Civic Intelligence

Franklin County Community Foundation Inc.

990 • Fiscal year 2024 • EIN 35-2034336

Sep 01, 2023 to Aug 31, 2024 • Filed on Feb 20, 2025

527 Main StreetBrookville, IN 47012

(765) 647-6810

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$54,078

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

95th percentile

73%

Faster asset growth than 95% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

759%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$18,893,169

Up $7,959,285 (+73%) from 2023

Net Assets

Up

$18,885,052

Up $7,983,139 (+73%) from 2023

Liabilities

Down

$8,117

Down $23,854 (-75%) from 2023

Revenue

Up

$7,157,801

Up $6,324,132 (+759%) from 2023

Expenses

Up

$1,679,559

Up $889,488 (+113%) from 2023

Net Income

Up

$5,478,242

Up $5,434,644 (+12465%) from 2023

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $3,153,963Liabilities 2010: $0Net Assets 2010: $3,153,9632010Assets 2011: $3,103,110Liabilities 2011: $0Net Assets 2011: $3,103,1102011Assets 2012: $3,019,114Liabilities 2012: $0Net Assets 2012: $3,019,1142012Assets 2013: $3,146,543Liabilities 2013: $0Net Assets 2013: $3,146,5432013Assets 2014: $3,456,317Liabilities 2014: $0Net Assets 2014: $3,456,3172014Assets 2015: $4,331,647Liabilities 2015: $80,808Net Assets 2015: $4,250,8392015Assets 2016: $5,032,908Liabilities 2016: $0Net Assets 2016: $5,032,9082016Assets 2017: $5,150,643Liabilities 2017: $0Net Assets 2017: $5,150,6432017Assets 2018: $5,123,101Liabilities 2018: $0Net Assets 2018: $5,123,1012018Assets 2019: $6,385,195Liabilities 2019: $0Net Assets 2019: $6,385,1952019Assets 2020: $6,891,230Liabilities 2020: $16,017Net Assets 2020: $6,875,2132020Assets 2021: $10,900,308Liabilities 2021: $166,077Net Assets 2021: $10,734,2312021Assets 2022: $10,276,110Liabilities 2022: $146,893Net Assets 2022: $10,129,2172022Assets 2023: $10,933,884Liabilities 2023: $31,971Net Assets 2023: $10,901,9132023Assets 2024: $18,893,169Liabilities 2024: $8,117Net Assets 2024: $18,885,0522024Assets 2025: $20,294,372Liabilities 2025: $10,290Net Assets 2025: $20,284,0822025

Highlighted filing

2024

Assets$18,893,169
Liabilities$8,117
Net Assets$18,885,052

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $369,2152010Expenses 2011: $594,1792011Expenses 2012: $539,9382012Expenses 2013: $493,6802013Revenue 2014: $790,334Expenses 2014: $480,562Net Income 2014: $309,7722014Revenue 2015: $1,367,372Expenses 2015: $572,850Net Income 2015: $794,5222015Revenue 2016: $1,097,816Expenses 2016: $315,748Net Income 2016: $782,0682016Revenue 2017: $506,029Expenses 2017: $388,293Net Income 2017: $117,7362017Revenue 2018: $453,587Expenses 2018: $481,130Net Income 2018: -$27,5432018Revenue 2019: $1,716,232Expenses 2019: $454,141Net Income 2019: $1,262,0912019Revenue 2020: $1,440,861Expenses 2020: $950,843Net Income 2020: $490,0182020Revenue 2021: $2,273,231Expenses 2021: $2,362,600Net Income 2021: -$89,3692021Revenue 2022: $1,524,370Expenses 2022: $1,096,203Net Income 2022: $428,1672022Revenue 2023: $833,669Expenses 2023: $790,071Net Income 2023: $43,5982023Revenue 2024: $7,157,801Expenses 2024: $1,679,559Net Income 2024: $5,478,2422024Revenue 2025: $1,400,978Expenses 2025: $1,528,148Net Income 2025: -$127,1702025

Highlighted filing

2024

Revenue$7,157,801
Expenses$1,679,559
Net Income$5,478,242
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Feb 20, 2025
Return Version
2023v6.0
Gross Receipts
$8,095,067
Mission and Program Overview

Mission

To nurture and facilitate a spirit of giving and giving back for the betterment of franklin county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,678,536$15,122,980▲ $5,444,444
Savings and Temporary Cash Investments$514,821$2,544,034▲ $2,029,213
Accounts Receivable$201,947$533,752▲ $331,805
Cash and Non-Interest-Bearing Accounts$357,051$503,999▲ $146,948
Land, Buildings, and Equipment, Net$171,311$160,029▼ $11,282
Prepaid Expenses and Deferred Charges$10,218$28,375▲ $18,157
Total Assets$10,933,884$18,893,169▲ $7,959,285
Liabilities
Grants Payable$28,407$8,117▼ $20,290
Accounts Payable and Accrued Expenses$3,564$0▼ $3,564
Total Liabilities$31,971$8,117▼ $23,854
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,741,844$11,340,244▲ $4,598,400
Net Assets Without Donor Restrictions$4,160,069$7,544,808▲ $3,384,739
Total Net Assets Fund Balance$10,901,913$18,885,052▲ $7,983,139
Total Liabilities and Net Assets / Fund Balance$10,933,884$18,893,169▲ $7,959,285

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$141,455$171,469$312,924
Other Land Buildings$8,574$35,878$44,452
Land$10,000-$10,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$8,543,609$5,193,969▲ $2,327,993-$15,634,624
2022$7,919,097$199,617▲ $798,451-$8,543,609
2021$8,464,772$406,341▼ $613,596-$7,919,097
2020$6,556,742$263,625▲ $1,853,432-$8,464,772
2019$4,805,181$714,306▼ $18,477-$5,263,586
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michelle LunsfordExecutive DirectorFT$54,078$54,078

Board Members and Trustees

NameTitle
Andy ShultzPast President
Molly BrierPresident
Rhonda KerrVice President
Barb ReedBoard Member
Beth KaiserBoard Member
Beverly MetzBoard Member
Carrie GillmanBoard Member
Carrie RuppBoard Member
Greg MehlbauerBoard Member
Jeff FranksBoard Member
Jenny MeierBoard Member
Mike BentzBoard Member
Tammey RobbenBoard Member
Deborah GrossSecretary
John SealeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,856,295
Program Service Revenue
$0
Investment Income
$293,631
Other Revenue
$7,875
All Other Contributions
$6,755,405
Change in Net Assets
$5,478,242

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,089,781
Revenue Not Reported on Financial Statements
$68,020
Revenue Not Reported on Form 990
$2,488,130
Other Revenue Adjustments
$68,020
Total Revenue per Audited Statements
$9,577,911
Total Revenue per Form 990
$7,157,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,121,725
Other Expenses$448,423
Salaries, Compensation, and Employee Benefits$109,411
Total Fundraising Expense$43,982
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,014,894--$1,014,894
Grants to Domestic Individuals$106,831--$106,831
Fees for Service Investment Mgmnt Fees$67,862--$67,862
Current Officers, Directors, Trustees, and Key Employees$28,715$12,762$22,334$63,811
Other Salaries and Wages$18,227$18,227-$36,454
Fees for Services Accounting-$32,151-$32,151
Advertising$16,062-$9,289$25,351
All Other Expenses$7,599$12,330$1,699$21,628
Other Expenses$21,240$22,575-$21,240
Depreciation Depletion$7,429$2,476$2,476$12,381
Conferences and Meetings$6,530$2,177$2,177$10,884
Payroll Taxes$4,282$2,827$2,037$9,146
Office Expenses$3,554$1,422$2,133$7,109
Occupancy$3,766$1,255$1,255$6,276
Insurance$1,748$1,762$582$4,092
Fees for Services Other-$900-$900
Total Functional Expenses$1,524,713$110,864$43,982$1,679,559

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,679,559
Expenses per Audited Statements$1,605,667
Total Expenses per Audited Statements$1,605,667
Expenses Not Reported on Financial Statements$73,892
Other Expense Adjustments$73,892
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Blooming Grove Volunteer Fire DeptBrookville, IN501(c)(3)New Turnout Gear$0
Brookville Volunteer Fire DeptBrookville, IN501(c)(3)800 Mhz Radios$0
Franklin Co Humane SocietyBrookville, IN501(c)(3)Geenex Solar$0
Franklin County 4-h AssociationBrookville, IN501(c)(3)Expo Hall$0
Franklin County Arts CouncilBrookville, IN501(c)(3)General Support for the Art Council$0
Franklin County High School Athletic DeptBrookville, IN501(c)(3)Mascot$0
Franklin County Youth FootballBrookville, IN501(c)(3)New Helmets$0
Friends of Franklin County Animal ShelterBrookville, IN501(c)(3)New Shelter$0
Main Street Brookville IncBrookville, IN501(c)(3)GENERAL SUPPORT; GENERAL PASS THROUGH$0
Margaret Mary Health Foundation IncBatesville, IN501(c)(3)Golf Sponsor$0
Metamora Volunteer Fire DepartmentMetamora, IN501(c)(3)800mhz Radios$0
St Michael ChurchBrookville, IN501(c)(3)Designated Grand Distribution$0
St Michael SchoolBrookville, IN501(c)(3)General Support$0
Town of BrookvilleBrookville, INMunicipalitySports Plex, Aquatic Center Pass$0
Whitewater Canal TrailBrookville, IN501(c)(3)General Support and Endowment Fund Grant$0
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
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The members of the corporation shall be the persons who from time to time are the directors of the corporation. A person shall serve as a member for the same period as his or her service as a director. A person who becomes a director shall automatically be a member, and such a person who ceases to be a director shall automatically cease to be a member. Each member of the corporation shall be entitled to one vote on each issue to come before a meeting of the members.

Form 990, Part VI, Section A, Line 7A

The members of the corporation shall be the persons who from time to time are the directors of the corporation. A person shall serve as a member for the same period as his or her service as a director. A person who becomes a director shall automatically be a member, and such a person who ceases to be a director shall automatically cease to be a member. Each member of the corporation shall be entitled to one vote on each issue to come before a meeting of the members.

Form 990, Part VI, Section A, Line 7B

The members of the corporation shall be the persons who from time to time are the directors of the corporation. A person shall serve as a member for the same period as his or her service as a director. A person who becomes a director shall automatically be a member, and such a person who ceases to be a director shall automatically cease to be a member. Each member of the corporation shall be entitled to one vote on each issue to come before a meeting of the members.

Form 990, Part VI, Section A, Line 8B

No committee is authorized to act on behalf of the governing body.

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

The board of directors reviews and approves the 990 prior to submission.

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

Directors are asked to fill out and sign an annual statement of conflict of interest and other disclosures. Directors recuse themselves from discussion and voting on matters where there is a conflict of interest.

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

Executive director performance evaluation policy - in addition to ongoing monitoring, the executive committee of the franklin county community foundation, inc. Will provide a specific opportunity for the executive director to present a self-evaluation and for the executive committee to organize their evaluation of the executive director's performance and have it presented in a face-to-face debriefing with the executive director. At this time, the executive committee will present a recommendation to the board and they will determine any specific, personal performance goals for the year ahead. The executive director's compensation package will also be reviewed during this process and approved by the board using appropriate salary comparison data.

Form 990, Part VI, Section C, Line 19

The organization's 990 is available on www.guidestar.org. Other documents and policies are available upon request.

Filing and Contact Details

Filer

Filer Name
Franklin County Community Foundation
EIN
35-2034336
Phone
7656476810
Address
527 MAIN STREET, BROOKVILLE, IN 47012

Signing Officer

Name
Michelle Lunsford
Title
Executive Director
Phone
7656476810
Signed
2025-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Lunsford
Formed
1998
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
25

Preparer

Firm
Brady Ware & Schoenfeld Inc
Address
2206 CHESTER BLVD, RICHMOND, IN 47374
Preparer
Tracy a Haines CPA
Phone
7659660531
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

There has been no change in the method of selecting the independent auditor or in the oversight of the auditor.

Financial Statement Notes

PART V, LINE 4:

The foundation has adopted investment and spending policies for endowment assets that attempt to preserve the real purchasing power of the assets, and provide a growing stream of income to be made available for spending and keeping pace with inflation, in order to sustain the operations and grant-making capacity of the foundation. The foundation's spending and investment policies work together to achieve this objective. The investment policy establishes a return objective through diversification of asset classes. The current long-term return objective is to return an annual average of 3% to 5%, net of investment fees, plus the rate of inflation. Actual returns in any given year may vary from this amount.

PART X, LINE 2:

Accounting standards require the evaluation of tax positions taken, or expected to be taken, in the course of preparing the foundation's tax returns, to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority. This statement provides that a tax benefit from an uncertain tax position may be recognized in the financial statements only when it is "more-likely-than-not" the position will be sustained upon examination, including resolution of any related appeals or litigation processes, based upon the technical merits and consideration of all available information. Once the recognition threshold is met, the portion of the tax benefit that is recorded represents the largest amount of tax benefit that is greater than 50 percent likely to be realized upon settlement with a taxing authority. Based on its review, management does not believe the foundation has taken any material uncertain tax positions, including any position that would place the foundation's exempt status in jeopardy, as of august 31, 2024.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Investment management fee 66,255. Fas 136 fund activity 1,766. Rounding -1.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Investment management fee 66,255. Fas 136 fund activity 7,637. Rounding

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IRS990/Form990PartVIISectionAGrp/PersonNm2RHONDA KERR
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN SEALE
IRS990/Form990PartVIISectionAGrp/PersonNm4MOLLY BRIER
IRS990/Form990PartVIISectionAGrp/PersonNm5BARB REED
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE BENTZ
IRS990/Form990PartVIISectionAGrp/PersonNm7CARRIE RUPP
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNY MEIER
IRS990/Form990PartVIISectionAGrp/PersonNm9TAMMEY ROBBEN
IRS990/Form990PartVIISectionAGrp/PersonNm10GREG MEHLBAUER
IRS990/Form990PartVIISectionAGrp/PersonNm11BEVERLY METZ
IRS990/Form990PartVIISectionAGrp/PersonNm12DEBORAH GROSS
IRS990/Form990PartVIISectionAGrp/PersonNm13JEFF FRANKS
IRS990/Form990PartVIISectionAGrp/PersonNm14BETH KAISER
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHELLE LUNSFORD
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
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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/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-64942
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0100890
IRS990/GrantAmt01121725
IRS990/GrantsPayableGrp/BOYAmt028407
IRS990/GrantsPayableGrp/EOYAmt08117
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0106831
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01014894
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01014894
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt08095067
IRS990/GrossRentsGrp/RealAmt04800
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/FundraisingAmt0582
IRS990/InsuranceGrp/ManagementAndGeneralAmt01762
IRS990/InsuranceGrp/ProgramServicesAmt01748
IRS990/InsuranceGrp/TotalAmt04092
IRS990/InvestmentIncomeGrp/ExclusionAmt0358573
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0358573
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09678536
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015122980
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0207347
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0171311
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0160029
IRS990/LandBldgEquipCostOrOtherBssAmt0367376
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0937266
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO NURTURE AND FACILITATE A SPIRIT OF GIVING AND GIVING BACK FOR THE BETTERMENT OF FRANKLIN COUNTY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010901913
IRS990/NetAssetsOrFundBalancesEOYAmt018885052
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-64942
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-64942
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt04800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt04800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02504897
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04160069
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07544808
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01255
IRS990/OccupancyGrp/ManagementAndGeneralAmt01255
IRS990/OccupancyGrp/ProgramServicesAmt03766
IRS990/OccupancyGrp/TotalAmt06276
IRS990/OfficeExpensesGrp/FundraisingAmt02133
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01422
IRS990/OfficeExpensesGrp/ProgramServicesAmt03554
IRS990/OfficeExpensesGrp/TotalAmt07109
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0COMMUNITY PROJECT EXPEN
IRS990/OtherExpensesGrp/Desc1CONTRACT PAYROLL- STAYI
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3PASS THRU EXPENSES - ST
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022575
IRS990/OtherExpensesGrp/ProgramServicesAmt0140974
IRS990/OtherExpensesGrp/ProgramServicesAmt175000
IRS990/OtherExpensesGrp/ProgramServicesAmt221240
IRS990/OtherExpensesGrp/TotalAmt0140974
IRS990/OtherExpensesGrp/TotalAmt175000
IRS990/OtherExpensesGrp/TotalAmt222575
IRS990/OtherExpensesGrp/TotalAmt321240
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03075
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03075
IRS990/OtherRevenueTotalAmt03075
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018227
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018227
IRS990/OtherSalariesAndWagesGrp/TotalAmt036454
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02037
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02827
IRS990/PayrollTaxesGrp/ProgramServicesAmt04282
IRS990/PayrollTaxesGrp/TotalAmt09146
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010218
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028375
IRS990/PrincipalOfficerNm0MICHELLE LUNSFORD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0565170
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0414190
IRS990/PYInvestmentIncomeAmt0275797
IRS990/PYOtherExpensesAmt0282314
IRS990/PYOtherRevenueAmt05863
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt057185
IRS990/PYSalariesCompEmpBnftPaidAmt093141
IRS990/PYTotalExpensesAmt0789645
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0846830
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05478242
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt04800
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03075
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0514821
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02544034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06856295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0547209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01124841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01484350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01392060
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011404755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0363374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0319293
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0280422
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0203449
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0177870
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01344408
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03075
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05863
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04118
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05318
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01888
IRS990ScheduleA/OtherIncome170Grp/TotalAmt020262
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59650
IRS990ScheduleA/PublicSupportPY170Pct00.53440
IRS990ScheduleA/PublicSupportTotal170Amt07617126
IRS990ScheduleA/SubstantialContributorsTotAmt03787629
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06856295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0547209
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01124841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01484350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01392060
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011404755
IRS990ScheduleA/TotalSupportAmt012769425
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/BoardDesignatedBalanceEOYPct00.34000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08543609
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05193969
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt015634624
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0430947
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02327993

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.3$0.01$20.3$1.40$1.53$0.13
2024Detailed filing. Detailed filing data is available for this year.$18.9$0.01$18.9$7.16$1.68$5.48
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.03$10.9$0.83$0.79$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.15$10.1$1.52$1.10$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.17$10.7$2.27$2.36$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.02$6.88$1.44$0.95$0.49
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.39$0.00$6.39$1.72$0.45$1.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.12$0.00$5.12$0.45$0.48$0.03
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.00$5.15$0.51$0.39$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.00$5.03$1.10$0.32$0.78
2015Detailed filing. Detailed filing data is available for this year.$4.33$0.08$4.25$1.37$0.57$0.79
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.79$0.48$0.31
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.00$3.10$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.37
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $10M-$25M nonprofits