To assist donors in building and preserving perpetual charitable funds; to meet the changing needs of our community and to enrich the quality of life for the residents of Union County.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
Run by 20 volunteers and 5 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $561K a year · 42% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$60K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
20 mo
of spending, in cash
Plus $10.8M in investments, Pt X · Ln 11–13
Looks good: 20.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$24K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.4M
+96% vs prior year
Spent
$935K
To programs
84%
Net assets
$13.0M
By yearFY2020–FY2024
Revenue
$2.4M
FY2024▲ +96%
Tap a bar for its year
Revenue by fiscal year
FY2020$936K
FY2021$1.2M
FY2022$913K
FY2023$1.2M
FY2024$2.4M
Expenses
$935K
FY2024▼ -19%
Tap a bar for its year
Expenses by fiscal year
FY2020$527K
FY2021$607K
FY2022$669K
FY2023$1.1M
FY2024$935K
Net assets
$13.0M
FY2024▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$10.2M
FY2021$11.6M
FY2022$10.2M
FY2023$11.0M
FY2024$13.0M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1989.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $786K Management & general 9% · $84K Fundraising 7% · $66K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $60K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$60,322Pt VII · Sec A
Vice-Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Olivia Chewning’s $60K as Executive Di is at the 9th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2022FY2021FY2020
Olivia Chewning$60,322———
Danka Klein—$54,525$50,295$49,201

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Union County Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps donors create lasting funds to support community needs and improve residents' lives.

Questions for Union County Foundation INC

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Your first name shows with your question. Union County Foundation INC answers here, for everyone.

Provided by the organization

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1 program · $712K · in their own filed words · FY2024
01

Grants and scholarships are paid out to local organizations or students from earnings on endowed funds and contributions to the funds.

$712Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$10K
Grants paid · 52 grants · $1.7M · 2020–2024
Unitemized GrantFY2024$93,440
College Corner Union SchoolFY2024$61,920
Ivy Tech Foundation INCIN · FY2024$40,000
St Michael Catholic ChurchIN · FY2024$13,589
Unitemized GrantFY2023$100,000
See all 52 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.4M
Ln 12
Gifts and grantsLn 1h$1.3M
Investment incomeLn 3$866K
Fees for servicesLn 2g$187K
Money outPt IX
$935K
Ln 25
Programscol B$786K
Managementcol C$84K
Fundraisingcol D$66K
Owns and owesPt X
$13.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$13.0M
LiabilitiesLn 26$24K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Fees for servicesLn 2g$187K
Investment incomeLn 3$866K
Other incomeLn 4–11$7K
Gains on assetsLn 7$310K
Total revenueLn 12$2.4M
Assets in detailPt X, end of year
SavingsLn 2$1.6M
Cash and savings togetherLn 1–2$1.6M
InvestmentsLn 11–13$10.8M
Land, buildings, equipmentLn 10c$670K
Total assetsLn 16$13.0M
LiabilitiesLn 26$24K
Net assetsLn 32$13.0M
OperationsPt I, VI
EmployeesI 55
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$774K$1.6M
InvestmentsLn 11–13$9.7M$10.8M
Land, buildings, equipmentLn 10c$617K$670K
Total assetsLn 16$11.1M$13.0M
LiabilitiesLn 26$61K$24K
Net assetsLn 32$11.0M$13.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$345K$345K
Grants to domestic individualsLn 2$93K$93K
Pay of current officers, directors and key staffLn 5$60K$15K$21K$24K
Other salaries and wagesLn 7$61K$15K$22K$24K
Payroll taxesLn 10$10K$2K$3K$4K
Management feesLn 11a$187K$187K
Accounting feesLn 11c$15K$15K
Investment management feesLn 11f$28K$28K
Other fees for servicesLn 11g$6K$6K
Advertising and promotionLn 12$17K$15K$2K
Office expensesLn 13$7K$3K$1K$3K
Information technologyLn 14$15K$12K$3K
OccupancyLn 16$14K$11K$3K$120
TravelLn 17$263$210$53
Conferences, conventions and meetingsLn 19$4K$3K$768
Depreciation, depletion and amortizationLn 22$12K$9K$2K
InsuranceLn 23$8K$6K$2K
Other expenses (24a–d)Ln 24$53K$40K$5K$8K
Total functional expensesLn 25$935K$786K$84K$66K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.4M$935K$1.4M$13.0M 990 PDF
FY2023 $1.2M$1.1M$68K$11.0M 990 PDF
FY2022 $913K$669K$244K$10.2M 990 PDF
FY2021 $1.2M$607K$637K$11.6M 990 PDF
FY2020 $936K$527K$409K$10.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,382,484 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $599,030$1,322,668
I-9 Program service revenuePrior year $164,332$187,126
I-10 Investment incomePrior year $451,509$865,750
I-11 Other revenuePrior year $326$6,940
I-12 Total revenuePrior year $1,215,197$2,382,484
I-13 Grants and similar amounts paidPrior year $738,075$438,694
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $108,417$130,619
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $301,016$365,889
I-18 Total expensesPrior year $1,147,508$935,202
I-19 Revenue less expensesPrior year $67,689$1,447,282
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,382,484 across 7 lines filed
VIII-1f All other contributions, gifts and grants$1,322,668
VIII-1h Total contributions, gifts and grants$1,322,668
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $187,126$187,126
VIII-3 Investment incomeExcluded from tax $555,689$555,689
VIII-7 Net gain or loss on sales of assetsExcluded from tax $310,061$310,061
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $6,940$6,940
VIII-12 Total revenueExcluded from tax $1,059,816$2,382,484
Part IX · Statement of functional expenses $935,202 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $345,254$345,254
IX-2 Grants to domestic individualsPrograms $93,440$93,440
IX-5 Pay of current officers, directors and key staffPrograms $14,765 · Management $21,387 · Fundraising $24,171$60,323
IX-7 Other salaries and wagesPrograms $14,873 · Management $21,544 · Fundraising $24,349$60,766
IX-10 Payroll taxesPrograms $2,315 · Management $3,346 · Fundraising $3,869$9,530
IX-11a Management feesPrograms $187,126$187,126
IX-11c Accounting feesManagement $14,625$14,625
IX-11f Investment management feesPrograms $28,014$28,014
IX-11g Other fees for servicesManagement $6,219$6,219
IX-12 Advertising and promotionPrograms $14,638 · Fundraising $1,964$16,602
IX-13 Office expensesPrograms $2,928 · Management $1,465 · Fundraising $2,928$7,321
IX-14 Information technologyPrograms $11,794 · Management $2,949$14,743
IX-16 OccupancyPrograms $11,152 · Management $2,893 · Fundraising $120$14,165
IX-17 TravelPrograms $210 · Fundraising $53$263
IX-19 Conferences, conventions and meetingsPrograms $3,070 · Fundraising $768$3,838
IX-22 Depreciation, depletion and amortizationPrograms $9,450 · Management $2,363$11,813
IX-23 InsurancePrograms $6,206 · Management $1,551$7,757
IX-24 Other expenses (24a–d)Programs $40,365 · Management $5,173 · Fundraising $7,865$53,403
IX-25 Total functional expensesPrograms $785,600 · Management $83,515 · Fundraising $66,087$935,202
Part X · Balance sheet $13,044,207 assets, 15 lines filed
X-2 Savings and temporary cash investmentsStart of year $774,413$1,580,281
X-4 Accounts receivableStart of year $13,137$359
X-9 Prepaid expenses and deferred chargesStart of year $5,375$4,203
X-10c Land, buildings and equipment, netStart of year $616,566$669,634
X-11 Publicly traded securitiesStart of year $9,380,119$10,480,852
X-12 Other securitiesStart of year $294,741$308,878
X-16 Total assetsStart of year $11,084,351$13,044,207
X-17 Accounts payable and accrued expensesStart of year $17,661$4,136
X-18 Grants payableStart of year $27,650$3,000
X-25 Other liabilitiesStart of year $15,373$17,305
X-26 Total liabilitiesStart of year $60,684$24,441
X-27 Net assets without donor restrictionsStart of year $868,027$950,221
X-28 Net assets with donor restrictionsStart of year $10,155,640$12,069,545
X-32 Total net assets or fund balancesStart of year $11,023,667$13,019,766
X-33 Total liabilities and net assetsStart of year $11,084,351$13,044,207
Part XI · Reconciliation of net assets $13,019,766 net assets at year end
XI-1 Total revenue$2,382,484
XI-2 Total expenses$935,202
XI-3 Revenue less expenses$1,447,282
XI-4 Net assets at start of year$11,023,667
XI-5 Net unrealized gains (losses) on investments$550,749
XI-9 Other changes in net assets−$1,932
XI-10 Net assets at end of year$13,019,766

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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