Nonprofit · EIN 35-1829585
COMMUNITY FOUNDATION OF BOONE COUNTY INC
Also known as Union Merry Makers
Tax-exempt · LEBANON, IN 46052
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $6,170,914 | $3,184,743 | $2,986,171 | $43,628,750 | $1,368,114 | $42,260,636 |
| December 31, 2024 | 990 | $4,926,924 | $2,720,249 | $2,206,675 | $37,912,429 | $1,230,774 | $36,681,655 |
| December 31, 2023 | 990 | $2,645,982 | $2,264,189 | $381,793 | $33,645,750 | $1,058,293 | $32,587,457 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,517,773
- Program service revenue
- $778,478
- Investment income
- $2,874,663
- Net gain from sales of assets
- $42,583
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,305,989
- Compensation of officers, directors and key employees
- $126,659
- Other salaries and wages
- $396,442
- Salaries, compensation and benefits (total)
- $588,684
- Professional fundraising fees
- $0
- Accounting fees
- $148,526
- Occupancy
- $30,857
- Travel
- $8,737
- Depreciation
- $8,699
- Program services (functional)
- $2,392,836
- Management and general (functional)
- $652,246
- Fundraising (functional)
- $139,661
Balance sheet and other
- Total assets, start of year
- $37,912,429
- Total assets, end of year
- $43,628,750
- Total liabilities, end of year
- $1,368,114
- Net assets, end of year
- $42,260,636
- Land, buildings and equipment
- $10,573
- Publicly traded securities
- $41,321,876
- Net assets without donor restrictions
- $845,836
- Net assets with donor restrictions
- $41,414,800
- Gross receipts
- $11,361,263
- Employees
- 8
- Volunteers
- 100
- Year formed
- 1991
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE REAGAN | PRESIDENT/CE Officer | 40 | $126,659 |
| JOAN SOLLER | CHAIR Trustee or director, Officer | 1 | $0 |
| CHRIS HUFFER | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| LUANNE CLUFF | TREASURER Trustee or director, Officer | 1 | $0 |
| PAULA HUDSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| SHAWNA LAKE | DIRECTOR Trustee or director | 1 | $0 |
| HUGH KELLY | DIRECTOR Trustee or director | 1 | $0 |
| MASON GORDON | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SCHMIDT | DIRECTOR Trustee or director | 1 | $0 |
| KATIE SHEETS | DIRECTOR Trustee or director | 1 | $0 |
| ANGIE LEARY | DIRECTOR Trustee or director | 1 | $0 |
| CHAD PERDUE | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA STOKELY | DIRECTOR Trustee or director | 1 | $0 |
| SARAH PRINCE | DIRECTOR Trustee or director | 1 | $0 |
| LAURA DUNSHEE | DIRECTOR Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA PLUNKETT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE REAGAN | PRESIDENT/CE Officer | 40 | $108,500 |
| JOAN SOLLER | CHAIR Trustee or director, Officer | 1 | $0 |
| CHRIS HUFFER | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| LUANNE CLUFF | TREASURER Trustee or director, Officer | 1 | $0 |
| PAULA HUDSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| SHAWNA LAKE | DIRECTOR Trustee or director | 1 | $0 |
| GARY EMMERT | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SCHMIDT | DIRECTOR Trustee or director | 1 | $0 |
| KATIE SHEETS | DIRECTOR Trustee or director | 1 | $0 |
| ANGIE LEARY | DIRECTOR Trustee or director | 1 | $0 |
| CHAD PERDUE | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA STOKELY | DIRECTOR Trustee or director | 1 | $0 |
| SARAH PRINCE | DIRECTOR Trustee or director | 1 | $0 |
| LAURA DUNSHEE | DIRECTOR Trustee or director | 1 | $0 |
| AMANDA PLUNKETT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE REAGAN | PRESIDENT/CE Officer | 40 | $84,235 |
| SHAWNA LAKE | CHAIR Trustee or director, Officer | 1 | $0 |
| CHRIS HUFFER | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| LUANNE CLUFF | TREASURER Trustee or director, Officer | 1 | $0 |
| PAULA HUDSON | SECRETARY Trustee or director, Officer | 1 | $0 |
| GARY EMMERT | DIRECTOR Trustee or director | 1 | $0 |
| JOSH FROST | DIRECTOR Trustee or director | 1 | $0 |
| ANGIE LEARY | DIRECTOR Trustee or director | 1 | $0 |
| KATIE MOORE | DIRECTOR Trustee or director | 1 | $0 |
| CHAD PERDUE | DIRECTOR Trustee or director | 1 | $0 |
| SARAH PRINCE | DIRECTOR Trustee or director | 1 | $0 |
| JOHN SCHMIDT | DIRECTOR Trustee or director | 1 | $0 |
| JOAN SOLLER | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA STOKELY | DIRECTOR Trustee or director | 1 | $0 |
| BRAD THOMAS | DIRECTOR Trustee or director | 1 | $0 |
| DAVID YARASCHEFSKI | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 102 N LEBANON ST 200, LEBANON, IN 46052-2151
- Mailing address (990-N for 2009)
- 1300 E 100 S, Lebanon IN 46052
- Principal officer (990 for 2025)
- JOAN SOLLER, 102 N LEBANON ST 200, LEBANON, IN 46052
- Principal officer (990-N for 2009)
- Julie Bigler, 1896 N 1100 E, Sheridan IN 46069
- Signed the 990
- JULIE REAGAN, PRESIDENT/CEO
- Phone
- (317) 873-0210
- Return prepared by
- ESTEP BURKEY SIMMONS LLC
Mission
OUR MISSION IS TO UNITE PEOPLE, ORGANIZATIONS AND PHILANTHROPY TO CREATE A THRIVING COMMUNITY FOR ALL.
Program accomplishments
- GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT ORGANIZATIONS, CHARITABLE PURPOSES OR SCHOLARSHIPS.Expenses $2,392,836 · grants $1,305,989 · revenue $778,478
- GRANTS PAID FROM DESIGNATED, DONOR ADVISED, FIELD OF INTEREST AND UNRESTRICTED FUNDS FOR THE BENEFITS OF NOT-FOR-PROFIT ORGANIZATIONS, CHARITABLE PURPOSES OR SCHOLARSHIPS.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1829585
- 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
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $43,628,750
- Income (IRS master file)
- $11,361,263
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $6,170,914 | $3,184,743 | $43,628,750 | XML |
| 990 | December 2024 | $4,926,924 | $2,720,249 | $37,912,429 | XML |
| 990 | December 2023 | $2,645,982 | $2,264,189 | $33,645,750 | XML |
| 990 | December 2022 | $2,715,110 | $2,332,798 | $30,139,633 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2009 Officer: Julie Bigler | December 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 35-1829585).
Questions about COMMUNITY FOUNDATION OF BOONE COUNTY INC
- What is the EIN of COMMUNITY FOUNDATION OF BOONE COUNTY INC?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF BOONE COUNTY INC is 35-1829585.
- Is COMMUNITY FOUNDATION OF BOONE 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 BOONE COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF BOONE 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 BOONE COUNTY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION OF BOONE COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COMMUNITY FOUNDATION OF BOONE COUNTY INC?
- The 990 for the year ended December 31, 2025 names JOAN SOLLER.
- Who are the officers and directors of COMMUNITY FOUNDATION OF BOONE COUNTY INC?
- The 990 for the year ended December 31, 2025 lists 16 people; 1 received compensation from the organization, the highest $126,659 (JULIE REAGAN, PRESIDENT/CE).
- How much revenue does COMMUNITY FOUNDATION OF BOONE COUNTY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $6,170,914, expenses of $3,184,743 and total assets of $43,628,750 at year end.
Other nonprofits in LEBANON
- LEBANON EDUCATIONAL FOUNDATION INC EIN 35-1804498 · last filed 990 for 2024
- BOONE COUNTY SENIOR SERVICES FOUNDATION INC EIN 35-2012880 · last filed 990 for 2024
- BOONE REMC COMMUNITY FUND INC EIN 20-4713540 · last filed 990-EZ for 2024
- CWJ FOUNDATION INC EIN 99-0953801 · last filed 990-EZ for 2025
- FRIGHT FOREST EIN 84-1745202 · last filed 990-N for 2025
- BOONE COUNTY RURAL ELECTRIC MEMBERSHIP CORP EIN 35-0188040 · last filed 990 for 2024
- INDIANA UNITED METHODIST CHILDRENS HOME INC EIN 35-0877578 · last filed 990 for 2024
- THE ARC OF GREATER BOONE COUNTY INC EIN 35-1333698 · last filed 990 for 2025
All nonprofits in LEBANON · Indiana · Philanthropy, voluntarism and grantmaking foundations