Civic Intelligence

Wells County Foundation Inc.

990 • Fiscal year 2017 • EIN 35-6042815

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization Profilewww.wellscountyfound.org

View Organization Page

360 N Main St Suite CBluffton, IN 46714

(260) 824-8620

Siviq Scores

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

Liabilities / Assets

21st percentile

0.04x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.32x

Higher debt load relative to revenue than 51% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

96th percentile

70%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

9th percentile

$66,612

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

98th percentile

412%

Faster revenue growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$25,667,971

Up $2,686,070 (+12%) from 2016

Net Assets

Up

$24,660,320

Up $2,779,604 (+13%) from 2016

Liabilities

Down

$1,007,651

Down $93,534 (-8.5%) from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin96th percentile

Revenue

Up

$3,150,959

Up $2,535,532 (+412%) from 2016

Expenses

Down

$959,654

Down $58,162 (-5.7%) from 2016

Net Income

Up

$2,191,305

Up $2,593,694 (+645%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$40M$30M$20M$10M$0Assets 2010: $15,618,104Liabilities 2010: $991,949Net Assets 2010: $14,626,1552010Assets 2011: $14,723,723Liabilities 2011: $921,388Net Assets 2011: $13,802,3352011Assets 2012: $15,899,163Liabilities 2012: $943,642Net Assets 2012: $14,955,5212012Assets 2013: $19,768,368Liabilities 2013: $1,065,618Net Assets 2013: $18,702,7502013Assets 2014: $22,843,365Liabilities 2014: $1,590,099Net Assets 2014: $21,253,2662014Assets 2015: $22,620,750Liabilities 2015: $1,392,242Net Assets 2015: $21,228,5082015Assets 2016: $22,981,901Liabilities 2016: $1,101,185Net Assets 2016: $21,880,7162016Assets 2017: $25,667,971Liabilities 2017: $1,007,651Net Assets 2017: $24,660,3202017Assets 2018: $24,687,917Liabilities 2018: $1,182,646Net Assets 2018: $23,505,2712018Assets 2019: $29,497,681Liabilities 2019: $1,270,709Net Assets 2019: $28,226,9722019Assets 2020: $32,856,870Liabilities 2020: $1,058,737Net Assets 2020: $31,798,1332020Assets 2021: $38,406,822Liabilities 2021: $1,375,664Net Assets 2021: $37,031,1582021Assets 2022: $31,426,440Liabilities 2022: $1,424,936Net Assets 2022: $30,001,5042022Assets 2023: $35,180,769Liabilities 2023: $1,140,802Net Assets 2023: $34,039,9672023Assets 2024: $39,895,401Liabilities 2024: $1,569,393Net Assets 2024: $38,326,0082024

Highlighted filing

2017

Assets$25,667,971
Liabilities$1,007,651
Net Assets$24,660,320
Open 2017 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $703,3272010Expenses 2011: $749,2562011Expenses 2012: $684,1742012Revenue 2013: $2,986,395Expenses 2013: $713,324Net Income 2013: $2,273,0712013Revenue 2014: $4,068,998Expenses 2014: $931,361Net Income 2014: $3,137,6372014Revenue 2015: $2,558,589Expenses 2015: $1,041,363Net Income 2015: $1,517,2262015Revenue 2016: $615,427Expenses 2016: $1,017,816Net Income 2016: -$402,3892016Revenue 2017: $3,150,959Expenses 2017: $959,654Net Income 2017: $2,191,3052017Revenue 2018: $2,325,622Expenses 2018: $1,619,068Net Income 2018: $706,5542018Revenue 2019: $2,228,571Expenses 2019: $1,177,382Net Income 2019: $1,051,1892019Revenue 2020: $2,113,096Expenses 2020: $1,284,328Net Income 2020: $828,7682020Revenue 2021: $3,725,265Expenses 2021: $1,536,201Net Income 2021: $2,189,0642021Revenue 2022: $1,745,304Expenses 2022: $1,897,913Net Income 2022: -$152,6092022Revenue 2023: $1,735,945Expenses 2023: $1,645,265Net Income 2023: $90,6802023Revenue 2024: $4,323,351Expenses 2024: $1,902,283Net Income 2024: $2,421,0682024

Highlighted filing

2017

Revenue$3,150,959
Expenses$959,654
Net Income$2,191,305
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.2
Gross Receipts
$15,376,116
Mission and Program Overview

Mission

Charitable foundation established to enhance the present and future quality of life of the wells county, in community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,121,047$23,484,278▲ $2,363,231
Savings and Temporary Cash Investments$808,911$1,250,969▲ $442,058
Land, Buildings, and Equipment, Net$10,561$307,770▲ $297,209
Cash and Non-Interest-Bearing Accounts$7,380$6,965▼ $415
Prepaid Expenses and Deferred Charges$1,248$0▼ $1,248
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$22,981,901$25,667,971▲ $2,686,070
Other Assets Total$1,032,754$617,989▼ $414,765
Liabilities
Other Liabilities$1,001,240$857,467▼ $143,773
Grants Payable$93,248$138,121▲ $44,873
Accounts Payable and Accrued Expenses$6,697$12,063▲ $5,366
Total Liabilities$1,101,185$1,007,651▼ $93,534
Net Assets / Fund Balance
Permanently Rstr Net Assets$14,607,994$14,709,233▲ $101,239
Temporarily Rstr Net Assets$5,709,720$8,154,009▲ $2,444,289
Unrestricted Net Assets$1,563,002$1,797,078▲ $234,076
Total Net Assets Fund Balance$21,880,716$24,660,320▲ $2,779,604
Total Liabilities and Net Assets / Fund Balance$22,981,901$25,667,971▲ $2,686,070

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$280,067-$280,067
Equipment$7,703$64,042$71,745
Land$20,000-$20,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$18,379,150$83,240▲ $2,698,697-$20,610,846
2016$17,809,483$501,720▲ $670,285-$18,379,150
2015$17,574,573$1,343,722▼ $437,869-$17,809,483
2014$15,384,217$1,692,676▲ $1,006,718-$17,574,573
2013$11,974,135$1,557,619▲ $2,204,693-$15,384,217
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tammy SlaterExec DirectorFT$66,612$66,612

Board Members and Trustees

NameTitle
Alan GunkelPresident
Mitch HarnishVice President
Adam HarderDirector
Amy GreinerDirector
Barbara BarbieriDirector
Ginny FenstermakerDirector
Greg RoembkeDirector
Jeremy ToddDirector
Mike KraciumDirector
Olivia ReevesDirector
Pat TrantDirector
Tammy SchafferDirector
Tim BabcockDirector
Chuck KingSecretary
Trent BucherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$439,325
Program Service Revenue
$0
Investment Income
$2,663,542
Other Revenue
$48,092
All Other Contributions
$439,325
Change in Net Assets
$2,191,305

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,150,959
Revenue Not Reported on Form 990
$588,299
Total Revenue per Audited Statements
$3,739,258
Total Revenue per Form 990
$3,150,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$644,036
Other Expenses$164,260
Salaries, Compensation, and Employee Benefits$151,358
Total Fundraising Expense$113,892
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$325,314--$325,314
Grants to Domestic Orgs$318,722--$318,722
Other Salaries and Wages$23,128$35,104$11,977$70,209
Current Officers, Directors, Trustees, and Key Employees$22,204$22,204$22,204$66,612
Fees for Services Accounting-$39,247-$39,247
Occupancy-$20,816-$20,816
Payroll Taxes$3,468$4,384$2,615$10,467
Office Expenses-$6,486-$6,486
All Other Expenses-$5,873-$5,873
Insurance-$4,890-$4,890
Other Employee Benefits$1,343$1,702$1,025$4,070
Depreciation Depletion-$2,857-$2,857
Other Expenses$5,700$2,185$28,216$2,185
Travel-$135-$135
Total Functional Expenses$699,879$145,883$113,892$959,654

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$959,654
Total Expenses per Audited Statements$959,654
Total Expenses per Form 990$959,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wells County Revitalization IncBluffton, IN501(c)(3)Support Revitalization of Community$39,000
Bluffton Parks DepartmentBluffton, IN501(c)(3)Various Activities at Local Parks$38,352
Creative Arts-wells CoBluffton, IN501(c)(3)Provide Art Programs to Community$27,510
St Joseph Catholic ChurchBluffton, IN501(c)(3)CHURCH'S CHARITABLE PURPOSES$13,200
Family Centered ServicesBluffton, IN501(c)(3)Various Family Programs$12,400
Wells County Public LibraryBluffton, IN501(c)(3)Various Library Programs$11,920
Community Care of Wells CoBluffton, IN501(c)(3)Funding for Programs & Cameras$11,400
Southern Wells Comm SchoolsPoneto, IN501(c)(3)Various Education Programs$11,102
Leader Dogs for the BlindLafayette, IN501(c)(3)Support for Leader Dogs$10,000
Riley Childrens FoundationIndianapolis, IN501(c)(3)Replenish Funds Wells Co Kids$10,000
Wells Co Historical SocietyBluffton, IN501(c)(3)Building Improvements for Museum$10,000
City of BlufftonBluffton, IN501(c)(3)Asphalt for River Greenway$8,845
St Vincent De Paul CatholicFort Wayne, IN501(c)(3)CHURCH'S CHARITABLE PURPOSES$8,800
First United Methodist ChurchBluffton, IN501(c)(3)Fund First We Care Program$8,500
Wells Co Child ProtectionBluffton, IN501(c)(3)Fund Be Seen & Heard Program$8,232
Junior Achievement of Northern IndianaFort Wayne, IN501(c)(3)Ja Programs in Wells Co Schools$7,000
Fort Wayne PhilharmonicFort Wayne, IN501(c)(3)Patriotic Pops and Educ Concert$6,000
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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Liabilities$764,273
Custodial Liabilities$59,225
Annuity Liability$33,969
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 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, Line 11B: Form 990 Review Process

“All finance committee members received a copy of the form 990. The committee met to discuss the form 990 and answer any questions any of the committee members had.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Directors abstain from votes during board meetings that would create a conflict of interest.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Executive committee meets annually to evaluate performance of executive director. Committee discusses what the executive director has done well over the past year and what could be improved on or focused on in the upcoming year. The committee will set compensation level and in the past has compared to similar size community foundations.hourly wages of other two employees are first evaluated by executive director who recommends an hourly rate to the executive committee. Executive committee meets annually to review these evaluations and discuss the hourly rates. The committee sets the hourly rates of these employees.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Governing documents, policies, and financial statements are available to public upon request.”

Filing and Contact Details

Filer

Filer Name
Wells County Foundation Inc
EIN
35-6042815
Phone
2608248620
Address
360 N MAIN ST SUITE C, BLUFFTON, IN 46714

Signing Officer

Name
Tammy Slater
Title
Executive Director
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
4
Volunteers
39

Preparer

Firm
Honegger Ringger & Co Inc
Address
1905 N Main Street, Bluffton, IN 46714
Preparer
Brad H Johnson CPA
Phone
2608244107
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The foundation holds several endowed funds that were created by donors or set aside by the foundation to invest and create income available to be spent on enhancing the present and future quality of life of the wells county, in community. The endowed fund balances are not intended to be spent by the foundation. Some funds may target different areas or categories in the community such as arts and culture, civic affairs, community development, education, youth, environment, animal welfare, recreation, health and human services.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
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IRS990/OtherExpensesGrp/Desc1DONOR DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2ADMINISTRATION FEES
IRS990/OtherExpensesGrp/Desc3Equipment Rental & Maintanence
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,667,971
Liabilities
$1,007,651
Net assets
$24,660,320
Revenue
$3,150,959
Expenses
$959,654
Net income
$2,191,305
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.9$1.57$38.3$4.32$1.90$2.42
2023Detailed filing. Detailed filing data is available for this year.$35.2$1.14$34.0$1.74$1.65$0.09
2022Detailed filing. Detailed filing data is available for this year.$31.4$1.42$30.0$1.75$1.90$0.15
2021Detailed filing. Detailed filing data is available for this year.$38.4$1.38$37.0$3.73$1.54$2.19
2020Detailed filing. Detailed filing data is available for this year.$32.9$1.06$31.8$2.11$1.28$0.83
2019Detailed filing. Detailed filing data is available for this year.$29.5$1.27$28.2$2.23$1.18$1.05
2018Detailed filing. Detailed filing data is available for this year.$24.7$1.18$23.5$2.33$1.62$0.71
2017Detailed filing. Detailed filing data is available for this year.$25.7$1.01$24.7$3.15$0.96$2.19
2016Detailed filing. Detailed filing data is available for this year.$23.0$1.10$21.9$0.62$1.02$0.40
2015Detailed filing. Detailed filing data is available for this year.$22.6$1.39$21.2$2.56$1.04$1.52
2014Detailed filing. Detailed filing data is available for this year.$22.8$1.59$21.3$4.07$0.93$3.14
2013Detailed filing. Detailed filing data is available for this year.$19.8$1.07$18.7$2.99$0.71$2.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$0.94$15.0$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$0.92$13.8$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.99$14.6$0.70