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Nonprofiteer
← MONTGOMERY COUNTY COMMUNITY FOUNDATION INC

Form 990 for tax year 2025

Filed by MONTGOMERY COUNTY COMMUNITY FOUNDATION INC.

Totals

Total revenue
$11,033,561
Total expenses
$2,688,033
Contributions and grants received
$6,685,572
Grants paid
$1,578,441
Program service revenue
$41,814
Investment income
$4,099,834
Other revenue
$206,341
Total assets, end of year
$83,961,626
Total liabilities, end of year
$3,054,789
Net assets or fund balances, end of year
$80,906,837
Program services expenses (Part IX)
$1,884,520
Management and general expenses
$714,864
Fundraising expenses
$88,649
Program service expenses (Part III)
$1,884,520

Program services were 70.1% 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

    $6,685,572

  • 1g · Noncash contributions included above

    $56,275

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $41,814 · related or exempt $41,814

  • 3 · Investment income

    total $1,831,803 · excluded $1,831,803

  • 6a · Gross rents

    real property $242,320

  • 6b · Less rental expenses

    real property $35,979

  • 6c · Rental income or loss

    real property $206,341

  • 6d · Net rental income or loss

    total $206,341 · excluded $206,341

  • 7a · Gross sales of assets other than inventory

    securities $6,805,865

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

    securities $4,537,834

  • 7c · Gain or loss

    securities $2,268,031

  • 7d · Net gain or loss

    total $2,268,031 · excluded $2,268,031

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,383,020 · program services $1,383,020

  • 2 · Grants to domestic individuals

    total $195,421 · program services $195,421

  • 5 · Compensation of officers, directors and key employees

    total $155,488 · program services $56,448 · management and general $82,533 · fundraising $16,507

  • 7 · Other salaries and wages

    total $424,025 · program services $153,938 · management and general $225,073 · fundraising $45,014

  • 9 · Other employee benefits

    total $76,148 · program services $24,519 · management and general $43,024 · fundraising $8,605

  • 10 · Payroll taxes

    total $43,712 · program services $15,955 · management and general $23,131 · fundraising $4,626

  • 11a · Fees: management

    total $24,927 · management and general $24,927

  • 11b · Fees: legal

    total $2,105 · management and general $2,105

  • 11c · Fees: accounting

    total $13,700 · management and general $13,700

  • 11f · Fees: investment management

    total $108,082 · management and general $108,082

  • 11g · Fees: other

    total $10,498 · management and general $10,498

  • 12 · Advertising and promotion

    total $5,573 · management and general $5,573

  • 13 · Office expenses

    total $21,387 · management and general $19,227 · fundraising $2,160

  • 16 · Occupancy

    total $24,956 · management and general $24,956

  • 17 · Travel

    total $11,291 · program services $1,048 · management and general $7,156 · fundraising $3,087

  • 22 · Depreciation, depletion and amortization

    total $45,168 · management and general $45,168

  • 23 · Insurance

    total $9,715 · management and general $9,715

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $59,843 · management and general $59,843

  • 24b · Other expenses: PROGRAM

    total $54,171 · program services $54,171

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $8,997 · management and general $8,997

  • 24d · Other expenses: DONOR DEVELOPMENT

    total $8,650 · fundraising $8,650

  • 24e · All other expenses

    total $1,156 · management and general $1,156

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,650,462 · end of year $3,632,094

  • 2 · Savings and temporary cash investments

    beginning of year $2,995,881 · end of year $2,063,697

  • 4 · Accounts receivable

    beginning of year $72 · end of year $4,378,760

  • 9 · Prepaid expenses and deferred charges

    beginning of year $56,373 · end of year $69,304

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

    $8,755,911

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

    $374,505

  • 10c · Land, buildings and equipment, net

    beginning of year $8,361,734 · end of year $8,381,406

  • 11 · Investments: publicly traded securities

    beginning of year $53,917,613 · end of year $61,205,375

  • 12 · Investments: other securities

    beginning of year $3,875,447 · end of year $4,230,990

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,548 · end of year $4,706

  • 25 · Other liabilities

    beginning of year $2,752,776 · end of year $3,050,083

  • 27 · Net assets without donor restrictions

    beginning of year $1,519,863 · end of year $690,924

  • 28 · Net assets with donor restrictions

    beginning of year $66,580,395 · end of year $80,215,913

Mission and programs · 2025

Mission

TO ADMINISTER FUNDS TO PROVIDE GRANTS TO VARIOUS ORGANIZATIONS IN THE MONTGOMERY COUNTY COMMUNITY AND TO HELP FOSTER AND PROMOTE PUBLIC, CHARITABLE, ARTS, CULTURE, AND EDUCATIONAL ACTIVITIES.

  • SOLICITING, RECEIVING, MANAGING, AND DISTRIBUTING GIFTS TO MEET THE NEEDS OF MONTGOMERY COUNTY CITIZENS AND ORGANIZATIONS.

    Expenses $1,884,520 · Grants $1,578,441 · Revenue $41,814

As filed on the 2025 return.

Listed in Part VII

  • Erin Gobel

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Jack Grimble

    VICE-PRESIDE

    Total calculated
    $0
    Hours/week
    5

  • Preston Bost

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Zach Hockersmith

    TREASURER

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • Tracey Barr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Pamela Bradley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Chris Cox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Cathy Caldwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Wendy Feller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Gary Isenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Brenda Lovold

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Shawn Ramey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • Kelly Taylor

    CEO

    Total calculated
    $155,488
    From this org
    $155,488
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,488
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $155,488

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

None.

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

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

  • YOUTH SERVICE BUREAU

    $120,758

    AT RISK YOUTH

  • TOWN OF WINGATE

    $102,846

    TRAILS CONSTRUCTION

  • CITY OF CRAWFORDSVILLE

    $100,910

    PROJECT SWADDLE

  • SUNSHINE VANS

    $88,031

    PUBLIC EXPANSION

  • MCCF BRIDGE

    $75,000

    GENERAL SUPPORT

  • BOYS AND GIRLS CLUB

    $68,466

    GENERAL SUPPORT

  • CULTURAL FOUNDATION

    $66,096

    GENERAL SUPPORT

  • CRAWFORDSVILLE COMMUNITY SCHOOL CORPORATION

    $51,445

    FIRE SAFETY

  • MASONIC TEMPLE

    $47,194

    HVAC AND ACCESSIBIL.

  • CRAWFORDSVILLE DISTRICT PUBLIC LIBRARY

    $47,162

    PROGRAM 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.

Provenance

Return type
form_990
Tax year
2025
Filed
15 September 2026
IRS schema version
2025v4.0
Source object
202622669349300122

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

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