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Nonprofiteer
← WAYNE COUNTY INDIANA FOUNDATION INC

Form 990 for tax year 2023

Filed by WAYNE COUNTY INDIANA FOUNDATION INC.

Totals

Total revenue
$8,174,768
Total expenses
$4,374,448
Contributions and grants received
$4,517,891
Grants paid
$2,371,699
Program service revenue
$863,377
Investment income
$2,189,429
Other revenue
$604,071
Total assets, end of year
$65,996,640
Total liabilities, end of year
$519,531
Net assets or fund balances, end of year
$65,477,109
Program services expenses (Part IX)
$2,981,409
Management and general expenses
$1,249,481
Fundraising expenses
$143,558
Program service expenses (Part III)
$2,981,409

Program services were 68.2% 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.

  • 1c · Fundraising events

    $27,237

  • 1f · All other contributions, gifts and grants

    $4,490,654

  • 1g · Noncash contributions included above

    $2,979,158

  • 2a · Program service revenue: ADMINISTRATIVE FEES

    total $863,377 · related or exempt $863,377

  • 3 · Investment income

    total $1,380,723 · excluded $1,380,723

  • 6a · Gross rents

    real property $33,235

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $33,235

  • 6d · Net rental income or loss

    total $33,235 · excluded $33,235

  • 7a · Gross sales of assets other than inventory

    securities $2,543,595

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

    securities $1,734,889

  • 7c · Gain or loss

    securities $808,706

  • 7d · Net gain or loss

    total $808,706 · excluded $808,706

  • 8a · Fundraising events: gross income

    $14,826

  • 8a · Fundraising events: contributions included on line 1c

    $27,237

  • 8b · Fundraising events: direct expenses

    $16,180

  • 8c · Net income from fundraising events

    total -$1,354 · excluded -$1,354

  • 11a · Other revenue: INCOME FROM PARTNERSHIP INVESTMEN

    total $510,387 · unrelated business $510,387

  • 11b · Other revenue: MISCELLANEOUS

    total $32,292 · related or exempt $32,292

  • 11c · Other revenue: NETWORKING EVENTS

    total $29,511 · related or exempt $29,511

  • 11e · Other revenue, total

    $572,190

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,032,340 · program services $2,032,340

  • 2 · Grants to domestic individuals

    total $339,359 · program services $339,359

  • 5 · Compensation of officers, directors and key employees

    total $220,074 · program services $36,845 · management and general $134,102 · fundraising $49,127

  • 7 · Other salaries and wages

    total $250,120 · program services $160,678 · management and general $72,037 · fundraising $17,405

  • 8 · Pension plan contributions

    total $8,103 · program services $5,059 · management and general $2,496 · fundraising $548

  • 9 · Other employee benefits

    total $52,149 · program services $38,164 · management and general $11,182 · fundraising $2,803

  • 10 · Payroll taxes

    total $33,764 · program services $14,895 · management and general $14,161 · fundraising $4,708

  • 11c · Fees: accounting

    total $21,605 · management and general $21,605

  • 16 · Occupancy

    total $14,201 · program services $6,265 · management and general $5,956 · fundraising $1,980

  • 19 · Conferences, conventions and meetings

    total $11,345 · program services $179 · management and general $11,166

  • 20 · Interest

    total $354 · management and general $354

  • 22 · Depreciation, depletion and amortization

    total $25,417 · program services $11,213 · management and general $10,660 · fundraising $3,544

  • 23 · Insurance

    total $4,994 · program services $2,203 · management and general $2,095 · fundraising $696

  • 24a · Other expenses: UBI TAX

    total $67,189 · program services $67,189

  • 24b · Other expenses: FOUNDATION MANAGEMENT F

    total $844,305 · management and general $844,305

  • 24c · Other expenses: TRUSTEE FEES

    total $183,968 · program services $183,968

  • 24d · Other expenses: OTHER EXPENSES

    total $152,309 · program services $52,371 · management and general $69,763 · fundraising $30,175

  • 24e · All other expenses

    total $112,852 · program services $30,681 · management and general $49,599 · fundraising $32,572

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,641,359 · end of year $2,166,260

  • 3 · Pledges and grants receivable

    beginning of year $179,574 · end of year $128,595

  • 9 · Prepaid expenses and deferred charges

    beginning of year $52,638 · end of year $56,090

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

    $937,451

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

    $526,039

  • 10c · Land, buildings and equipment, net

    beginning of year $398,248 · end of year $411,412

  • 11 · Investments: publicly traded securities

    beginning of year $50,205,911 · end of year $60,167,288

  • 12 · Investments: other securities

    beginning of year $3,190,973 · end of year $3,066,995

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,908 · end of year $8,937

  • 18 · Grants payable

    beginning of year $341,840 · end of year $326,875

  • 25 · Other liabilities

    beginning of year $255,021 · end of year $183,719

  • 27 · Net assets without donor restrictions

    beginning of year $54,509,393 · end of year $63,913,811

  • 28 · Net assets with donor restrictions

    beginning of year $1,550,541 · end of year $1,563,298

Mission and programs · 2023

Mission

TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY, AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA, AREA NOW AND FOR FUTURE GENERATIONS.

Activities or mission (Part I)

THE WAYNE COUNTY, INDIANA, FOUNDATION, INC. EXISTS TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA AREA NOW AND FOR FUTURE GENERATIONS.

  • GRANTMAKING: THE WAYNE COUNTY FOUNDATION ADMINISTERS 396 FUNDS TO SUPPORT THE COMMUNITY WITH A WIDE RANGE OF ORGANIZATION-SPECIFIC, DONOR DIRECTED, FIELD OF INTEREST, AND UNRESTRICTED GRANTS. THESE GRANTS SERVE TO ENHANCE AND IMPROVE COMMUNITY LIFE, ADDRESS IDENTIFIED HUMAN SERVICE NEEDS, SUPPORT CULTURAL, SOCIAL, HISTORIC AND EDUCATIONAL ENDEAVORS, AND ENCOURAGE BROAD BASED COMMUNITY DEVELOPMENT. IN EVERY CASE, THEY ARE LEVERAGED THROUGH WAYNE COUNTY'S VIBRANT COMMMUNITY OF NOT-FOR-PROFIT ORGANIZATIONS AND SERVICE PROVIDERS.

    Expenses $2,032,340 · Grants $2,032,340 · Revenue $622,891

  • SCHOLARSHIPS: THE WAYNE COUNTY FOUNDATION ADMINISTERS 147 SCHOLARSHIP FUNDS TO HELP QUALIFIED STUDENTS CONTINUE THEIR POST SECONDARY ACADEMIC STUDIES AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS IN THE COUNTY, THROUGHOUT THE STATE, AND ACROSS THE REGION. IN ADDITION TO DIRECT SUPPORT FOR THOSE STUDENTS SELECTED, THE FOUNDATION'S SCHOLARSHIPS SERVE TO ENCOURAGE ALL STUDENTS TO DO WELL IN THEIR STUDIES. FOUNDATION SCHOLARSHIPS INCLUDE AWARDS FOR SPECIFIC COURSES OF STUDY AT IDENTIFIED INSTITUTIONS OF HIGHER LEARNING, AS WELL AS A NUMBER OF LESS RESTRICTIVE AWARDS TO SUPPORT GENERAL STUDIES.

    Expenses $339,359 · Grants $339,359 · Revenue $302,289

  • COMMUNITY DEVELOPMENT: THE FOUNDATION SUPPORTS OR PROVIDES A NUMBER OF PROGRAMS THAT REPRESENT SPECIFIC INITIATIVES TO HELP MOVE THE COMMUNITY FORWARD. THESE INCLUDE A NUMBER OF WORKSHOPS AND SEMINARS TO HELP BUILD CAPACITY IN THE NOT-FOR-PROFIT COMMUNITY; FOUNDATION-DIRECTED INITIATIVES TO HELP PROMOTE WOMEN'S PHILANTHROPY AND LEADERSHIP DEVELOPMENT; AND FORWARD WAYNE COUNTY, A COLLECTIVE-IMPACT STYLE APPROACH TO BETTER ALIGNING COMMUNITY RESOURCES IN SUPPORT OF SPECEFIC GOALS AND OBJECTIVES.

    Expenses $609,710

As filed on the 2023 return.

Listed in Part VII

  • Valerie Shaffer

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chris Knight

    PAST TREASURER

    Total calculated
    $0
    Hours/week
    1

  • David Rodgers

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ray Ontko

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brenda McLane

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Eric Marsh

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kathy Girten

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Avis Stewart

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rob Houseman

    AT-LARGE

    Total calculated
    $0
    Hours/week
    1

  • Jodie Scheiben

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dick Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Brett Guiley

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ron Holdbrook

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cheri Jetmore

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Witte

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amy Waltz

    FINANCE OFFICER

    Total calculated
    $97,257
    From this org
    $79,102
    From related orgs
    $0
    Other
    $18,155
    Hours/week
    40

  • Rebecca Gilliam

    EXECUTIVE DIRECTOR

    Total calculated
    $122,817
    From this org
    $109,389
    From related orgs
    $0
    Other
    $13,428
    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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433189349307648

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