PLATINUM2022

COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC

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Bloomington, IN   |  www.cfbmc.org

Mission

To enhance our local quality of life through charitable funds, effective grants, and inclusive leadership.

Ruling year info

1991

President and CEO

Tina Peterson

Main address

100 S. College Ave, Suite 240

Bloomington, IN 47404 USA

Show more contact info

Formerly known as

Bloomington Community Foundation

EIN

35-1811149

NTEE code info

Community Foundations (T31)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2022, 2021 and 2020.
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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

We create positive impact. The Community Foundation fuels innovative ideas and lasting impact in Monroe County. We make grants, offer expertise and lead in collaboration with others to meet our community’s most pressing needs and seize its most important opportunities. Our impact extends from early childhood development to aging, from basic needs to economic development, from the arts to the environment, and more. We help people achieve their charitable goals. Contributions of every kind and size make a difference. The Community Foundation offers simple, powerful ways to give back to your community. You can make a personal gift that flexes as our community changes over time or one that targets a cause that you care about most. We collaborate. The Community Foundation partners with donors, area leaders, businesses and nonprofit organizations. We offer networks, knowledge, and resources to advance important causes and improve the quality of life in Monroe County.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Monroe County Smart Start

Monroe Smart Start, a leadership initiative of the Community Foundation of Bloomington and Monroe County, works on behalf of our community’s youngest learners, helping to ensure children are ready for school and ready for life. Monroe Smart Start promotes early childhood education by increasing access to high-quality early learning experiences, professional development for educators, family engagement and community partnerships, early learning advocacy, and On My Way Pre-K enrollment support. Since 2009, the Community Foundation has invested more than $1.4 million to support high-quality, early learning in Monroe County through advocacy, training, education, parental engagement, and child-centered initiatives.

Population(s) Served
Infants and toddlers

The mission of Regional Opportunity Initiatives, Inc. (ROI) is to support economic and community prosperity in the 11 counties of Southwest Central Indiana. Through an initial $25,870,000 grant from Lilly Endowment Inc., ROI is implementing education and workforce initiatives and strategies for quality of place development.

Led by a regional board of directors, ROI is affiliated with the Community Foundation of Bloomington and Monroe County as a supporting organization.

Education and Workforce Initiatives

ROI is working with regional leaders to develop a series of initiatives focused on connecting education and industry to create a workforce that is prepared for the demands of employers.

As part of this effort, ROI conducted an occupational needs assessment within the region, initially focused on Southwest Central Indiana’s key sectors: advanced manufacturing, life sciences, and national security and defense. The results of the occupational needs assessment are informing a wide range of workforce and education initiatives that are being deployed across the region. View ROI’s workforce and education initiatives.

Quality of Place Initiatives

ROI is supporting and planning for investments in quality of place development that has the potential to benefit the entire Southwest Central Indiana region.

Initial strategies include I-69 interchange analyses and competitive positioning/regional branding. View ROI’s quality of place initiatives.

Population(s) Served
Adults

The Community Foundation creates positive impact through strategic grantmaking. Each of our 220+ funds was established to improve the quality of life for all who call Monroe County home.

Population(s) Served
Adults

Where we work

Accreditations

Council on Foundations Accredited

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Strategic Grantmaking

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Strategic Grantmaking

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Average grant amount

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of donor-advised funds

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of academic scholarships awarded

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of endowments

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The Community Foundation of Bloomington and Monroe County is a nonprofit, community organization created by and for our local citizens. We are here to help our donors make a positive impact on their community.

The work of the Community Foundation is diverse but can be divided into four categories: Leadership Initiatives, Competitive Granting, Supporting Local Agencies and Supporting Donor Advisors. Through efforts in these four areas, the Community Foundation will return $1.5 million to our community in fiscal year 2019. As you explore our website further you will find a great deal more information about the work we do and the people that make it possible. The Community Foundation is powered by the vision of people and organizations who share their charitable gifts for the purpose of empowering the Community Foundation to truly make a difference in Monroe County. Our impact is lasting and is made possible by inspired partnerships.

Created by individuals, families and businesses who share a passion for Monroe County and a vision for its future, the Community Foundation has granted $27 million to more than 400 local nonprofit organizations. Our $31 million endowment is growing, and so is the difference we make by connecting caring people, important causes and community resources.

The Foundation’s investment focus is designed to ensure that maximum possible funding is available to address community needs, while also protecting endowment dollars. The Foundation balances the need for relatively consistent distributions today while growing endowment for the long term. The Foundation invests in a diversified portfolio of assets overseen by a professional consultant. To diversify the portfolio and minimize the risk of losses, various investment management styles and fund types (growth, value) are chosen.

As needs and opportunities arise in Monroe County, the Community Foundation is poised to help our community respond to its most pressing needs and to seize it’s most compelling opportunities. While competitive granting from over 200 funds often serves as the vehicle for addressing areas of urgency or opportunity, the Community Foundation Board may also elect to provide proactive funding in areas of particular significance to our community. Currently, the Community Foundation, while still offering funding through competitive granting in a broad range of focus areas, is providing focused leadership to Monroe Smart Start and Regional Opportunity Initiatives. Over time our pool of flexible resources will allow us to address different areas as community needs dictate.

Financials

COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC

Board of directors
as of 09/21/2022
SOURCE: Self-reported by organization
Board chair

Jennifer Vaughan

Brian Yeley

Indiana University Foundation

Chris Cockerham

F.C. Tucker Commercial

Kevin Theile

T.I.S.

Jennie Vaughan

Ivy Tech Community College

Alisa Hendrix

Vi Simpson

Lon Stevens

People's State Bank

Laurie Burns McRobbie

Indiana University

Jimmy Stewart

Indiana University

Mark Bradford

Old National Bank

Warren Cutshall

Miller Real Estate

Michelle Cole

Envisage

Jessika Hane

Oliver Winery

Jeremiah Young

Nature's Way

Mark Franklin

German American Bank

Herb Caldwell

Indiana University

Lindsey Smith

Margret Frisbie

Bunger & Robertson

Jeff Wuslich

Cardinal Spirts

Thomas A Morrison

Indiana University

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 12/3/2020

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

Race & ethnicity

Gender identity

 

Sexual orientation

No data

Disability

No data