Civic Intelligence

The Fuqua Foundation

990 • Fiscal year 2017 • EIN 47-1701416

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 24, 2017

Organization ProfileN/A
6029 Park Drive Suite ACharleston, IL 61920

(217) 345-2128

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

56th percentile

5.3%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$65,671

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 104.7% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

55th percentile

4.9%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-18%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,721,539

Up $80,767 (+4.9%) from 2016

Net Assets

Up

$1,721,539

Up $80,767 (+4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin56th percentile

Revenue

Down

$62,727

Down $13,676 (-18%) from 2016

Expenses

Down

$59,425

Down $6,433 (-9.8%) from 2016

Net Income

Down

$3,302

Down $7,243 (-69%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $1,614,988Liabilities 2015: $0Net Assets 2015: $1,614,9882015Assets 2016: $1,640,772Liabilities 2016: $0Net Assets 2016: $1,640,7722016Assets 2017: $1,721,539Liabilities 2017: $0Net Assets 2017: $1,721,5392017Assets 2018: $1,789,694Liabilities 2018: $0Net Assets 2018: $1,789,6942018Assets 2019: $1,846,220Liabilities 2019: $0Net Assets 2019: $1,846,2202019Assets 2020: $1,748,865Liabilities 2020: $0Net Assets 2020: $1,748,8652020Assets 2021: $2,058,651Liabilities 2021: $0Net Assets 2021: $2,058,6512021Assets 2022: $1,907,607Liabilities 2022: $0Net Assets 2022: $1,907,6072022Assets 2023: $1,999,918Liabilities 2023: $0Net Assets 2023: $1,999,9182023Assets 2024: $2,133,383Liabilities 2024: $0Net Assets 2024: $2,133,3832024Assets 2025: $2,282,391Liabilities 2025: $0Net Assets 2025: $2,282,3912025

Highlighted filing

2017

Assets$1,721,539
Liabilities$0
Net Assets$1,721,539
Open 2017 Filing

Operations Trend

Revenue Growth14th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,631,464Expenses 2015: $1,889Net Income 2015: $1,629,5752015Revenue 2016: $76,403Expenses 2016: $65,858Net Income 2016: $10,5452016Revenue 2017: $62,727Expenses 2017: $59,425Net Income 2017: $3,3022017Revenue 2018: $103,180Expenses 2018: $61,658Net Income 2018: $41,5222018Revenue 2019: $94,403Expenses 2019: $75,949Net Income 2019: $18,4542019Revenue 2020: $71,066Expenses 2020: $73,346Net Income 2020: -$2,2802020Revenue 2021: $55,551Expenses 2021: $70,315Net Income 2021: -$14,7642021Revenue 2022: $64,363Expenses 2022: $63,732Net Income 2022: $6312022Revenue 2023: $68,755Expenses 2023: $64,718Net Income 2023: $4,0372023Revenue 2024: $71,197Expenses 2024: $72,422Net Income 2024: -$1,2252024Revenue 2025: $190,580Expenses 2025: $77,156Net Income 2025: $113,4242025

Highlighted filing

2017

Revenue$62,727
Expenses$59,425
Net Income$3,302
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 24, 2017
Return Version
2016v3.0
Gross Receipts
$273,613
Mission and Program Overview

Mission

The foundation distributes its annual income to the following 501(c)(3) organizations: 33% to lake land college foundation for student scholarships at lake land community college, ,mattoon, il; 33% to the mattoon citadel of the salvation army to be used exclusively for charitable purposes in mattoon, il; and 34% to catholic charities of coles, douglas, & edgar counties to be used exclusively for charitable purposes within its service region.

The foundation distributes its annual income to the following 501(c)(3) organizations: 33% to lake land college foundation for student scholarships; 33% to the mattoon citadel of the salvation army; and 34% to catholic charities of coles, douglas, & edgar counties.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,579,840$1,678,745▲ $98,905
Investments Other Securities$60,932$42,794▼ $18,138
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
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 Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,640,772$1,721,539▲ $80,767
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,640,772$1,721,539▲ $80,767
Total Net Assets Fund Balance$1,640,772$1,721,539▲ $80,767
Total Liabilities and Net Assets / Fund Balance$1,640,772$1,721,539▲ $80,767
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleOtherTotal
Debbie AlbinDirector$65,671$65,671
Major Jason PollomDirector$57,966$57,966

Board Members and Trustees

NameTitle
Michael J MetzgerPresident
Marilyn Fuqua ThompsonVice President
Meg YargusDirector
Nicole ZellerDirector
Eric ZellerSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$62,727
Other Revenue
$0
Change in Net Assets
$3,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,000
Other Expenses$3,425
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,000--$56,000
Fees for Service Investment Mgmnt Fees-$1,368-$1,368
Fees for Services Accounting-$1,100-$1,100
Insurance-$932-$932
Fees for Services Other-$25-$25
Total Functional Expenses$56,000$3,425$0$59,425
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic CharitiesMattoon, IL501(c)(3)charitable purposes in community$19,040
Lake Land College FoundationMattoon, IL501(c)(3)student scholarships$18,480
Mattoon Salvation ArmyMattoon, IL501(c)(3)charitable purposes in community$18,480
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Michael j. Metzger is a cpa and partner with gilbert, metzger & madigan llp which provides tax and accounting services for the foundation and marilyn fuqua thompson. Debbie albin is the area director for catholic charities which is a 501(c)(3) organization that receives 34% of the foundation's annual income.major jason pollum is the ranking officer of the mattoon citadel of the salavation army which is a 501(c)(3) organization that receives 33% of the foundation's annual income.meg yargus is the president of the lakeland college foundation which is a 501(c)(3) organization that receives 33% of the foundation's annual income.eric zeller is the husband of nicole zeller, another board member, and the son-in-law of marilyn fuqua thompson, another board member. Nicole zeller is the wife of eric zeller, another board member, and the daughter of marilyn fuqua thompson, another board member. Marilyn fuqua thompson is the mother of nicole zeller, another board member, and the mother-in-law of eric zeller, another board member.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Draft copy of from 990 was provided to the board of directors to review and approve at their board meeting prior to issuance.”

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

“Board members are required to annually sign a conflict of interest statement prior to the Foundation's Annual Meeting.”

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

“Organization has no formal policy for disclosure of governing documents, policies, and financial statements. The board would review requests made by public and approve disclosure on a case by case basis.”

Filing and Contact Details

Filer

Filer Name
The Fuqua Foundation
EIN
47-1701416
Phone
2173452128
Address
6029 PARK DRIVE SUITE A, CHARLESTON, IL 61920

Signing Officer

Name
Michael J Metzger
Title
President
Signed
2017-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael J Metzger
Formed
2014
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Gilbert Metzger & Madigan LLP
Address
6029 Park Drive Ste A, Charleston, IL 61920
Preparer
Michael J Metzger
Phone
2173452128
Raw XML AppendixShowing 400 of 423 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION DISTRIBUTES ITS ANNUAL INCOME TO THE FOLLOWING 501(C)(3) ORGANIZATIONS: 33% TO LAKE LAND COLLEGE FOUNDATION FOR STUDENT SCHOLARSHIPS; 33% TO THE MATTOON CITADEL OF THE SALVATION ARMY; AND 34% TO CATHOLIC CHARITIES OF COLES, DOUGLAS, & EDGAR COUNTIES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL J METZGER
IRS990/BooksInCareOfDetail/PhoneNum02173452128
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 677
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd061920
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt056000
IRS990/CYInvestmentIncomeAmt062727
IRS990/CYOtherExpensesAmt03425
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03302
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt059425
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062727
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE FOUNDATION DISTRIBUTES ITS ANNUAL INCOME TO THE FOLLOWING 501(C)(3) ORGANIZATIONS: 33% TO LAKE LAND COLLEGE FOUNDATION FOR STUDENT SCHOLARSHIPS AT LAKE LAND COMMUNITY COLLEGE, MATTOON, IL; 33% TO THE MATTOON CITADEL OF THE SALVATION ARMY TO BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES IN MATTOON, IL; AND 34% TO CATHOLIC CHARITIES OF COLES, DOUGLAS, & EDGAR COUNTIES TO BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN ITS SERVICE REGION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt056000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01100
IRS990/FeesForServicesAccountingGrp/TotalAmt01100
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt025
IRS990/FeesForServicesOtherGrp/TotalAmt025
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01368
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01368
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt548.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt611527
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL J METZGER
IRS990/Form990PartVIISectionAGrp/PersonNm1MARILYN FUQUA THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIC ZELLER
IRS990/Form990PartVIISectionAGrp/PersonNm3NICOLE ZELLER
IRS990/Form990PartVIISectionAGrp/PersonNm4MEG YARGUS
IRS990/Form990PartVIISectionAGrp/PersonNm5MAJOR JASON POLLOM
IRS990/Form990PartVIISectionAGrp/PersonNm6DEBBIE ALBIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt557966
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt654144
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02953
IRS990/GainOrLossGrp/SecuritiesAmt0-1051
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt056000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt056000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt056000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02953
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0209835
IRS990/GrossReceiptsAmt0273613
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0932
IRS990/InsuranceGrp/TotalAmt0932
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt060825
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt060825
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt060932
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt042794
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01579840
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01678745
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0210886
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION DISTRIBUTES ITS ANNUAL INCOME TO THE FOLLOWING 501(C)(3) ORGANIZATIONS: 33% TO LAKE LAND COLLEGE FOUNDATION FOR STUDENT SCHOLARSHIPS AT LAKE LAND COMMUNITY COLLEGE, ,MATTOON, IL; 33% TO THE MATTOON CITADEL OF THE SALVATION ARMY TO BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES IN MATTOON, IL; AND 34% TO CATHOLIC CHARITIES OF COLES, DOUGLAS, & EDGAR COUNTIES TO BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN ITS SERVICE REGION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01640772
IRS990/NetAssetsOrFundBalancesEOYAmt01721539
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01902
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01902
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt077465
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MICHAEL J METZGER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0102
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt062500
IRS990/PYInvestmentIncomeAmt076301
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt03358
IRS990/PYRevenuesLessExpensesAmt010545
IRS990/PYTotalExpensesAmt065858
IRS990/PYTotalRevenueAmt076403
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03302
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237100515
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1430653584
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2370661499
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd210
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt018480
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt118480
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt219040
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LAKE LAND COLLEGE FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SALVATION ARMY CITADEL IN MATTOON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2CATHOLIC CHARITIES OF COLES DOUGLA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt056000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt019040
IRS990ScheduleI/RecipientTable/CashGrantAmt118480
IRS990ScheduleI/RecipientTable/CashGrantAmt218480
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0charitable purposes in community
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1student scholarships
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2charitable purposes in community
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC CHARITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LAKE LAND COLLEGE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MATTOON SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientEIN0370661499
IRS990ScheduleI/RecipientTable/RecipientEIN1237100515
IRS990ScheduleI/RecipientTable/RecipientEIN2430653584
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04217 Dewitt Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15001 Lake Land Blvd
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 671
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Mattoon
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Mattoon
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Mattoon
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061938
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd161938
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd261938
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MICHAEL J. METZGER IS A CPA AND PARTNER WITH GILBERT, METZGER & MADIGAN LLP WHICH PROVIDES TAX AND ACCOUNTING SERVICES FOR THE FOUNDATION AND MARILYN FUQUA THOMPSON. DEBBIE ALBIN IS THE AREA DIRECTOR FOR CATHOLIC CHARITIES WHICH IS A 501(C)(3) ORGANIZATION THAT RECEIVES 34% OF THE FOUNDATION'S ANNUAL INCOME.MAJOR JASON POLLUM IS THE RANKING OFFICER OF THE MATTOON CITADEL OF THE SALAVATION ARMY WHICH IS A 501(C)(3) ORGANIZATION THAT RECEIVES 33% OF THE FOUNDATION'S ANNUAL INCOME.MEG YARGUS IS THE PRESIDENT OF THE LAKELAND COLLEGE FOUNDATION WHICH IS A 501(C)(3) ORGANIZATION THAT RECEIVES 33% OF THE FOUNDATION'S ANNUAL INCOME.ERIC ZELLER IS THE HUSBAND OF NICOLE ZELLER, ANOTHER BOARD MEMBER, AND THE SON-IN-LAW OF MARILYN FUQUA THOMPSON, ANOTHER BOARD MEMBER. NICOLE ZELLER IS THE WIFE OF ERIC ZELLER, ANOTHER BOARD MEMBER, AND THE DAUGHTER OF MARILYN FUQUA THOMPSON, ANOTHER BOARD MEMBER. MARILYN FUQUA THOMPSON IS THE MOTHER OF NICOLE ZELLER, ANOTHER BOARD MEMBER, AND THE MOTHER-IN-LAW OF ERIC ZELLER, ANOTHER BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DRAFT COPY OF FROM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS TO REVIEW AND APPROVE AT THEIR BOARD MEETING PRIOR TO ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board members are required to annually sign a conflict of interest statement prior to the Foundation's Annual Meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ORGANIZATION HAS NO FORMAL POLICY FOR DISCLOSURE OF GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS. THE BOARD WOULD REVIEW REQUESTS MADE BY PUBLIC AND APPROVE DISCLOSURE ON A CASE BY CASE BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01640772
IRS990/TotalAssetsEOYAmt01721539
IRS990/TotalAssetsGrp/BOYAmt01640772
IRS990/TotalAssetsGrp/EOYAmt01721539
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03425
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt056000
IRS990/TotalFunctionalExpensesGrp/TotalAmt059425
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01640772
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01721539
IRS990/TotalOtherCompensationAmt011527
IRS990/TotalProgramServiceExpensesAmt056000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt062727
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt062727
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01640772
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01721539
IRS990/TotReportableCompRltdOrgAmt0112110
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01640772
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01721539
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06029 PARK DRIVE SUITE A
IRS990/USAddress/CityNm0CHARLESTON
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061920
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,721,539
Liabilities
$0
Net assets
$1,721,539
Revenue
$62,727
Expenses
$59,425
Net income
$3,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.28$0.00$2.28$0.19$0.08$0.11
2024Summary only. Only limited summary data is available for this year.$2.13$0.00$2.13$0.07$0.07$0.00
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.07$0.06$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.06$0.06$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.00$2.06$0.06$0.07$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$0.07$0.07$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.09$0.08$0.02
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.10$0.06$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.06$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$1.63$0.00$1.63