2026-03-20T19:48:19-05:00 2025-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2024-07-01 474832157 REGIONAL OPPORTUNITY INITIATIVES INC REGI 8122878116 100 S COLLEGE AVENUE 240 BLOOMINGTON IN 47404 TINA PETERSON CEO 8123339016 2026-02-25 1 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2026-02-25 2024 2025-03-06 01:10:19Z TINA PETERSON 100 S COLLEGE AVENUE 240 BLOOMINGTON IN 47404 14563894 0 X HTTPS://SWCINDIANA.ORG X 2015 IN THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA. 18 17 16 20 0 0 16054674 14332521 0 50000 169628 181373 1275 0 16225577 14563894 80250 68156 0 0 1101596 1628691 0 0 88859 13309085 9994260 14490931 11691107 1734646 2872787 4149676 9489930 386591 2518517 3763085 6971413 THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA. 0 0 10982964 68156 50000 THROUGH AN INITIAL GRANT THROUGH LILLY ENDOWMENT INC., THE ORGANIZATION IS IMPLEMENTING AN EDUCATION AND WORKFORCE PLAN AND REGIONAL OPPORTUNITY FUND FOR QUALITY-OF-PLACE INVESTMENTS. THEY ARE DEPLOYING A PLAN FOCUSED ON CONNECTING EDUCATION TO INDUSTRY AND CREATING A LOCAL WORKFORCE THAT IS PREPARED FOR THE DEMANDS OF EMPLOYERS. AS PART OF THIS EFFORT, ROI IS CONDUCTING A COMPREHENSIVE AND ONGOING OCCUPATIONAL NEEDS ASSESSMENT WITHIN THE REGION, INITIALLY FOCUSED ON LIFE SCIENCES, ADVANCED MANUFACTURING AND NATIONAL SECURITY AND DEFENSE SECTORS. THE RESULTS OF THE OCCUPATIONAL NEEDS ASSESSMENT HELPS INFORM A WIDE RANGE OF INITIATIVES AND STRATEGIES THAT ARE DEPLOYED ACROSS THE 11 COUNTY REGION. 10982964 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 82 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 18 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X THE ORGANIZATION 8122878116 100 S COLLEGE AVENUE 240 BLOOMINGTON IN 47404 BILL KAISER JR DIRECTOR 2.00 X 0 0 0 BRENDA REETZ DIRECTOR 2.00 X 0 0 0 BRIAN TRETTER DIRECTOR 2.00 X 0 0 0 CHUCK JOHNSON DIRECTOR 2.00 X 0 0 0 DAN PETERSON DIRECTOR 2.00 X 0 0 0 DAVID JOHNSON DIRECTOR 2.00 2.00 X 0 0 0 ELISHA HUDDLESTON DIRECTOR 2.00 X 0 0 0 ERIC COYNE DIRECTOR 2.00 2.00 X 0 0 0 JEFF QUYLE DIRECTOR 2.00 X 0 0 0 JIM ALLEN DIRECTOR 2.00 X 0 0 0 JULIA BUCKLEY DIRECTOR 2.00 X 0 0 0 MARK MURPHY DIRECTOR 2.00 X 0 0 0 MATT WEINZAPFEL DIRECTOR 2.00 X 0 0 0 MICHAEL HUBER DIRECTOR 2.00 X 0 0 0 MORIAH SOWDERS DIRECTOR 2.00 X 0 0 0 PAM LOUGHMILLER DIRECTOR 2.00 X 0 0 0 PATRICK ADAMS DIRECTOR 2.00 X 0 0 0 DOUG KELLAMS CHAIR & TREASURER 2.00 X X 0 0 0 TINA PETERSON DIRECTOR 20.00 20.00 X 88850 95792 6827 88850 95792 6827 0 0 1 0 0 10609927 3722594 14332521 MANAGEMENT FEES 900099 50000 50000 50000 181373 181373 14563894 50000 0 181373 68156 68156 100970 61591 34330 5049 1316455 803038 447595 65822 101925 62175 34655 5095 109341 66698 37176 5467 3947 3947 268704 249895 18809 359887 329484 27311 3092 37151 23033 12260 1858 49525 47049 2476 99905 99905 19086 19086 13471 13471 PROGRAM EXPENSES 9018651 9018651 DUES AND SUBSCRIPTIONS 54100 54100 CONTRACT LABOR 53437 53437 REPAIRS AND MAINTENANCE 11369 11369 5027 1826 3201 11691107 10982964 619284 88859 391687 708566 124652 2516858 1642 179342 48300 6435 131042 3625260 6133464 4149676 9489930 23028 132537 28022 385980 335541 0 2000000 386591 2518517 X 0 0 0 0 3763085 6971413 3763085 6971413 4149676 9489930 X 2872787 335541 X X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 351811149 7 1 68156 0 1 68156 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 335541 -213984 121557 309250 273507 247186 30 335541 44563 313271 47745 839 309250 50000 5437 44563 0 0 77366 77366 95726 42050 53676 6250 6250 0 131042 X PART IV, LINE 2B: CUSTODIAL FUNDS REPRESENT FUNDS PLACED ON DEPOSIT WITH REGIONAL OPPORTUNITIES INITIATIVES, INC. BY UPLANDS SCIENCE AND TECHNOLOGY FOUNDATION FUND. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. 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 JUNE 30, 2025 AND 2024 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. 0 COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY 100 SOUTH COLLEGE AVE 240 BLOOMINGTON IN 47404 351811149 501(C)(3) 68156 0 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 1 0 X X 0 0 0 0 0 0 0 0 0 TINA PETERSON DIRECTOR 88850 95792 0 0 0 0 2748 2963 558 558 92156 99313 0 0 FORM 990, PART VI, SECTION A, LINE 2 TINA PETERSON AND DAN PETERSON - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY. ALL CANDIDATES FOR MEMBERSHIP ON A BOARD OR COMMITTEE ARE ADVISED OF THIS POLICY PRIOR TO ASSUMING THEIR RESPONSIBILITIES AS MEMBERS. THIS POLICY IS DISTRIBUTED PERIODICALLY TO BOARDS, COMMITTEES, AND OTHER VOLUNTEERS, AND PROVIDED TO STAFF WHEN HIRED. IT COVERS EACH MEMBER OF THE BOARD OF DIRECTORS AND ITS COMMITTEES, INCLUDING COMMUNITY ADVISORS. EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST DECLARATION FORM, ANNUALLY DISCLOSING THEIR INVOLVEMENTS WITH OTHER ORGANIZATIONS, WITH VENDORS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT. THE DECLARATION FORM WILL INDICATE AN INDIVIDUAL'S AGREEMENT TO ABIDE BY THIS POLICY TO THE BEST OF HIS OR HER ABILITY. WHEN SUCH CONFLICTS (OR THE APPEARANCE OF CONFLICTS) ARISE, MEMBERS OF THE BOARD AND ITS COMMITTEES DISCLOSE SUCH POTENTIAL CONFLICTS AND THEN TAKE APPROPRIATE ACTION. SUCH CONFLICTS ARE REVIEWED AT THE BOARD LEVEL SINCE THAT IS THE LEVEL AT WHICH CONFLICTS ARE CONSIDERED AND REPORTED. PERSONS WITH CONFLICTS OF INTEREST 1.) DO NOT PARTICIPATE IN RELATED DECISIONS AND ALONG WITH THEIR IMMEDIATE FAMILIES ARE NOT ELIGIBLE FOR PERSONAL ASSISTANCE FROM FOUNDATION SCHOLARSHIP, GRANT OR LOAN PROGRAMS. 2.) ARE NOT ELIGIBLE FOR ASSISTANCE FROM ANY FOUNDATION FUND. 3.) ADVISORY MEMBERS OF AWARDING COMMITTEES ARE NOT ELIGIBLE FOR ASSISTANCE FROM THE SCHOLARSHIP, GRANT OR LOAN PROGRAM(S) WHICH INVOLVE THEM IN THE EVALUATION OF THE APPLICATION OR IN THE AWARDS SELECTION PROCESS. 4.) PERSONS COVERED BY THE POLICY MAY RECEIVE RECOGNITION. RECOGNITION WILL BE ACCOMPANIED BY A PUBLIC DISCLAIMER STATING THAT THE NO MONETARY AWARD IS GRANTED. FORM 990, PART VI, SECTION B, LINE 15A AS AUTHORIZED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL EVALUATION OF THE CEO, AS WELL AS SETTING THE SALARY POOL, AND DETERMINES ANY COMPENSATION INCREASES. THIS GROUP HAS PERIODICALLY BEEN PROVIDED COMPARABILITY DATA (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY). THE BOARD CHAIR INSTRUCTS THE FOUNDATION'S ACCOUNTANT ON ANY COMPENSATION INCREASES OR BONUSES ON BEHALF OF SAID COMMITTEE, AND SUCH ACTION IS DOCUMENTED IN PERSONNEL FILES. FOR OTHER EMPLOYEES, THE CEO CONDUCTS PERIODIC REVIEWS OF ALL OTHER STAFF POSITIONS AND CONSIDERS COMPENSATION INCREASES ANNUALLY. COMPARABLE DATA IS CONSULTED (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY) AND DECISIONS ARE DOCUMENTED FOR IMPLEMENTATION BY THE ACCOUNTANT AS WELL AS RECORDED IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 TAX RETURNS, ORGANIZATIONAL DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE OFFICE. FORM 990, PART XI, LINE 9: SFAS 136 ADJUSTMENT 335,541. FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 101 W KIRKWOOD BLOOMINGTON IN 47404 351811149 COMMUNITY FOUNDATION IN 501 (C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC B 68156 CASH