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← COMMUNITY FOUNDATION OF SOUTHERN INDIANA INC

Form 990 for tax year 2024

Filed by COMMUNITY FOUNDATION OF SOUTHERN INDIANA INC.

Totals

Total revenue
$9,873,544
Total expenses
$8,374,856
Contributions and grants received
$3,002,938
Grants paid
$6,522,370
Program service revenue
$121,998
Investment income
$6,742,637
Other revenue
$5,971
Total assets, end of year
$159,100,400
Total liabilities, end of year
$103,570,782
Net assets or fund balances, end of year
$55,529,618
Program services expenses (Part IX)
$7,645,101
Management and general expenses
$521,259
Fundraising expenses
$208,496
Program service expenses (Part III)
$7,645,101

Program services were 91.3% 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

    $3,002,938

  • 1g · Noncash contributions included above

    $446,887

  • 2a · Program service revenue: ADMINISTRATIVE FEE INCOME

    total $121,998 · related or exempt $121,998

  • 3 · Investment income

    total $3,923,577 · excluded $3,923,577

  • 7a · Gross sales of assets other than inventory

    securities $22,457,331

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

    securities $19,638,271

  • 7c · Gain or loss

    securities $2,819,060

  • 7d · Net gain or loss

    total $2,819,060 · excluded $2,819,060

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $5,971 · related or exempt $5,971

  • 11e · Other revenue, total

    $5,971

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,965,869 · program services $5,965,869

  • 2 · Grants to domestic individuals

    total $556,501 · program services $556,501

  • 5 · Compensation of officers, directors and key employees

    total $353,771 · program services $170,063 · management and general $143,573 · fundraising $40,135

  • 7 · Other salaries and wages

    total $405,718 · program services $195,035 · management and general $164,654 · fundraising $46,029

  • 8 · Pension plan contributions

    total $7,501 · program services $3,606 · management and general $3,044 · fundraising $851

  • 9 · Other employee benefits

    total $32,620 · program services $15,681 · management and general $13,238 · fundraising $3,701

  • 10 · Payroll taxes

    total $50,923 · program services $24,480 · management and general $20,666 · fundraising $5,777

  • 11b · Fees: legal

    total $8,400 · management and general $8,400

  • 11c · Fees: accounting

    total $20,623 · management and general $20,623

  • 11f · Fees: investment management

    total $540,681 · program services $540,681

  • 11g · Fees: other

    total $59,315 · management and general $59,315

  • 12 · Advertising and promotion

    total $61,378 · fundraising $61,378

  • 14 · Information technology

    total $83,434 · program services $19,656 · management and general $36,644 · fundraising $27,134

  • 16 · Occupancy

    total $83,615 · program services $20,904 · management and general $41,807 · fundraising $20,904

  • 17 · Travel

    total $4,237 · program services $4,237

  • 22 · Depreciation, depletion and amortization

    total $13,350 · program services $6,675 · management and general $6,675

  • 23 · Insurance

    total $29,759 · program services $26,783 · management and general $1,488 · fundraising $1,488

  • 24a · Other expenses: SPECIAL PROJECT

    total $82,850 · program services $82,850

  • 24b · Other expenses: COMMUNITY LEADERSHIP

    total $10,981 · program services $10,981

  • 24e · All other expenses

    total $3,330 · program services $1,099 · management and general $1,132 · fundraising $1,099

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $13,165,986 · end of year $9,332,823

  • 3 · Pledges and grants receivable

    beginning of year $32,857 · end of year $510,000

  • 4 · Accounts receivable

    end of year $10,981

  • 7 · Other notes and loans receivable

    beginning of year $208,900 · end of year $193,147

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,316 · end of year $35,818

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

    $182,166

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

    $126,053

  • 10c · Land, buildings and equipment, net

    beginning of year $69,462 · end of year $56,113

  • 11 · Investments: publicly traded securities

    beginning of year $134,187,412 · end of year $147,457,322

  • 15 · Other assets

    beginning of year $1,447,648 · end of year $1,504,196

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,567 · end of year $43,327

  • 18 · Grants payable

    beginning of year $388,450 · end of year $434,260

  • 19 · Deferred revenue

    beginning of year $19,525 · end of year $18,471

  • 21 · Escrow or custodial account liability

    beginning of year $97,341,860 · end of year $102,216,318

  • 25 · Other liabilities

    beginning of year $922,896 · end of year $858,406

  • 27 · Net assets without donor restrictions

    beginning of year $3,587,042 · end of year $4,080,111

  • 28 · Net assets with donor restrictions

    beginning of year $46,854,241 · end of year $51,449,507

Mission and programs · 2024

Mission

TO BUILD ENDURING CHARITABLE RESOURCES USED TO POSITIVELY IMPACT OUR COMMUNITY BY: SERVING AS A PARTNER AND RESOURCE FOR DONORS, THEIR ADVISORS, AND NOT-FOR-PROFIT ORGANIZATIONS; MAKING IT SIMPLE FOR DONORS TO FULFILL THEIR INDIVIDUAL GOALS IN GIVING BACK; PROVIDING STEWARDSHIP OF DONOR GIFTS AND CHARITABLE INTENT FOR GENERATIONS TO COME; FULFILLING A LEADERSHIP ROLE ON IMPORTANT COMMUNITY ISSUES

  • FUNDS USED TO ASSIST AND BENEFIT PEOPLE IN CLARK AND FLOYD COUNTIES THROUGH FUNDING OF HEALTH, EDUCATION, CULTURAL, CIVIC AND RECREATIONAL PROGRAMS.

    Expenses $7,645,101 · Grants $6,522,370 · Revenue $127,969

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • AMY LETKE ANTONINI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ANDREW BURDSALL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ERIC HOWARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JAY CONNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JIM PLITZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LEAH DRIVER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MELISSA FRY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • NICOLE ATKINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • REGINA BECKMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RICH BOLING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • D KEITH PULLIAM

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • GREG NASH

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • S BUTCH SHAW

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • DAVID REINHARDT

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JESSICA CARROLL

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LINDA SPEED

    PRESIDENT/CEO

    Total calculated
    $229,753
    From this org
    $220,039
    From related orgs
    $0
    Other
    $9,714
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,039
    Bonus
    $0
    Other
    $0
    Deferred
    $9,111
    Nontaxable benefits
    $603
    Filer's total
    $229,753

  • JOHN ELLIOTT

    CHIEF FINANCIAL OFFICER

    Total calculated
    $120,722
    From this org
    $101,917
    From related orgs
    $0
    Other
    $18,805
    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

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER TRUSTS (2)

    CONTRIBUTIONS · IN

Provenance

Return type
form_990
Tax year
2024
Filed
26 March 2026
IRS schema version
2024v5.5
Source object
202600899349300920

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

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