Civic Intelligence

Boone County Senior Services Foundation

EIN 35-2012880 • 501(c)3 • Lebanon, IN

Profile

The mission of the boone county senior services foundation, inc. Is to grow a fund so that boone county senior services, inc. Can continue serving older adults in boone county.

515 Crown Pointe DriveLebanon, IN 46052

www.booneseniors.org/FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

64th percentile

9.7%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

76th percentile

30%

Faster revenue growth than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$2,167,779

Up $162,673 (+8.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,167,779

Up $162,673 (+8.1%) from 2023

Revenue

Up

$170,161

Up $2,480 (+1.5%) from 2023

Expenses

Up

$78,434

Up $19,638 (+33%) from 2023

Net Income

Down

$91,727

Down $17,158 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2014: $1,070,956Liabilities 2014: $0Net Assets 2014: $1,070,9562014Assets 2015: $1,245,620Liabilities 2015: $0Net Assets 2015: $1,245,6202015Assets 2016: $1,362,396Liabilities 2016: $0Net Assets 2016: $1,362,3962016Assets 2017: $1,488,348Liabilities 2017: $0Net Assets 2017: $1,488,3482017Assets 2018: $1,446,731Liabilities 2018: $0Net Assets 2018: $1,446,7312018Assets 2019: $1,641,107Liabilities 2019: $0Net Assets 2019: $1,641,1072019Assets 2020: $1,723,979Liabilities 2020: $0Net Assets 2020: $1,723,9792020Assets 2021: $1,938,932Liabilities 2021: $0Net Assets 2021: $1,938,9322021Assets 2022: $1,802,729Liabilities 2022: $0Net Assets 2022: $1,802,7292022Assets 2023: $2,005,106Liabilities 2023: $0Net Assets 2023: $2,005,1062023Assets 2024: $2,167,779Liabilities 2024: $0Net Assets 2024: $2,167,7792024

Highlighted filing

2024

Assets$2,167,779
Liabilities$0
Net Assets$2,167,779

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2014: $54,157Expenses 2014: $5,153Net Income 2014: $49,0042014Revenue 2015: $56,298Expenses 2015: $21,495Net Income 2015: $34,8032015Revenue 2016: $79,568Expenses 2016: $6,081Net Income 2016: $73,4872016Revenue 2017: $57,546Expenses 2017: $30,502Net Income 2017: $27,0442017Revenue 2018: $105,047Expenses 2018: $36,035Net Income 2018: $69,0122018Revenue 2019: $74,526Expenses 2019: $36,892Net Income 2019: $37,6342019Revenue 2020: $79,168Expenses 2020: $38,075Net Income 2020: $41,0932020Revenue 2021: $125,676Expenses 2021: $39,098Net Income 2021: $86,5782021Revenue 2022: $100,843Expenses 2022: $42,383Net Income 2022: $58,4602022Revenue 2023: $167,681Expenses 2023: $58,796Net Income 2023: $108,8852023Revenue 2024: $170,161Expenses 2024: $78,434Net Income 2024: $91,7272024

Highlighted filing

2024

Revenue$170,161
Expenses$78,434
Net Income$91,727

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$177,939
Mission and Program Overview

Mission

The mission of the boone county senior services foundation, inc. Is to grow a fund so that boone county senior services, inc. Can continue serving older adults in boone county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,159,324$1,322,201▲ $162,877
Savings and Temporary Cash Investments$808,006$832,893▲ $24,887
Cash and Non-Interest-Bearing Accounts$37,776$12,685▼ $25,091
Total Assets$2,005,106$2,167,779▲ $162,673
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,005,106$2,167,779▲ $162,673
Total Net Assets Fund Balance$2,005,106$2,167,779▲ $162,673
Total Liabilities and Net Assets / Fund Balance$2,005,106$2,167,779▲ $162,673

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,322,201--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Anita BowenExecutive Director$90,775$90,775

Board Members and Trustees

NameTitle
Sharon WalkerPresident
Erin HerrVice President
Colleen ThomasDirector
Dan LamarDirector
Don BarnettDirector
Jr MitchellDirector
Judy CunninghamDirector
Karen RichardsDirector
Kim FortuneDirector
Lynn BoganDirector
Marilyn NeeseDirector
Yvonne BairdDirector
Baili HartSecretary
Paul MohlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,864
Program Service Revenue
$0
Investment Income
$123,334
Other Revenue
$-2,037
All Other Contributions
$14,964
Change in Net Assets
$91,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,085
Other Expenses$8,349
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,085--$70,085
Occupancy$4,159--$4,159
Fees for Services Other-$4,148-$4,148
Fees for Services Accounting-$1,500-$1,500
Office Expenses-$93-$93
Other Expenses-$-1,551-$-1,551
Total Functional Expenses$74,244$4,190$0$78,434
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boone County Senior Services IncLebanon, IN501(c)(3)General Use Toward the 2024 Budget$70,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$7,778
Fundraising Gross Income$5,741
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Legacy Dinner$39,641$5,741$2,257$3,484
Total Events$39,641$5,741$7,778$-2,037
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
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

Board members are advised that a copy of the return is available for review in the office prior to mailing.

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

The foundation annually receives from each board member a disclosure statement, including a statement that the director must report any conflicts that may develop during the course of the calendar year.

Form 990, Part VI, Section C, Line 19

Govering documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Boone County Senior Services Foundation
EIN
35-2012880
Phone
7654825220
Address
515 CROWN POINTE DRIVE, LEBANON, IN 46052

Signing Officer

Name
Paul Mohler
Title
Treasurer
Phone
7654825220
Signed
2025-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Mohler
Formed
1997
Legal Domicile
In
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
30

Preparer

Firm
Cna Tax Professionals Inc
Address
10475 CROSSPOINT BOULEVARD SUITE, 200, INDIANAPOLIS, IN 46256
Preparer
Shawn D Dreiman CPA
Phone
3178413393
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0351445498
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt070000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BOONE COUNTY SENIOR SERV INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt070000
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/DonorAdvisedFundsHeldCnt070085
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01322201
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01322201
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt020
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt020
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt033900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt033900
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07778
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LEGACY DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03401
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03401
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039641
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05741
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt05741
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2037
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02257
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02257
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01800
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01800
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0LEGACY DINNER
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE G, PART I, LINE 2B, COLUMN (V)
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt070000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL USE TOWARD THE 2024 BUDGET
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BOONE COUNTY SENIOR SERVICES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0351445498
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0515 CROWN POINTE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LEBANON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046052
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE ADVISED THAT A COPY OF THE RETURN IS AVAILABLE FOR REVIEW IN THE OFFICE PRIOR TO MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION ANNUALLY RECEIVES FROM EACH BOARD MEMBER A DISCLOSURE STATEMENT, INCLUDING A STATEMENT THAT THE DIRECTOR MUST REPORT ANY CONFLICTS THAT MAY DEVELOP DURING THE COURSE OF THE CALENDAR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BOONE COUNTY SENIOR SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0351445498
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LIFE SUSTAINING AND ENRICHING SERVICES FOR OLDER ADULTS IN BOONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0515 CROWN POINTE DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LEBANON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046052
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt070000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt13000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BOONE COUNTY SENIOR SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1BOONE COUNTY SENIOR SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00

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