COMMUNITY FOUNDATION OF SOUTHERN INDIANA INC Charity Report

Public IRS 990 nonprofit record

COMMUNITY FOUNDATION OF SOUTHERN INDIANA INC

EIN 35-1827813 · Philanthropy, Voluntarism & Grantmaking Foundations (T310)

What they do

to BUILD ENDURING CHARITABLE RESOURCES USED to POSITIVELY IMPACT OUR COMMUNITY BY: SERVING AS A PARTNER and RESOURCE for DONORS, THEIR ADVISORS, and NOT-FOR-PROFIT ORGANIZATIONS; MAKING IT SIMPLE for DONORS to FULFILL THEIR INDIVIDUAL GOALS IN GIVING BACK; PROVIDING STEWARDSHIP of DONOR GIFTS and CHARITABLE INTENT for GENERATIONS to COME; FULFILLING A LEADERSHIP ROLE ON IMPORTANT COMMUNITY ISSUES

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $91.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

77.43%of revenue went to mission work91.3% of expenses · Program services

2.11%of revenue went to fundraising2.5% of expenses

$84.82spent for every $100 of revenueRevenue covered expenses this year.

5.28%of revenue went to management and office costs6.2% of expenses

$19.00in assets for every $1 spent this yearSome assets cannot be spent right away.

30.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $229,753 for LINDA SPEED (PRESIDENT/CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$9,873,544

Mission workProgram services$7,645,10177.43% of revenue91.3% of expenses

ManagementOffice and general costs$521,2595.28% of revenue6.2% of expenses

FundraisingAsking for donations$208,4962.11% of revenue2.5% of expenses

Revenue left after expensesReported annual surplus$1,498,68815.18% of revenueShown in gray on the chart

Total expenses$8,374,85684.82% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 91.3% mission · 6.2% management · 2.5% fundraisingTotal expenses: 84.82% of revenue

2023Expense mix: 92.1% mission · 5.4% management · 2.5% fundraisingTotal expenses: 77.89% of revenue

2022Expense mix: 90.8% mission · 5.5% management · 3.7% fundraisingTotal expenses: 194.35% of revenue

2021Expense mix: 90.6% mission · 5.5% management · 3.9% fundraisingTotal expenses: 98.97% of revenue

2020Expense mix: 91.2% mission · 5.8% management · 3.1% fundraisingTotal expenses: 75.96% of revenue

2019Expense mix: 92.3% mission · 4.6% management · 3.2% fundraisingTotal expenses: 68.46% of revenue

2018Expense mix: 91.9% mission · 4.8% management · 3.3% fundraisingTotal expenses: 46.26% of revenue

2017Expense mix: 90.5% mission · 5.9% management · 3.6% fundraisingTotal expenses: 54.14% of revenue

Money in and money out

Revenue$9,873,544

Expenses$8,374,856

Annual surplus $1,498,688 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$7,645,101 · 91.3% of expenses

Management and office costs$521,259 · 6.2% of expenses

Fundraising$208,496 · 2.5% of expenses

See all reported dollar amounts

Revenue$9,873,544

Expenses$8,374,856

Assets$159,100,400

Income$29,511,815

Contributions$3,002,938

Mission work (program services)$7,645,101

Fundraising$208,496

Grants given$43,208,640

Average grant$85,902

Management and general$521,259

Executive compensation (total)$287,890

Stocks and bonds$147,457,322

Accounting fees$20,623

Investing fees$540,681

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LINDA SPEEDPRESIDENT/CEO · 40 hrs/week $229,753Base $220,039 · Other $9,714

JOHN ELLIOTTCHIEF FINANCIAL OFFICER · 40 hrs/week $120,722Base $101,917 · Other $18,805

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

LINDA SPEEDPRESIDENT/CEO

JOHN ELLIOTTCHIEF FINANCIAL OFFICER

JIM PLITZBOARD MEMBER

S BUTCH SHAWTREASURER

RICH BOLINGBOARD MEMBER

REGINA BECKMANBOARD MEMBER

NICOLE ATKINSBOARD MEMBER

MELISSA FRYBOARD MEMBER

LEAH DRIVERBOARD MEMBER

AMY LETKE ANTONINIBOARD MEMBER

JESSICA CARROLLPAST CHAIR

JAY CONNERBOARD MEMBER

GREG NASHVICE-CHAIR

ERIC HOWARDBOARD MEMBER

DAVID REINHARDTSECRETARY

D KEITH PULLIAMCHAIR

ANDREW BURDSALLBOARD MEMBER

About this charity

Recognized since: January 1991
Location: 4108 CHARLESTOWN RD, NEW ALBANY, IN 47150-9538
County: Floyd
In care of: % JOHN HARTSTERN
Primary officer: LINDA SPEED, PRESIDENT/CEO

How to reach them

WebsiteVisit the charity’s website Emaillspeed@cfsouthernindiana.com Phone(812) 948-4662

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BLUE & CO LLC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T310)
IRS tax category: Grantmaking Foundations
Grant-giving organization: Yes