Civic Intelligence

South Bend Rotary Charitable Foundation Inc.

990 • Fiscal year 2017 • EIN 54-1372455

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 26, 2017

Organization Profilewww.southbendrotary.org
108 W Colfax AvenueSouth Bend, IN 46601

(574) 233-1516

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.15x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

160%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$812,099

Up $148,943 (+22%) from 2016

Net Assets

Up

$791,160

Up $152,140 (+24%) from 2016

Liabilities

Down

$20,939

Down $3,197 (-13%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin96th percentile

Revenue

Up

$143,450

Up $88,352 (+160%) from 2016

Expenses

Up

$40,070

Up $9,707 (+32%) from 2016

Net Income

Up

$103,380

Up $78,645 (+318%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $346,078Liabilities 2011: $437Net Assets 2011: $345,6412011Assets 2012: $335,256Liabilities 2012: $264Net Assets 2012: $334,9922012Assets 2013: $368,328Liabilities 2013: $542Net Assets 2013: $367,7862013Assets 2014: $558,516Liabilities 2014: $27,030Net Assets 2014: $531,4862014Assets 2015: $665,124Liabilities 2015: $27,054Net Assets 2015: $638,0702015Assets 2016: $663,156Liabilities 2016: $24,136Net Assets 2016: $639,0202016Assets 2017: $812,099Liabilities 2017: $20,939Net Assets 2017: $791,1602017Assets 2018: $860,090Liabilities 2018: $39,018Net Assets 2018: $821,0722018Assets 2019: $903,131Liabilities 2019: $45,272Net Assets 2019: $857,8592019Assets 2020: $941,162Liabilities 2020: $45,356Net Assets 2020: $895,8062020Assets 2021: $1,223,912Liabilities 2021: $42,606Net Assets 2021: $1,181,3062021Assets 2022: $990,150Liabilities 2022: $45,756Net Assets 2022: $944,3942022Assets 2023: $1,105,964Liabilities 2023: $51,178Net Assets 2023: $1,054,7862023Assets 2024: $1,222,523Liabilities 2024: $66,178Net Assets 2024: $1,156,3452024Assets 2025: $1,328,931Liabilities 2025: $88,925Net Assets 2025: $1,240,0062025

Highlighted filing

2017

Assets$812,099
Liabilities$20,939
Net Assets$791,160
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $36,6132011Expenses 2012: $35,1152012Revenue 2013: $44,142Expenses 2013: $35,453Net Income 2013: $8,6892013Revenue 2014: $251,709Expenses 2014: $58,216Net Income 2014: $193,4932014Revenue 2015: $155,567Expenses 2015: $33,539Net Income 2015: $122,0282015Revenue 2016: $55,098Expenses 2016: $30,363Net Income 2016: $24,7352016Revenue 2017: $143,450Expenses 2017: $40,070Net Income 2017: $103,3802017Revenue 2018: $61,251Expenses 2018: $55,893Net Income 2018: $5,3582018Revenue 2019: $89,275Expenses 2019: $47,320Net Income 2019: $41,9552019Revenue 2020: $67,264Expenses 2020: $28,739Net Income 2020: $38,5252020Revenue 2021: $75,711Expenses 2021: $54,960Net Income 2021: $20,7512021Revenue 2022: $138,736Expenses 2022: $118,439Net Income 2022: $20,2972022Revenue 2023: $99,173Expenses 2023: $79,144Net Income 2023: $20,0292023Revenue 2024: $66,955Expenses 2024: $99,038Net Income 2024: -$32,0832024Revenue 2025: $116,583Expenses 2025: $119,348Net Income 2025: -$2,7652025

Highlighted filing

2017

Revenue$143,450
Expenses$40,070
Net Income$103,380
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 26, 2017
Return Version
2016v3.0
Gross Receipts
$145,730
Mission and Program Overview

Mission

To make charitable gifts to community organizations and projects that promote the ideals of Rotary International of "Service Above Self."

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$489,975$618,057▲ $128,082
Cash and Non-Interest-Bearing Accounts$31,423$46,475▲ $15,052
Pledges and Grants Receivable$51,936$31,100▼ $20,836
Total Assets$663,156$812,099▲ $148,943
Other Assets Total$89,822$116,467▲ $26,645
Liabilities
Other Liabilities$22,500$20,250▼ $2,250
Accounts Payable and Accrued Expenses$1,636$689▼ $947
Total Liabilities$24,136$20,939▼ $3,197
Net Assets / Fund Balance
Unrestricted Net Assets$583,590$759,903▲ $176,313
Temporarily Rstr Net Assets$55,430$31,257▼ $24,173
Total Net Assets Fund Balance$639,020$791,160▲ $152,140
Total Liabilities and Net Assets / Fund Balance$663,156$812,099▲ $148,943

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$116,467--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$89,822$19,339▲ $10,669$3,363$116,467
2015$93,769$258▼ $4,205-$89,822
2014$10,196$85,276▼ $650$1,053$93,769
2013-$10,000▲ $196-$10,196
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Carsten SchmidtPast President
Jacquelyn HilderbrandtPresident
John PinterPresident Elect
Debi CobleDirector
Heather GoralskiDirector
James SummersDirector
Jeff BreilerDirector
Jim ScottDirector
Kyle BossungDirector
Larry DavisDirector
Lisa RzepnickiDirector
Mark AndrewsDirector
Sherry CummingsDirector
Spike AbernethyDirector
Todd ZeigerDirector
Vivian SallieDirector
William ColemanSecretary
Steven a Goldberg CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$114,466
Program Service Revenue
$0
Investment Income
$24,039
Other Revenue
$4,945
All Other Contributions
$114,466
Change in Net Assets
$103,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,464
Other Expenses$10,606
Total Fundraising Expense$4,286
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$19,464--$19,464
Grants to Domestic Orgs$10,000--$10,000
Fees for Service Investment Mgmnt Fees$0$4,027$0$4,027
Other Expenses$0$1,043$0$1,043
Fees for Services Accounting$0$975$0$975
Conferences and Meetings$0$275$0$275
Total Functional Expenses$29,464$6,320$4,286$40,070
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Bend Comunity School CorporationSouth Bend, IN501(c)(3)Planeterium project$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,185
Fundraising Direct Expenses$2,280
Gaming Gross Income$2,040
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
Scholarships payable$20,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
South Bend Rotary Charitable Foundation Inc
EIN
54-1372455
Phone
5742331516
Address
108 W Colfax Avenue, South Bend, IN 46601

Signing Officer

Name
Steven a Goldberg
Title
Treasurer
Phone
5742331516
Signed
2017-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacquelyn Hilderbrandt
Formed
1986
Legal Domicile
In
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
150

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 only one class of members - all duly appointed members of The Rotary Club of South Bend. Members are not entitled to any distribution of earnings or net assets.”

Pt VI, Line 7A

“Members of the Board of Directors are the same as the Board of Directors of The Rotary Club of South Bend. Those Directors are nominated and elected by the members of The Rotary Club of South Bend.”

Pt VI, Line 11B

“A draft of the complete Form 990 is provided to all members of the Board of Directors for review and comment before it is signed and filed by the Treasurer.”

Pt VI, Line 12C

“Board members and staff must annually complete a conflict of interest disclosure form, disclosing any such conflicts to the Board. Individuals with a conflict of interest must refrain from participating in any dealings involving the conflict.”

Pt VI, Line 15A

“The Organization is primarily member-managed and does not have a CEO or equivalent. No compensation is paid to Board officers.”

Pt VI, Line 19

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

Pt XI

“Line 9 for $3,938 is the increase in value of the beneficial interest in assets held by Community Foundation of St. Joseph County, Inc.”

Financial Statement Notes

Pt V, Line 4

“Income from the beneficial interest in assets held by Community Foundation of St. Joseph County, Inc. is intended to help increase the funds available for scholarships and other charitable grants.”

Raw XML AppendixShowing 400 of 541 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/AccountsPayableAccrExpnssGrp/BOYAmt01636
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0689
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To make charitable gifts to community organizations and projects that promote the ideals of Rotary International of "Service Above Self."
IRS990/AllOtherContributionsAmt0114466
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0MARY L MATTHEWS
IRS990/BooksInCareOfDetail/PhoneNum05742331516
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0108 W Colfax Avenue
IRS990/BooksInCareOfDetail/USAddress/CityNm0South Bend
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046601
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt031423
IRS990/CashNonInterestBearingGrp/EOYAmt046475
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0275
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt0275
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0114466
IRS990/CYGrantsAndSimilarPaidAmt029464
IRS990/CYInvestmentIncomeAmt024039
IRS990/CYOtherExpensesAmt010606
IRS990/CYOtherRevenueAmt04945
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0103380
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt040070
IRS990/CYTotalFundraisingExpenseAmt04286
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0143450
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0COMMUNITY SERVICE ACTIVITIES: PROVIDE THANKSGIVING FOOD BASKETS FOR NEEDY FAMILIES; PROVIDE SCHOLARSHIPS FOR LOCAL STUDENTS; SPONSOR LOCAL YOUTH FOR LEADERSHIP CONFERENCES; AND OTHER CHARITABLE ACTIVITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt029464
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0975
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt0975
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04027
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04027
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm1SPIKE ABERNETHY
IRS990/Form990PartVIISectionAGrp/PersonNm2KYLE BOSSUNG
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF BREILER
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBI COBLE
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERRY CUMMINGS
IRS990/Form990PartVIISectionAGrp/PersonNm6LARRY DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm7HEATHER GORALSKI
IRS990/Form990PartVIISectionAGrp/PersonNm8LISA RZEPNICKI
IRS990/Form990PartVIISectionAGrp/PersonNm9VIVIAN SALLIE
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES SUMMERS
IRS990/Form990PartVIISectionAGrp/PersonNm12TODD ZEIGER
IRS990/Form990PartVIISectionAGrp/PersonNm13JACQUELYN HILDERBRANDT
IRS990/Form990PartVIISectionAGrp/PersonNm14CARSTEN SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN PINTER
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVEN A GOLDBERG CPA
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM COLEMAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt15President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt16Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt02280
IRS990/FundraisingGrossIncomeAmt05185
IRS990/GamingActivitiesInd0false
IRS990/GamingGrossIncomeAmt02040
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt029464
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt019464
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt019464
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0145730
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt024039
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024039
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0489975
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0618057
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To make charitable gifts to
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0639020
IRS990/NetAssetsOrFundBalancesEOYAmt0791160
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02905
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02905
IRS990/NetIncomeFromGamingGrp/ExclusionAmt02040
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt02040
IRS990/NetUnrlzdGainsLossesInvstAmt044822
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt089822
IRS990/OtherAssetsTotalGrp/EOYAmt0116467
IRS990/OtherChangesInNetAssetsAmt03938
IRS990/OtherExpensesGrp/Desc0Second Century campaign
IRS990/OtherExpensesGrp/Desc1Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt04286
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11043
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt04286
IRS990/OtherExpensesGrp/TotalAmt11043
IRS990/OtherLiabilitiesGrp/BOYAmt022500
IRS990/OtherLiabilitiesGrp/EOYAmt020250
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt051936
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt031100
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JACQUELYN HILDERBRANDT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt026066
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt021820
IRS990/PYInvestmentIncomeAmt021769
IRS990/PYOtherExpensesAmt08543
IRS990/PYOtherRevenueAmt07263
IRS990/PYRevenuesLessExpensesAmt024735
IRS990/PYTotalExpensesAmt030363
IRS990/PYTotalRevenueAmt055098
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0103380
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Line 1, columns (e) and (f), and line 7a, columns (e) and (f) all exclude a $43,304 bequest received in 2016 as an "unusual grant."
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt071162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026066
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0113220
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0173256
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt026108
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0409812
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt024039
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021769
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021934
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012434
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010420
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt090596
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt07225
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt08838
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt029095
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt038786
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt018307
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0102251
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt024039
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021769
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021934
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012434
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010420
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt090596
IRS990ScheduleA/InvestmentIncomeCYPct00.15030
IRS990ScheduleA/InvestmentIncomePYPct00.13530
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.84970
IRS990ScheduleA/PublicSupportPY509Pct00.86470
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0512063
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078387
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt034904
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0142315
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0212042
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044415
IRS990ScheduleA/Total509Grp/TotalAmt0512063
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0602659
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt089822
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt019339
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0116467
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt010669
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt03363
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt093769
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0258
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt089822
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-4205
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt085276
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt093769
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01053
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0196
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0116467
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Beneficial interest in assets held by Community Foundation of St. Joseph County
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Scholarships payable
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Income from the beneficial interest in assets held by Community Foundation of St. Joseph County, Inc. is intended to help increase the funds available for scholarships and other charitable grants.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V, Line 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0116467
IRS990ScheduleD/TotalLiabilityAmt020250
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Thanksgiving baskets
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1Phoenix awards
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2Rotary Youth Leadership Awards
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt09964
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Thanksgiving baskets
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc2N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0100
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt13
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt22
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Cost
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2N/A
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Planeterium project
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0South Bend Comunity School Corporation
IRS990ScheduleI/RecipientTable/RecipientEIN0351076622
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0215 S Martin Luther King Jr Blvd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0South Bend
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046601

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
$812,099
Liabilities
$20,939
Net assets
$791,160
Revenue
$143,450
Expenses
$40,070
Net income
$103,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.09$1.24$0.12$0.12$0.00
2024Summary only. Only limited summary data is available for this year.$1.22$0.07$1.16$0.07$0.10$0.03
2023Summary only. Only limited summary data is available for this year.$1.11$0.05$1.05$0.10$0.08$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.05$0.94$0.14$0.12$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.04$1.18$0.08$0.05$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.05$0.90$0.07$0.03$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.05$0.86$0.09$0.05$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.04$0.82$0.06$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.02$0.79$0.14$0.04$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.02$0.64$0.06$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$0.67$0.03$0.64$0.16$0.03$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$0.25$0.06$0.19
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$0.04$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.33$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.00$0.35$0.04