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Nonprofiteer
← ORANGE COUNTY COMMUNITY FOUNDATION INC

Form 990 for tax year 2023

Filed by ORANGE COUNTY COMMUNITY FOUNDATION INC.

Totals

Total revenue
$2,596,895
Total expenses
$2,012,247
Contributions and grants received
$1,714,803
Grants paid
$574,873
Program service revenue
$365,872
Investment income
$503,541
Other revenue
$12,679
Total assets, end of year
$11,242,477
Total liabilities, end of year
$72,851
Net assets or fund balances, end of year
$11,169,626
Program services expenses (Part IX)
$1,653,733
Management and general expenses
$291,803
Fundraising expenses
$66,711
Program service expenses (Part III)
$1,653,733

Program services were 82.2% 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.

  • 1e · Government grants (contributions)

    $12,515

  • 1f · All other contributions, gifts and grants

    $1,702,288

  • 2a · Program service revenue: ADMIN FEES

    total $365,872 · related or exempt $365,872

  • 3 · Investment income

    total $503,541 · excluded $503,541

  • 6a · Gross rents

    real property $1,800

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,800

  • 6d · Net rental income or loss

    total $1,800 · related or exempt $1,800

  • 11a · Other revenue: MISCELLANEOUS

    total $10,879 · related or exempt $10,879

  • 11e · Other revenue, total

    $10,879

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $516,700 · program services $516,700

  • 2 · Grants to domestic individuals

    total $58,173 · program services $58,173

  • 5 · Compensation of officers, directors and key employees

    total $214,944 · program services $65,342 · management and general $112,203 · fundraising $37,399

  • 7 · Other salaries and wages

    total $70,188 · program services $21,337 · management and general $36,638 · fundraising $12,213

  • 8 · Pension plan contributions

    total $1,987 · program services $604 · management and general $1,037 · fundraising $346

  • 9 · Other employee benefits

    total $22,037 · program services $6,699 · management and general $11,503 · fundraising $3,835

  • 10 · Payroll taxes

    total $20,184 · program services $6,136 · management and general $10,536 · fundraising $3,512

  • 11b · Fees: legal

    total $2,750 · management and general $2,750

  • 11c · Fees: accounting

    total $15,699 · management and general $15,699

  • 11f · Fees: investment management

    total $34,129 · management and general $34,129

  • 11g · Fees: other

    total $1,350 · program services $1,350

  • 12 · Advertising and promotion

    total $13,338 · program services $3,066 · management and general $10,224 · fundraising $48

  • 13 · Office expenses

    total $15,698 · program services $834 · management and general $14,864

  • 16 · Occupancy

    total $29,568 · management and general $27,506 · fundraising $2,062

  • 19 · Conferences, conventions and meetings

    total $6,370 · program services $1,562 · management and general $4,108 · fundraising $700

  • 22 · Depreciation, depletion and amortization

    total $4,347 · program services $4,347

  • 23 · Insurance

    total $5,705 · program services $758 · management and general $4,947

  • 24a · Other expenses: PROGRAM EXPENSE FROM NO

    total $620,247 · program services $620,247

  • 24b · Other expenses: ADMIN FEES

    total $320,782 · program services $320,782

  • 24c · Other expenses: PROGRAMMING

    total $33,010 · program services $25,678 · management and general $736 · fundraising $6,596

  • 24d · Other expenses: SCHOLARSHIP ADMIN FEES

    total $2,959 · management and general $2,959

  • 24e · All other expenses

    total $2,082 · program services $118 · management and general $1,964

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $100 · end of year $100

  • 2 · Savings and temporary cash investments

    beginning of year $374,393 · end of year $347,504

  • 3 · Pledges and grants receivable

    beginning of year $500

  • 4 · Accounts receivable

    end of year $12,187

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

    $35,448

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

    $26,734

  • 10c · Land, buildings and equipment, net

    beginning of year $10,375 · end of year $8,714

  • 11 · Investments: publicly traded securities

    beginning of year $8,730,185 · end of year $10,827,185

  • 15 · Other assets

    beginning of year $66,250 · end of year $46,787

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,170 · end of year $11,459

  • 18 · Grants payable

    beginning of year $5,200 · end of year $14,605

  • 25 · Other liabilities

    beginning of year $66,250 · end of year $46,787

  • 27 · Net assets without donor restrictions

    beginning of year $9,094,683 · end of year $10,694,341

  • 28 · Net assets with donor restrictions

    beginning of year $500 · end of year $475,285

Mission and programs · 2023

Mission

BUILDING A BETTER COMMUNITY-TOGETHER. WE STRIVE TO CARRY OUT THIS MISSION IN THE FOLLOWING WAYS: AS A STEWARD BY DEVELOPING AND MANAGING PERMANENT ENDOWMENT FUNDS WHICH FUND COMMUNITY IMPROVEMENTS AND SUPPORT CHARITABLE CAUSES AS A STRATEGIC GRANT MAKER BY AWARDING GRANTS AND OTHER SUPPORT TO ENABLE THE COMMUNITY TO RESPOND TO EMERGING AND CHANGING NEEDS AND OPPORTUNITIES AS A CHARITABLE RESOURCE BY ENCOURAGING AND EDUCATING DONORS AND PROVIDING A FLEXIBLE VEHICLE FOR INDIVIDUAL DONORS, NON-PROFIT ORGANIZATIONS AND THE COMMUNITY AT-LARGE AS A CATALYST BY MOBILIZING COMMUNITY LEADERSHIP IN RESPONSE TO ISSUES

Activities or mission (Part I)

BUILDING A BETTER COMMUNITY-TOGETHER. WE STRIVE TO CARRY OUT THIS MISSION IN THE FOLLOWING WAYS:AS A STEWARD...BY DEVELOPING AND MANAGING PERMANENT ENDOWMENT FUNDS WHICH FUND COMMUNITY IMPROVEMENTS AND SUPPORT CHARITABLE CAUSES.AS A STRATEGIC GRANT MAKER...BY AWARDING GRANTS AND OTHER SUPPORT TO ENABLE THE COMMUNITY TO RESPOND TO EMERGING AND CHANGING NEEDS AND OPPORTUNITIES.AS A CHARITABLE RESOURCE...BY ENGAGING AND EDUCATING DONORS AND PROVIDING A FLEXIBLE VEHICLE FOR INDIVIDUAL DONORS, NON-PROFIT ORGANIZATIONS, AND THE COMMUNITY AT-LARGE.AS A CATALYST...BY MOBILIZING COMMUNITY LEADERSHIP IN RESPONSE TO ISSUES.

  • THE ORGANIZATION IS A COMMUNITY FOUNDATION THAT ENDEAVORS TO PROMOTE PHILANTROPHY IN ORANGE COUNTY, INDIANA. IT MAINTAINS INVESTMENT FUNDS ESTABLISHED BY INDIVIDUALS AND ORGANIZATIONS ACROSS THE COMMUNITY FOR USE FOR CHARITABLE PURPOSES. IT ALSO GRANTS AMOUNTS TO OTHER ORGANIZATIONS-501C3- FOR USE IN THEIR CHARITABLE PURPOSES.

    Expenses $1,653,733 · Grants $574,873 · Revenue $378,551

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MARY BOSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARSHALL NOBLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BELINDA BRADLEY

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • DOUG FINNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER J FLEENOR

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • HEATHER ROSS

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • LEE COLLINS

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • SUSIE CRANE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HARVEY EDWARDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRENDA JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROGER MOON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARYANN WHALIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIM MCCRACKEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMANTHA PROW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CURTIS RALSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IMOJEAN DEDRICK

    EXECUTIVE DIRECTOR (THRU 12/31/23)

    Total calculated
    $102,364
    From this org
    $98,134
    From related orgs
    $0
    Other
    $4,230
    Hours/week
    40

  • CATHY HARDIN

    FINANCE MANAGER (THRU 12/31/23)

    Total calculated
    $91,671
    From this org
    $87,590
    From related orgs
    $0
    Other
    $4,081
    Hours/week
    40

  • JESSICA MEEKS

    FINANCE MANAGER (EFF. 1/1/24)

    Total calculated
    $14,492
    From this org
    $12,461
    From related orgs
    $0
    Other
    $2,031
    Hours/week
    40

  • KRISTINA ALLEN

    EXECUTIVE DIRECTOR (EFF. 1/1/24)

    Total calculated
    $34,108
    From this org
    $32,308
    From related orgs
    $0
    Other
    $1,800
    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.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Provenance

Return type
form_990
Tax year
2023
Filed
23 July 2025
IRS schema version
2023v6.0
Source object
202532059349300438

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

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