2024-03-21T06:39:19-05:00 2023-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-07-01 474832157 REGIONAL OPPORTUNITY INITIATIVES INC REGI 8122878116 100 S COLLEGE AVENUE 240 BLOOMINGTON IN 47404 TINA PETERSON CEO 8123339016 2024-03-16 1 TINA PETERSON 999009999 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2024-03-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TINA PETERSON 100 S COLLEGE AVENUE 240 BLOOMINGTON IN 47404 6699988 0 X HTTPS://SWCINDIANA.ORG X 2015 IN THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA. 17 16 8 17 0 0 210030 940041 0 0 14865 195689 0 0 224895 1135730 2139029 6185343 0 0 707907 781167 0 0 42351 215153 1061392 3062089 8027902 -2837194 -6892172 9246846 7266785 98068 5212025 9148778 2054760 THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA. 0 0 7685476 6185343 THROUGH AN INITIAL GRANT THROUGH LILLY ENDOWMENT INC., THE ORGANIZATION IS IMPLEMENTING AN EDUCATION AND WORKFORCE PLAN AND REGIONAL OPPORTUNITY FUND FOR QUALITY-OF-PLACE INVESTMENTS. THEY ARE DEPLOYING A PLAN FOCUSED ON CONNECTING EDUCATION TO INDUSTRY AND CREATING A LOCAL WORKFORCE THAT IS PREPARED FOR THE DEMANDS OF EMPLOYERS. AS PART OF THIS EFFORT, ROI IS CONDUCTING A COMPREHENSIVE AND ONGOING OCCUPATIONAL NEEDS ASSESSMENT WITHIN THE REGION, INITIALLY FOCUSED ON LIFE SCIENCES, ADVANCED MANUFACTURING AND NATIONAL SECURITY AND DEFENSE SECTORS. THE RESULTS OF THE OCCUPATIONAL NEEDS ASSESSMENT HELPS INFORM A WIDE RANGE OF INITIATIVES AND STRATEGIES THAT ARE DEPLOYED ACROSS THE 11 COUNTY REGION. 7685476 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 52 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X THE ORGANIZATION 8122878116 100 S COLLEGE AVENUE 240 BLOOMINGTON IN 47404 BILL KAISER DIRECTOR 2.00 X 0 0 0 BRENDA REETZ DIRECTOR 2.00 X 0 0 0 BRYANT NIEHOFF DIRECTOR 2.00 X 0 0 0 CHUCK JOHNSON DIRECTOR 2.00 X 0 0 0 DAVID JOHNSON DIRECTOR 2.00 2.00 X 0 0 0 JEFF QUYLE DIRECTOR 2.00 X 0 0 0 JENNA DIX DIRECTOR 2.00 X 0 0 0 JENNIFER VAUGHAN DIRECTOR 2.00 2.00 X 0 0 0 JIM ALLEN DIRECTOR 2.00 X 0 0 0 MARK DODDS DIRECTOR 2.00 X 0 0 0 MORIAH SOWDERS DIRECTOR 2.00 X 0 0 0 PAM LOUGHMILLER DIRECTOR 2.00 X 0 0 0 ROB MORRIS DIRECTOR 2.00 X 0 0 0 DANIEL PETERSON DIRECTOR 2.00 X 0 0 0 DOUG KELLAMS CHAIR & TREASURER 2.00 X X 0 0 0 MATT WEINZAPFEL VICE CHAIR 2.00 X X 0 0 0 TINA PETERSON DIRECTOR 10.00 40.00 X 0 168804 5238 0 168804 5238 0 0 1 0 0 763836 176205 940041 193104 193104 5566843 5564258 2585 2585 2585 1135730 0 0 195689 6185343 6185343 687356 439908 213080 34368 48419 30989 15010 2420 45392 29051 14072 2269 7662 7662 664703 631468 33235 21525 15245 5453 827 31577 19578 10420 1579 17761 16873 888 46746 46746 2491 2491 PROGRAM EXPENSES 265097 265097 DUES AND SUBSCRIPTIONS 1532 1532 MISCELLANEOUS 1429 286 1143 ADMIN FEES 869 869 8027902 7685476 300075 42351 1729112 0 1642 1642 29205 25203 5053 4002 7511039 7261141 9246846 7266785 53505 53505 0 4672111 44563 309220 0 177189 98068 5212025 X 0 0 0 0 9148778 2054760 9148778 2054760 9246846 7266785 X -6892172 62811 -264657 X X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 351811149 7 1 337000 0 1 337000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 44563 313271 47745 839 309250 50000 5437 44563 1.00000 0 0 22955 18953 4002 6250 6250 0 4002 BANK OVERDRAFT 177189 177189 X PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH REGIONAL OPPORTUNITIES INITIATIVES, INC. BY UPLANDS SCIENCE AND TECHNOLOGY FOUNDATION FUND. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. 0 MONROE COUNTY COMMUNITY SCHOOL CORPORATION 315 EAST NORTH DRIVE BLOOMINGTON IN 47401 351145734 GOVERNMENTAL 577969 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DEVX LLC 407 FERNCLIFF DRIVE SIGNAL MOUNTAIN TN 37377 501(C)3 420000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BARR-REEVE COMMUNITY SCHOOLS PO BOX 97 MONTGOMERY IN 47558 351098309 GOVERNMENTAL 400000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CRAWFORD COUNTY COMMUNITY SCHOOL CORPORATION 5805 EAST ADMINISTRATION ROAD MARENGO IN 47140 351159693 GOVERNMENTAL 400000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION EAST WASHINGTON SCHOOL CORPORATION 1050 N EASTERN SCHOOL ROAD PEKIN IN 47165 351079441 GOVERNMENTAL 400000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHEAST DUBOIS COUNTY SCHOOL CORPORATION 5379 E MAIN ST BOX 158 DUBOIS IN 47527 571180763 GOVERNMENTAL 356955 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY 100 SOUTH COLLEGE AVENUE STE 240 BLOOMINGTON IN 47404 351811149 501(C)3 337000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF BEDFORD 1102 16TH STREET BEDFORD IN 47421 356000948 GOVERNMENTAL 333294 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY BLOOMINGTON 509 E 3RD STREET BLOOMINGTON IN 47401 356001673 501(C)3 205000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DAVIESS COUNTY ECONOMIC DEVELOPMENT CORPORATION 201 E MAIN STREET SUITE 202 WASHINGTON IN 47501 352219605 501(C)3 200000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LINTON-STOCKTON SCHOOL CORPORATION 109 I STREET NE LINTON IN 47441 356005399 GOVERNMENTAL 192707 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LOCHMUELLER GROUP 6200 VOGEL ROAD EVANSVILLE IN 47715 501(C)3 178934 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTH LAWRENCE COMMUNITY SCHOOLS PO BOX 729 BEDFORD IN 47421 GOVERNMENTAL 175000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMFIELD SCHOOL DISTRICT 501 W SPRING ST BLOOMFIELD IN 47424 356002181 GOVERNMENTAL 162425 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MITCHELL COMMUNITY SCHOOLS 441 NORTH 8TH STREET MITCHELL IN 47446 351118172 GOVERNMENTAL 161410 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SPENCER-OWEN COMMUNITY SCHOOLS 205 EAST HILLSIDE SPENCER IN 47460 351099629 GOVERNMENTAL 141043 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RICHLAND BEAN BLOSSOM COMMUNITY SCHOOL CORPORATION 600 SOUTH EDGEWOOD DRIVE ELLETTSVILLE IN 47429 351088650 GOVERNMENTAL 108738 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RADIUS INDIANA 1504 I STREET BEDFORD IN 47421 264446362 501(C)3 100000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION IVY TECH COMMUNITY COLLEGE 200 DANIELS WAY BLOOMINGTON IN 47404 351180631 501(C)3 100000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CITY OF SALEM 201 EAST MARKET STREET SALEM IN 47167 GOVERNMENTAL 100000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION OWEN COUNTY COMMUNITY FOUNDATION PO BOX 503 SPENCER IN 47460 351934464 501(C)3 99025 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WASHINGTON COUNTY COMMUNITY FOUNDATION PO BOX 50 SALEM IN 47167 351883377 501(C)3 98236 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WHITE RIVER VALLEY SCHOOL DISTRICT PO BOX 1470 SWITZ CITY IN 47465 351724959 GOVERNMENTAL 67471 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION INDIANA UNIVERSITY - OFFICE OF RESEARCH ADMINISTRATION PO BOX 78000 DETROIT MI 48278 501(C)3 60000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LOOGOOTEE COMMUNITY SCHOOL CORPORATION PO BOX 282 LOOGOOTEE IN 47553 351114047 GOVERNMENTAL 54881 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DUBOIS COUNTY COMMUNITY FOUNDATION 600 MCCRILLUS ST JASPER IN 47546 351990305 501(C)3 53500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAWRENCE COUNTY COMMUNITY FOUNDATION INC 3315 5TH STREET BEDFORD IN 47421 501(C)3 53500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ORANGE COUNTY COMMUNITY FOUNDATION INC 1705 NORTH SANDY HOOK ROAD STE 2 PAOLI IN 47454 352117084 501(C)3 53500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARTIN COUNTY COMMUNITY FOUNDATION 2668 US HIGHWAY 50 LOOGOOTEE IN 47553 501(C)3 53500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION GREENE COUNTY FOUNDATION 4513 WEST STATE HIGHWAY 54 BLOOMFIELD IN 47424 351815060 501(C)3 53500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DAVIESS COUNTY COMMUNITY FOUNDATION 320 E MAIN STREET WASHINGTON IN 47501 501(C)3 53500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION COMMUNITY FOUNDATION OF CRAWFORD COUNTY 4030 EAST GOODMAN RIDGE ROAD BOX D MARENGO IN 47140 200834944 501(C)3 53500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BROWN COUNTY COMMUNITY FOUNDATION 209 N VAN BUREN ST NASHVILLE IN 47448 351960379 501(C)3 53500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CRAWFORD COUNTY ECONOMIC DEVELOPMENT CORPORATION 6225 EAST INDUSTRIAL LANE SUITE B LEAVENWORTH IN 47137 824077308 501(C)3 50000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION OWEN COUNTY CHAMBER OF COMMERCE & ECONOMIC DEVELOPMENT CORP 119 S MAIN ST SPENCER IN 47460 311183771 501(C)3 50000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RDG SCHUTTE WILSCAM BIRGE INC DBA RDG PLANNING & DESIGN 900 FARNAM ON THE MALL SUITE 100 OMAHA NE 68102 421338016 501(C)3 31500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHOALS COMMUNITY SCHOOL CORPORATION 11741 IRONTON ROAD SHOALS IN 47581 356002832 GOVERNMENTAL 28000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ORLEANS COMMUNITY SCHOOLS 173 W MARLEY STREET ORLEANS IN 47452 351097862 GOVERNMENTAL 28000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PURDUE UNIVERSITY-ACCOUNTS RECEIVABLE 23510 NETWORK PLACE CHICAGO IL 60673 501(C)3 22247 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION THE UNIVERSITY FINANCING FOUNDATION INC 1800 PARKWAY PLACE SUITE 230 MARIETTA GA 30067 501(C)3 16239 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NEXTECH ORG INC 615 N ALABAMA STREET SUITE 300 INDIANAPOLIS IN 46204 501(C)3 13000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMINGTON PARKS & RECREATION PO BOX 848 BLOOMINGTON IN 47402 356000954 GOVERNMENTAL 9036 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 42 0 X X 0 0 0 0 0 0 0 0 0 TINA PETERSON DIRECTOR 0 168804 0 0 0 0 0 0 0 5238 0 174042 0 0 FORM 990, PART VI, SECTION A, LINE 2 TINA PETERSON AND DAN PETERSON - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY. ALL CANDIDATES FOR MEMBERSHIP ON A BOARD OR COMMITTEE ARE ADVISED OF THIS POLICY PRIOR TO ASSUMING THEIR RESPONSIBILITIES AS MEMBERS. THIS POLICY IS DISTRIBUTED PERIODICALLY TO BOARDS, COMMITTEES, AND OTHER VOLUNTEERS, AND PROVIDED TO STAFF WHEN HIRED. IT COVERS EACH MEMBER OF THE BOARD OF DIRECTORS AND ITS COMMITTEES, INCLUDING COMMUNITY ADVISORS. EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST DECLARATION FORM, ANNUALLY DISCLOSING THEIR INVOLVEMENTS WITH OTHER ORGANIZATIONS, WITH VENDORS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT. THE DECLARATION FORM WILL INDICATE AN INDIVIDUAL'S AGREEMENT TO ABIDE BY THIS POLICY TO THE BEST OF HIS OR HER ABILITY. WHEN SUCH CONFLICTS (OR THE APPEARANCE OF CONFLICTS) ARISE, MEMBERS OF THE BOARD AND ITS COMMITTEES DISCLOSE SUCH POTENTIAL CONFLICTS AND THEN TAKE APPROPRIATE ACTION. SUCH CONFLICTS ARE REVIEWED AT THE BOARD LEVEL SINCE THAT IS THE LEVEL AT WHICH CONFLICTS ARE CONSIDERED AND REPORTED. PERSONS WITH CONFLICTS OF INTEREST 1.) DO NOT PARTICIPATE IN RELATED DECISIONS AND ALONG WITH THEIR IMMEDIATE FAMILIES ARE NOT ELIGIBLE FOR PERSONAL ASSISTANCE FROM FOUNDATION SCHOLARSHIP, GRANT OR LOAN PROGRAMS. 2.) ARE NOT ELIGIBLE FOR ASSISTANCE FROM ANY FOUNDATION FUND. 3.) ADVISORY MEMBERS OF AWARDING COMMITTEES ARE NOT ELIGIBLE FOR ASSISTANCE FROM THE SCHOLARSHIP, GRANT OR LOAN PROGRAM(S) WHICH INVOLVE THEM IN THE EVALUATION OF THE APPLICATION OR IN THE AWARDS SELECTION PROCESS. 4.) PERSONS COVERED BY THE POLICY MAY RECEIVE RECOGNITION. RECOGNITION WILL BE ACCOMPANIED BY A PUBLIC DISCLAIMER STATING THAT THE NO MONETARY AWARD IS GRANTED. FORM 990, PART VI, SECTION B, LINE 15A AS AUTHORIZED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL EVALUATION OF THE CEO, AS WELL AS SETTING THE SALARY POOL, AND DETERMINES ANY COMPENSATION INCREASES. THIS GROUP HAS PERIODICALLY BEEN PROVIDED COMPARABILITY DATA (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY). THE BOARD CHAIR INSTRUCTS THE FOUNDATION'S ACCOUNTANT ON ANY COMPENSATION INCREASES OR BONUSES ON BEHALF OF SAID COMMITTEE, AND SUCH ACTION IS DOCUMENTED IN PERSONNEL FILES. FOR OTHER EMPLOYEES, THE CEO CONDUCTS PERIODIC REVIEWS OF ALL OTHER STAFF POSITIONS AND CONSIDERS COMPENSATION INCREASES ANNUALLY. COMPARABLE DATA IS CONSULTED (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY) AND DECISIONS ARE DOCUMENTED FOR IMPLEMENTATION BY THE ACCOUNTANT AS WELL AS RECORDED IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 TAX RETURNS, ORGANIZATIONAL DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE OFFICE. FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENT -264,657. FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 101 W KIRKWOOD BLOOMINGTON IN 47404 351811149 COMMUNITY FOUNDATION IN 501 (C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0