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Nonprofit · EIN 35-1860518

WHITLEY COUNTY COMMUNITY FOUNDATION INC

Tax-exempt · COLUMBIA CITY, IN 46725

Financials

$3.2M$4M2023$7.8M$4.2M2024$6.8M$4.1M2025
Revenue Expenses · by fiscal year end
Financials of WHITLEY COUNTY COMMUNITY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$6,832,632$4,073,562$2,759,070$47,815,017$913,832$46,901,185
December 31, 2024990$7,806,623$4,170,481$3,636,142$42,077,042$938,835$41,138,207
December 31, 2023990$3,192,739$4,007,084-$814,345$38,187,145$787,276$37,399,869
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,378,170
Program service revenue
$554,750
Investment income
$1,899,712
Net gain from sales of assets
$922,923
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,692,564
Compensation of officers, directors and key employees
$118,459
Other salaries and wages
$241,661
Salaries, compensation and benefits (total)
$398,563
Professional fundraising fees
$0
Accounting fees
$48,003
Occupancy
$18,223
Depreciation
$89,693
Program services (functional)
$2,958,215
Management and general (functional)
$1,026,121
Fundraising (functional)
$89,226

Balance sheet and other

Total assets, start of year
$42,077,042
Total assets, end of year
$47,815,017
Total liabilities, end of year
$913,832
Net assets, end of year
$46,901,185
Land, buildings and equipment
$3,391,961
Publicly traded securities
$38,969,547
Net assets without donor restrictions
$3,023,461
Net assets with donor restrictions
$43,877,724
Gross receipts
$8,825,698
Employees
7
Volunteers
50
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.

NameTitleHours / weekCompensation
SEPTEMBER MCCONNELLEXECUTIVE DI
Officer
40$118,459
KATHY HEUERPRESIDENT
Trustee or director, Officer
0.5$0
MATT DAHMSVICE PRESIDE
Trustee or director, Officer
0.5$0
PAULA WORDENSECRETARY
Trustee or director, Officer
0.5$0
MICHELLE BURCHDIRECTOR
Trustee or director
0.5$0
JACQUELINE WORRICKDIRECTOR
Trustee or director
0.5$0
ROB MARRDIRECTOR
Trustee or director
0.5$0
JOSEPH KESSIEDIRECTOR
Trustee or director
0.5$0
SAM ST CLAIRDIRECTOR
Trustee or director
0.5$0
TODD JONESDIRECTOR
Trustee or director
0.5$0
ANDY MOREDIRECTOR
Trustee or director
0.5$0
DR ANGELA COTTERDIRECTOR
Trustee or director
0.5$0
RACHELLE PATRICKDIRECTOR
Trustee or director
0.5$0
JIM ARGERBRIGHTDIRECTOR
Trustee or director
0.5$0
990 for the year ended December 31, 2024: 13 people
NameTitleHours / weekCompensation
SEPTEMBER MCCONNELLEXECUTIVE DI
Officer
40$115,128
SAM ST CLAIRPRESIDENT
Trustee or director, Officer
0.5$0
KATHY HEUERVICE PRESIDE
Trustee or director, Officer
0.5$0
JOE KESSIESECRETARY
Trustee or director, Officer
0.5$0
DONALD ARMSTRONGDIRECTOR
Trustee or director
0.5$0
MICHELLE BURCHDIRECTOR
Trustee or director
0.5$0
MATT DAHMSDIRECTOR
Trustee or director
0.5$0
DR GARY DILLONDIRECTOR
Trustee or director
0.5$0
ROB MARRDIRECTOR
Trustee or director
0.5$0
MARCIA MCNAGNYDIRECTOR
Trustee or director
0.5$0
GLORIA SMITHDIRECTOR
Trustee or director
0.5$0
PAULA WORDENDIRECTOR
Trustee or director
0.5$0
JACQUELINE WORRICKDIRECTOR
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
SEPTEMBER MCCONNELLEXECUTIVE DI
Officer
40$110,857
SAM ST CLAIRPRESIDENT
Trustee or director, Officer
0.5$0
KATHY HEUERVICE PRESIDE
Trustee or director, Officer
0.5$0
JOE KESSIETREASURER
Trustee or director, Officer
0.5$0
DONALD ARMSTRONGDIRECTOR
Trustee or director
0.5$0
MICHELLE BURCHDIRECTOR
Trustee or director
0.5$0
MATT DAHMSDIRECTOR
Trustee or director
0.5$0
DR GARY DILLONDIRECTOR
Trustee or director
0.5$0
TODD JONESDIRECTOR
Trustee or director
0.5$0
ROB MARRDIRECTOR
Trustee or director
0.5$0
MARCIA MCNAGNYDIRECTOR
Trustee or director
0.5$0
GLORIA SMITHDIRECTOR
Trustee or director
0.5$0
PAULA WORDENDIRECTOR
Trustee or director
0.5$0
JACQUELINE WORRICKDIRECTOR
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
1171 WOODS WAY, COLUMBIA CITY, IN 46725-0046
In care of
% JOHN W WHITELEATHER JR
Principal officer (990 for 2025)
SEPTEMBER MCCONNELL, 1171 E WOODS WAY, COLUMBIA CITY, IN 46725
Signed the 990
SEPTEMBER MCCONNELL, EXECUTIVE DIRECTOR
Phone
(260) 244-5224
Return prepared by
ESTEP BURKEY SIMMONS LLC

Mission

IT IS THE MISSION OF THE COMMUNITY FOUNDATION OF WHITLEY COUNTY TO INSPIRE PHILANTHROPY, ENRICH COMMUNITY, AND SERVE DONORS BY CREATING AN ENDURING SOURCE OF CHARITABLE ASSETS.

990 for the year ended December 31, 2025

Program accomplishments

  • SCHOLARSHIPS: WE PROVIDE SCHOLARSHIPS TO STUDENTS WANTING TO PURSUE POST SECONDARY EDUCATION. THESE SCHOLARSHIPS ARE TO HELP WITH EXPENSES RELATING TO TUITION, FEES AND BOOKS. AS A COMMUNITY, WE HOPE TO BE ABLE TO FINANCIALLY HELP OUR CITIZENS OBTAIN EDUCATION PAST A HIGH SCHOOL DEGREE. ONLY 13.3% OF ADULTS OVER TWENTY-FIVE YEARS OF AGE IN WHITLEY COUNTY HAVE A FOUR YEAR DEGREE. IT IS THE HOPE THAT SCHOLARSHIPS WILL IMPROVE THAT PERCENTAGE OVER TIME.
    Expenses $545,991 · grants $496,960 · revenue $102,389
  • GRANTS: THE WHITLEY COUNTY COMMUNITY FOUNDATION'S UNRESTRICTED ENDOWMENT FUNDS RESPOND TO THE EVER-CHANGING ISSUES FACING WHITLEY COUNTY. TWICE A YEAR, THE FOUNDATION'S VOLUNTEER GRANTS COMMITTEE REVIEWS APPLICATIONS AND MAKES FUNDING RECOMMENDATIONS TO THE BOARD OF DIRECTORS. GRANTS ARE MADE POSSIBLE BY DONORS WHO HAVE INSTRUCTED THE FOUNDATION TO DIRECT THEIR GIFTS WHERE EVER THE NEED IS THE GREATEST. THE COMMUNITY FOUNDATION DIRECTS GRANTS TO CHARITABLE PROJECTS THAT WILL MAKE A POSITIVE IMPACT ON WHITLEY COUNTY AND ITS PEOPLE, WITH PARTICULAR INTEREST IN PROJECTS THAT SHED NEW LIGHT ON LOCAL NEEDS AND PROVIDE INNOVATIVE, LONG-TERM SOLUTIONS. CATEGORIES OF SUPPORT INCLUDE: ARTS & CULTURE, HEALTH, CIVIC AFFAIRS, RECREATION, COMMUNITY DEVELOPMENT, WELFARE, AND EDUCATION.
    Expenses $2,412,224 · grants $2,195,604 · revenue $452,361
  • CONVENING COMMUNITY LEADERS: THE WHITLEY COUNTY COMMUNITY FOUNDATION WILL BE THE CATALYST FOR CHANGE IN THE COMMUNITY. WHENEVER NEEDS ARISE, THE FOUNDATION ACTS AS THE CONVENER TO THE INTERESTED PARTIES TO HELP FACILITATE CHANGE. SINCE THE FOUNDATION IS NOT POLITICAL, IT CAN STAY NEUTRAL IN MANY SITUATIONS.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-1860518
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
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$47,815,017
Income (IRS master file)
$8,825,698

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$6,832,632$4,073,562$47,815,017XML
990December 2024$7,806,623$4,170,481$42,077,042XML
990December 2023$3,192,739$4,007,084$38,187,145XML
990December 2022$4,410,402$3,871,383$35,049,716IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 35-1860518).

Questions about WHITLEY COUNTY COMMUNITY FOUNDATION INC

What is the EIN of WHITLEY COUNTY COMMUNITY FOUNDATION INC?
The employer identification number (EIN) of WHITLEY COUNTY COMMUNITY FOUNDATION INC is 35-1860518.
Is WHITLEY COUNTY COMMUNITY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to WHITLEY COUNTY COMMUNITY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WHITLEY COUNTY COMMUNITY FOUNDATION 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 WHITLEY COUNTY COMMUNITY FOUNDATION 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 WHITLEY COUNTY COMMUNITY FOUNDATION 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 WHITLEY COUNTY COMMUNITY FOUNDATION INC?
The 990 for the year ended December 31, 2025 names SEPTEMBER MCCONNELL.
Who are the officers and directors of WHITLEY COUNTY COMMUNITY FOUNDATION INC?
The 990 for the year ended December 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $118,459 (SEPTEMBER MCCONNELL, EXECUTIVE DI).
How much revenue does WHITLEY COUNTY COMMUNITY FOUNDATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $6,832,632, expenses of $4,073,562 and total assets of $47,815,017 at year end.

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