Civic Intelligence

The Portland Foundation

990 • Fiscal year 2013 • EIN 35-6028362

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 20, 2014

Organization ProfileWWW.PORTLANDFOUNDATION.ORG
112 E Main St47371

(260) 726-4260

Siviq Scores

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

Liabilities / Assets

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

64th percentile

0.47x

Higher debt load relative to revenue than 64% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

96th percentile

74%

Higher net margin than 96% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

17th percentile

$51,875

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

89th percentile

25%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$17,930,278

Up $3,538,326 (+25%) from 2012

Net Assets

Up

$16,946,777

Up $3,418,550 (+25%) from 2012

Liabilities

Up

$983,501

Up $119,776 (+14%) from 2012

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin96th percentile

Revenue

$2,101,265

No earlier filing loaded for comparison.

Expenses

Up

$556,218

Up $66,366 (+14%) from 2012

Net Income

$1,545,047

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$30M$20M$10M$0Assets 2010: $10,652,475Liabilities 2010: $804,116Net Assets 2010: $9,848,3592010Assets 2011: $10,076,491Liabilities 2011: $783,115Net Assets 2011: $9,293,3762011Assets 2012: $14,391,952Liabilities 2012: $863,725Net Assets 2012: $13,528,2272012Assets 2013: $17,930,278Liabilities 2013: $983,501Net Assets 2013: $16,946,7772013Assets 2014: $18,346,442Liabilities 2014: $1,006,675Net Assets 2014: $17,339,7672014Assets 2015: $17,305,333Liabilities 2015: $943,632Net Assets 2015: $16,361,7012015Assets 2016: $18,284,703Liabilities 2016: $991,041Net Assets 2016: $17,293,6622016Assets 2017: $22,752,074Liabilities 2017: $1,708,148Net Assets 2017: $21,043,9262017Assets 2018: $20,374,633Liabilities 2018: $1,512,321Net Assets 2018: $18,862,3122018Assets 2019: $23,496,010Liabilities 2019: $1,751,053Net Assets 2019: $21,744,9572019Assets 2020: $24,678,777Liabilities 2020: $1,873,541Net Assets 2020: $22,805,2362020Assets 2021: $27,639,720Liabilities 2021: $2,093,578Net Assets 2021: $25,546,1422021Assets 2022: $22,364,186Liabilities 2022: $1,707,052Net Assets 2022: $20,657,1342022Assets 2023: $23,963,880Liabilities 2023: $602,017Net Assets 2023: $23,361,8632023Assets 2024: $24,839,195Liabilities 2024: $598,744Net Assets 2024: $24,240,4512024

Highlighted filing

2013

Assets$17,930,278
Liabilities$983,501
Net Assets$16,946,777
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $375,6022010Expenses 2011: $535,9712011Expenses 2012: $489,8522012Revenue 2013: $2,101,265Expenses 2013: $556,218Net Income 2013: $1,545,0472013Revenue 2014: $603,142Expenses 2014: $754,242Net Income 2014: -$151,1002014Revenue 2015: $502,784Expenses 2015: $821,950Net Income 2015: -$319,1662015Revenue 2016: $1,001,865Expenses 2016: $744,045Net Income 2016: $257,8202016Revenue 2017: $3,140,329Expenses 2017: $912,895Net Income 2017: $2,227,4342017Revenue 2018: $608,216Expenses 2018: $1,040,768Net Income 2018: -$432,5522018Revenue 2019: $353,913Expenses 2019: $797,342Net Income 2019: -$443,4292019Revenue 2020: $515,356Expenses 2020: $1,010,226Net Income 2020: -$494,8702020Revenue 2021: $656,140Expenses 2021: $1,027,197Net Income 2021: -$371,0572021Revenue 2022: $680,512Expenses 2022: $955,706Net Income 2022: -$275,1942022Revenue 2023: $1,620,583Expenses 2023: $1,840,594Net Income 2023: -$220,0112023Revenue 2024: $4,926,811Expenses 2024: $4,884,598Net Income 2024: $42,2132024

Highlighted filing

2013

Revenue$2,101,265
Expenses$556,218
Net Income$1,545,047
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 20, 2014
Return Version
2013v3.0
Gross Receipts
$2,101,265
Mission and Program Overview

Mission

Enhance the quality of life for the people of jay county, indiana, now and for generations to come, by building community endowment

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$13,765,219$17,265,818▲ $3,500,599
Land, Buildings, and Equipment, Net$481,177$463,085▼ $18,092
Cash and Non-Interest-Bearing Accounts$142,016$197,878▲ $55,862
Prepaid Expenses and Deferred Charges$69$26▼ $43
Total Assets$14,391,952$17,930,278▲ $3,538,326
Other Assets Total$3,471$3,471→ $0
Liabilities
Other Liabilities$863,725$983,501▲ $119,776
Total Liabilities$863,725$983,501▲ $119,776
Net Assets / Fund Balance
Permanently Rstr Net Assets$11,352,487$13,118,377▲ $1,765,890
Temporarily Rstr Net Assets$1,175,111$2,850,477▲ $1,675,366
Unrestricted Net Assets$1,000,629$977,923▼ $22,706
Total Net Assets Fund Balance$13,528,227$16,946,777▲ $3,418,550
Total Liabilities and Net Assets / Fund Balance$14,391,952$17,930,278▲ $3,538,326

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$239,957$162,811$402,768
Land$220,423-$220,423
Equipment$2,705$21,423$24,128
Buildings$0--
Other Securities$748,911--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$14,235,558$1,779,799▲ $2,311,739-$17,719,304
2012$10,109,859$3,322,537▲ $1,284,259-$14,235,558
2011$10,676,737$29,263▼ $87,802-$10,109,859
2010$9,547,040$257,550▲ $1,214,957-$10,676,737
2009$8,141,792$33,894▲ $1,726,692-$9,547,040
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Douglas L InmanExecutive DirecFT$51,875$51,875

Board Members and Trustees

NameTitle
Mary DavisPresident
Dean JetterVice President
David FullenkampDirector
John MooreDirector
Pat BennettDirector
Rex JournayDirector
Ron LauxDirector
Stephanie RobinsonDirector
Emily RobertsSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,765,890
Program Service Revenue
$0
Investment Income
$335,034
Other Revenue
$341
All Other Contributions
$1,765,890
Change in Net Assets
$1,545,047

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,101,265
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,873,503
Total Revenue per Audited Statements
$3,974,768
Total Revenue per Form 990
$2,101,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$316,025
Other Expenses$158,818
Salaries, Compensation, and Employee Benefits$81,375
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$227,429--$227,429
Grants to Domestic Individuals$88,596--$88,596
Fees for Services Other$74,638--$74,638
Current Officers, Directors, Trustees, and Key Employees$25,938$25,937-$51,875
Depreciation Depletion-$27,461-$27,461
Fees for Service Investment Mgmnt Fees$19,771--$19,771
Other Salaries and Wages$15,080--$15,080
Other Employee Benefits$6,103$3,195-$9,298
Advertising$7,280--$7,280
All Other Expenses-$5,984-$5,984
Occupancy-$5,126-$5,126
Payroll Taxes$3,138$1,984-$5,122
Fees for Services Accounting$4,211--$4,211
Office Expenses-$2,586-$2,586
Other Expenses$3,264$1,760-$1,760
Travel-$1,727-$1,727
Insurance-$1,379-$1,379
Total Functional Expenses$479,036$77,182$0$556,218

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$556,218
Total Expenses per Audited Statements$556,218
Total Expenses per Form 990$556,218
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$61,280
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$57,900
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$26,871
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$19,161
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$15,339
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$10,000
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$7,998
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$7,921
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$6,403
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$6,000
--501(c)(3)Enhance the Quality of Life for the People of Jay County, Indiana, Now and for Generations to Come, by Building Community Endowment$5,237
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held for Others$983,501
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
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, Part VI, Section B, Line 11

“The tax return was reviewed by the board of directors prior to filing”

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

“The organization requires each member to complete and sign a conflict of interest disclosure statement annually”

Form 990, Part VI, Section B, Line 15

“The board of directors approves the salary for the executive director based on comparability, length of employment, etc.”

Form 990, Part VI, Section C, Line 19

“The organization makes it governing documents, policies, and financials statements available to the public upon request”

Filing and Contact Details

Filer

EIN
35-6028362
Phone
2607264260

Signing Officer

Name
Douglas L Inman
Title
Executive Director
Phone
2607264260
Signed
2014-06-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas L Inman
Formed
1951
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
0

Preparer

Preparer
Scott a Bollenbacher CPA
Phone
2607264207
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Trustee fees: program service expenses 74,638. Management and general expenses 0. Fundraising expenses 0. Total expenses 74,638.”

FORM 990, PART XI, LINE 9:

“Transfer portland foundation - corporation 35-2019497 23,715.”

FORM 990, PART XII, LINE 2C:

“NO CHANGES”

Financial Statement Notes

PART V, LINE 4:

“Scholarships and grants for the betterment of jay county.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Transfer portland foundation - corporation 35-2019497”

Schedule D Part XI Line 2D

“Other adjustments schedule d part xi line 2d: transfer from portland foundation (corporation) ein: 35-2019497”

Raw XML AppendixShowing 400 of 605 raw XML fields

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IRS990/MissionDesc0ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE OF JAY COUNTY, INDIANA, NOW AND FOR GENERATIONS TO COME, BY BUILDING COMMUNITY ENDOWMENT
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IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013528227
IRS990/NetAssetsOrFundBalancesEOYAmt016946777
IRS990/NetUnrelatedBusTxblIncmAmt0288
IRS990/NetUnrlzdGainsLossesInvstAmt01849788
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05126
IRS990/OccupancyGrp/TotalAmt05126
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02586
IRS990/OfficeExpensesGrp/TotalAmt02586
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03471
IRS990/OtherAssetsTotalGrp/EOYAmt03471
IRS990/OtherChangesInNetAssetsAmt023715
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03195
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06103
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09298
IRS990/OtherExpensesGrp/Desc0UNRELATED BUSINESS INCO
IRS990/OtherExpensesGrp/Desc1LILLY SCHOLARSHIP
IRS990/OtherExpensesGrp/Desc2PRINTING
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt043
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11760
IRS990/OtherExpensesGrp/ProgramServicesAmt03588
IRS990/OtherExpensesGrp/ProgramServicesAmt13264
IRS990/OtherExpensesGrp/TotalAmt043
IRS990/OtherExpensesGrp/TotalAmt13588
IRS990/OtherExpensesGrp/TotalAmt23264
IRS990/OtherExpensesGrp/TotalAmt31760
IRS990/OtherLiabilitiesGrp/BOYAmt0863725
IRS990/OtherLiabilitiesGrp/EOYAmt0983501
IRS990/OtherRevenueMiscGrp/BusinessCd0211110
IRS990/OtherRevenueMiscGrp/BusinessCd1211110
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INVESTMENT
IRS990/OtherRevenueMiscGrp/Desc1PARTNERSHIP INV-NONTAX
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-947
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01288
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-947
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01288
IRS990/OtherRevenueTotalAmt0341
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015080
IRS990/OtherSalariesAndWagesGrp/TotalAmt015080
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01984
IRS990/PayrollTaxesGrp/ProgramServicesAmt03138
IRS990/PayrollTaxesGrp/TotalAmt05122
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt011352487
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt013118377
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt069
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026
IRS990/PrincipalOfficerNm0DOUGLAS L INMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03311220
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0271297
IRS990/PYInvestmentIncomeAmt0295533
IRS990/PYOtherExpensesAmt0142382
IRS990/PYOtherRevenueAmt0-603
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03116298
IRS990/PYSalariesCompEmpBnftPaidAmt076173
IRS990/PYTotalExpensesAmt0489852
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03606150
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01545047
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01765890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03311220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt031255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0260151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt037520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05406036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0335034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0295533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0199899
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0166827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0183861
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01181154
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0298
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0-603
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02065
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0-332
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0943
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02371
IRS990ScheduleA/PublicSupportCY170Pct00.82040
IRS990ScheduleA/PublicSupportPY170Pct00.76830
IRS990ScheduleA/PublicSupportTotal170Amt05406036
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01765890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03311220
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt031255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0260151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt037520
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05406036
IRS990ScheduleA/TotalSupportAmt06589561
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/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0232788
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014235558
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01779799
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt017719304
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0375004
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02311739
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0188666
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010109859
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03322537
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014235558
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0292431
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01284259
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0157541
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010676737
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt029263
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010109859
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0350798
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-87802
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0144512
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09547040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0257550
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010676737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0198298
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01214957
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0126941
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08141792
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt033894
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09547040
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0228397
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01726692
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0126270
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt024284
IRS990ScheduleD/DonorAdvisedFundsHeldCnt03
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0864906
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt02705
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021423
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt024128
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0556218
IRS990ScheduleD/LandGrp/BookValueAmt0220423
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0220423
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0239957
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0162811
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0402768
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01849788
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0983501
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD FOR OTHERS
IRS990ScheduleD/OtherRevenueAmt023715
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07244679
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1104311
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2398788
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt311219
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4377241
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt58380665
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt64
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7748911
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FMB-MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FMB-SAVINGS AND TEMP CASH INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MAINSOURCE-SAVINGS AND TEMP CASH INV
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MAINSOURCE-CORP BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MAINSOURCE-CORP STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MAINSOURCE-MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc6PARTNERSHIP INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc7FEG HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/RevenueNotReportedAmt01873503
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02101265
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS AND GRANTS FOR THE BETTERMENT OF JAY COUNTY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TRANSFER PORTLAND FOUNDATION - CORPORATION 35-2019497
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER ADJUSTMENTS SCHEDULE D PART XI LINE 2D: TRANSFER FROM PORTLAND FOUNDATION (CORPORATION) EIN: 35-2019497

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,930,278
Liabilities
$983,501
Net assets
$16,946,777
Revenue
$2,101,265
Expenses
$556,218
Net income
$1,545,047
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$0.60$24.2$4.93$4.88$0.04
2023Detailed filing. Detailed filing data is available for this year.$24.0$0.60$23.4$1.62$1.84$0.22
2022Detailed filing. Detailed filing data is available for this year.$22.4$1.71$20.7$0.68$0.96$0.28
2021Detailed filing. Detailed filing data is available for this year.$27.6$2.09$25.5$0.66$1.03$0.37
2020Detailed filing. Detailed filing data is available for this year.$24.7$1.87$22.8$0.52$1.01$0.49
2019Detailed filing. Detailed filing data is available for this year.$23.5$1.75$21.7$0.35$0.80$0.44
2018Detailed filing. Detailed filing data is available for this year.$20.4$1.51$18.9$0.61$1.04$0.43
2017Detailed filing. Detailed filing data is available for this year.$22.8$1.71$21.0$3.14$0.91$2.23
2016Detailed filing. Detailed filing data is available for this year.$18.3$0.99$17.3$1.00$0.74$0.26
2015Detailed filing. Detailed filing data is available for this year.$17.3$0.94$16.4$0.50$0.82$0.32
2014Detailed filing. Detailed filing data is available for this year.$18.3$1.01$17.3$0.60$0.75$0.15
2013Detailed filing. Detailed filing data is available for this year.$17.9$0.98$16.9$2.10$0.56$1.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.86$13.5$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.78$9.29$0.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$0.80$9.85$0.38