BLUE RIVER FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BLUE RIVER FOUNDATION INC (EIN 35-1756331)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201332269349303923
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T16:17:49-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1 |
| City | MUNCIE | City |
| State | IN | State |
| ZIP Code | 473080042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351756331 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE RIVER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLUE | NameControl |
| Phone | 3173927955 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 WEST BROADWAY | AddressLine1 |
| Address Line2 | ROOM/SUITE 1 | AddressLine2 |
| City | SHELBYVILLE | City |
| State | IN | State |
| ZIP Code | 46176 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NISA HENSLEY | Name |
| Title | PRESIDENT | Title |
| Phone | 3173927955 | Phone |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK W BURKEY | Name |
| Phone | 7652847554 | Phone |
| Date Prepared | 2013-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | NISA HENSLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 W BROADWAY SUITE 1 | AddressLine1 |
| City | SHELBYVILLE | City |
| State | IN | State |
| ZIP Code | 46176 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9279196 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BLUERIVERFOUNDATION.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR CHARITABLE PURPOSES; SERVE AND ASSIST CHARITABLE ENDEAVORS IN SHELBY COUNTY; AND PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES. THE FOUNDATION ENCOURAGES PHILANTHROPY AND INSPIRES ACTION THAT IMPROVES ALL LIVES AND BUILDS STRONGER COMMUNITIES IN SHELBY COUNTY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 48 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 967625 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2372466 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 198030 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 234542 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1114649 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1015234 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 85360 | OtherRevenuePriorYear |
| Other Revenue Current Year | 81490 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2365664 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3703732 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 655800 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 569635 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 158529 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 182075 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 153708 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 449333 | OtherExpensePriorYear |
| Other Expenses Current Year | 514318 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1263662 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1266028 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1102002 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2437704 | RevenuesLessExpensesCY |
| Total Assets BOY | 21496768 | TotalAssetsBOY |
| Total Assets EOY | 25717172 | TotalAssetsEOY |
| Total Liabilities BOY | 888920 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1497803 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20607848 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 24219369 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR CHARITABLE PURPOSES; SERVE AND ASSIST CHARITABLE ENDEAVORS IN SHELBY COUNTY; AND PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES. THE FOUNDATION ENCOURAGES PHILANTHROPY AND INSPIRES ACTION THAT IMPROVES ALL LIVES AND BUILDS STRONGER COMMUNITIES IN SHELBY COUNTY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 214704 | Expense |
| Grants | 155628 | Grants |
| Description | AWARDS/GRANTS TO SOCIAL SERVICE PROVIDERS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 158421 | Expense |
| Grants | 143612 | Grants |
| Description | SCHOLARSHIPS TO AREA STUDENTS FOR POST SECONDARY EDUCATION. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 172925 | Expense |
| Grants | 156715 | Grants |
| Description | GRANTS FOR CIVIC PURPOSES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 132220 | Expense |
| Grants | 113680 | Grants |
| Description | ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 132220 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 113680 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 678270 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THE ORGANIZATION | NamePerson |
| Telephone Number | 3173927955 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 WEST BROADWAY SUITE 1 | AddressLine1 |
| City | SHELBYVILLE | City |
| State | IN | State |
| ZIP Code | 46176 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| NISA A HENSLEY | ||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 |
| GREG GERLINE | ||||||
| VICE PRESIDE | 2.00 | X | X | 0 | 0 | 0 |
| JOHN C DEPREZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHILLIP BROWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROD MEYERHOLTZ | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| TERRY SMITH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM ROSENFELD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDY MONTGOMERY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LINDA MUEGGE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRENT SANDMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NICK RUNNEBOHM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LORI TENNELL | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| AMY HAACKER | ||||||
| EXECUTIVE DI | 40.00 | X | 5568 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5568 | TotalReportableCompFromOrg |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 2372466 | AllOtherContributions |
| Noncash Contributions | 501634 | NoncashContributions |
| Total Contributions | 2372466 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 234542 | TotalRevenueColumn |
| Related Or Exempt Function Income | 234542 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 234542 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 811173 | TotalRevenueColumn |
| Exclusion | $811,173 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 34947 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 34947 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34947 | TotalRevenueColumn |
| Exclusion | $34,947 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5779525 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5574924 | Securities |
| Other | 540 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 204601 | Securities |
| Other | -540 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 204061 | TotalRevenueColumn |
| Exclusion | $204,061 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 46543 | TotalRevenueColumn |
| Exclusion | $46,543 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 46543 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3703732 | TotalRevenueColumn |
| Related Or Exempt Function Income | 234542 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,096,724 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 426023 | Total |
| Program Services | 426023 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143612 | Total |
| Program Services | 143612 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5568 | Total |
| Program Services | 1114 | ProgramServices |
| Management And General | 1670 | ManagementAndGeneral |
| Fundraising | 2784 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146465 | Total |
| Program Services | 29293 | ProgramServices |
| Management And General | 43940 | ManagementAndGeneral |
| Fundraising | 73232 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19101 | Total |
| Program Services | 3820 | ProgramServices |
| Management And General | 5730 | ManagementAndGeneral |
| Fundraising | 9551 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10941 | Total |
| Program Services | 2188 | ProgramServices |
| Management And General | 3282 | ManagementAndGeneral |
| Fundraising | 5471 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234542 | Total |
| Management And General | 234542 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9126 | Total |
| Program Services | 1825 | ProgramServices |
| Management And General | 2738 | ManagementAndGeneral |
| Fundraising | 4563 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112501 | Total |
| Management And General | 112501 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6168 | Total |
| Fundraising | 6168 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20884 | Total |
| Program Services | 1465 | ProgramServices |
| Management And General | 2196 | ManagementAndGeneral |
| Fundraising | 17223 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20538 | Total |
| Program Services | 6808 | ProgramServices |
| Management And General | 5861 | ManagementAndGeneral |
| Fundraising | 7869 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4870 | Total |
| Program Services | 974 | ProgramServices |
| Management And General | 1461 | ManagementAndGeneral |
| Fundraising | 2435 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15461 | Total |
| Program Services | 3092 | ProgramServices |
| Management And General | 4638 | ManagementAndGeneral |
| Fundraising | 7731 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6904 | Total |
| Program Services | 1381 | ProgramServices |
| Management And General | 2071 | ManagementAndGeneral |
| Fundraising | 3452 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EXPENSES | 47885 | 47885 | ||
| REPAIRS AND MAINTENANCE | 24260 | 2426 | 12130 | 9704 |
| SPECIAL EVENTS | 6144 | 6144 | ||
| DONOR DEVELOPMENT | 2974 | 2974 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2061 | Total |
| Program Services | 220 | ProgramServices |
| Management And General | 1290 | ManagementAndGeneral |
| Fundraising | 551 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1266028 | Total |
| Program Services | 678270 | ProgramServices |
| Management And General | 434050 | ManagementAndGeneral |
| Fundraising | 153708 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 911607 | BOY |
| EOY | 1165546 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23082 | BOY |
| EOY | 28688 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2126 | BOY |
| EOY | 2647 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3973 | BOY |
| EOY | 4457 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 629869 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 249633 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394185 | BOY |
| EOY | 380236 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20131051 | BOY |
| EOY | 24023925 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10424 | BOY |
| EOY | 12919 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20320 | BOY |
| EOY | 98754 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21496768 | BOY |
| EOY | 25717172 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7982 | BOY |
| EOY | 8023 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60534 | BOY |
| EOY | 8210 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 820404 | BOY |
| EOY | 1481570 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 888920 | BOY |
| EOY | 1497803 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525391 | BOY |
| EOY | 787247 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2620202 | BOY |
| EOY | 4945742 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17462255 | BOY |
| EOY | 18486380 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20607848 | BOY |
| EOY | 24219369 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21496768 | BOY |
| EOY | 25717172 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2437704 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1834755 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -660938 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 970177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 666576 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1051257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 998594 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2372466 | CurrentTaxYear |
| Total | 6059070 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 970177 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 666576 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1051257 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 998594 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2372466 | CurrentTaxYear |
| Total | 6059070 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1963383 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4095687 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1142956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 463132 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 577072 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 811495 | CurrentTaxYearMinus1Year |
| Current Tax Year | 811173 | CurrentTaxYear |
| Total | 3805828 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11238 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4061 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34371 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39054 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46543 | CurrentTaxYear |
| Total | 135267 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10000165 | TotalSupport |
| Gross Receipts From Admissions Etc | 234542 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.40960 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39170 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 14 | NumberDAFsHeld |
| Donor Advised Contributions | 611234 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 62578 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 2758347 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19446133 | BeginningOfYearBalance |
| Contributions | 1034180 | Contributions |
| Investment Earnings Or Losses | 2478614 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 406749 | GrantsOrScholarships |
| Other Expenditures | 583401 | OtherExpenditures |
| Administrative Expenses | 220930 | AdministrativeExpenses |
| End Of Year Balance | 21747847 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19865342 | BeginningOfYearBalance |
| Contributions | 437100 | Contributions |
| Investment Earnings Or Losses | -123578 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 415937 | GrantsOrScholarships |
| Other Expenditures | 133813 | OtherExpenditures |
| Administrative Expenses | 182981 | AdministrativeExpenses |
| End Of Year Balance | 19446133 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17519852 | BeginningOfYearBalance |
| Contributions | 658234 | Contributions |
| Investment Earnings Or Losses | 2575224 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 355917 | GrantsOrScholarships |
| Other Expenditures | 354029 | OtherExpenditures |
| Administrative Expenses | 178022 | AdministrativeExpenses |
| End Of Year Balance | 19865342 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13769095 | BeginningOfYearBalance |
| Contributions | 413539 | Contributions |
| Investment Earnings Or Losses | 3708369 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 184668 | GrantsOrScholarships |
| Other Expenditures | 9738 | OtherExpenditures |
| Administrative Expenses | 176745 | AdministrativeExpenses |
| End Of Year Balance | 17519852 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18435279 | BeginningOfYearBalance |
| Contributions | 573263 | Contributions |
| Investment Earnings Or Losses | -4581398 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 400750 | GrantsOrScholarships |
| Other Expenditures | 68352 | OtherExpenditures |
| Administrative Expenses | 188947 | AdministrativeExpenses |
| End Of Year Balance | 13769095 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 558952 | OtherCostOrOtherBasis |
| Depreciation | 180891 | Depreciation |
| Book Value | 378061 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70917 | OtherCostOrOtherBasis |
| Depreciation | 68742 | Depreciation |
| Book Value | 2175 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 380236 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY FUNDS | $1,481,009 |
| DEPOSITS | $561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1481570 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4855092 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1834755 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1834755 | RevenueNotRptdF990 |
| Revenue Subtotal | 3020337 | RevenueSubtotal |
| Other Revenues Not Included | 683395 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 683395 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3703732 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1243571 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1243571 | ExpensesSubtotal |
| Other Expenses Not Included | 22457 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 22457 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1266028 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | THE INTENDED USES OF THE FOUNDATION'S ENDOWMENT FUNDS ARE: GRANTING TO ORGANIZATIONS FURTHER THE MISSION OF THE FOUNDATION, PROVIDING SCHOLARSHIPS TO COLLEGE STUDENTS FROM SHELBY COUNTY, INDIANA, AND GIVING THE CITIZENS OF SHELBY COUNTY, INDIANA AN OPPORTUNITY TO FULFILL THEIR CHARITABLE WISHES. |
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE FOUNDATION FOLLOWS THE INCOME TAX TOPIC OF THE FASB ASC. THE FOUNDATION NOW RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY INCOME 683,395 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY EXPENSES 22,457 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (23 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection | Business Name Line2RecipientNameBusiness/BusinessNameLine2 | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| THE STRAND THEATRE OF SHELBYVILLE I | |||||||||
| 308 W FRANKLIN ST | SHELBYVILLE | IN | 46176 | 204525770 | 15144 | G.O. SUPPORT/MAINT. | |||
| SCUFFY | |||||||||
| 126 N HARRSON ST | SHELBYVILLE | IN | 46176 | 350953458 | 40741 | ANNUAL CAMPAIGN SUPP | 501C3 | ||
| SALVATION ARMY | |||||||||
| 136 E WASHINGTON ST | SHELBYVILLE | IN | 46176 | 362167910 | 8494 | G.O. SUPPORT/PANTRY | 501C3 | ||
| GIRLS INC | |||||||||
| 904 S MILLER ST | SHELBYVILLE | IN | 46176 | 351277849 | 7629 | GO SUPP./CAMPAIGN | 501C3 | ||
| MORRISTOWN UNITED METHODIST CHURCH | |||||||||
| 221 S WASHINGTON ST | MORRISTOWN | IN | 46161 | 351577154 | 12300 | G.O. SUPPORT | 501C3 | ||
| MAJOR HOSPITAL FOUNDATION | |||||||||
| 150 W WASHINGTON ST | SHELBYVILLE | IN | 46176 | 237118890 | 8221 | G.O. SUPPORT | 501C3 | ||
| NATIONAL CENTER FOR COLLEGE COSTS | |||||||||
| 15 W FRANKLIN ST | GREENCASTLE | IN | 46135 | 352068979 | 14100 | SCHOOL PROGRAMMING | C/O MURRAY AND ASSOCIATES | ||
| SHELBY CO LIFE LONG LEARNING | |||||||||
| 801 ST JOSEPH ST | SHELBYVILLE | IN | 46176 | 352146521 | 33703 | GO SUPP./PROGRAM | 501C3 | AND COMMUNITY ASPIRATIONS | |
| SHELBYVILLE-SHELBY COUNTY | |||||||||
| 57 W BROADWAY | SHELBYVILLE | IN | 46176 | 351080825 | 14250 | GO SUPP./NEW BOOKS | 501C3 | PUBLIC LIBRARY | |
| SHELBY SENIOR SERVICES INC | |||||||||
| 1504 S HARRISON ST | SHELBYVILLE | IN | 46176 | 351447684 | 32169 | GO SUPP/PROGRAM SUPP | 501C3 | ||
| MARIETTA VOLUNTEER FIRE DEPT | |||||||||
| 5371 W MARIETTA RAILROAD ST | SHELBYVILLE | IN | 46176 | 450534404 | 8221 | GO SUPP/GRAS RIG | 501C3 | ||
| SHELBY COMMUNITY HEALTH CENTER | |||||||||
| 1640 E STATE RAD 44 | SHELBYVILLE | IN | 46176 | 300174146 | 12371 | G.O. SUPPORT | 501C3 | STE B | |
| ORDER OF THE EASTERN STAR 73 | |||||||||
| PO BOX 46 | MANILLA | IN | 46150 | 356026960 | 8221 | PROGRAM SUPPORT | 501C3 | ||
| ISU FOUNDATION | |||||||||
| 101 W OHIO ST | INDIANAPOLIS | IN | 46204 | 356045550 | 8221 | GO SUPPORT | 501C3 | STE 1792 | |
| SHELBY CO MASONIC LODGE 28 | |||||||||
| 519 S HARRISON ST | SHELBYVILLE | IN | 46176 | 351184158 | 8221 | PROGRAM SUPPORT | 501C3 | ||
| MT GILEAD BAPTIST CHURCH | |||||||||
| 4449 SMITHLAND RD | SHELBYVILLE | IN | 46176 | 300465009 | 8221 | GO SUPPORT | 501C3 | ||
| DOLLYWOOD FOUNDATION | |||||||||
| 2700 DOLLYWOOD PARKS BLVD | PIGEON FORGE | TN | 378634113 | 621348105 | 5842 | PROGRAM SUPPORT | 501C3 | ||
| FAMILY SERVICES AND PREVENTION | |||||||||
| 2021 S RILEY HIGHWAY | SHELBYVILLE | IN | 46176 | 351156331 | 5110 | GO SUPP/PROGRAM SUPP | 501C3 | ||
| GLEANERS FOOD BANK | |||||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | 351483868 | 5100 | GO SUPP/PROGRAM SUPP | 501C3 | ||
| HUMAN SERVICES INC | |||||||||
| PO BOX 281 | SHELBYVILLE | IN | 46176 | 351127422 | 10760 | GO SUPP/PROGRAM SUPP | 501C3 | ||
| SHELBY COUNTY FIREFIGHTERS ASSN | |||||||||
| 8333 N FRONTAGE RD | FAIRLAND | IN | 46126 | 351632636 | 10000 | UTILITY RESPONSE VEH | 501C3 | ||
| SHELBY CO PARKS AND RECREATION | |||||||||
| 945 S TOMPKINS | SHELBYVILLE | IN | 46176 | 356001195 | 6964 | GO SUPP/MAINTENANCE | 501C3 | ||
| WALDRONST PAUL IMAGINATION LIBRARY | |||||||||
| 54 W BROADWAY | SHELBYVILLE | IN | 46176 | 351756331 | 10000 | CAMPAGIN | 501C3 | C/O BLUE RIVER FOUNDATION | STE 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 21 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 92 | NumberOfRecipients |
| Amount Of Cash Grant | 143612 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | ALL GRANTS REQUIRE THE COMPLETION OF AN APPLICATION AND REQUIRED DOCUMENTATION. THE FOUNDATION USES GUIDESTAR, COPIES OF CURRENT FORM 990S, CURRENT AUDIT REPORTS AND GRANT EVALUATION REPORTS TO ENSURE THAT GRANT MONEY IS USED FOR THE CHARITABLE PURPOSES FOR WHICH IT IS GRANTED. IN THE CASE OF SCHOLARSHIPS, THE FOLLOW-UP DOCUMENTATION IS TUITION STATEMENTS, CURRENT CLASS SCHEDULES OR CURRENT TRANSCRIPTS OR SOME COMBINATION OF THE ABOVE. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| 1UP JOHN DEPREZ | |||
| DIRECTOR | 871 | WEB HOSTING/EMAIL | false |
| 1UP JOHN DEPREZ | |||
| DIRECTOR | 551 | CREDIT CARD PROCESS | false |
| CALDWELL GRAVEL LINDA MUEGGE | |||
| DIRECTOR | 264 | TRASH REMOVAL | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 501634 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG. HIGH/LOW GIFT DATE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE BLUE RIVER COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION TO: PROVIDE RESPONSIBLE STEWARDSHIP OF GIFTS DONATED FOR CHARITABLE PURPOSES; SERVE AND ASSIST CHARITABLE ENDEAVORS IN SHELBY COUNTY; AND PROMOTE LEADERSHIP TO ADDRESS COMMUNITY ISSUES. THE FOUNDATION ENCOURAGES PHILANTHROPY AND INSPIRES ACTION THAT IMPROVES ALL LIVES AND BUILDS STRONGER COMMUNITIES IN SHELBY COUNTY. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | ALL OTHER MISCELLANEOUS PROGRAMMING AND COMMUNITY PROJECTS OF THE FOUNDATION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE COMMITTEE WILL REVIEW FORM 990 BEFORE IT IS FILED AND WILL MAKE A RECOMMENDATION FOR APPROVAL (OR DISAPPROVAL) TO THE FULL BOARD OF DIRECTORS. THE FORM 990 WILL BE MADE AVAILABLE FOR FULL REVIEW BY ANY BOARD MEMBER AT ANY TIME FOR A REASONABLE PERIOD OF TIME BEFORE IT IS FILED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE ASKED TO KEEP THEIR CONFLICT OF INTEREST DISCLOSURES CURRENT AND ARE REMINDED PERIODICALLY TO DISCLOSE ANY CONFLICTS BEFORE VOTING ON CERTAIN MATTERS. THOSE WHO REPORT CONFLICTS ABSTAIN FROM DISCUSSION AND VOTING ON THE MATTER FOR WHICH THE OFFICER, DIRECTOR OR KEY EMPLOYEE HAS A CONFLICT. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | INFORMATION IS REVIEWED FROM COUNCIL ON FOUNDATIONS SALARY AND BENEFITS SURVEY RESULTS, AND THE SALARIES OF INDIVIDUALS HOLDING SIMILAR POSITIONS IN THE COMMUNITY ARE ALSO CONSIDERED. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | BLUE RIVER FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. ALSO, THE FOUNDATION PROVIDES FINANCIAL INFORMATION AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE COMMUNITY THROUGH MAILINGS AND ON ITS WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, AS WELL AS THE COMPLETE AUDIT, IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION'S OFFICE. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | AGENCY INCOME -683,395 AGENCY EXPENSES 22,457 |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 9 | FASB ASC 958 AGENCY FUND NET CHANGE -660,938. |