Skip to main content

Nonprofit · EIN 35-1811149

COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC

Tax-exempt · BLOOMINGTON, IN 47404

Financials

$14.8M$12.8M2022$11.7M$3.7M2023$26.2M$5.1M2024
Revenue Expenses · by fiscal year end
Financials of COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$26,165,416$5,093,716$21,071,700$79,045,757$7,805,875$71,239,882
June 30, 2024990$11,678,257$3,653,134$8,025,123$57,492,921$6,398,236$51,094,685
June 30, 2023990$14,808,470$12,789,535$2,018,935$47,473,129$5,849,273$41,623,856
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$20,405,721
of which government grants
$700,000
Program service revenue
$0
Investment income
$5,740,016
Net gain from sales of assets
$3,744,883
Other revenue
$19,679

Expenses

Grants and similar amounts paid
$2,879,925
Compensation of officers, directors and key employees
$101,169
Other salaries and wages
$882,932
Salaries, compensation and benefits (total)
$1,107,552
Professional fundraising fees
$0
Legal fees
$6,328
Accounting fees
$38,124
Occupancy
$37,182
Travel
$10,127
Depreciation
$2,522
Program services (functional)
$3,660,521
Management and general (functional)
$1,048,684
Fundraising (functional)
$384,511

Balance sheet and other

Total assets, start of year
$57,492,921
Total assets, end of year
$79,045,757
Total liabilities, end of year
$7,805,875
Net assets, end of year
$71,239,882
Land, buildings and equipment
$1,453,817
Publicly traded securities
$56,147,960
Net assets without donor restrictions
$5,684,877
Net assets with donor restrictions
$65,555,005
Gross receipts
$27,626,856
Employees
14
Volunteers
40
Year formed
1990
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
TINA PETERSONPRESIDENT AND CEO
Officer
20$95,792$88,850$6,827
BOB ZALTSBERGDIRECTOR
Trustee or director
2$0$0$0
COLLEN CURRYDIRECTOR
Trustee or director
2$0$0$0
DENZIL ROSSDIRECTOR
Trustee or director
2$0$0$0
ERIC SPOONMOREDIRECTOR
Trustee or director
2$0$0$0
ERIK COYNEDIRECTOR
Trustee or director
2$0$0$0
ERIN MARTOGLIODIRECTOR
Trustee or director
2$0$0$0
HERB CALDWELLDIRECTOR
Trustee or director
2$0$0$0
JEREMIAH YOUNGDIRECTOR
Trustee or director
2$0$0$0
JERRY SANDERSDIRECTOR
Trustee or director
2$0$0$0
JESSIKA HANEDIRECTOR
Trustee or director
2$0$0$0
KYLA COX-DECKARDDIRECTOR
Trustee or director
2$0$0$0
MARK FRANKLINDIRECTOR
Trustee or director
2$0$0$0
MATTIE WHITEDIRECTOR
Trustee or director
2$0$0$0
RON WALKERDIRECTOR
Trustee or director
2$0$0$0
6 more people on this return
NameTitleHours / weekCompensation
WARREN CUTSHALLDIRECTOR
Trustee or director
2$0
JEFF WUSLICHCHAIR
Trustee or director, Officer
2$0
DAVID B JOHNSONVICE CHAIR
Trustee or director
2$0
MICHELLE COLESECRETARY
Trustee or director, Officer
2$0
ISABEL SANTERTREASURER
Trustee or director, Officer
2$0
BRIAN D YELEYPAST CHAIR
Trustee or director, Officer
2$0
990 for the year ended June 30, 2024: 19 people
NameTitleHours / weekCompensationOther / benefits
TINA PETERSONPRESIDENT AND CEO
Officer
40$180,065$5,402
BOB ZALTSBERGDIRECTOR
Trustee or director
2$0$0
BRIAN D YELEYDIRECTOR
Trustee or director
2$0$0
CHRISTA CURTISDIRECTOR
Trustee or director
2$0$0
DAVID B JOHNSONDIRECTOR
Trustee or director
2$0$0
ERIC SPOONMOREDIRECTOR
Trustee or director
2$0$0
ERIN MARTOGLIODIRECTOR
Trustee or director
2$0$0
ISABEL SANTERDIRECTOR
Trustee or director
2$0$0
JEREMIAH YOUNGDIRECTOR
Trustee or director
2$0$0
JERRY SANDERSDIRECTOR
Trustee or director
2$0$0
JESSIKA HANEDIRECTOR
Trustee or director
2$0$0
KYLA COX-DECKARDDIRECTOR
Trustee or director
2$0$0
LINDSEY A SMITHDIRECTOR
Trustee or director
2$0$0
MARK FRANKLINDIRECTOR
Trustee or director
2$0$0
MATTIE WHITEDIRECTOR
Trustee or director
2$0$0
WARREN CUTSHALLDIRECTOR
Trustee or director
2$0$0
JEFF WUSLICHCHAIR
Trustee or director, Officer
2$0$0
MICHELLE COLESECRETARY
Trustee or director, Officer
2$0$0
ALISA HENDRIXTREASURER
Trustee or director, Officer
2$0$0
990 for the year ended June 30, 2023: 21 people
NameTitleHours / weekCompensationOther / benefits
TINA PETERSONPRESIDENT AND CEO
Officer
40$168,804$5,238
BRIAN SHOCKNEYDIRECTOR
Trustee or director
2$0$0
DAVID JOHNSONDIRECTOR
Trustee or director
2$0$0
ERIN MARTOGLIODIRECTOR
Trustee or director
2$0$0
HERB CALDWELLDIRECTOR
Trustee or director
2$0$0
JERRY SANDERSDIRECTOR
Trustee or director
2$0$0
JESSIKA HANEDIRECTOR
Trustee or director
2$0$0
LAURIE BURNS MCROBBIEDIRECTOR
Trustee or director
2$0$0
JEREMIAH YOUNGDIRECTOR
Trustee or director
2$0$0
LINDSEY SMITHDIRECTOR
Trustee or director
2$0$0
CHRISTA CURTISDIRECTOR
Trustee or director
2$0$0
MARK FRANKLINDIRECTOR
Trustee or director
2$0$0
MATTIE WHITEDIRECTOR
Trustee or director
2$0$0
ERIC SPOONMOREDIRECTOR
Trustee or director
2$0$0
ISABEL SANTERDIRECTOR
Trustee or director
2$0$0
WARREN CUTSHALLDIRECTOR
Trustee or director
2$0$0
BRIAN D YELEYCHAIR
Trustee or director, Officer
2$0$0
JENNIE VAUGHANPAST CHAIR
Trustee or director, Officer
2$0$0
JEFF WUSLICHVICE CHAIR
Trustee or director, Officer
2$0$0
MICHELLE COLESECRETARY
Trustee or director, Officer
2$0$0
ALISA HENDRIXTREASURER
Trustee or director, Officer
2$0$0

Address and contacts

Address (IRS master file)
100 S COLLEGE AVE STE 240, BLOOMINGTON, IN 47404-5163
Principal officer (990 for 2024)
TINA PETERSON, 100 SOUTH COLLEGE AVE 240, BLOOMINGTON, IN 47404
Signed the 990
TINA PETERSON, PRESIDENT AND CEO
Phone
(812) 333-9016
Return prepared by
BLUE & CO LLC

Mission

COMMUNITY FOUNDATION RAISING FUNDS FOR LONG TERM SUPPORT OF NON-PROFIT ORGANIZATIONS, PRINCIPALLY IN LOCAL COMMUNITY.

990 for the year ended June 30, 2025

Program accomplishments

  • THE COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY EXISTS TO ENHANCE OUR COMMUNITY THROUGH PERMANENT CHARITABLE CAPITAL, EFFECTIVE GRANTS, AND INCLUSIVE LEADERSHIP. THE ORGANIZATION CHAMPIONS LOCAL PHILANTHROPY BY BUILDING COMMUNITY ASSETS, PARTICULARLY PERMANENT ENDOWMENT FUNDS; ADMINISTERS GRANTS IN DIVERSE CHARITABLE FIELDS REFLECTIVE OF DONOR INTERESTS AND COMMUNITY NEEDS AND OPPORTUNITIES; AND STRIVES TO PROVIDE INCLUSIVE COMMUNITY LEADERSHIP ON ISSUES OF LOCAL IMPORTANCE.THE FOUNDATION ADMINISTERS OVER 320 FUNDS, PRIMARILY PERMANENT ENDOWMENTS, INCLUDING AGENCY OR DESIGNATED, SCHOLARSHIP, DONOR-ADVISED, FIELD-OF-INTEREST AND UNRESTRICTED FUNDS.
    Expenses $3,660,521 · grants $2,879,925 · revenue $19,679

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
35-1811149
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1991
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$79,045,757
Income (IRS master file)
$27,626,856

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$26,165,416$5,093,716$79,045,757XML
990June 2024$11,678,257$3,653,134$57,492,921IRS
990June 2023$14,808,470$12,789,535$47,473,129XML
990June 2022$6,724,359$3,578,201$43,168,422IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1811149).

Questions about COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC

What is the EIN of COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC?
The employer identification number (EIN) of COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC is 35-1811149.
Is COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC?
The 990 for the year ended June 30, 2025 names TINA PETERSON.
Who are the officers and directors of COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC?
The 990 for the year ended June 30, 2025 lists 21 people; 1 received compensation from the organization, the highest $95,792 (TINA PETERSON, PRESIDENT AND CEO).
How much revenue does COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $26,165,416, expenses of $5,093,716 and total assets of $79,045,757 at year end.

Other nonprofits in BLOOMINGTON

All nonprofits in BLOOMINGTON · Indiana · Philanthropy, voluntarism and grantmaking foundations