Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
ANDERSON UNIVERSITY |
350867954 | 2 | Yes | 0 | 0 | |
| (B)
BALL STATE UNIVERSITY |
356000221 | 2 | Yes | 0 | 0 | |
| (C)
BLACKFORD COUNTY COMMUNITY FOUNDATION INC |
351772356 | 7 | Yes | 0 | 0 | |
| (D)
COMMUNITY FOUNDATION OF GRANT COUNTY INC |
311117791 | 8 | Yes | 0 | 0 | |
| (E)
COMMUNITY FOUNDATION OF MUNCIE & DELAWARE COUNTY INC |
351640051 | 7 | Yes | 0 | 0 | |
| (F)
HENRY COUNTY COMMUNITY FOUNDATION INC |
311170412 | 7 | Yes | 0 | 0 | |
| (G)
MADISON COUNTY COMMUNITY FOUNDATION INC |
351859959 | 7 | Yes | 0 | 0 | |
| (H)
MUNCIE CHILDREN'S MUSEUM INC |
351404338 | 9 | Yes | 0 | 0 | |
| (I)
MUNCIE COMMUNITY SCHOOL CORPORATION |
356002674 | 2 | Yes | 0 | 0 | |
| (J)
MUNCIE-DELAWARE COUNTY CHAMBER OF COMMERCE INC |
350534380 | 7 | Yes | 0 | 0 | |
| (K)
THE PORTLAND FOUNDATION INC |
356028362 | 8 | Yes | 0 | 0 | |
| (L)
COMMUNITY FOUNDATION OF RANDOLPH COUNTY INC |
351903148 | 7 | Yes | 0 | 0 | |
| (M)
TAYLOR UNIVERSITY |
350868181 | 2 | Yes | 0 | 0 | |
| Total 13 | 0 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART I, LINE 11H | HENRY COUNTY COMMUNITY FOUNDATION, INC. 31-1170412 7 X 0 0 MADISON COUNTY COMMUNITY FOUNDATION, INC. 35-1859959 7 X 0 0 MUNCIE CHILDREN'S MUSEUM, INC. 35-1404338 9 X 0 0 MUNCIE COMMUNITY SCHOOL CORPORATION 35-6002674 2 X 0 0 MUNCIE-DELAWARE COUNTY CHAMBER OF COMMERCE, INC. 35-0534380 7 X 0 0 THE PORTLAND FOUNDATION, INC. 35-6028362 8 X 0 0 COMMUNITY FOUNDATION OF RANDOLPH COUNTY, INC. 35-1903148 7 X 0 0 TAYLOR UNIVERSITY 35-0868181 2 X 0 0 |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | - SHOWCASING THE DIVERSE AND UNIQUE EVERYDAY COLLECTIONS OF LOCAL RESIDENTS, FROM PEZ DISPENSERS TO FABERG EGGS. VISIBLE STORAGE EXHIBITS IN THE HERITAGE COLLECTION GALLERY FEATURE ARTIFACTS FROM THE MINNETRISTA HERITAGE COLLECTION. IN 2015, IN CELEBRATION OF ITS SESQUICENTENNIAL, ARTIFACTS THAT TELL THE STORY OF THE BUSINESSES, INDUSTRY, PEOPLE, PLACES AND ORGANIZATIONS OF MUNCIE WERE FEATURED. THE MINNETRISTA HERITAGE COLLECTION INCLUDES ARTIFACTS, ART AND ARCHIVAL MATERIAL THAT DOCUMENT THE PEOPLE, PLACES, ORGANIZATIONS, EVENTS, AND BUSINESSES AND INDUSTRIES OF EAST CENTRAL INDIANA. A MAJOR COMPONENT OF THE COLLECTION IS BALL FAMILY MATERIALS AND BALL CORPORATION BUSINESS RECORDS. SEVERAL ACQUISITIONS RECEIVED IN 2015 ENHANCE THE EXISTING BALL BUSINESS COLLECTION INCLUDING FRUIT JARS, PACKER JARS, A VIDEO SIGNAL MULTIPLEXER AND ARCHIVAL MATERIALS. OTHER BALL MATERIALS INCLUDE ARCHIVAL MATERIALS DOCUMENTING BALL STORES (A GROUP OF DEPARTMENT STORES ACTIVE IN MUNCIE FROM THE 1903S TO 1990). OTHER COLLECTIONS INCLUDE MATERIALS THAT DOCUMENT ORGANIZATIONS (YMCA AND CAMP CROSLEY, COMMUNITY FOUNDATION OF MUNCIE AND DELAWARE COUNTY, YWCA, CONVERSATION CLUB, SIGMA PHI GAMMA SORORITY AND PI OMICRON SORORITY); PEOPLE AND FAMILIES ; SCHOOLS (BURRIS, EMERSON ELEMENTARY SCHOOL, EATON HIGH SCHOOL, MUNCIE HIGH SCHOOL, ROYERTON HIGH SCHOOL); AND ARTWORK, INCLUDING A PAINTING BY J. OTTIS ADAMS (A MEMBER OF THE HOOSIER GROUP OF INDIANA LANDSCAPE PAINTERS OF THE LATE 19TH/EARLY 20TH CENTURIES). THE MINNETRISTA HERITAGE COLLECTION, BOTH ON-SITE AND ON-LINE, IS ALSO A DESTINATION FOR RESEARCHERS. IN 2015, THERE WERE MORE THAN 150 RESEARCH REQUESTS AND 90 REQUESTS FOR INFORMATION ABOUT CANNING JARS. BY THE END OF THE YEAR, THERE WERE MORE THAN 15,000 ARTIFACTS AND PHOTOGRAPHS FROM THE MINNETRISTA HERITAGE COLLECTION ON-LINE. THE ON-LINE COLLECTION RECEIVED MORE THAN 25,000 VIEWS. |
| FORM 990, PAGE 2, PART III, LINE 4B | THE OUTREACH PROGRAM PERFORMED MORE THAN 65 TIMES, SERVING MORE THAN 4,600 AUDIENCE MEMBERS THROUGHOUT EAST CENTRAL INDIANA. |
| FORM 990, PAGE 2, PART III, LINE 4C | AS A MEMBER OF THE HEALTHY COMMUNITY ALLIANCE, MINNETRISTA PARTNERS WITH INDIANA UNIVERSITY HEALTH - BALL MEMORIAL HOSPITAL TO PROVIDE SPECIAL NUTRITION CLASSES AND "MARKET BUCKS" FOR LOW INCOME, AT-RISK FAMILIES. MINNETRISTA IS PLEASED TO HOST MANY IMPORTANT COMMUNITY MEETINGS AND EVENTS, INCLUDING: BLACK HISTORY MONTH KICK-OFF CELEBRATION, MUNCIE COMMUNITY SCHOOLS' ANNUAL CELEBRATING EXCELLENCE STUDENT RECOGNITION EVENT AND DISPLAY, AND BOARD MEETINGS FOR THE MUNCIE ACTION PLAN AND MUNCIE ARTS AND CULTURE COUNCIL. MINNETRISTA IS ALSO THE REGULAR MEETING SITE FOR A DOZEN REGIONAL HOBBY GROUPS AND SERVICE ORGANIZATIONS INCLUDING: ROTARY, ALTRUSA, MUNCIE ARTISTS GUILD, FRUIT JAR COLLECTORS, AND MASTER GARDENERS. THROUGH PARTNERSHIPS, MINNETRISTA WAS ABLE TO BRING EXCITING OPPORTUNITIES TO THE COMMUNITY INCLUDING: ALL-IN COMMUNITY BLOCK PARTY WITH INDIANA HUMANITIES, FLAGS OF HONOR WITH THE EXCHANGE CLUB OF MUNCIE, AND SUMMER PERFORMANCES BY MUNCIE CIVIC THEATER AND MUNCIE SYMPHONY ORCHESTRA. |
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER PROGRAM SERVICES: THE BREAKDOWN OF THE REMAINING 719,920 IN PROGRAM EXPENSES IS AS FOLLOWS: 369,609 DEPRECIATION EXPENSE; 161,256 IT EXPENSE; 144,842 ADVERTISING; 44,213 ADMINISTRATIVE EXPENSE. |
| FORM 990, PAGE 6, PART VI, LINE 2 | TOM BRACKEN GEORGE AND FRANCES BALL FOUNDATION TRUSTEE FUNDING AGENCY FOR MINNETRISTA |
| FORM 990, PAGE 6, PART VI, LINE 7A | MINNETRISTA'S ARTICLES OF INCORPORATION PROVIDE FOR 13 SUPPORTED ORGANIZATIONS WITHIN OUR 7-COUNTY PRIMARY SERVICE AREA. EACH OF THE SUPPORTED ORGANIZATIONS APPOINTS A TRUSTEE TO SERVE ON MINNETRISTA'S BOARD OF TRUSTEES, AND THESE APPOINTED TRUSTEES MAKE UP A MAJORITY OF THE BOARD. SUPPORTED ORGANIZATIONS INCLUDE 7 COMMUNITY FOUNDATIONS, 3 UNIVERSITIES, 1 CHAMBER OF COMMERCE, 1 COMMUNITY SCHOOL CORPORATION, AND 1 NOT-FOR-PROFIT CHILDREN'S MUSEUM. |
| FORM 990, PAGE 6, PART VI, LINE 11B | IRS FORM 990 WAS PREPARED WITH SIGNIFICANT INPUT FROM THE MUSEUM'S LEADERSHIP TEAM, CONSISTING OF DIVISION/DEPARTMENT HEADS. THE FINAL DOCUMENT WAS PREPARED BY THE MUSEUM'S AUDITING FIRM, THE CHIEF FINANCIAL OFFICER, AND THE PRESIDENT & CEO. THE FORMS 990 AND 990-T WERE EMAILED TO THREE COMMITTEES - FINANCE & INVESTMENT, TRUSTEESHIP, AND EXECUTIVE WHICH HAD OVERARCHING REVIEW OF THE ENTIRE FORMS 990 AND 990-T. AFTER COMMITTEE REVIEW, THE ENTIRE DOCUMENT WAS MADE AVAILABLE TO EVERY TRUSTEE PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL TRUSTEES, OFFICERS, KEY EMPLOYEES, AND MEMBERS OF COMMITTEES WITH BOARD-DESIGNATED POWERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT AT THE BEGINNING OF THE FISCAL YEAR OR AT THE BEGINNING OF THEIR SERVICE AND ANNUALLY THEREAFTER. INDIVIDUALS ARE PROVIDED WITH A LIST OF KEY COMPANIES WITH WHICH THE MUSEUM REGULARLY CONDUCTS BUSINESS, INCLUDING FINANCIAL, ACCOUNTING, AND LEGAL SERVICES. DISCLOSURE STATEMENTS ARE REVIEWED BY THE TRUSTEESHIP COMMITTEE. IF A POTENTIAL CONFLICT IS IDENTIFIED AT THE TIME OF FILING OR ANYTIME THEREAFTER, THERE IS A DISCUSSION WITH THE INTERESTED PERSON TO OBTAIN ALL MATERIAL FACTS. IF REQUIRED, A NON-INTERESTED PERSON OR COMMITTEE WILL BE APPOINTED TO INVESTIGATE THE POTENTIAL CONFLICT. THE INTERESTED PERSON IS ASKED TO LEAVE THE MEETING DURING FINAL DISCUSSIONS BY THE BOARD OR RELEVANT COMMITTEE AND IS NOT PERMITTED TO VOTE ON THE FINAL OUTCOME, INCLUDING DETERMINATION THAT THE TRANSACTION OR ARRANGEMENT IS IN THE BEST INTEREST OF MINNETRISTA. ANY INTERESTED PERSON WHO VIOLATES THE CONFLICT OF INTEREST POLICY SHALL BE SUBJECT TO APPROPRIATE DISCIPLINE, INCLUDING REMOVAL FROM OFFICE. THE MINUTES OF ALL BOARD AND COMMITTEE MEETINGS SHALL INCLUDE: (1) THE NAMES OF PERSONS WHO DISCLOSE FINANCIAL INTERESTS, THE NATURE OF THE FINANCIAL INTERESTS AND WHETHER THE BOARD OR COMMITTEE DETERMINED THAT THERE WAS A CONFLICT OF INTEREST; (2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTIONS OR ARRANGEMENT; THE CONTENT OF THESE DISCUSSIONS, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT; AND A RECORD OF THE VOTE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION OF THE PRESIDENT & CEO WAS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN CONSULTATION WITH AN EXECUTIVE SEARCH FIRM AND BENCHMARKED AGAINST THE SAME REFERENCES AS FOR ALL PAID STAFF. AN ANNUAL REVIEW IS CONDUCTED BY THE BOARD CHAIR; MERIT INCREASES ARE AWARDED WITHIN THE SAME PARAMETERS AS DESCRIBED FOR ALL PAID STAFF. |
| FORM 990, PAGE 6, PART VI, LINE 15B | ALL PAID POSITIONS AT MINNETRISTA ARE EVALUATED, USING WRITTEN JOB DESCRIPTIONS, AGAINST A FACTOR EVALUATION SYSTEM. THE FES WAS DEVELOPED WITH A HUMAN RESOURCES PROFESSOR AT BALL STATE UNIVERSITY AND PLACES EACH POSITION INTO A SALARY GRADE. SALARY RANGES ARE BENCHMARKED AGAINST A NEW BIENNIAL WAGE AND SALARY SURVEY PUBLISHED BY THE AMERICAN ALLIANCE OF MUSEUMS. THIS PUBLICATION CATEGORIZES BENCHMARKS BY: GEOGRAPHIC REGION, MUSEUM TYPE (ART, HISTORY, SCIENCE, ETC.), AND BUDGET SIZE OF THE INSTITUTIONS. ANNUAL AND QUARTERLY REVIEWS ARE CONDUCTED FOR EACH PAID STAFF POSITION AND MERIT RAISES OF 0% TO 4% MAY BE AWARDED. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL GOVERNING DOCUMENTS, POLICY DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST TO THE CHIEF FINANCIAL OFFICER OR THE PRESIDENT & CEO. IN ADDITION, AN ANNUAL REPORT THAT INCLUDES THE AUDITED STATEMENT OF FINANCIAL POSITION IS MAILED TO ALL STAFF MEMBERS AND DONORS. THE IRS FORMS 990 AND 990-T ARE ALSO PROVIDED TO GUIDESTAR FOR ONLINE POSTING. |
| FORM 990, PART XI, LINE 9 | RETAIL SHOP AND RENTAL EXPENSES RECLASSIFIED TO COGS 489,281 RETAIL SHOP AND RENTAL EXPENSES RECLASSIFIED TO COGS -489,281 |
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