The Community Foundation of St. Joseph County's Audit Committee, comprised of accounting professionals, were delegated the responsibility to review The Cressy Foundation's 990. The Committee receives a completed copy of the 990 prior to filing and will report any concern to the Board of Directors. The 990 is made available to all Board Members.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Annually the Board of Directors review the Conflict of Interest Policy and agree to comply with the terms of the policy. Board Members disclose their conflicts of interest with respect to each item discussed and the disclosure is reflected in the minutes of the meeting.”

Form 990, Part VI, Line 19 Required documents available to the public

“The consolidated financial statements are available on the Community Foundation of St. Joseph County's website. The governing documents, conflict of interest policy and 990 are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Cressy Foundation Inc
EIN
35-1994475
Phone
5742320041
Address
PO Box 837, South Bend, IN 46624-0837

Signing Officer

Name
Anita Echevarria
Title
VP Administration, Comm Fdtn SJC
Signed
2020-11-04

Organization Details

Formed
1996
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“Endowment funds are intended to provide support to charitable, educational and religious purposes serving St. Joseph County.”

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07135
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Community Foundation of St Joseph County
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt07135
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.0
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01776885
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt026669
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt059832
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01784839
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01658848
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01746557
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt025711
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0111920
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01684933
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01658848
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt026038
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0483048
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds are intended to provide support to charitable, educational and religious purposes serving St. Joseph County.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.0
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0483048
IRS990ScheduleD/TotalBookValueSecuritiesAmt0185612
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt124673
IRS990ScheduleI/RecipientTable/CashGrantAmt27135
IRS990ScheduleI/RecipientTable/CashGrantAmt362500
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt55000
IRS990ScheduleI/RecipientTable/CashGrantAmt65000
IRS990ScheduleI/RecipientTable/CashGrantAmt75000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt9607500
IRS990ScheduleI/RecipientTable/CashGrantAmt10200000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c) (3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6Church
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IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(3)
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IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Camp Eberhart Alumni Association's Capital Campaign
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Restricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Hannah & Friends Purchase
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt530th Anniversary Campaign
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8Unrestricted
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Endowed Scholarship, Semester of Service, and Entrepreneurship Program
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10Donald and Patricia Cressy Family Scholarship Fund
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11Golf Outing Sponsorship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12Deferred Maintenance
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Camp Eberhart Alumni Association Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Center for the Homeless
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Community Foundation of St Joseph County Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Leadership South Bend Mishawaka
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4LOGAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5St Margaret's House
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6St Pius X Catholic Church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7The Montessori Academy at Edison Lakes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8United Way of St Joseph County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9University of Dayton
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10University of Notre Dame
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11Women's Care Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12YMCA of Greater Michiana Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0311021547
IRS990ScheduleI/RecipientTable/RecipientEIN1351768544
IRS990ScheduleI/RecipientTable/RecipientEIN2237365930
IRS990ScheduleI/RecipientTable/RecipientEIN3350153330
IRS990ScheduleI/RecipientTable/RecipientEIN4350965639
IRS990ScheduleI/RecipientTable/RecipientEIN5351913328
IRS990ScheduleI/RecipientTable/RecipientEIN6350940397
IRS990ScheduleI/RecipientTable/RecipientEIN7237092572
IRS990ScheduleI/RecipientTable/RecipientEIN8351063368
IRS990ScheduleI/RecipientTable/RecipientEIN9310536715
IRS990ScheduleI/RecipientTable/RecipientEIN10350868188
IRS990ScheduleI/RecipientTable/RecipientEIN11351609945
IRS990ScheduleI/RecipientTable/RecipientEIN12350868216
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0316 S Eddy Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1813 S Michigan Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 837
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3Indiana University South Bend
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt42505 E Jefferson Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5117 N Lafayette Blvd

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,778,896
Liabilities
$723,918
Net assets
$1,054,978
Revenue
$358,274
Expenses
$1,018,377
Net income
-$660,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.03$2.04$0.24$0.09$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.06$1.88$0.27$0.16$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.25$1.69$0.36$0.21$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.41$1.52$0.37$0.17$0.20
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.56$1.60$0.41$0.17$0.24
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.72$1.05$0.36$1.02$0.66