Civic Intelligence

City of Evansville Endowment Fund Inc.

990 • Fiscal year 2022 • EIN 35-2062629

Jul 01, 2021 to Jun 30, 2022 • Filed on May 12, 2023

Organization Profilewww.evv-endowment.org
20 NW 3rd Street Suite 820Evansville, IN 47708

(812) 429-1191

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.03x

Higher debt load relative to revenue than 19% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

70th percentile

20%

Higher net margin than 70% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$185,408

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 26.1% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

10th percentile

-16%

Faster asset growth than 10% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$9,596,863

Down $1,762,527 (-16%) from 2021

Net Assets

Down

$9,576,863

Down $1,761,760 (-16%) from 2021

Liabilities

Down

$20,000

Down $767 (-3.7%) from 2021

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin70th percentile

Revenue

Up

$711,164

Up $260,619 (+58%) from 2021

Expenses

Up

$571,449

Up $20,996 (+3.8%) from 2021

Net Income

Up

$139,715

Up $239,623 (+240%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$15M$10M$5.0M$0Assets 2015: $8,763,774Liabilities 2015: $20,000Net Assets 2015: $8,743,7742015Assets 2018: $9,316,887Liabilities 2018: $20,604Net Assets 2018: $9,296,2832018Assets 2019: $9,356,399Liabilities 2019: $20,500Net Assets 2019: $9,335,8992019Assets 2020: $9,266,859Liabilities 2020: $0Net Assets 2020: $9,266,8592020Assets 2021: $11,359,390Liabilities 2021: $20,767Net Assets 2021: $11,338,6232021Assets 2022: $9,596,863Liabilities 2022: $20,000Net Assets 2022: $9,576,8632022Assets 2023: $10,184,624Liabilities 2023: $20,137Net Assets 2023: $10,164,4872023Assets 2024: $11,061,520Liabilities 2024: $20,000Net Assets 2024: $11,041,5202024

Highlighted filing

2022

Assets$9,596,863
Liabilities$20,000
Net Assets$9,576,863
Open 2022 Filing

Operations Trend

Revenue Growth86th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $569,791Expenses 2015: $326,793Net Income 2015: $242,9982015Revenue 2018: $604,148Expenses 2018: $463,599Net Income 2018: $140,5492018Revenue 2019: $1,038,403Expenses 2019: $531,786Net Income 2019: $506,6172019Revenue 2020: $540,976Expenses 2020: $503,598Net Income 2020: $37,3782020Revenue 2021: $450,545Expenses 2021: $550,453Net Income 2021: -$99,9082021Revenue 2022: $711,164Expenses 2022: $571,449Net Income 2022: $139,7152022Revenue 2023: $2,363,018Expenses 2023: $510,364Net Income 2023: $1,852,6542023Revenue 2024: $202,937Expenses 2024: $547,435Net Income 2024: -$344,4982024

Highlighted filing

2022

Revenue$711,164
Expenses$571,449
Net Income$139,715
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 12, 2023
Return Version
2021v4.0
Gross Receipts
$1,301,334
Mission and Program Overview

Mission

To support charitable organizations through capital project grants that impact the city of evansville

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,325,294$9,506,770▼ $1,818,524
Cash and Non-Interest-Bearing Accounts$34,096$90,093▲ $55,997
Total Assets$11,359,390$9,596,863▼ $1,762,527
Liabilities
Accounts Payable and Accrued Expenses$20,767$20,000▼ $767
Other Liabilities$0$0→ $0
Total Liabilities$20,767$20,000▼ $767
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,338,623$9,576,863▼ $1,761,760
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$11,338,623$9,576,863▼ $1,761,760
Total Liabilities and Net Assets / Fund Balance$11,359,390$9,596,863▼ $1,762,527

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$11,338,623$0▼ $1,229,525$184$9,576,863
2020$9,266,859$0▲ $2,585,009$573$11,338,623
2019$9,335,899$0▲ $400,065$126$9,266,859
2018$9,296,283$0▲ $537,122$134$9,335,899
2017$8,968,449$0▲ $762,753$104$9,296,283
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Amber RascoePresident
Jill CarpenterPresident & CEO CFA
Alan GrovesVice President
Justin ElpersDirector
Kaitlin Moore MorelyDirector
Ron BeaneDirector
Susan HarpSecretary
Jerome StewartTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$711,164
Other Revenue
$0
Change in Net Assets
$139,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$511,551
Other Expenses$59,898
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$511,551--$511,551
Fees for Service Investment Mgmnt Fees-$39,213-$39,213
Fees for Services Management$10,250$10,250-$20,500
Office Expenses-$185-$185
Total Functional Expenses$521,801$49,648$0$571,449
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Louis J Koch Family Childrens Museum of Evansville IncEvansville, IN501c3Capital Improvements$55,000
Franklin Street Events AssociationEvansville, IN501c3Capital Improvements$40,000
Habitat for Humanity of EvansvilleEvansville, IN501c3Capital Improvements$40,000
United Methodist Youth HomeEvansville, IN501c3Capital Improvements$35,000
The Potters Wheel IncEvansville, IN501c3Capital Improvements$32,200
SWIRCA & MoreEvansville, IN501c3Capital Improvements$30,000
Evansville Museum of Arts History & ScienceEvansville, IN501c3Capital Improvements$25,910
Evansville Association for the BlindEvansville, IN501c3Capital Improvements$25,000
Carver Community OrganizationEvansville, IN501c3Capital Improvements$21,633
Easterseals Rehabilitation CenterEvansville, IN501c3Capital Improvements$21,205
Reitz Home Preservation Society IncEvansville, IN501c3Capital Improvements$20,000
St Vincent de Paul Society District of EvansvilleEvansville, IN501c3Capital Improvements$20,000
Uncharted International IncEvansville, IN501c3Capital Improvements$20,000
Community OneEvansville, IN501c3Capital Improvements$15,000
YMCA of Southwestern IndianaEvansville, IN501c3Capital Improvements$15,000
The Arc EvansvilleEvansville, IN501c3Capital Improvements$14,345
WNIN Tri-State Public Media IncEvansville, IN501c3Capital Improvements$13,109
TriState Food BankEvansville, IN501c3Capital Improvements$10,596
United Caring Shelters IncEvansville, IN501c3Capital Improvements$8,660
Memorial Community Development CorporationEvansville, IN501c3Capital Improvements$7,624
Lampion CenterEvansville, IN501c3Capital Improvements$7,120
Embrace ChurchEvansville, IN501c3Capital Improvements$6,833
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
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, Section B, Line 11B

“President & CEO as well as the CFO review the 990 before submitting to the Board for their review”

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

“Prior to any action on substantive business the Chairman of the Board or Chairman of a Committee shall state the policy on conflicts of interest. Should a conflict of interest transaction arise, the director, committee member or officer so affected shall disclose the nature of the conflict and the material facts to the board or committee. The individual may be invited to participate in discussions after the disclosure but disqualified from voting”

Form 990, Part VI, Section C, Line 19

“The CEO emails or mails the requested information as soon as possible after receiving requests for the governing documents, investment return and financial statements”

Filing and Contact Details

Filer

Filer Name
Evansville Endowment Fund Inc
EIN
35-2062629
Phone
8124291191
Address
20 NW 3rd Street Suite 820, EVANSVILLE, IN 47708

Signing Officer

Name
Jill Carpenter
Title
President CEO
Phone
8124291191
Signed
2023-05-12

Organization Details

Principal Officer
Jill Carpenter
Formed
1994
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
15
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“TO SUPPORT CHARITABLE ORGANIZATIONS THROUGH CAPITAL PROJECT GRANTS THAT IMPACT the City of Evansville”

Schedule D, 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 by the Organization and has concluded that as of June 30, 2018 and 2017, there are no uncertain positions taken or expect to be taken that would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken would require recognition of a liability or disclosure in the accompanying consolidated financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 694 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020767
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT CHARITABLE ORGANIZATIONS THROUGH CAPITAL PROJECT GRANTS THAT IMPACT THE CITY OF EVANSVILLE
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0JILL CARPENTER
IRS990/BooksInCareOfDetail/PhoneNum08124291191
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt020 NW 3rd Street
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0STE 820
IRS990/BooksInCareOfDetail/USAddress/CityNm0EVANSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047708
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt034096
IRS990/CashNonInterestBearingGrp/EOYAmt090093
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0511551
IRS990/CYInvestmentIncomeAmt0711164
IRS990/CYOtherExpensesAmt059898
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0139715
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0571449
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0711164
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED FUNDING FOR CAPITAL PROJECTS BENEFITING NONPROFIT ORGANIZATIONS IN EVANSVILLE INDIANA. THESE CAPITAL PROJECTS INCLUDED ROOF REPLACEMENT, FLOORING UPGRADES, EXPANSION/RENOVATION PROJECTS, HOUSING DEVELOPMENT ASSISTANCE, ENERGY EFFICIENCY IMPROVEMENTS, BUILDING RESTORATION PROJECTS AND BUILDING SECURITY
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0521801
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt010250
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt010250
IRS990/FeesForServicesManagementGrp/TotalAmt020500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt039213
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt039213
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt013812
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JILL CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm1JEROME STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm2ALAN GROVES
IRS990/Form990PartVIISectionAGrp/PersonNm3Kaitlin Moore Morely
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN HARP
IRS990/Form990PartVIISectionAGrp/PersonNm5Ron Beane
IRS990/Form990PartVIISectionAGrp/PersonNm6Justin Elpers
IRS990/Form990PartVIISectionAGrp/PersonNm7AMBER RASCOE
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/ReportableCompFromRltdOrgAmt0171596
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO CFA
IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0211172
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt010250
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0511551
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0511551
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0801342
IRS990/GrossReceiptsAmt01301334
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0499992
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0499992
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011325294
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09506770
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0590170
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT CHARITABLE ORGANIZATIONS THROUGH CAPITAL PROJECT GRANTS THAT IMPACT THE CITY OF EVANSVILLE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt011338623
IRS990/NetAssetsOrFundBalancesEOYAmt09576863
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0211172
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0211172
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1901475
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011338623
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09576863
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0185
IRS990/OfficeExpensesGrp/TotalAmt0185
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jill Carpenter
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0492172
IRS990/PYInvestmentIncomeAmt0450545
IRS990/PYOtherExpensesAmt058281
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-99908
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0550453
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0450545
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0139715
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Grants to Non Profit Organizations within the City of Evansville
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Grants to nonprofit organizations within the city of Evansville
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section A, Line 6
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0351830262
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMUNITY FOUNDATION ALLIANCE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt020500
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011338623
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09576863
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0511551
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1229525
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0184
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt020500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09266859
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011338623
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0492172
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02585009
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0573
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt020500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09335899
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09266859
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0448479
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0400065
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0126
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt020500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09296283
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09335899
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0476872
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0537122
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0134
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08968449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09296283
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0414315
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0762753
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0104
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.55
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO SUPPORT CHARITABLE ORGANIZATIONS THROUGH CAPITAL PROJECT GRANTS THAT IMPACT the City of Evansville
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Accounting 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 by the Organization and has concluded that as of June 30, 2018 and 2017, there are no uncertain positions taken or expect to be taken that would not be sustained upon examination by various federal and state taxing authorities. Management has analyzed the tax positions taken would require recognition of a liability or disclosure in the accompanying consolidated financial statements. The Organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.45
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt021633
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt221205
IRS990ScheduleI/RecipientTable/CashGrantAmt36833
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt525910
IRS990ScheduleI/RecipientTable/CashGrantAmt640000
IRS990ScheduleI/RecipientTable/CashGrantAmt740000
IRS990ScheduleI/RecipientTable/CashGrantAmt87120
IRS990ScheduleI/RecipientTable/CashGrantAmt955000
IRS990ScheduleI/RecipientTable/CashGrantAmt107624
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt1220000
IRS990ScheduleI/RecipientTable/CashGrantAmt1330000
IRS990ScheduleI/RecipientTable/CashGrantAmt1414345
IRS990ScheduleI/RecipientTable/CashGrantAmt1532200
IRS990ScheduleI/RecipientTable/CashGrantAmt1610596
IRS990ScheduleI/RecipientTable/CashGrantAmt1720000
IRS990ScheduleI/RecipientTable/CashGrantAmt188660
IRS990ScheduleI/RecipientTable/CashGrantAmt1935000
IRS990ScheduleI/RecipientTable/CashGrantAmt2013109
IRS990ScheduleI/RecipientTable/CashGrantAmt2115000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16Capital Improvements
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17Capital Improvements

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,596,863
Liabilities
$20,000
Net assets
$9,576,863
Revenue
$711,164
Expenses
$571,449
Net income
$139,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.1$0.02$11.0$0.20$0.55$0.34
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.02$10.2$2.36$0.51$1.85
2022Detailed filing. Detailed filing data is available for this year.$9.60$0.02$9.58$0.71$0.57$0.14
2021Detailed filing. Detailed filing data is available for this year.$11.4$0.02$11.3$0.45$0.55$0.10
2020Detailed filing. Detailed filing data is available for this year.$9.27$0.00$9.27$0.54$0.50$0.04
2019Detailed filing. Detailed filing data is available for this year.$9.36$0.02$9.34$1.04$0.53$0.51
2018Detailed filing. Detailed filing data is available for this year.$9.32$0.02$9.30$0.60$0.46$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.76$0.02$8.74$0.57$0.33$0.24