BLUE RIVER FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BLUE RIVER FOUNDATION INC (EIN 35-1756331)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201223189349303532
- Schema version
- 2011v1.2
- 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 | 2012-11-08T11:11:20-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 Room No 1 | AddressLine1 |
| 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 |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patrick Burkey | Name |
| Phone | 7652847554 | Phone |
| Date Prepared | 2012-11-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Phillip C Brown | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 West Broadway | AddressLine1 |
| City | Shelbyville | City |
| State | IN | State |
| ZIP Code | 46176 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5175234 | 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 foundation was formed for the purpose of soliciting and receiving charitable contributions by bequest, devise, gift or otherwise from individuals, corporations, associations, firms and others to hold and invest such contributions in such a manner as now or hereafter be authorized See Sched. O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 48 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1309907 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 967625 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 189972 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 198030 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 489460 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1114649 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 90118 | OtherRevenuePriorYear |
| Other Revenue Current Year | 85360 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2079457 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2365664 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 587776 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 655800 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 164974 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 158529 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 138828 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 466418 | OtherExpensePriorYear |
| Other Expenses Current Year | 449333 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1219168 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1263662 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 860289 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1102002 | RevenuesLessExpensesCY |
| Total Assets BOY | 21652063 | TotalAssetsBOY |
| Total Assets EOY | 21496768 | TotalAssetsEOY |
| Total Liabilities BOY | 812380 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 888920 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20839683 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20607848 | 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 See Sched. O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 261477 | Expense |
| Grants | 181915 | Grants |
| Description | Awards/grants to social service providers. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 202177 | Expense |
| Grants | 168835 | Grants |
| Description | Scholarships to area students for post secondary education. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 168835 | Expense |
| Grants | 117462 | Grants |
| Description | Awards/grants to educational programming providers. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 105050 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 737539 | 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 | false | 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 |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 5 | 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 |
| 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 | true | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|
| Phillip C Brown | ||||||
| President | 003.00 | X | X | 0 | 0 | 0 |
| Nisa A Hensley | ||||||
| Vice President | 002.00 | X | X | 0 | 0 | 0 |
| Stephen J Plunkett | ||||||
| Treasurer | 002.00 | X | X | 0 | 0 | 0 |
| Lori Tennell | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| John C DePrez Jr | ||||||
| Director | 005.00 | X | 0 | 0 | 0 | |
| Greg Gerline | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Judy Montgomery | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Linda Muegge | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Tom Rosenfeld | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Nick Runnebohm | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| Rita D Mohr | ||||||
| Secretary | 001.00 | X | X | 0 | 0 | 0 |
| Rod Meyerholtz | ||||||
| Director | 001.00 | X | 0 | 0 | 0 | |
| James L Meyer | ||||||
| Executive Director | 040.00 | X | 0 | 54167 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 54167 | TotalReportableCompFrmRltdOrgs |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 967625 | AllOtherContributions |
| Noncash Contributions | 301989 | NoncashContributions |
| Total Contributions | 967625 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 198030 | TotalRevenueColumn |
| Related Or Exempt Function Income | 198030 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 198030 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 811495 | TotalRevenueColumn |
| Exclusion | $811,495 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 33892 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 33892 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33892 | TotalRevenueColumn |
| Exclusion | $33,892 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3094169 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2791015 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 303154 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 303154 | TotalRevenueColumn |
| Exclusion | $303,154 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 60224 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 18555 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41669 | TotalRevenueColumn |
| Exclusion | $41,669 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9799 | TotalRevenueColumn |
| Exclusion | $9,799 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9799 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2365664 | TotalRevenueColumn |
| Related Or Exempt Function Income | 198030 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,200,009 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515141 | Total |
| Program Services | 515141 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140659 | Total |
| Program Services | 140659 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54167 | Total |
| Program Services | 10833 | ProgramServices |
| Management And General | 16250 | ManagementAndGeneral |
| Fundraising | 27084 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92752 | Total |
| Program Services | 18550 | ProgramServices |
| Management And General | 27826 | ManagementAndGeneral |
| Fundraising | 46376 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11610 | Total |
| Program Services | 2322 | ProgramServices |
| Management And General | 3483 | ManagementAndGeneral |
| Fundraising | 5805 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198035 | Total |
| Management And General | 198035 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9378 | Total |
| Program Services | 1876 | ProgramServices |
| Management And General | 2813 | ManagementAndGeneral |
| Fundraising | 4689 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107250 | Total |
| Management And General | 107250 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2053 | Total |
| Fundraising | 2053 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3491 | Total |
| Program Services | 698 | ProgramServices |
| Management And General | 1047 | ManagementAndGeneral |
| Fundraising | 1746 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19068 | Total |
| Program Services | 6514 | ProgramServices |
| Management And General | 5420 | ManagementAndGeneral |
| Fundraising | 7134 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2739 | Total |
| Program Services | 547 | ProgramServices |
| Management And General | 822 | ManagementAndGeneral |
| Fundraising | 1370 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16469 | Total |
| Program Services | 3294 | ProgramServices |
| Management And General | 4940 | ManagementAndGeneral |
| Fundraising | 8235 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6437 | Total |
| Program Services | 1287 | ProgramServices |
| Management And General | 1931 | ManagementAndGeneral |
| Fundraising | 3219 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Repairs and Maintenance | 23251 | 2325 | 11624 | 9302 |
| Program Expenses | 25943 | 25943 | ||
| Printing and Promotion | 17260 | 17260 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17959 | Total |
| Program Services | 7550 | ProgramServices |
| Management And General | 5854 | ManagementAndGeneral |
| Fundraising | 4555 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1263662 | Total |
| Program Services | 737539 | ProgramServices |
| Management And General | 387295 | ManagementAndGeneral |
| Fundraising | 138828 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1315888 | BOY |
| EOY | 911607 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55039 | BOY |
| EOY | 23082 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15120 | BOY |
| EOY | 2126 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3229 | BOY |
| EOY | 3973 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 630901 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 236716 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380907 | BOY |
| EOY | 394185 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19824607 | BOY |
| EOY | 20131051 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9977 | BOY |
| EOY | 10424 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47296 | BOY |
| EOY | 20320 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21652063 | BOY |
| EOY | 21496768 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13595 | BOY |
| EOY | 7982 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61841 | BOY |
| EOY | 60534 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 736944 | BOY |
| EOY | 820404 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 812380 | BOY |
| EOY | 888920 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 704839 | BOY |
| EOY | 525391 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2952772 | BOY |
| EOY | 2620202 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17182072 | BOY |
| EOY | 17462255 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20839683 | BOY |
| EOY | 20607848 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21652063 | BOY |
| EOY | 21496768 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1102002 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1333837 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 2355343 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 970177 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 666576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1051257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 998594 | CurrentTaxYear |
| Total | 6041947 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2355343 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 970177 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 666576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1051257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 998594 | CurrentTaxYear |
| Total | 6041947 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2018346 | AmountsSubstContributorsTotal |
| Public Support Total170 | 4023601 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1135318 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1142956 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 463132 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 577072 | CurrentTaxYearMinus1Year |
| Current Tax Year | 811495 | CurrentTaxYear |
| Total | 4129973 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11072 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11238 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4061 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34371 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39054 | CurrentTaxYear |
| Total | 99796 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10271716 | TotalSupport |
| Public Support Pertcentage170 | 0.39170 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39450 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
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 | 13 | NumberDAFsHeld |
| Donor Advised Contributions | 354369 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 85806 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1981722 | 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.92000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08000 | 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 | 559444 | OtherCostOrOtherBasis |
| Depreciation | 166424 | Depreciation |
| Book Value | 393020 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 71457 | OtherCostOrOtherBasis |
| Depreciation | 70292 | Depreciation |
| Book Value | 1165 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 394185 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Deposits | $333 |
| Agency funds | $820,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 820404 | TotalOfAmounts |
| Total Revenue | 2365664 | TotalRevenue |
| Total Expenses | 1263662 | TotalExpenses |
| Excess Or Deficit For Year | 1102002 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1250280 | NetUnrealizedGLOnInvestments |
| Other | -$83,557 | OtherAmount |
| Total Adjustments | -1333837 | TotalAdjustments |
| Excess Or Deficit Per FS | -231835 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 993009 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1250280 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1250280 | RevenueNotRptdF990 |
| Revenue Subtotal | 2243289 | RevenueSubtotal |
| Other Revenues Not Included | 122375 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 122375 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2365664 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1224844 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 18555 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 18555 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1206289 | ExpensesSubtotal |
| Other Expenses Not Included | 57373 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 57373 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1263662 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| X | 2 | The Foundation follows the Income Tax topic of 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. |
| XI | 8 | Change in agency net assets -83,557. |
| XII | 4b | FASB ASC 958 agency transactions 140,930 - 18,555 direct fundraising expenses. |
| XIII | 2d | 18,555 direct fundraising expenses reported on line 8b of Form 990, Part VIII. |
| XIII | 4b | FASB ASC 958 agency transactions 57,373. |
| V | 4 | The intended uses of the Foundations 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Shelby County United Fund | |||||||
| 126 N Harrison St | Shelbyville | IN | 46176 | 350953458 | 501c3 | 51501 | Annual Camp, Oper |
| Girls Inc | |||||||
| 904 S Miller | Shelbyville | IN | 46176 | 351277849 | 501c3 | 5040 | Oper, Gen Prog Supp |
| Morristown United Methodist Church | |||||||
| 221 S Washington St POB 388 | Morristown | IN | 46161 | 351577154 | 501c3 | 17000 | Gen Oper Support |
| J Kenneth Self Shelbyville Boys & Girls Club | |||||||
| 710 S Miller | Shelbyville | IN | 46176 | 350957039 | 501c3 | 16040 | Oper, Gen Prog Supp |
| Major Hospital Foundation | |||||||
| 150 W Washington St | Shelbyville | IN | 46176 | 237118890 | 501c3 | 7712 | Gen Oper Support |
| Major Hospital | |||||||
| 150 W Washington St | Shelbyville | IN | 46176 | 351118234 | 501c3 | 5646 | Oper, Staff Ed., Award |
| National Center for College Costs | |||||||
| 15 W Franklin | Greencastle | IN | 46135 | 352068979 | 501c3 | 14100 | School Programming |
| Shelby County Lifelong Learning | |||||||
| 54 W Broadway Ste 11 | Shelbyville | IN | 46176 | 352146521 | 501c3 | 11630 | Rent, Prog. Support |
| Shelbyville-Shelby Co Public Library | |||||||
| 57 W Broadway | Shelbyville | IN | 46176 | 351080825 | 501c3 | 31181 | Oper Support, Books |
| Shelby Senior Services Inc | |||||||
| 1504 S Harrison St | Shelbyville | IN | 46176 | 351447684 | 501c3 | 16559 | Gen Oper Support |
| Marietta Volunteer Fire Dept | |||||||
| 5371 W Marietta Railroad St | Shelbyville | IN | 46176 | 450534404 | 501c3 | 7712 | Gen Oper Support |
| Shelby Community Health Center | |||||||
| 1640 E State Road 44 Ste B | Shelbyville | IN | 46176 | 300174146 | 501c3 | 7712 | Gen Oper Support |
| Order of the Eastern Star #73 | |||||||
| PO Box 46 | Manilla | IN | 46150 | 356026960 | 501c3 | 7712 | Char Comm Prog |
| ISU Foundation | |||||||
| 101 W Ohio St Ste 1792 | Indianapolis | IN | 46204 | 351184158 | 501c3 | 7712 | Gen Oper Support |
| Shelby Co Masonic Lodge #28 | |||||||
| 519 S Harrison St | Shelbyville | IN | 46176 | 351091997 | 501c3 | 7712 | Char Prog Support |
| Christian Church Disciples of Christ | |||||||
| PO Box 1986 | Indianapolis | IN | 46206 | 350868116 | 501c3 | 15000 | NPC Childrens Food |
| Mt Gilead Baptist Church | |||||||
| 4449 Smithland Road | Shelbyville | IN | 46176 | 300465009 | 501c3 | 7712 | Gen Oper Support |
| MainStreet Shelbyville Inc | |||||||
| 501 N Harrison Street | Shelbyville | IN | 46176 | 352065376 | 501c3 | 7300 | Bower Point Project |
| Shelbyville Parks & Recreation | |||||||
| 945 S Tompkins Street | Shelbyville | IN | 46176 | 356001195 | 501c3 | 5500 | Parks Beautification |
| Shelbyville Central Schools | |||||||
| 808 St Joseph Street | Shelbyville | IN | 46176 | 351103851 | 501c3 | 47682 | Programs and Rent |
| CICOA | |||||||
| 4755 Kingsway Drive | Indianapolis | IN | 46205 | 351310387 | 501c3 | 10000 | Safe at Home Prog |
| Little Red Door Cancer Agency | |||||||
| 1801 Meridian St | Indianapolis | IN | 46202 | 350914096 | 501c3 | 7500 | HPV Vaccination Prog |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 22 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 89 | NumberOfRecipients |
| Amount Of Cash Grant | 140659 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 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 is principal | 2030 | Web Hosting/Email Service | false |
| 1UP John DePrez | |||
| Director is principal | 15 | Credit Card Processing | false |
| PNC Rita Mohr | |||
| Officer is employee | 10656 | Investment Services | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 301989 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | 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 (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part I | 1 | under the laws of the State of Indiana to apply the principal and income in such a manner as it shall deem best among Shelby County, Indiana, other organizations, philanthropies and other charities which may come to its approval for such other purposes as are necessary and incidental to the mental, moral, intellectual and physical welfare and advancement of the citizens of Shelby County, Indiana and to do all things necessary or incident to be done in order the forgoing purposes into effect. |
| Form 990 Part III | 1 | builds stronger communities in Shelby County. |
| Form 990 Part III | 4d | All other miscellaneous programming and community projects of the Foundation. |
| Form 990 Part VI | 2 | Nick Runnebohm is president and founder of Runnebohm Construction, Inc. Christopher King is executive vice-president of Runnebohm Construction, Inc. The corporation did not receive any payments from Blue River Foundation during 2011. |
| Form 990 Part VI | 11 | 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. |
| Form 990 Part VI | 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. |
| Form 990 Part VI | 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. |
| Form 990 Part VI | 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 Foundations 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 Foundations 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 Foundations office. |
| Form 990 Part XI | 5 | The breakdown of Other Changes to Net Assets is as follows in round numbers 1,250,280 unrealized gains - 83,557 change in value of FASB ASC 958 Agency Fund Net Assets. |
| Form 990 Part I Line 1 under the laws of the State of Indiana to apply the principal and income in such a manner as it shall deem best among Shelby County, Indiana, other organizations, philanthropies and other charities which may come to its approval for such other purposes as are necessary and incidental to the mental, moral, intellectual and physical welfare and advancement of the citizens of Shelby County, Indiana and to do all things necessary or incident to be done in order the forgoing purposes into effect. Form 990 Part III Line 1 builds stronger communities in Shelby County. Form 990 Part III Line 4d All other miscellaneous programming and community projects of the Foundation. Form 990 Part VI Section A Line 2 Nick Runnebohm is president and founder of Runnebohm Construction, Inc. Christopher King is executive vice-president of Runnebohm Construction, Inc. The corporation did not receive any payments from Blue River Foundation during 2011. Form 990 Part VI Section B Line 11 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. Form 990 Part VI Section B 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. Form 990 Part VI Section B 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. Form 990 Part VI Section C 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 Foundations 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 Foundations 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 Foundations office. Form 990 Part XI Line 5 The breakdown of Other Changes to Net Assets is as follows in round numbers 1,250,280 unrealized gains - 83,557 change in value of FASB ASC 958 Agency Fund Net Assets. |