Nonprofit · EIN 23-7365930
COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
Tax-exempt · SOUTH BEND, IN 46601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $61,343,123 | $30,069,922 | $31,273,201 | $327,427,221 | $18,527,886 | $308,899,335 |
| June 30, 2024 | 990 | $21,649,610 | $14,507,647 | $7,141,963 | $278,288,562 | $3,627,443 | $274,661,119 |
| June 30, 2023 | 990 | $17,614,512 | $12,821,732 | $4,792,780 | $255,508,846 | $3,858,815 | $251,650,031 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $34,489,969
- of which government grants
- $38,680
- Program service revenue
- $0
- Investment income
- $26,853,154
- Net gain from sales of assets
- $10,841,188
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $26,734,186
- Compensation of officers, directors and key employees
- $450,151
- Other salaries and wages
- $733,780
- Salaries, compensation and benefits (total)
- $1,508,673
- Professional fundraising fees
- $0
- Legal fees
- $2,498
- Accounting fees
- $30,817
- Occupancy
- $96,629
- Program services (functional)
- $27,520,450
- Management and general (functional)
- $2,305,117
- Fundraising (functional)
- $244,355
Balance sheet and other
- Total assets, start of year
- $278,288,562
- Total assets, end of year
- $327,427,221
- Total liabilities, end of year
- $18,527,886
- Net assets, end of year
- $308,899,335
- Publicly traded securities
- $223,637,140
- Net assets without donor restrictions
- $307,414,512
- Net assets with donor restrictions
- $1,484,823
- Gross receipts
- $240,552,252
- Employees
- 17
- Volunteers
- 61
- Year formed
- 1974
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Rose Meissner | President/CEO Trustee or director, Officer, Key employee | 50 | $284,804 | $45,424 |
| Anita Echevarria | VP Administration Trustee or director, Officer, Key employee | 45 | $142,732 | $34,533 |
| Aaron Perri | VP Community Impact Key employee, Highest-paid employee | 45 | $135,520 | $19,141 |
| Marion Fulce | Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Richard Currey | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Kristin Pruitt | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Darran Teamor | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Regina Emberton | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Kyle Bossung | Director Trustee or director | 1 | $0 | $0 |
| Kyle Chamberlin | Director Trustee or director | 1 | $0 | $0 |
| Gail English | Director Trustee or director | 1 | $0 | $0 |
| Angela Faccenda | Director Trustee or director | 1 | $0 | $0 |
| Scott Ford | Director Trustee or director | 1 | $0 | $0 |
| Kimberly Green Reeves | Director Trustee or director | 1 | $0 | $0 |
| Mary Jan Hedman | Director Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Kibbe JD | Director Trustee or director | 1 | $0 |
| Mark Neal | Director Trustee or director | 1 | $0 |
| James Riley | Director Trustee or director | 1 | $0 |
| Leonard Sanchez MSW | Director Trustee or director | 1 | $0 |
| James Sawdon CPA CFP | Director Trustee or director | 1 | $0 |
| Timothy Sexton | Director Trustee or director | 1 | $0 |
| Matthew Shambry | Director Trustee or director | 1 | $0 |
| Dan Wolfson | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mrs Rose Meissner | President/CEO Trustee or director, Officer | 50 | $272,654 | $43,952 |
| Ms Anita Echevarria | VP Administration Trustee or director, Officer | 45 | $130,241 | $32,987 |
| Mrs Angela Workman | VP Program Highest-paid employee | 45 | $126,502 | $9,760 |
| Mrs Greta Roemer Lewis | Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Mrs Maron Fulce | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Mr Richard Currey | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Mr Mark Neal | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Mrs Kristin Pruitt | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Mr Kyle Bossung | Director Trustee or director | 1 | $0 | $0 |
| Hon Cristal Brisco | Director Trustee or director | 1 | $0 | $0 |
| Mr Shannon Cullinan | Director Trustee or director | 1 | $0 | $0 |
| Ms Regina Emberton | Director Trustee or director | 1 | $0 | $0 |
| Dr Gail English | Director Trustee or director | 1 | $0 | $0 |
| Ms Angie Faccenda | Director Trustee or director | 1 | $0 | $0 |
| Ms Kimberly Green Reeves | Director Trustee or director | 1 | $0 | $0 |
| Mr David Kibbe | Director Trustee or director | 1 | $0 | $0 |
| Mrs Lauri Miro | Director Trustee or director | 1 | $0 | $0 |
| Mr Warren Outlaw | Director Trustee or director | 1 | $0 | $0 |
| Mr Leonard Sanchez | Director Trustee or director | 1 | $0 | $0 |
| Mr James Sawdon | Director Trustee or director | 1 | $0 | $0 |
| Mr Timothy Sexton | Director Trustee or director | 1 | $0 | $0 |
| Mr Brian Stanley | Director Trustee or director | 1 | $0 | $0 |
| Mr Darran Teamor | Director Trustee or director | 1 | $0 | $0 |
| Mrs Katie Toothaker | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mrs Rose Meissner | President/CEO Trustee or director, Officer | 50 | $259,104 | $41,028 |
| Ms Anita Echevarria | VP Administration Trustee or director, Officer | 45 | $122,803 | $29,418 |
| Mrs Angela Workman | VP Program Highest-paid employee | 45 | $118,688 | $9,296 |
| Mrs Greta Roemer Lewis | Past Chair Trustee or director, Officer | 1 | $0 | $0 |
| Mrs Maron Fulce | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Mr Richard Currey | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Mr Mark Neal | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Mrs Kristin Pruitt | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Mr Curtis Bethel Jr | Director Trustee or director | 1 | $0 | $0 |
| Hon Cristal Brisco | Director Trustee or director | 1 | $0 | $0 |
| Mr Shannon Cullinan | Director Trustee or director | 1 | $0 | $0 |
| Ms Regina Emberton | Director Trustee or director | 1 | $0 | $0 |
| Dr Gail English | Director Trustee or director | 1 | $0 | $0 |
| Mr Richard Hill | Director Trustee or director | 1 | $0 | $0 |
| Mr Matthew Kahn | Director Trustee or director | 1 | $0 | $0 |
| Mr David Kibbe | Director Trustee or director | 1 | $0 | $0 |
| Mrs Lauri Miro | Director Trustee or director | 1 | $0 | $0 |
| Mr Warren Outlaw | Director Trustee or director | 1 | $0 | $0 |
| Mr Leonard Sanchez | Director Trustee or director | 1 | $0 | $0 |
| Mr James Sawdon | Director Trustee or director | 1 | $0 | $0 |
| Mr Timothy Sexton | Director Trustee or director | 1 | $0 | $0 |
| Mr Brian Stanley | Director Trustee or director | 1 | $0 | $0 |
| Mr Darran Teamor | Director Trustee or director | 1 | $0 | $0 |
| Mrs Katie Toothaker | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 305 S MICHIGAN ST, SOUTH BEND, IN 46601-2303
- In care of
- % ROSE MEISSNER
- Principal officer (990 for 2024)
- Rose Meissner, 305 S Michigan St, South Bend, IN 46601
- Signed the 990
- M Rose Meissner, President/CEO
- Phone
- (574) 232-0041
- Website
- www.cfsjc.org
Mission
To improve the quality of life for the citizens of St. Joseph County and their succeeding generations.
Program accomplishments
- Our largest program area is Community Development. As the recipient of a significant grant from Lilly Endowment Inc., the Foundation has been working to implement solutions designed to address the region's attainable housing gap. Some of these solutions include direct investment in transforming and building neighborhoods. Others include the development of a regional land bank and sophisticated lending tools that make it easier for families to purchase homes.Expenses $15,944,286 · grants $15,488,756
- Our second largest program area is Health & Human Services. The Foundation is invested deeply in those organizations who provide safe spaces for vulnerable populations - including the YWCA, St. Margaret's House, the Center for the Homeless, New Day Intake Center, and Hope Ministries. Several initiatives in this area provide increased access to healthcare, including partnerships with The Center for Hospice and HealthLinc. Work in this area also includes Senior Living grants made to LOGAN, REAL Services, and more.Expenses $5,368,779 · grants $5,215,392
- Our third largest program area is Youth and Education. Thanks in part to our 21st Century Scholar Success Initiative, a record number of eligible St. Joseph County students were able to qualify for full tuition assistance in 2025. Our sponsorship of Dolly Parton's Imagination Library reaches nearly 10,000 local children with a new book every month. Our Early Years Count Initiative is continuing to improve outcomes for our county's youngest students. We continue to fund local youth organizations, and 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.Expenses $3,851,332 · grants $3,741,299
- The rest of the awarded grants were in the areas of Arts, Parks, and Religious Organizations. A few of these projects include support for public media at WVPE (local NPR station) and WNIT (local PBS station), the development of Miracle League Field at Norman Heights Park, and support for the development of a new big cat exhibit at the Potawatomi Zoo.Expenses $2,356,053 · grants $2,288,738
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7365930
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $327,427,221
- Income (IRS master file)
- $240,552,252
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $61,343,123 | $30,069,922 | $327,427,221 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $21,649,610 | $14,507,647 | $278,288,562 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $17,614,512 | $12,821,732 | $255,508,846 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7365930).
Questions about COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC
- What is the EIN of COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC is 23-7365930.
- Is COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC?
- The 990 for the year ended June 30, 2025 names Rose Meissner.
- Who are the officers and directors of COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 3 received compensation from the organization, the highest $284,804 (Rose Meissner, President/CEO).
- How much revenue does COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $61,343,123, expenses of $30,069,922 and total assets of $327,427,221 at year end.
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