Community Foundation of St Joseph County Inc

EIN: 237365930 501(c)(3) Philanthropy & Grantmaking

South Bend, IN

Total Revenue
$21,649,610
Total Expenses
$14,507,647
Total Assets
$278,288,562
Net Assets
$274,661,119
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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
IN
Principal Officer
Rose Meissner
Phone
5742320041
Tax Period
2023-07-01 to 2024-06-30

Community Foundation of St Joseph County Inc, founded in 1974, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $21.6M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.1M, a strong 33% operating margin.

Mission

To improve the quality of life for the citizens of St. Joseph County and their succeeding generations.

Program Service Accomplishments

Program 1
Expenses: $4,937,489 Revenue: $0

Our largest program area is Health & Human Services. Recognizing that there is not always equitable access to healthcare and necessary services, the Foundation invested heavily in organizations that...

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Our largest program area is Health & Human Services. Recognizing that there is not always equitable access to healthcare and necessary services, the Foundation invested heavily in organizations that are seeking to close that gap, including Imani Unidad, St. Vincent de Paul, and REAL Services. The Foundation also helped to fund a childrens counselor position at the YWCA and supported necessary renovations at the Center for the Homeless. We know that our community is only as strong as its individual components, and through these efforts, we hope to ensure that everyone is safe, healthy, and well served.

Program 2
Expenses: $3,868,037 Revenue: $0

Our second largest program area is Youth and Education. Thanks in part to our 21st Century Scholar Success Initiative, nearly 70% of eligible St. Joseph County students were able to qualify for full...

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Our second largest program area is Youth and Education. Thanks in part to our 21st Century Scholar Success Initiative, nearly 70% of eligible St. Joseph County students were able to qualify for full tuition assistance in 2024. Our sponsorship of Dolly Partons Imagination Library reaches more than 10,000 local children with a new book every month. Our Early Years Count Initiative is continuing to improve outcomes for our countys youngest students, and we have continued to fund Boys & Girls Clubs, the YMCA, local youth camps, and more. We hold more than 65 scholarship funds that grant out close to $1 million annually. Through these initiatives, we hope to build a stronger future for our community by ensuring our youngest members grow into informed, involved citizens.

Program 3
Expenses: $1,884,843 Revenue: $0

Our third largest program area is Arts & Culture. We believe that the arts have the power to bring people together, fostering appreciation and respect for the diversity and beauty of the human...

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Our third largest program area is Arts & Culture. We believe that the arts have the power to bring people together, fostering appreciation and respect for the diversity and beauty of the human experience. Our grants helped support major technology upgrades at WNIT and at The Music Village. We continue to support the creative efforts of dozens of organizations including the South Bend Civic Theatre, South Bend Symphony Orchestra, and Fischoff National Chamber Music Association. In total, we awarded more than $1.7 million in support of the arts, showing our commitment to the tremendous creative talent of our community.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $9,731,487
Program Service Revenue $0
Investment Income $11,918,123
Other Revenue $0
TOTAL REVENUE $21,649,610

Expense Breakdown

Grants Paid $11,601,951
Salaries & Benefits $1,360,976
Fundraising Expenses $228,794
Program Expenses $12,294,718
Other Expenses $1,544,720
TOTAL EXPENSES $14,507,647

Year-over-Year Comparison

2023 2022 Change
Revenue $21,649,610 $17,614,512 +0.2%
Expenses $14,507,647 $12,821,732 +0.1%
Net Income $7,141,963 $4,792,780 +0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
21
Independent Members
21
Employees
17
Volunteers
61

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$479,834
Total Directors
23
$479,834
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mrs Greta Roemer Lewis Past Chair 1.00
Officer Director
$0 $0 $0
Mrs Maron Fulce Chair 1.00
Officer Director
$0 $0 $0
Mr Richard Currey Vice Chair 1.00
Officer Director
$0 $0 $0
Mr Mark Neal Treasurer 1.00
Officer Director
$0 $0 $0
Mrs Kristin Pruitt Secretary 1.00
Officer Director
$0 $0 $0
Mr Kyle Bossung Director 1.00
Director
$0 $0 $0
Hon Cristal Brisco Director 1.00
Director
$0 $0 $0
Mr Shannon Cullinan Director 1.00
Director
$0 $0 $0
Ms Regina Emberton Director 1.00
Director
$0 $0 $0
Dr Gail English Director 1.00
Director
$0 $0 $0
Ms Angie Faccenda Director 1.00
Director
$0 $0 $0
Ms Kimberly Green Reeves Director 1.00
Director
$0 $0 $0
Mr David Kibbe Director 1.00
Director
$0 $0 $0
Mrs Lauri Miro Director 1.00
Director
$0 $0 $0
Mr Warren Outlaw Director 1.00
Director
$0 $0 $0
Mr Leonard Sanchez Director 1.00
Director
$0 $0 $0
Mr James Sawdon Director 1.00
Director
$0 $0 $0
Mr Timothy Sexton Director 1.00
Director
$0 $0 $0
Mr Brian Stanley Director 1.00
Director
$0 $0 $0
Mr Darran Teamor Director 1.00
Director
$0 $0 $0
Mrs Katie Toothaker Director 1.00
Director
$0 $0 $0
Mrs Rose Meissner President/CEO 50.00
Officer Director
$272,654 $43,952 $316,606
Ms Anita Echevarria VP Administration 45.00
Officer Director
$130,241 $32,987 $163,228
Mrs Angela Workman VP Program 45.00
Highest
$126,502 $9,760 $136,262
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $21,649,610 $14,507,647 $278,288,562 $7,141,963
2023 $17,614,512 $12,821,732 $255,508,846 $4,792,780
2022 $29,572,898 $12,468,017 $247,009,993 $17,104,881
2021 $55,038,630 $10,830,947 $279,071,314 $44,207,683
2020 $19,852,093 $9,534,772 $197,616,853 $10,317,321
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