Civic Intelligence

Orange County Community Foundation Inc.

990 • Fiscal year 2020 • EIN 35-2117084

Oct 01, 2019 to Sep 30, 2020 • Filed on Feb 05, 2021

Organization ProfileORANGECOUNTYCOMMUNITYFOUNDATION.ORG
1075 N Sandy Hook Road Suite 2Paoli, IN 47454

(812) 723-4150

Siviq Scores

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

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.05x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$118,363

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M 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 / Assets17th percentile

Assets

$9,319,413

No earlier filing loaded for comparison.

Net Assets

$9,237,681

No earlier filing loaded for comparison.

Liabilities

$81,732

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin70th percentile

Revenue

$1,506,689

No earlier filing loaded for comparison.

Expenses

$1,283,777

No earlier filing loaded for comparison.

Net Income

$222,912

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.

$15M$10M$5.0M$0Assets 2020: $9,319,413Liabilities 2020: $81,732Net Assets 2020: $9,237,6812020Assets 2021: $10,416,174Liabilities 2021: $10,526Net Assets 2021: $10,405,6482021Assets 2022: $8,698,940Liabilities 2022: $9,943Net Assets 2022: $8,688,9972022Assets 2023: $9,181,803Liabilities 2023: $86,620Net Assets 2023: $9,095,1832023Assets 2024: $11,242,477Liabilities 2024: $72,851Net Assets 2024: $11,169,6262024

Highlighted filing

2020

Assets$9,319,413
Liabilities$81,732
Net Assets$9,237,681
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1,506,689Expenses 2020: $1,283,777Net Income 2020: $222,9122020Revenue 2021: $1,567,593Expenses 2021: $1,607,509Net Income 2021: -$39,9162021Revenue 2022: $1,405,966Expenses 2022: $1,209,743Net Income 2022: $196,2232022Revenue 2023: $1,348,234Expenses 2023: $1,471,161Net Income 2023: -$122,9272023Revenue 2024: $2,596,895Expenses 2024: $2,012,247Net Income 2024: $584,6482024

Highlighted filing

2020

Revenue$1,506,689
Expenses$1,283,777
Net Income$222,912
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Feb 5, 2021
Return Version
2019v5.0
Gross Receipts
$1,507,174
Mission and Program Overview

Mission

Building a better community-together. We strive to carry out this mission in the following ways: as a steward by developing and managing permanent endowment funds which fund community improvements and support charitable causes as a strategic grant maker by awarding grants and other support to enable the community to respond to emerging and changing needs and opportunities as a charitable resource by encouraging and educating donors and providing a flexible vehicle for individual donors, non-profit organizations and the community at-large as a catalyst by mobilizing community leadership in response to issues

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,429,238$8,872,714▲ $443,476
Savings and Temporary Cash Investments$475,219$342,540▼ $132,679
Accounts Receivable$10,751$100,000▲ $89,249
Land, Buildings, and Equipment, Net$5,804$4,059▼ $1,745
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$8,921,112$9,319,413▲ $398,301
Liabilities
Accounts Payable and Accrued Expenses$12,385$49,918▲ $37,533
Deferred Revenue$189,875$23,298▼ $166,577
Other Liabilities-$8,516-
Total Liabilities$202,260$81,732▼ $120,528
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,718,852$9,237,681▲ $518,829
Total Net Assets Fund Balance$8,718,852$9,237,681▲ $518,829
Total Liabilities and Net Assets / Fund Balance$8,921,112$9,319,413▲ $398,301

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,059$16,873$20,932

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$11,283,102$324,441▲ $677,060-$11,657,515
2018$10,893,092$593,632▲ $297,683-$11,283,102
2017$10,771,243$168,108▲ $409,866-$10,893,092
2016$10,010,963$429,651▲ $779,762-$10,771,243
2015$9,452,028$398,795▲ $561,422-$10,010,963
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Imojean DedrickExec DirectFT$94,776$23,587$118,363

Board Members and Trustees

NameTitle
Jan VanemonPresident
Billy ChastainDirector
Christopher J FleenorDirector
Doug FinneyDirector
Heather RossDirector
Katlin PhillipsDirector
Marshall NobleDirector
Mary Jo McclinticDirector
Mike McculloughDirector
Sandy BlantonDirector
Susan GilmoreDirector
Marsha TellstromSecretary
Shane BuffintonTreasurer
Miles FlynnVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$882,504
Program Service Revenue
$0
Investment Income
$265,989
Other Revenue
$358,196
All Other Contributions
$882,504
Change in Net Assets
$222,912

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,440,492
Revenue Not Reported on Financial Statements
$66,197
Revenue Not Reported on Form 990
$295,917
Other Revenue Adjustments
$66,197
Total Revenue per Audited Statements
$1,736,409
Total Revenue per Form 990
$1,506,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$631,512
Grants and Similar Amounts Paid$381,469
Salaries, Compensation, and Employee Benefits$270,796
Total Fundraising Expense$92,358
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$381,469--$381,469
Other Salaries and Wages$46,037$79,051$26,350$151,438
Current Officers, Directors, Trustees, and Key Employees$27,626$47,438$15,813$90,877
Insurance$14,331$28,264$8,202$50,797
Fees for Services Other-$30,064-$30,064
Occupancy-$25,870-$25,870
Payroll Taxes$5,715$9,815$3,272$18,802
Fees for Services Accounting-$11,000-$11,000
Other Employee Benefits$2,943$5,052$1,684$9,679
Office Expenses-$7,107-$7,107
Advertising$80$6,011$750$6,841
Fees for Services Legal-$5,554-$5,554
Other Expenses$25$5,430$18,146$5,430
All Other Expenses$708$2,477$940$4,125
Conferences and Meetings$2$2,109$42$2,153
Information Technology-$1,685-$1,685
Depreciation Depletion-$1,285-$1,285
Travel-$36-$36
Total Functional Expenses$903,194$288,225$92,358$1,283,777

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,283,777
Expenses per Audited Statements$1,217,580
Total Expenses per Audited Statements$1,217,580
Expenses Not Reported on Financial Statements$66,197
Other Expense Adjustments$66,197
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sol Strauss Supporting OrganizationPaoli, IN--$30,660
Orange County Historical SocietyPaoli, IN--$24,992
Springs Valley Education FoundationFrench Lick, IN--$17,403
Orleans School FoundationOrleans, IN--$15,457
Southern Indiana Comm Health CarePaoli, IN--$14,120
Spring Mill Bible CampMitchell, IN--$11,421
Purdue UniversityWest Lafayette, IN--$10,688
Melton Public LibraryFrench Lick, IN--$10,000
Iu Health Paoli HospitalPaoli, IN-Scholarships$9,766
Youth FirstEvansville, IN--$8,500
Teagarden Unrestricted FundColumbus, IN--$8,155
Indiana University SoutheastNew Albany, IN--$7,055
First Chance CenterPaoli, IN-Scholarships$7,044
Simmons Unrestricted FundBoston, MA--$5,145
United Way of South Central IndianaBedford, IN--$5,040
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Marshall NobleBoard MemberSee Add. InfoNo-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Wages$7,899
Accrued Payroll Tax$617
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“Form 990 is presented to the board of directors for review, then vote is made for approval.”

Form 990, Page 6, Part VI, Line 12C

“There is a review of each issue before presentation to the board of directors to determine if there are possible conflicts with any board member(s).”

Form 990, Page 6, Part VI, Line 15A

“The executive director salary is determined by the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“Employee salaries are determined by the executive director and approved by the finance and executive committees as well as the full board of directors.”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the general public by request, either written or in person. The annual report is available to the public online.”

Filing and Contact Details

Filer

Filer Name
Orange County Comm Foundation Inc
EIN
35-2117084
Phone
8127234150
Address
1075 N SANDY HOOK ROAD SUITE 2, PAOLI, IN 47454

Signing Officer

Name
Imojean Dedrick
Title
Exec Direct
Phone
8127234150
Signed
2021-02-05

Organization Details

Principal Officer
Imojean Dedrick
Voting Board Members
14
Independent Board Members
14
Employees
6
Volunteers
78

Preparer

Firm
Deming Malone Livesay & Ostroff
Address
301 E ELM STREET, NEW ALBANY, IN 47150
Preparer
Richard N Robinson CPA
Phone
8129455236
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Building a better community-together. We strive to carry out this mission in the following ways: as a steward by developing and managing permanent endowment funds which fund community improvements and support charitable causes as a strategic grant maker by awarding grants and other support to enable the community to respond to emerging and changing needs and opportunities as a charitable resource by encouraging and educating donors and providing a flexible vehicle for individual donors, non-profit organizations and the community at-large as a catalyst by mobilizing community leadership in response to issues”

Form 990, Part XI, Line 9

“Reimbursed expenses -36,133 consulting fees -30,064 reimbursed expenses 36,133 consulting fees 30,064”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code. The foundation evaluates their uncertain tax positions in accordance with applicable standards. The foundation has evaluated their tax positions, and believes that they have none that are uncertain.”

Schedule D, Page 4, Part XI, Line 4B

“Reimbursed expenses 36,133 consulting fees 30,064”

Schedule D, Page 4, Part XII, Line 4B

“Reimbursed expenses 36,133 consulting fees 30,064”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXEC DIRECT
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/MissionDesc0BUILDING A BETTER COMMUNITY-TOGETHER. WE STRIVE TO CARRY OUT THIS MISSION IN THE FOLLOWING WAYS: AS A STEWARD BY DEVELOPING AND MANAGING PERMANENT ENDOWMENT FUNDS WHICH FUND COMMUNITY IMPROVEMENTS AND SUPPORT CHARITABLE CAUSES AS A STRATEGIC GRANT MAKER BY AWARDING GRANTS AND OTHER SUPPORT TO ENABLE THE COMMUNITY TO RESPOND TO EMERGING AND CHANGING NEEDS AND OPPORTUNITIES AS A CHARITABLE RESOURCE BY ENCOURAGING AND EDUCATING DONORS AND PROVIDING A FLEXIBLE VEHICLE FOR INDIVIDUAL DONORS, NON-PROFIT ORGANIZATIONS AND THE COMMUNITY AT-LARGE AS A CATALYST BY MOBILIZING COMMUNITY LEADERSHIP IN RESPONSE TO ISSUES
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IRS990/OtherExpensesGrp/Desc3EQUIPMENT MAINTENANCE
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IRS990/OtherExpensesGrp/FundraisingAmt118146
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IRS990/OtherExpensesGrp/TotalAmt35430
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IRS990/OtherRevenueMiscGrp/Desc0ADMIN FEES
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/Desc2RENTAL/OVERHEAD CHARGE
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IRS990/OtherRevenueMiscGrp/ExclusionAmt136133
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IRS990/OtherRevenueTotalAmt0358196
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt026350
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt079051
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt046037
IRS990/OtherSalariesAndWagesGrp/TotalAmt0151438
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03272
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09815
IRS990/PayrollTaxesGrp/ProgramServicesAmt05715
IRS990/PayrollTaxesGrp/TotalAmt018802
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0IMOJEAN DEDRICK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0909606
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0139304
IRS990/PYInvestmentIncomeAmt0513573
IRS990/PYOtherExpensesAmt0551678
IRS990/PYOtherRevenueAmt0344882
IRS990/PYRevenuesLessExpensesAmt0804800
IRS990/PYSalariesCompEmpBnftPaidAmt0272279
IRS990/PYTotalExpensesAmt0963261
IRS990/PYTotalRevenueAmt01768061
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0222912
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0475219
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0342540
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 1,538,692
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0882504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0909606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0366821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0508338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0730662
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03397931
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0202401
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0516760
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0200439
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0508338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0730662
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IRS990ScheduleA/TotalSupportAmt06453744
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0323455
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010893092
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0593632
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011283102

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
$9,319,413
Liabilities
$81,732
Net assets
$9,237,681
Revenue
$1,506,689
Expenses
$1,283,777
Net income
$222,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.2$0.07$11.2$2.60$2.01$0.58
2023Detailed filing. Detailed filing data is available for this year.$9.18$0.09$9.10$1.35$1.47$0.12
2022Detailed filing. Detailed filing data is available for this year.$8.70$0.01$8.69$1.41$1.21$0.20
2021Detailed filing. Detailed filing data is available for this year.$10.4$0.01$10.4$1.57$1.61$0.04
2020Detailed filing. Detailed filing data is available for this year.$9.32$0.08$9.24$1.51$1.28$0.22
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $5M-$10M nonprofits