Form 990 for tax year 2024
Filed by THE COMMUNITY FOUNDATION OF SHELBY COUNTY.
Totals
- Total revenue
- $10,397,057
- Total expenses
- $8,698,167
- Contributions and grants received
- $6,561,472
- Grants paid
- $7,291,198
- Program service revenue
- $0
- Investment income
- $2,916,926
- Other revenue
- $918,659
- Total assets, end of year
- $66,078,861
- Total liabilities, end of year
- $15,779,042
- Net assets or fund balances, end of year
- $50,299,819
- Program services expenses (Part IX)
- $8,325,231
- Management and general expenses
- $269,514
- Fundraising expenses
- $103,422
- Program service expenses (Part III)
- $8,325,231
Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
KURT BARHORST
VICE CHAIR
- Total calculated
- $0
-
DEVON BEER
TRUSTEE
- Total calculated
- $0
-
DR KAREN FORTMAN
SECRETARY
- Total calculated
- $0
-
MARK GOUBEAUX
TRUSTEE
- Total calculated
- $0
-
CYNTHIA HELMAN
TRUSTEE
- Total calculated
- $0
-
MATT HOYING
TRUSTEE
- Total calculated
- $0
-
MICHAEL LOCHARD
CHAIR
- Total calculated
- $0
-
DAVID MONNIER
TREASURER
- Total calculated
- $0
-
DIANE REISS
TRUSTEE
- Total calculated
- $0
-
LISA RUHENKAMP
TRUSTEE
- Total calculated
- $0
-
AMY ZORN
TRUSTEE
- Total calculated
- $0
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
-
$3,516,658
GENERAL SUPPORT
-
$224,075
COMMUNITY DEVELOPMEN
-
$128,455
GENERAL SUPPORT
-
$107,204
EQUIPMENT AND EDUCAT
-
$97,415
GENERAL SUPPORT
-
$88,426
MEDICAL SUPPORT
-
$88,107
COMUNITY SUPPORT
-
$84,966
GENERAL SUPPORT
-
$84,115
GENERAL SUPPORT
-
$81,128
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.
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.
-
CFSC II LTD
OH
-
CFSC 1 LTD
OH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202503039349302330
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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