Form 990 for tax year 2022
Filed by COMMUNITY FOUNDATION OF SOUTHERN INDIANA INC.
Totals
- Total revenue
- $4,123,125
- Total expenses
- $8,013,145
- Contributions and grants received
- $913,869
- Grants paid
- $6,551,355
- Program service revenue
- $0
- Investment income
- $3,120,026
- Other revenue
- $89,230
- Total assets, end of year
- $136,303,600
- Total liabilities, end of year
- $93,465,464
- Net assets or fund balances, end of year
- $42,838,136
- Program services expenses (Part IX)
- $7,276,276
- Management and general expenses
- $443,141
- Fundraising expenses
- $293,728
- Program service expenses (Part III)
- $7,276,276
Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
REGINA BECKMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
RICH BOLING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
MIKE JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
AMY NEWBANKS LETKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
GREG NASH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
LINDSEY NEELY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
KEITH PULLIAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DAVID REINHARDT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
J SCOTT WATERS IV
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT WOOSLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DAMON MASSEY
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
JESSICA CARROLL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
S BUTCH SHAW
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
ANGIE FENTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
SHARON HANDY
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
LINDA SPEED
PRESIDENT/CEO
- Total calculated
- $214,746
- From this org
- $196,372
- From related orgs
- $0
- Other
- $18,374
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $196,372
- Bonus
- $0
- Other
- $0
- Deferred
- $6,818
- Nontaxable benefits
- $11,556
- Filer's total
- $214,746
-
MELANY WESSELS
CFO
- Total calculated
- $57,491
- From this org
- $52,400
- From related orgs
- $0
- Other
- $5,091
- 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE ORGANIZATION USED THE VARIOUS ABOVE METHODS IN ESTABLISHING COMPENSATION
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$3,723,114
ANNUAL DISTRIBUTION
-
COMMUNITY FOUNDATION PARTNERSHIP INC
$432,358
DESIGNATED FUND DISTRIBUTION FOR MARTIN COUNTY, INDIANA
-
SCHOLARSHIP FUNDS
-
$150,000
QUALITY OF PLACE
-
PERSONAL COUNSELING SERVICE INC
$127,231
MATCHING GRANT SUPPORT FOR EXPANSION
-
GREATER TOGETHER: IMPROVING THE MENTAL HEALTH OF GIRLS IN CLARK COUNTY
-
SPRING HILL STATION PROJECT
-
$54,000
GENERAL SUPPORT
-
$41,500
CAPACITY BUILDING AND GENERAL SUPPORT
-
REVELATION WELLNESS FOUNDATION
$40,000
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C) · SUPPORT CF OF SI · IN
-
JEFFERSONVILLE CARNEGIE LIBRARY FOUNDATION INC
501(C) · SUPPORT CF OF SI · IN
-
NEW ALBANY FLOYD COUNTY EDUCATION FOUNDATION INC
501(C) · SUPPORT CF OF SI · IN
-
501(C) · SUPPORT CF OF SI · IN
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441349349304529
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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