2023-11-08T09:20:29-06:00 2022-12-31 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2022-01-01 352100908 HARRISON COUNTY COMMUNITY FOUNDATION SUPPORTING ORGANIZATION INC HARR 8127386668 PO BOX 279 CORYDON IN 47112 JULIE MOORMAN PRESIDENT 8127386668 2023-11-08 1 JULIE MOORMAN 999009999 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE MOORMAN PO BOX 279 CORYDON IN 47112 22874624 0 X WWW.HCCFINDIANA.ORG X 2000 IN TO SUPPORT THE MISSION OF THE HARRISON COUNTY COMMUNITY FOUNDATION AND TO PROVIDE RESOURCES TO ADDRESS THE NEEDS OF THE HARRISON COUNTY, INDIANA COMMUNITY. THIS INCLUDES SCHOLARSHIP SUPPORT TO HARRISON COUNTY, INDIANA GRADUATING SENIORS. 17 17 0 30 0 0 5263931 7297843 18500 18000 13526172 9616920 0 1342 18808603 16934105 6225846 2925665 0 0 0 0 0 0 27 1519604 1704530 7745450 4630195 11063153 12303910 251226152 222828593 165111886 148496133 86114266 74332460 X THE MISSION OF THE HARRISON COUNTY COMMUNITY FOUNDATION IS TO INSPIRE AND ASSIST EVERYONE TO EXPERIENCE PHILANTHROPY, PRODUCING POSITIVE AND SUSTAINABLE GROWTH IN HARRISON COUNTY. HCCF'S VISION IS TO GROW HARRISON COUNTY INTO THE BEST COMMUNITY TO LIVE, WORK AND RAISE A FAMILY. HCCF VALUES GENEROSITY, INTEGRITY, SUSTAINABILITY, STEWARDSHIP, INNOVATION, COLLABORATION, INCLUSION, AND EXCELLENCE. 0 0 4622138 2925665 19342 HARRISON COUNTY COMMUNITY FOUNDATION (HCCF) AND THE HARRISON COUNTY COMMUNITY FOUNDATION SUPPORTING ORGANIZATION (HCCF SO) HAVE A UNIQUE HISTORY. IN A RIVERBOAT GAMING DEVELOPMENT AGREEMENT DATED MAY 15, 1996, RDI/CAESARS RIVERBOAT, LLC AGREED WITH THE HARRISON COUNTY, INDIANA GOVERNMENT TO PROVIDE $5,000,000 TO CREATE THE FOUNDATION. THE AGREEMENT ALSO PROVIDED FOR A CONTINUING TRANSFER OF CONTRIBUTIONS FROM THE CASINO TO THE COMMUNITY FOUNDATION BEGINNING IN 2000. TO MEET THE PUBLIC SUPPORT TEST AND CONTINUE TO OPERATE AS A PUBLIC FOUNDATION, THE SUPPORTING ORGANIZATION (HCCF SO) WAS CREATED. THIS HCCF SO IS A PUBLIC BENEFIT CORPORATION THAT IS ORGANIZED AND OPERATED EXCLUSIVELY TO BENEFIT, PERFORM, AND CARRY OUT THE EXCLUSIVELY PUBLIC, CHARITABLE, SCIENTIFIC, EDUCATIONAL, AND OTHER PURPOSES OF THE HARRISON COUNTY COMMUNITY FOUNDATION, INC. THE BOARD OF DIRECTORS OF HCCF SO IS COMPRISED OF THE SAME SITTING BOARD OF DIRECTORS, INCLUDING OFFICERS, AS HCCF.THE MISSION OF THE HARRISON COUNTY COMMUNITY FOUNDATION IS TO INSPIRE AND ASSIST EVERYONE TO EXPERIENCE PHILANTHROPY, PRODUCING POSITIVE AND SUSTAINABLE GROWTH IN HARRISON COUNTY. HCCF'S VISION IS TO GROW HARRISON COUNTY INTO THE BEST COMMUNITY TO LIVE, WORK AND RAISE A FAMILY. HCCF VALUES GENEROSITY, INTEGRITY, SUSTAINABILITY, STEWARDSHIP, INNOVATION, COLLABORATION, INCLUSION, AND EXCELLENCE.ONGOING CONTRIBUTIONS FROM THE CASINO ARE BASED ON A PERCENTAGE OF GAMING REVENUE AND ARE SPLIT BETWEEN TWO ACCOUNTS IN THE SUPPORTING ORGANIZATION. THE MAJORITY, 75%, GOES INTO THE HARRISON COUNTY COMMUNITY FUND, WHICH THE COUNTY GOVERNMENT USES TO SUPPORT ITS PROGRAMS AND PROJECTS. THE REMAINING 25% IS USED BY THE FOUNDATION TO FUND ITS PROGRAMS AND PROJECTS, SUCH AS GRANT-MAKING AND MATCHING GIFTS. BECAUSE OF THE UNRESTRICTED CONTRIBUTIONS FROM CAESARS SOUTHERN INDIANA CASINO, HCCF AND HCCF SO HAVE BEEN ABLE TO EMBARK ON SEVERAL AMBITIOUS PROJECTS OVER THE YEARS.BROADBAND READINESS & INFRASTRUCTURE DEPLOYMENT PLANIN 2022, HCCF PARTNERED WITH THE CHAMBER OF COMMERCE AND ICE MILLER CONSULTANTS ON A BROADBAND READINESS & INFRASTRUCTURE DEPLOYMENT PLAN TO EXPAND BROADBAND INTERNET THROUGHOUT HARRISON COUNTY. HCCF SO PROVIDED $50,000 TOWARD THE EFFORT. THE PLAN IDENTIFIES AREAS OF HARRISON COUNTY UNSERVED BY BROADBAND INTERNET, IDENTIFIES PRIORITY PROJECT AREAS BASED ON POPULATION AND RETURN ON INVESTMENT, REPORTS ON POTENTIAL FUNDING SOURCES FOR PROJECTS, AND ESTABLISHES MINIMUM SPEED RECOMMENDATIONS. DURING THE PROCESS OF DEVELOPING THE PLAN, HARRISON COUNTY WAS DESIGNATED AS AN OFFICIAL BROADBAND READY COMMUNITY THROUGH LT. GOVERNOR SUZANNE CROUCH AND THE INDIANA BROADBAND OFFICE. THE BROADBAND PLAN WAS PRESENTED TO THE HARRISON COUNTY GOVERNMENT IN JULY 2022. THE BROADBAND PLAN SERVES AS A MAP AND RESOURCE FOR FUTURE STRATEGIES TO CONTINUE TO EXPAND BROADBAND INTERNET THROUGHOUT THE COUNTY, INCLUDING OPPORTUNITIES TO LEVERAGE FEDERAL AND STATE DOLLARS TO SUPPORT BROADBAND EXPANSION. HCCF RECOGNIZES THE IMPORTANCE OF ACCESS TO THE INTERNET FOR OUR COMMUNITY AND HOPES TO CONTINUE COLLABORATION ON INITIATIVES FOR CONTINUED EXPANSION. ADDITIONAL HCCF SO GRANTS INCLUDED: ALIGN SOUTHERN INDIANA $20,000 ALIGN SOUTHERN INDIANA SUPPORT HARRISON COUNTY BOARD OF COMMISSIONERS $465,200 PURCHASE 1,283 PIECES OF RADIOS AND EQUIPMENT REQUIRED FOR A NEW UPDATED DIGITAL EMERGENCY COMMUNICATION SYSTEM. NORTH HARRISON COMMUNITY SCHOOL CORPORATION $79,454 NORTH HARRISON ELEMENTARY SCHOOL PLAYGROUND REMODEL SOUTH HARRISON COMMUNITY SCHOOL CORPORATION $94,063 - TO EQUIP THE HEALTH SCIENCES LAB WITH UP-TO-DATE EQUIPMENT AND TECHNOLOGY MAIN STREET CORYDON IND INC. $6,500 - PROVIDE SUPPORT FOR THE 2022 HARRISON COUNTY POPCORN FESTIVAL BLUE RIVER SERVICES INC. $200,000 - TO CONSTRUCT EIGHT UNITS (4 DUPLEXES) OF AFFORDABLE HOUSING AT AUTUMN RIDGE JUNIOR ACHIEVEMENT OF KENTUCKIANA $6,000 - 2022-23 PROGRAMMING HARRISON COUNTY AGRICULTURAL SOCIETY $105,450 - DEMOLITION OF GRANDSTANDS HARRISON COUNTY PARKS DEPARTMENT $950,000 - INCLUSIVE PLAYGROUND AND UPGRADES SOUTH HARRISON COMMUNITY DEVELOPMENT CORPORATION $8,000 - TO RESTOCK THEIR FOOD PANTRY JUMP START PRESCHOOL HCCF SO AWARDED OVER $135,000 TO FUND PRESCHOOL PROGRAMS THAT ADDRESS KINDERGARTEN READINESS FOR CHILDREN FROM LOW-INCOME FAMILIES. HCCF ALSO COORDINATES WITH THE STATE OF INDIANA'S ON MY WAY PREK PROGRAM TO REACH AS MANY FAMILIES AS POSSIBLE WHO MAY BE ELIGIBLE FOR EXPANDED BENEFITS. MULTIPLE SITES ARE AVAILABLE THROUGHOUT THE COUNTY. DOCUMENTED RESEARCH DEMONSTRATES THIS PRESCHOOL OPPORTUNITY IS MAKING A POSITIVE DIFFERENCE.DUAL CREDIT HCCF SO AWARDED $100,000 TO SCHOOL CORPORATIONS FOR HARRISON COUNTY HIGH SCHOOL STUDENTS TO PARTICIPATE IN APPROVED COLLEGE DUAL CREDIT CLASSES.21ST CENTURY SCHOLARSHIP PROGRAMTHE THREE HARRISON COUNTY SCHOOL CORPORATIONS WERE AWARDED $43,448 COLLECTIVELY AS PART OF AN INCENTIVE PROGRAM TO ENROLL ELIGIBLE STUDENTS IN THE STATE'S EVAN BAYH SCHOLARS ENROLLMENT INCENTIVE PROGRAM.SCHOLARSHIPSSINCE 1998, THE HCCF SO HAS PROVIDED FUNDING FOR SCHOLARSHIPS. GRADUATING HIGH SCHOOL STUDENT SCHOLARSHIP RECIPIENTS ARE SELECTED BY A UNIVERSAL SCHOLARSHIP COMMITTEE WHICH HAS COMMUNITY VOLUNTEERS, PAST HCCF BOARD MEMBERS, ONE CURRENT HCCF BOARD MEMBER, AND SCHOOL PERSONNEL FROM EACH OF THE FOUR COUNTY HIGH SCHOOLS AS MEMBERS. ALL SCHOLARSHIPS ARE AWARDED USING OBJECTIVE AND NONDISCRIMINATORY SELECTION PROCESSES. THE BUILDING OUR FUTURE (BOF) SCHOLARSHIPS ARE AWARDED TO HARRISON COUNTY RESIDENT GRADUATING STUDENTS. THE BOF RECIPIENTS RECEIVE UP TO $2,500 A YEAR RENEWABLE FOR FOUR YEARS FOR A TOTAL OF UP TO $10,000 EACH. THE NUMBER OF BOF AWARDS IS DETERMINED ANNUALLY BY THE HCCF BOARD OF DIRECTORS BASED PRIMARILY ON STUDENT CLASS SIZE AS REPORTED BY THE HIGH SCHOOLS IN JANUARY. A TOTAL OF $240,000 WAS AWARDED VIA BOF IN 2022.THE FOUNDATION RECOGNIZES THE IMPORTANCE OF ALL POST-SECONDARY EDUCATION INCLUDING VOCATIONAL AND TRADE PROGRAMS. HCCF SO PROVIDED $30,000 IN FUNDING FOR NON-RENEWABLE VOCATIONAL SCHOLARSHIPS.ADULT SCHOLARSHIPSBEGINNING IN 2013, HCCF BEGAN AWARDING ADULT SCHOLARSHIPS. APPLICANTS MUST HAVE RESIDENCY IN HARRISON COUNTY AND BE AT LEAST 25 YEARS OLD, AS OF THE DATE OF APPLICATION TO BE ELIGIBLE. A MAXIMUM OF $5,000 PER RECIPIENT, PER CALENDAR YEAR MAY BE AWARDED. APPLICANTS MUST BE WORKING TOWARDS A VOCATIONAL CERTIFICATE, ASSOCIATES DEGREE, OR BACHELOR'S DEGREE. $20,000 WAS AWARDED IN ADULT SCHOLARSHIPS IN 2022. 4622138 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X X THE ORGANIZATION 8127386668 PO BOX 279 CORYDON IN 47112 ANNISSA REAS DIRECTOR 0.50 0.50 X 0 0 0 BRIAN LAHUE DIRECTOR 0.50 0.50 X 0 0 0 CARRIE JOHNSON DIRECTOR 0.50 0.50 X 0 0 0 CARRIE SPENCER DIRECTOR 0.50 0.50 X 0 0 0 DOUGLAS SELLERS DIRECTOR 0.50 0.50 X 0 0 0 GRANT GALLANDER DIRECTOR 0.50 0.50 X 0 0 0 JIM KOERBER DIRECTOR 0.50 0.50 X 0 0 0 LISA STEELE DIRECTOR 0.50 0.50 X 0 0 0 MATT ROTHROCK DIRECTOR 0.50 0.50 X 0 0 0 MIKE WOERTZ DIRECTOR 0.50 0.50 X 0 0 0 RYAN HANGER DIRECTOR 0.50 0.50 X 0 0 0 SAM DAY DIRECTOR 0.50 0.50 X 0 0 0 TAYLOR JOHNSON DIRECTOR 0.50 0.50 X 0 0 0 PAT BOOK CHAIR 0.50 0.50 X X 0 0 0 JEFF SHIREMAN VICE CHAIR 0.50 0.50 X X 0 0 0 CAROL HOEHN SECRETARY/TREASURER 0.50 0.50 X X 0 0 0 LESLIE ROBERTSON PAST CHAIR 0.50 0.50 X X 0 0 0 JULIE MOORMAN CEO 3.00 42.00 X 0 140819 15595 DERRICK GRIGSBY CFO 3.00 42.00 X 0 123848 13529 0 264667 29124 0 0 1 0 MASON INVESTMENT ADVISORY SERVICES INC 11130 SUNRISE VALLEY DRIVE SUITE 2 RESTON VA 20191 INVESTMENT MANAGEMENT 366320 1 7297843 7297843 PROGRAM RELATED ADMIN 900099 18000 18000 18000 7008509 7008509 8548930 5940519 2608411 2608411 2608411 MISCELLANEOUS INCOME 900099 1342 1342 1342 16934105 19342 0 9616920 2738493 2738493 187172 187172 1164308 1164308 366320 366320 540 283 230 27 160362 160362 MISCELLANEOUS EXPENSES 13000 5200 7800 4630195 4622138 8030 27 489509 1094262 7782607 7582607 1812911 1736778 241141125 212414946 251226152 222828593 1250 0 159614777 143292368 5495859 5203765 165111886 148496133 X 86114266 74332460 86114266 74332460 251226152 222828593 X 12303910 -40408125 16322409 X X 0 1 X 1 0 X X 1 HARRISON COUNTY COMMUNITY FOUNDATION INC 351986569 7 1 540000 0 1 540000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 NOTES PAYABLE 5203765 5203765 X PART X, LINE 2: 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 DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 ALIGN SOUTHERN INDIANA 4108 CHARLESTOWN ROAD NEW ALBANY IN 47150 824323453 501C3 20000 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION CHAMBER OF COMMERCE OF HARRISON COUNTY INC 213 NORTH CAPITOL AVENUE CORYDON IN 47112 310894877 501C3 18831 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY ALTERNATIVE EDUCATION CENTER INC 241 ATWOOD STREET SUITE 300 CORYDON IN 47112 202724536 501C3 13964 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY BOARD OF COMMISSIONERS 245 ATWOOD STREET CORYDON IN 47112 356000153 501C3 1465200 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION HARRISON COUNTY SUBSTANCE ABUSE PREV COALITION PO BOX 521 1445 GARDNER LANE SUITE 3023 CORYDON IN 47112 202747893 501C3 5570 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LANESVILLE COMMUNITY SCHOOL CORPORATION 2725 CRESTVIEW AVENUE LANESVILLE IN 47136 351832653 501C3 335099 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MAIN STREET CORYDON IND INC 108 N ELM STREET CORYDON IN 47112 351636264 501C3 11500 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTH HARRISON COMMUNITY SCHOOL CORPORATION 1260 HIGHWAY 64 NW RAMSEY IN 47166 351148134 501C3 19761 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SOUTH HARRISON COMMUNITY SCHOOL CORPORATION 315 S HARRISON DRIVE CORYDON IN 47112 351172509 501C3 55595 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION STATE OF INDIANA FSSA P O BOX 621007 INDIANAPOLIS IN 462621007 501C3 12096 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION TOWN OF CORYDON 219 NORTH CAPITOL AVENUE CORYDON IN 47112 356000992 501C3 104366 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 11 0 SCHOLARSHIPS 158 187172 PART I, LINE 2: GRANT FILES ARE LABELED WITH THEIR GRANT APPLICANT NAME AND GRANT NUMBER AND ARE FILED IN GRANT APPLICANT ORDER. TYPICALLY GRANT FILES CONTAIN A COPY OF THE GRANT APPLICATION, ANY APPROVALS, DOCUMENTATION OF THE CHARITABLE STATUS VERIFICATION, ANY CORRESPONDENCE RELATED TO THE GRANT AND THE PAID INVOICES. GRANT CHECKS ARE PAID OUT OF GENERAL LEDGER ACCOUNT. ALL CHECKS ARE WRITTEN OUT OF THE FOUNDATION CHECKING ACCOUNT. THE CFO RECONCILES THE ACCOUNTS ON A MONTHLY BASIS. 0 0 0 0 0 0 0 0 0 JULIE MOORMAN CEO 0 140819 0 0 0 0 0 7201 0 8394 0 156414 0 0 SCHEDULE J, PART I HARRISON COUNTY COMMUNITY FOUNDATION USED A COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. THE COMPENSATION WAS THEN APPROVED BY THE BOARD AND/OR THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE AUDIT COMMITTEE ARE FIRST PROVIDED A DRAFT OF FORM 990 TO REVIEW. UPON APPROVAL, THE FINAL FORM 990 IS PRESENTED TO THE BOARD AS A RECOMMENDATION FOR APPROVAL BY THE AUDIT COMMITTEE. THE FORM 990 IS THEN MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST POLICY ACCEPTANCE AS WELL AS A DISCLOSURE AND CONFIDENTIALITY STATEMENT. FOR APPROPRIATE TOPICS OR DECISIONS, DISCLOSURES OF CONFLICTS ARE NOTED AND DECLARED AT EVERY MEETING HELD AT THE FOUNDATION AND RECORDED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST, ON THE ORGANIZATION'S WEBSITE, AND ON WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENT 16,322,409. FORM 990, PART XII, LINE 2C THE PROCESS THE BOARD TAKES IN THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DID NOT CHANGE DURING THE YEAR. HARRISON COUNTY COMMUNITY FOUNDATION INC PO BOX 279 CORYDON IN 47112 351986569 TO PROVIDE SUPPORT TO HARRISON COUNTY NON-PROFIT AGENCIES. IN 501(C)(3) LINE 7 0 HCCF REAL ESTATE SUPPORTING ORGANIZATION INC PO BOX 279 CORYDON IN 47112 455325718 ESTABLISHED FOR THE RECEIPT OF REAL ESTATE DONATIONS IN 501(C)(3) LINE 12B, II HARRISON COUNTY COMMUNITY FOUNDATION INC 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0