Civic Intelligence

Junior League of South Bend Incorporated

990 • Fiscal year 2018 • EIN 35-6001729

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 25, 2018

Organization Profilejlsouthbend.org
130 Park LaneSouth Bend, IN 46601-1044

(574) 283-0636

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.16x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

86th percentile

35%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

65th percentile

5.9%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

16%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,192,281

Up $66,535 (+5.9%) from 2017

Net Assets

Up

$1,167,641

Up $73,555 (+6.7%) from 2017

Liabilities

Down

$24,640

Down $7,020 (-22%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin86th percentile

Revenue

Up

$153,156

Up $21,524 (+16%) from 2017

Expenses

Down

$98,865

Down $44,086 (-31%) from 2017

Net Income

Up

$54,291

Up $65,610 (+580%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $828,988Liabilities 2010: $43,448Net Assets 2010: $785,5402010Assets 2012: $917,835Liabilities 2012: $40,675Net Assets 2012: $877,1602012Assets 2013: $1,013,294Liabilities 2013: $36,427Net Assets 2013: $976,8672013Assets 2014: $1,142,298Liabilities 2014: $28,612Net Assets 2014: $1,113,6862014Assets 2015: $1,151,085Liabilities 2015: $75,213Net Assets 2015: $1,075,8722015Assets 2016: $1,065,990Liabilities 2016: $30,458Net Assets 2016: $1,035,5322016Assets 2017: $1,125,746Liabilities 2017: $31,660Net Assets 2017: $1,094,0862017Assets 2018: $1,192,281Liabilities 2018: $24,640Net Assets 2018: $1,167,6412018Assets 2019: $1,243,784Liabilities 2019: $22,615Net Assets 2019: $1,221,1692019Assets 2020: $1,257,463Liabilities 2020: $26,336Net Assets 2020: $1,231,1272020Assets 2021: $1,525,390Liabilities 2021: $26,212Net Assets 2021: $1,499,1782021Assets 2022: $1,373,170Liabilities 2022: $23,557Net Assets 2022: $1,349,6132022Assets 2023: $1,474,109Liabilities 2023: $70,440Net Assets 2023: $1,403,6692023Assets 2024: $1,544,202Liabilities 2024: $51,618Net Assets 2024: $1,492,5842024Assets 2025: $1,586,962Liabilities 2025: $29,816Net Assets 2025: $1,557,1462025

Highlighted filing

2018

Assets$1,192,281
Liabilities$24,640
Net Assets$1,167,641
Open 2018 Filing

Operations Trend

Revenue Growth71st percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $123,482Expenses 2010: $85,051Net Income 2010: $38,4312010Expenses 2012: $106,7192012Expenses 2013: $110,1502013Revenue 2014: $152,652Expenses 2014: $99,254Net Income 2014: $53,3982014Revenue 2015: $182,453Expenses 2015: $159,030Net Income 2015: $23,4232015Revenue 2016: $132,015Expenses 2016: $97,258Net Income 2016: $34,7572016Revenue 2017: $131,632Expenses 2017: $142,951Net Income 2017: -$11,3192017Revenue 2018: $153,156Expenses 2018: $98,865Net Income 2018: $54,2912018Revenue 2019: $179,980Expenses 2019: $106,216Net Income 2019: $73,7642019Revenue 2020: $149,430Expenses 2020: $97,441Net Income 2020: $51,9892020Revenue 2021: $258,569Expenses 2021: $116,274Net Income 2021: $142,2952021Revenue 2022: $232,227Expenses 2022: $128,204Net Income 2022: $104,0232022Revenue 2023: $103,582Expenses 2023: $138,041Net Income 2023: -$34,4592023Revenue 2024: $154,747Expenses 2024: $142,211Net Income 2024: $12,5362024Revenue 2025: $155,095Expenses 2025: $160,839Net Income 2025: -$5,7442025

Highlighted filing

2018

Revenue$153,156
Expenses$98,865
Net Income$54,291
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 25, 2018
Return Version
2017v2.2
Gross Receipts
$237,333
Mission and Program Overview

Mission

Mission: To promote volunteerism, develop the potential of women, and improve the community through the effective action and leadership of trained volunteers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$601,845$626,796▲ $24,951
Cash and Non-Interest-Bearing Accounts$169,974$186,698▲ $16,724
Savings and Temporary Cash Investments$12,630$17,990▲ $5,360
Prepaid Expenses and Deferred Charges$3,976$10,913▲ $6,937
Land, Buildings, and Equipment, Net$346$162▼ $184
Total Assets$1,125,746$1,192,281▲ $66,535
Other Assets Total$336,975$349,722▲ $12,747
Liabilities
Deferred Revenue$27,145$24,640▼ $2,505
Accounts Payable and Accrued Expenses$4,515--
Total Liabilities$31,660$24,640▼ $7,020
Net Assets / Fund Balance
Unrestricted Net Assets$843,165$916,720▲ $73,555
Permanently Rstr Net Assets$250,921$250,921→ $0
Total Net Assets Fund Balance$1,094,086$1,167,641▲ $73,555
Total Liabilities and Net Assets / Fund Balance$1,125,746$1,192,281▲ $66,535

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$162$46,136$46,298
Leasehold Improvements-$1,300$1,300
Other Assets Org$15,879--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$935,970$5,360▲ $78,232$40,933$978,629
2016$853,776$10,547▲ $111,593$39,946$935,970
2015$890,868$9,000▼ $13,045$33,047$853,776
2014$932,930$13,647▲ $31,213$86,922$890,868
2013$827,824$18,127▲ $128,203$41,224$932,930
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Amy Stewart-brownPresident
Karey CircostaPresident-elect
Stephanie MorelandCommunications Vice President
Megan NewCommunity Vice President
Janet HorvathFinance Vice President
Courtney BennettFundraising Vice President
Becky BeckmanMembership Vice President
Cari Zielinskisustainer Advisor
Revenue and Support

Revenue Composition

Contributions and Grants
$94,729
Program Service Revenue
$0
Investment Income
$63,477
Other Revenue
$-5,050
All Other Contributions
$12,407
Change in Net Assets
$54,291

Audited Revenue Reconciliation

Revenue per Audited Statements
$153,156
Revenue Not Reported on Form 990
$28,391
Total Revenue per Audited Statements
$181,547
Total Revenue per Form 990
$153,156
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,767
Salaries, Compensation, and Employee Benefits$22,984
Total Fundraising Expense$7,391
Grants and Similar Amounts Paid$114
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$0$21,369$0$21,369
Payments to Affiliates$15,050$0$0$15,050
Fees for Services Accounting$0$7,610$0$7,610
Occupancy$0$7,236$0$7,236
Conferences and Meetings$6,550$0$0$6,550
Fees for Service Investment Mgmnt Fees$0$4,510$0$4,510
Insurance$0$3,790$0$3,790
Office Expenses$0$2,651$0$2,651
Payroll Taxes$0$1,615$0$1,615
Other Expenses$0$435$0$435
All Other Expenses$0$0$294$294
Depreciation Depletion$0$184$0$184
Grants to Domestic Orgs$114--$114
Total Functional Expenses$42,074$49,400$7,391$98,865

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$107,992
Expenses per Audited Statements$98,865
Total Expenses per Form 990$98,865
Expenses Not Reported on Form 990$9,127
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,915
Fundraising Gross Income$12,865
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Ball$55,185$12,865$698$12,167
Little Black Dress$9,737---
Total Events$64,922$12,865$17,915$-5,050
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 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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
The Junior League of South Bend Inc
EIN
35-6001729
Phone
5742830636
Address
130 Park Lane, South Bend, IN 46601-1044

Signing Officer

Name
Karey Circosta
Title
President
Phone
5742830636
Signed
2018-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karey Circosta
Formed
1951
Legal Domicile
In
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
90

Preparer

Firm
CULLAR & ASSOCIATES PC CPA'S
Address
218 W WASHINGTON ST SUITE 300, SOUTH BEND, IN 46601
Preparer
Richard J Cullar CPA
Phone
5742888320
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“The Organization has five classes of membership - new, active, sustaining, honorary, and emeritus. Only active members may vote for the Board of Directors and other matters. Members are not entitled to any distributions of earnings or of net assets.”

Pt VI, Line 7A

“See above answer to line 6.”

Pt VI, Line 7B

“Members vote on any major program changes; adoption of projects that require the commitment of time, service, or funds; major fund-raising activities; bylaw changes; and any Statement of Position.”

Pt VI, Line 11B

“A draft of Form 990 was provided to all Board members for their review and approval before it was signed by the President in January 2019.”

Pt VI, Line 12C

“Members of the Board of Directors are requested to complete a conflict of interest questionnaire.”

Pt VI, Line 15A

“The Organization does not pay its top management officials.”

Pt VI, Line 15B

“The Organization does not pay its top management officials.”

Pt VI, Line 19

“The Organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Pt XI

“Line 9 - Increase in the value of the beneficial interest in assets held by others (Community Foundation)of $12,348.”

Form 990EZ, Part II, Line 24

“Accounts receivable”

Form 990EZ, Part II, Line 24

“Prepaid expenses”

Form 990EZ, Part II, Line 24

“Beneficial interest in assets held by”

Form 990EZ, Part II, Line 24

“Community Foundation of St. Joseph County, Inc.”

Form 990, Part IX, Line 24E

“Miscellaneous 294. 0. 0. 294.”

Financial Statement Notes

Pt V, Line 4

“The income from the endowment is to supplement the Organization's other sources of income to help fund the Organization's membership support and charitable functions.”

Pt X, Line 2

“The Organization recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Examples of tax positions include the tax-exempt status of the Organization and positions related to the potential sources of unrelated business taxable income. Management has not identified any uncertain tax positions taken or expected to be taken in a tax return, and there are no unrecognized tax benefits recorded as liabilities in the accompanying financial statements. The Organization classifies interest and penalties, if any, associated with uncertain tax positions as a component of income tax expense. There was no accrued interest or any penalties related to unrecognized tax benefits at either June 30, 2018 or 2017, or any interest or penalties expense related to unrecognized tax benefits for the years then ended. The Organization is no longer subject to examination by the Internal Revenue Service or the State of Indiana for years prior to June 30, 2015.”

Pt XI, Line 2D

“Increase in value of the beneficial interest in assets held by others (Community Foundation) of $12,348.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NetAssetsOrFundBalancesEOYAmt01167641
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt039675
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt039675
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5050
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5050
IRS990/NetUnrlzdGainsLossesInvstAmt06916
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07236
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt07236
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02651
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt02651
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0336975
IRS990/OtherAssetsTotalGrp/EOYAmt0349722
IRS990/OtherChangesInNetAssetsAmt012348
IRS990/OtherExpensesGrp/Desc0Committee expenses
IRS990/OtherExpensesGrp/Desc1Special events
IRS990/OtherExpensesGrp/Desc2League Lore
IRS990/OtherExpensesGrp/Desc3Payroll service
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt17097
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3435
IRS990/OtherExpensesGrp/ProgramServicesAmt018990
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt21370
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt018990
IRS990/OtherExpensesGrp/TotalAmt17097
IRS990/OtherExpensesGrp/TotalAmt21370
IRS990/OtherExpensesGrp/TotalAmt3435
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021369
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt021369
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt015050
IRS990/PaymentsToAffiliatesGrp/TotalAmt015050
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01615
IRS990/PayrollTaxesGrp/ProgramServicesAmt00
IRS990/PayrollTaxesGrp/TotalAmt01615
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0250921
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0250921
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03976
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010913
IRS990/PrincipalOfficerNm0KAREY CIRCOSTA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY GRANTS AND PROJECTS: SCHOLARSHIPS AND GRANTS TO COMMUNITY 501(C)(3) ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0114
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0114
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt086779
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt035427
IRS990/PYInvestmentIncomeAmt045925
IRS990/PYOtherExpensesAmt082888
IRS990/PYOtherRevenueAmt0-1072
IRS990/PYRevenuesLessExpensesAmt0-11319
IRS990/PYSalariesCompEmpBnftPaidAmt024636
IRS990/PYTotalExpensesAmt0142951
IRS990/PYTotalRevenueAmt0131632
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt054291
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012630
IRS990/SavingsAndTempCashInvstGrp/EOYAmt017990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt094729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086779
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt050668
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0338429
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034382
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt021955
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05068
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0125325
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72980
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.72910
IRS990ScheduleA/PublicSupportTotal170Amt0338429
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt094729
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt086779
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt050668
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt055884
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0338429
IRS990ScheduleA/TotalSupportAmt0463754
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.74360
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0935970
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05360
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0978629
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt078232
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt040933
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0853776
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt010547
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0935970
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0111593
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt039946
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0890868
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt09000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0853776
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13045
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt033047
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0932930
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt013647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0890868
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031213
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt086922
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0827824
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt018127
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0932930
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0128203
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt041224
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt09127
IRS990ScheduleD/DonatedServicesUseFcltsAmt09127
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0162
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046136
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046298
IRS990ScheduleD/ExpensesNotReportedAmt09127
IRS990ScheduleD/ExpensesSubtotalAmt098865
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01300
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01300
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06916
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0333843
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt115879
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Beneficial interest in assets held by Community Foundation of St. Joseph County
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Distribution in transit from Community Foundation of St. Joseph County, Inc.
IRS990ScheduleD/OtherRevenueAmt012348
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.25640
IRS990ScheduleD/RevenueNotReportedAmt028391
IRS990ScheduleD/RevenueSubtotalAmt0153156
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The income from the endowment is to supplement the Organization's other sources of income to help fund the Organization's membership support and charitable functions.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Organization recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Examples of tax positions include the tax-exempt status of the Organization and positions related to the potential sources of unrelated business taxable income. Management has not identified any uncertain tax positions taken or expected to be taken in a tax return, and there are no unrecognized tax benefits recorded as liabilities in the accompanying financial statements. The Organization classifies interest and penalties, if any, associated with uncertain tax positions as a component of income tax expense. There was no accrued interest or any penalties related to unrecognized tax benefits at either June 30, 2018 or 2017, or any interest or penalties expense related to unrecognized tax benefits for the years then ended. The Organization is no longer subject to examination by the Internal Revenue Service or the State of Indiana for years prior to June 30, 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Increase in value of the beneficial interest in assets held by others (Community Foundation) of $12,348.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI, Line 2d
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0162
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0349722
IRS990ScheduleD/TotalExpensesPerForm990Amt098865
IRS990ScheduleD/TotalRevenuePerForm990Amt0153156
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0181547
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0107992
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt052057
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt042320
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt09737
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017915
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01050
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01050
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Holiday Ball
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Little Black Dress
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt014167
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt014167
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt064922
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt012865
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt012865

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,192,281
Liabilities
$24,640
Net assets
$1,167,641
Revenue
$153,156
Expenses
$98,865
Net income
$54,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.03$1.56$0.16$0.16$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.05$1.49$0.15$0.14$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.07$1.40$0.10$0.14$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.02$1.35$0.23$0.13$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.03$1.50$0.26$0.12$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.03$1.23$0.15$0.10$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.02$1.22$0.18$0.11$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.17$0.15$0.10$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.03$1.09$0.13$0.14$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.03$1.04$0.13$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.08$1.08$0.18$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.03$1.11$0.15$0.10$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.04$0.98$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.04$0.88$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.04$0.79$0.12$0.09$0.04