Skip to content
Nonprofiteer
← MARSHALL COUNTY COMMUNITY

Form 990 for tax year 2022

Filed by MARSHALL COUNTY COMMUNITY.

Totals

Total revenue
$1,846,987
Total expenses
$2,368,735
Contributions and grants received
$2,780,925
Grants paid
$1,306,491
Program service revenue
$410,783
Investment income
-$1,457,317
Other revenue
$112,596
Total assets, end of year
$44,393,649
Total liabilities, end of year
$8,569,592
Net assets or fund balances, end of year
$35,824,057
Program services expenses (Part IX)
$1,951,697
Management and general expenses
$312,782
Fundraising expenses
$104,256
Program service expenses (Part III)
$1,951,697

Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $2,780,925

  • 1g · Noncash contributions included above

    $6,289

  • 2a · Program service revenue: ADMINISTRATIVE FEE INCOME

    total $410,783 · related or exempt $410,783

  • 3 · Investment income

    total $296,713 · excluded $296,713

  • 7a · Gross sales of assets other than inventory

    securities $16,073,500

  • 7b · Less cost or other basis and sales expenses

    securities $17,827,530

  • 7c · Gain or loss

    securities -$1,754,030

  • 7d · Net gain or loss

    total -$1,754,030 · related or exempt -$1,754,030

  • 11a · Other revenue: RENT

    total $112,596 · excluded $112,596

  • 11e · Other revenue, total

    $112,596

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,030,765 · program services $1,030,765

  • 2 · Grants to domestic individuals

    total $275,726 · program services $275,726

  • 5 · Compensation of officers, directors and key employees

    total $70,616 · program services $23,303 · management and general $35,308 · fundraising $12,005

  • 7 · Other salaries and wages

    total $120,159 · program services $40,289 · management and general $60,080 · fundraising $19,790

  • 9 · Other employee benefits

    total $9,172 · program services $3,057 · management and general $4,586 · fundraising $1,529

  • 10 · Payroll taxes

    total $19,282 · program services $6,427 · management and general $9,641 · fundraising $3,214

  • 11a · Fees: management

    total $436,695 · program services $436,695

  • 11c · Fees: accounting

    total $44,931 · program services $14,977 · management and general $22,466 · fundraising $7,488

  • 11f · Fees: investment management

    total $109,399 · program services $36,462 · management and general $54,700 · fundraising $18,237

  • 13 · Office expenses

    total $57,175 · program services $19,058 · management and general $28,589 · fundraising $9,528

  • 16 · Occupancy

    total $115,233 · program services $38,411 · management and general $57,617 · fundraising $19,205

  • 19 · Conferences, conventions and meetings

    total $3,679 · program services $1,226 · management and general $1,840 · fundraising $613

  • 22 · Depreciation, depletion and amortization

    total $44,871 · program services $14,957 · management and general $22,436 · fundraising $7,478

  • 23 · Insurance

    total $11,309 · program services $3,770 · management and general $5,655 · fundraising $1,884

  • 24a · Other expenses: DUES & MEMBERSHIPS

    total $8,931 · program services $2,977 · management and general $4,466 · fundraising $1,488

  • 24b · Other expenses: DONOR DEVELOPMENT

    total $5,685 · program services $1,895 · management and general $2,843 · fundraising $947

  • 24c · Other expenses: MISCELLANEOUS

    total $1,849 · program services $616 · management and general $925 · fundraising $308

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $1,543 · program services $514 · management and general $772 · fundraising $257

  • 24e · All other expenses

    total $1,715 · program services $572 · management and general $858 · fundraising $285

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $667,697 · end of year $2,242,161

  • 3 · Pledges and grants receivable

    beginning of year $122,875 · end of year $85,625

  • 4 · Accounts receivable

    beginning of year $29,631 · end of year $3,159

  • 9 · Prepaid expenses and deferred charges

    beginning of year $58,050 · end of year $52,415

  • 10a · Land, buildings and equipment: cost or other basis

    $339,705

  • 10b · Land, buildings and equipment: accumulated depreciation

    $178,902

  • 10c · Land, buildings and equipment, net

    beginning of year $205,675 · end of year $160,803

  • 11 · Investments: publicly traded securities

    beginning of year $35,780,278 · end of year $38,469,789

  • 12 · Investments: other securities

    beginning of year $374,600 · end of year $377,709

  • 15 · Other assets

    beginning of year $3,131,327 · end of year $3,001,988

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,452 · end of year $18,877

  • 18 · Grants payable

    beginning of year $152,741 · end of year $305,709

  • 25 · Other liabilities

    beginning of year $8,201,032 · end of year $8,245,006

  • 27 · Net assets without donor restrictions

    beginning of year $1,839,148 · end of year $1,865,266

  • 28 · Net assets with donor restrictions

    beginning of year $30,154,760 · end of year $33,958,791

Mission and programs · 2022

Mission

THE MARSHALL COUNTY COMMUNITY FOUNDATION IS A COMMUNITY FOUNDATION ORGANIZED TO IDENTIFY, PROMOTE, SUPPORT AND MANAGE PROGRAMS THAT WILL ENHANCE THE HEALTH, CULTURAL, EDUCATIONAL, SOCIAL AND CIVIC LONG-TERM NEEDS OF THE CITIZENS OF MARSHALL COUNTY, INDIANA.

Activities or mission (Part I)

TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARILY IN AND FOR THE BENEFIT OF THE PEOPLE OF MARSHALL COUNTY, INDIANA.

  • GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT AND CHARITABLE PURPOSES.

    Expenses $1,353,746 · Grants $1,030,765 · Revenue $356,683

  • SCHOLARSHIPS GRANTED TO COLLEGE BOUND STUDENTS FROM MARSHALL COUNTY, INDIANA. THIS IS SUPPORTED BY DESIGNATED AND SCHOLARSHIP FUNDS IN THE MARSHALL COUNTY COMMUNITY FOUNDATION.

    Expenses $597,951 · Grants $275,726 · Revenue $54,100

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Jim White

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Martin Oosterbaan

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Mark Feldman

    SECRETARY/TR

    Total calculated
    $0
    Hours/week
    1

  • Adam Lukenbill

    LEGAL COUNCI

    Total calculated
    $0
    Hours/week
    1

  • Kevin Berger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Boyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cush Cuthbertson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joan Hunt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Hurford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jack Jordan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Small Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Beth Styers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda Yoder

    EXECUTIVE DI

    Total calculated
    $98,402
    From this org
    $98,402
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202401359349308355

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.