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Final Report
Research and Grant Recommendations on Childhood Obesity
of Indiana Counties Vanderburgh and Marion
Prepared by TheSix Consulting Group
April 27, 2014
Jared Jones | Kelly Morman | Aaron Olson | Adam Poser | HenriVenable | DanielleVetter
What’s Inside:
Executive Summary . . . . . . . . . . . . . . . . . 2
Community Indicators 6
Capacity Indicators 24
Needs Assessment
General County Health Comparisons
Community Scorecard
1
Recommendations. . . . . . . . . . . . . . . . . . 76
Bibliography . . . . . . . . . . . . . . . . . . . . . . 84
Marion andVanderburgh Nonprofits
Marion andVanderburgh Issue Specific Nonprofits
Government & Private Sector Overview
. . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . .
Capacity Scorecard
Introduction & Community Selection 4. . .
Appendix . . . . . . . . . . . . . . . . . . . . . . . . . I
Executive Summary
2
The issue of childhood obesity is a significant problem throughout the United States, especially in the State of
Indiana. Roughly 14% of the childhood population in Indiana are obese according to the RobertWood Johnson
Foundation and the Centers for Disease Control and Prevention.To help combat the problem of childhood
obesity in Indiana, specifically teenage obesity, the RobertWood Johnson Foundation enlistedTheSix
Consulting firm to conduct a community and capacity analysis of two Indiana counties - Marion County and
Vanderburgh County.Vanderburgh County is home to the Evansville Metro Area which has received national
media attention as the “Fattest City in America”. Marion County is the most populous county in the Indiana
and includes with the state capital, Indianapolis.
To fully analyze the size and scope of organizations addressing childhood obesity, the group examined
nonprofit organizations specalizing in Health, Recreation, Sports, Leisure, and Athletics, andYouth
Development represented by NTEE categories E, N, and O.Through this analysis, a number a organizations
were identified as possible partners for obesity prevention and mitigation in both communities. HealthNet
Inc. and theWellborn Baptist Foundation represented the two organizations with the greatest potential in the
Health category.The Indianapolis Parks Foundation and Evansville Parks Foundation were identified as two
possible partner organizations in the Recreation, Sports, Leisure, and Athletics category. Finally, the Boys &
Girls Clubs of Indianapolis and Evansville also represented two possible partner organizations committed to
addressing childhood obesity.The analysis of private entities reflected a greater capacity for partnership in
Marion County, however, no specific private organization showed potential to partner organizations to
address childhood obesity.When the group analyzed public sector capacity, it was readily apparent that the
Evansville government took a leading role in addressing childhood obesity within the community.The
Indianapolis and Marion County governments do not share this role.
Based on the analysis of the nonprofit, public, and private sectors, the group developed community and
capacity indicator scorecards to determine which county had the greater health need and nonprofit,
government, and private capacity to address the issue of child and teenage obesity in Indiana.The county
received a score of “1’ or “0” based on a side-by-side comparison on each metric. If there was less than a 2%
difference between any indicator for both counties, each received a score of “0”; if there was a greater than
two percent difference between the two counties, the county with the higher percentage received a score of
“1”. Appropriate data was per capitized to make a more even comparison. With scorecard results of 7-0 on
the community scorecard and 11-2 on the capacity scorecard, Marion County clearly demonstrates greater
need to address childhood obesity. Based on these scorecard results, Marion County has greater community
need in areas of general health and obesity, including smoking and obesity rates, children in poverty and in
single parent households, health food access, childhood obesity rates, and number of fast food restaurants,
among others. Marion County also demonstrated higher capacity in the nonprofit, public, and private sectors
to be able to combat childhood obesity in this community. Marion County has a greater number of nonprofit
organizations, a higher percentage of people contributing to nonprofit organizations, and a greater number of
organization and foundation assets and revenue.
3
Following the selection of Marion County as the target of the RobertWood Johnson Foundation grant, the
group identified HealthNet Inc. as the partner organization to implement the grant. Because of its existing
program of school-based clinics in four Indianapolis area high and middle schools, it was apparent that
HealthNet has existing relationships with the target population - teens - that the RobertWood Johnson
Foundation seeks to impact.With an annual income of $52 million, $25 million in assets, and $48 million
in expenses, HealthNet Inc. and its school-based clinic program is primed for expansion. Expansion of the
school-based clinic program from an annual budget of $450 thousand to nearly $1 million annually will allow
the school-based clinics to serve more students and community members, providing additional preventative
health and nutrition training. Additionally, the grant will create a pilot program at KIPP Indianapolis Collegiate
Preparatory to implement integrated preventative health and nutrition education in science, health, physical
education, and other classes. Students will then use their newly acquired knowledge to make good health and
nutrition choices to prevent and fight childhood obesity.They will also share this information and behaviors
with their families. KIPP is the target for this pilot program because it serves the youngest students in the
schools served by HealthNet Inc.The program will also include a focus on data collection to track and
benchmark changes in obesity rates in HealthNet school-based clinics school and the rest of Marion County.
The KIPP pilot program will also include data tracking of classroom visits by clinic staff, lessons focused on
preventative health and nutrition, and access to healthy meals and snacks within the school. Finally,
qualitative analysis will be essential to determine changes in mindsets and awareness of preventative health
and nutrition techniques among students served by the school-based clinic and enhanced education program.
The funding disbursements of this grant will follow a five-year timeline split into two periods. In the first two
years of the grant, RWJF will contribute $1 million to HealthNet efforts at KIPP.These activities include a
preventative health teen clinic, integrating health training and education into the classroom, and improving
healthy food choices in the school. In addition, $500,000 will be given to the four teen clinics in operation at
schools around Marion County. Lastly, $500,000 will be given to HealthNet to improve data collection and
reporting of program activities. Funding for the final two years of the grant cycle will be based on an
evaluation conducted during the second year of the cycle.The last three years of the funding cycle will consist
of $1 million to KIPP, $1 million to the four teen clinics, and $1 million to data collection.
With implementation of this grant program,TheSix and the RobertWood Johnson Foundation hopes to
decrease childhood obesity rates in schools with HealthNet Inc. school-based clinics, ideally expanding these
programs throughout the entirety of Marion County. In addition to decreasing obesity rates among these
student populations, the programs will also lead to changed mindsets and greater awareness of
preventative health and nutrition techniques. Students acquiring this knowledge will share it with friends and
family members to expand obesity prevention beyond the target populations. Evaluation of the program’s
results will determine whether or not the partnership and program with the RobertWood Johnson Foundation
and HealthNet Inc. should continue.
Introduction
4
At the request of the RobertWood Johnson Foundation,TheSix Consulting Group began a process of
thoroughly conducting research on the topic of childhood obesity.This final report concludes an extensive
process with our recommendations to the RobertWood Johnson Foundation while assessing childhood
obesity in Marion andVanderburgh Counties in the state of Indiana. In the preliminary report,TheSix
delivered information that indicated that although efforts have been taken in both communities, there
remains a large deficit in the education offered and action taken to prevent childhood obesity in these
counties. In the interim report,TheSIx provided a capacity overview of the two counties, delivering a scorecard
to better judge the counties against one another. FInally,TheSix delivered a narrowed group of possible
organizations that the RobertWood Johnson Foundation should look into for rewarding a possible grant
towards combatting childhood obesity.
This final report contains a review of information contained in the first two reports, including new information
that we feel is important to include. Among the new information contained is an expanded section on
community selection, financial analysis of the nonprofit sector in each community, and expanded scorecards
on the community and capacity of both communities, among other things. Section one will summarize the
community indicators, with a scorecard found at the end of that section. Section two contains capacity
indicator information, again ending in the appropriate scorecard.The report concludes with our organizational
recommendation for the RobertWood Johnson Foundation, including what actions we advise, why we advise
those actions, an action plan, and what expectations we would have for the organization given the grant.
5
Community Selection
When determining which two communities to study, we decided to choose two communities in Indiana.We
chose Indiana because we all currently reside here and wanted to learn more about childhood obesity within
our state. It was very easy to identify two communities in Indiana that would be viable candidates for funding
from a foundation and quickly decided uponVanderburgh County and Marion County.
Vanderburgh County, which contains much of the Evansville Metro Area, came to mind immediately due to
its stigma as “America’s Fattest City.” A 2011 Gallup Poll ranked the Evansville Metro Area as the most obese
in the country with an obesity rate of 37% (Gallup, 2011). Despite the self-reported nature of the survey and its
emphasis on BMI measurements, the title of “America’s Fattest City” spread internationally with mentions in
the United Kingdom’s DailyMail newspaper and a BBC Documentary (BBC, 2011).To compound the problem,
Evansville is also known for being a test market for the restaurant and fast-food industry (Ragan, 2011).
The other community that made the most sense to study in comparison toVanderburgh County was Marion
County because it plays a central role in Indiana’s state policy. Due to the centrality of Marion County and the
state’s capital being located within it, Marion County is a fertile ground for non-profit activity and growth.The
county’s large metropolitan population also makes for an interesting comparison toVanderburgh, which has a
much smaller metropolitan population.
When determining which community had the greatest capacity for funding, we considered which county had
more health related needs, such as smoking rates, physical inactivity rates and obesity rates.Through the
community indicators scorecard we created, we determined that Marion County is the community that has
a greater need. Even thoughVanderburgh County has the stigma of being “The Fattest City In America,” the
data collected actually showed that Marion County is much worse off when it comes to physical fitness and
overall healthiness.
It was also important to consider capacity when deciding which community to chose for funding. According to
the capacity scorecard, again Marion County had the greater need.There are simply more
organizations in the Marion County community which have the capacity to take on funding from our
foundation. Vanderburgh County, while having strong government programing which promoted fitness and
healthy lifestyles, had very little to offer in the nonprofit sector.Very few organizations or entities existed
which could shoulder a strong fight against childhood obesity. Due to both the greater health needs and a
stronger capacity, we have chosen Marion County overVanderburgh County as the community that we will
take our funding to.
Community Indicators
6
The Center for Disease Control defines overweight
as “having excess body weight for a particular height
from fat, muscle, bone, water, or a combination of
these factors,” and obesity as “having excess body
fat” (Center for Disease Control and Prevention,
2013).The National Institutes of Health recommends
calculating overweight or obesity through using BMI
or Body Mass Index. A BMI between 25 and 30 is
considered Overweight. A BMI over 30 is
considered Obese (National Institutes of Health,
2012). For children, BMI is calculated by how a child’s
weight compares to weight for other children at a
similar age. Children in the 95th
percentile are considered obese and children
between the 85th and 94th percentile are
overweight. Children between the 5th and 85th
percentile are considered to be normal weight
(American Heart Association, 2011). About one in
three American children and teens are overweight or
obese. Since 1963, the rate of childhood obesity has
tripled (American Heart Association, 2014).
Obesity have doubled among children and nearly
tripled among adolescents (Ogden CL, 2012).The
American Heart Association found that childhood
obesity is the top health concern among parents,
ranking higher than both smoking and substance
abuse (American Heart Association, 2011). Surgeon
General Richard Carmona released a statement
claiming that “[b]ecause of the increasing rates of
obesity, unhealthy eating habits and physical
inactivity, we may see the first generation that will be
less healthy and have a shorter life expectancy than
their parents” (Carmona). Children that are
overweight have a 70-80% chance of staying
overweight for the duration of their lives.
The National Health and Nutrition Examination
Survey found that children aged 2-5 had an obesity
rate of 12.1% of all children nationally. Children aged
6-11 had an obesity prevalence of 18% and
adolescents aged 12-19 averaged 18% obese
(CDC/NCHS, 2012). For adolescents, the highest area
obesity was among male students (16.1%) rather
than female (10%). Rates were highest among Afri-
can American students (18%) when compared to His-
panic students (14%) and Caucasian students (12%).
(Centers For Disease Control and Prevention, 2012).
From 1971-2008, the obesity rate of children ages 2-5
increased from 5% to 10%.The rate of children ages
6-11 increased from 4%-20% and for children ages
12-19 the rate increased from 6% to 18% (American
Heart Association, 2011).
Overall, the reported rates of obesity may be lower
than reported. A study presented at the 57th Annual
Meeting of the American College of Sports Medicine
compared heights/weights of children taken at an
orthopedic with the heights/weights that parents
reported.The study found parents overestimated
boys heights and weights and underestimated girls
heights and weights, resulting in large errors in
computing BMI.The study found that obesity
statistics could have resulted in about one in five
obese children, or 21% of obese children, not
being identified as obese in national studies
(American College of Sports Medicine, 2013).
Therefore, this report may be underreporting the
overall scope of the problem of obesity. Regardless,
the rates of childhood obesity have risen greatly and
show no signs of halting.
Needs Assessment Overview
7
Causes of Obesity
A number of factors contribute to childhood obesity.
The American Heart Association cites growing
portion sizes, poor nutrition, increased levels of
eating out and moving less as the main sources of
childhood obesity.The study found that around one
in four children do not participate in any free-time
physical activity.The organization also found that an
average child spends four to five hours in front of the
TV, computer screen or playing video games daily
(American Heart Association, 2011).The National
Heart, Lung, and Blood Institute found that genetics
and family history contribute to rates of childhood
obesity. A child is far more likely to be overweight if
one, or both, parents are overweight or obese.
Environmental impacts also can increase rates of
obesity. A lack of sidewalks or safe places for
recreation, busy work schedules, lack of access to
healthy foods and increased food advertising can
all impact rates of obesity in a community.They
also emphasize the impacts of leading an inactive
lifestyle (National Institutes of Health, 2012). The
Harvard School of Public Health credits unhealthy
diets, prenatal and postnatal influence and sedentary
lifestyles as the main contributors to obesity (Harvard
School of Public Health, 2013).The Center for Disease
Control found that childhood obesity resulted from
overconsumption of calories and a lack of physical
activity (Centers for Disease Control and Prevention,
2013). Overall, a variety of sources can contribute to
obesity in children.
“One in four
children do not
participate in any
free-time physical
activity”
8
National Consequences of Obesity
Childhood obesity, particularly among adolescents creates a multitude of health-related problems. Obese
teens are much more likely to become obese adults. One study found “that as BMI increased in adolescence
the probability of obesity as an adult significantly increased as well. Obese male youths were 18 times more
likely to become obese adults and obese female youths were 49 times more likely to become obese adults.
About 70 percent of obese youths have at least one additional risk factor for cardiovascular disease, such as
elevated total cholesterol, triglycerides, insulin or blood pressure” (Wang LY, 2008). Additionally, one in five
teenagers in the US has abnormally high cholesterol levels, which can lead to heart disease. Other troubling
diseases that can develop because of obesity include asthma, sleep-disordered breathing,Type II Diabetes,
heart disease and stroke, neurological and psychiatric diseases, kidney disease, liver disease, arthritis and
more (RobertWood Johnson Foundation, 2014). Children that are overweight are subject to bullying, fatigue,
and lower levels of academic achievement. Self-esteem issues also lead to more severe rates of psychological
disorders, such as depression or severe anxiety (NYU Lagone Medical Center, 2013)
Childhood obesity carries heavy economic costs. Overall obesity in the United States costs an astounding
$190 billion to national healthcare costs. Obese men add an extra $1,152 each year in medical spending while
women add an extra $3,613 per year. Health spending costs related to obesity have now overtaken health
costs associated with smoking (Ungar, 2012). Direct costs associated with obesity come with charges for
outpatient and impatient health services, surgeries, tests and results and therapy from drugs. Indirect costs
can include value in lost work (days missed, lost productivity, long term disabilities and premature death),
insurance costs (obese individuals cause higher insurance premiums), and wages (studies have found that
obesity is associated with lower income levels) (Harvard School of Public Health Obesity Prevention Source
Web, 2013).The Society of Actuaries estimate that lost productivity costs employers $164 billion (Baugh,
2013). Some researchers found that if obesity trends continue, obesity costs could raise by $48 to $66 billion a
year by 2030 (Wang CY, 2011).
Obesity also carries an environmental impact. A study from the University of Illinois found that the extra
weight from vehicles carrying obese individuals is responsible for around one billion additional gallons of
gasoline being burned each year (equal to 1% of the total gasoline usage), totaling $3.4 billion in costs (Begley,
2012).
Health Consequences
Economic Consequences
Environmental Consequences
9
Obesity in Indiana
Indiana’s battle with obesity is well documented. A 2011 comprehensive study of Indiana obesity by the
Indiana State Department of Health (ISDH) titled “The Burden of Obesity”, stated that the three most
nationally used age ranges for tracking childhood obesity were 2-5 years, 10-17 years, and high school age
students (Health,The Burden of Obesity ). For the purposes of this report, we will use these age ranges in our
analysis.
Children ages 2 to 5 (CDC)
	 16% overweight
	 14% obese
Children ages 10 to 17 (Robert Wood Johnson Foundation, 2013)
	 14.3% obese
High school students (Robert Wood Johnson Foundation, 2013)
	 14.7% obese
10
Recent Trends
Although Indiana ranks high in comparison to the rest of the nation in many obesity and overweight
categories, the recent state data has shown little deviation from national trends.
Graph 1.1 displays data from 1999 to 2009, showing the percentage of Indiana children ages 2-5 who were obese
increased from 12% to 14% while the national percentage rose from 13% to 15% (Health,The Burden of Obesity , p. 13).
The Indiana trends in other age groups are also close to the national trends in recent years. Graph 1.2 shows that in 2003,
around 15% of Indiana youth ages 10-17 were considered obese.The change between 2003 and 2009 was not significant
as the 2009 number remained at 15% (Health,The Burden of Obesity , p. 12).The national numbers also reflected a
minimal change between 15% and 16% (Health,The Burden of Obesity , p. 12).
Graph 1.2 from “Burden of Obesity”
Graph 1.1 from “Burden of Obesity”
11
Recent Trends
Graph 1.3 shows that of the three major age groups, Indiana’s high school students fair the worst in national
obesity rankings (RobertWood Johnson Foundation, 2013). In 2003, 12% of high school students in Indiana
were obese.That number rose to 13% in 2009 while the nationally average stayed steady at 12% over that
same period (Health,The Burden of Obesity ).
Graph 1.3 from “Burden of Obesity”
12
Contributing Factors to Obesity
At the most basic level, childhood obesity results from two risk factors: lack of physical activity and poor
nutrition (Overweight and Obesity).These two factors may result from personal choices and lifestyles but they
can also be influenced by public policy related to obesity risk factors.
Physical Activity
A 2007 study by the National Initiative for Children’s Healthcare Quality (NICHQ) found that on 66.2% of
Indianan children ages 6-17 participate in rigorous physical activity at least four times a week (Indiana State
Fact Sheet). In comparison to the nation, Indiana actually fairs better than the national average of 64.2%. One
major reason for a lack of physical activity is the increase of children’s “screen time” in our society. Screen time
is defined by the NICHQ as including “TV, video games, computer games, etc” (Indiana State Fact Sheet).The
NICHQ estimates that 11.9% of Indiana children ages 6-17 engage in 4 or more hours of screen time per day as
compared to the national average of 10.8% (Indiana State Fact Sheet).
Graph 1.4 shows data from the Indiana State Department of Health has also published statistics showing
healthy levels of activity among Indiana high school students. Nearly 41% of Indiana high school students
meet national recommended levels of physical activity. In addition, the level of physical activity among
Indiana high school students is significantly higher than the national averages (Health, Burden of Obesity,
p. 15).
Graph 1.4 from “Burden of Obesity”
20
10
0
13
Contributing Factors to Obesity
From these statistics we can see that many Indiana children are exceeding national standards for physical
activity in several age groups. One of the best ways to encourage physical activity is through school polices.
A review of Indiana state school standards will show if the state is one of the drivers behind physical activity in
children.
Physical Activity Policies in Indiana Schools
TheTrust for America’s Health and the RobertWood Johnson Foundation partnered to produce the “F as in
Fat” yearly study that has often been cited in this report.The 2013 study compares five major school physical
activity policies for each state (RobertWood Johnson Foundation, 2013).
1.	 Physical Education Requirements
		 Some physical education requirements for students.
2.	 Physical Activity Requirements
		 Standards for the type and amount of physical activity required for 	
			 students during the day outside of physical education class.
3.	 Shared Use Agreements
		 Laws encouraging or requiring schools to enable facilities to be 		
		 used by the community.
4.	 Safe Routes to School
		 Supports sidewalks, bike paths, reduced speed zones and other
		 policies that provide safe ways for students to get to school.
5.	 Complete Street Programs
		 Complete Streets programs encourage physical activity through 		
		“green” transportation.
By this study’s evaluation, Indiana schools have policies comparable to or better than most states in
categories 1-4, but not 5 (RobertWood Johnson Foundation, 2013). It seems that Indiana is on par with
national school policy standards fighting childhood obesity. Although there may be successes in this policy
arena for the state, an evaluation of nutrition standards in schools paints a different picture.
14
Contributing Factors to Obesity
Nutritional Policies in Indiana Schools
Indiana youth may participate in the prescribed amounts of healthy physical activity, but their nutritional
habits may be of some concern. Indiana high school students consume the recommended amounts of fruits
and vegetables at lower rates than the national average (Health, Burden of Obesity, p. 17).
Similar to the physical activity policies, RobertWood Johnson identifies several nutrition policy categories
contributing to childhood obesity (RobertWood Johnson Foundation, 2013).
1.	 Nutritional Standards for Competitive Foods in Schools
		 State standards for all foods and beverages sold in schools that are 	
		 not part of the USDA school lunch program.
2.	 Limits on Competitive Foods in Schools
		 Policies expanding on federal standards limiting the amount of 		
		 competitive foods sold in schools.
3.	 Sugar-Sweetened BeverageTaxes
		 Some states include soda on the list of items subject to sales tax.
4.	 Farm to School Programs
		 Partnerships between schools and farms in the community to bring 	
		 locally-sourced, healthy foods to kids in school.
At the state level, Indiana meets the national standards for “Nutritional Standards for Competitive Foods” and
“Sugar Sweetened BeverageTaxes”, but not for the other two categories (RobertWood Johnson
Foundation, 2013).
In terms of state action on eliminating childhood obesity through public and school policy, Indiana is
surprisingly active. Although these state standards are in place, it is quite possible that many localities and
school districts have created their own contradicting policies.Tackling a problem as comprehensive as
childhood obesity requires coordinated action from the statehouse down to local governments, school
governing bodies, and nonprofits to make significant progress. A more locally focused analysis of childhood
obesity in Marion County andVanderburgh County will detail the problem in the two counties, as well as their
efforts fighting it.
15
Indiana Consequences of Obesity
It is no mystery that those who are overweight or obese as children have much higher risks of being obese as
adults. Indiana overweight and obese adults constitute a large number of the Indiana population afflicted by
high blood pressure, high cholesterol, heart attack, angina, coronary disease, and diabetes (Health, Burden
of Obesity, p. 5). As chart 1.1 shows, according to the Indiana State Department of Health, Hoosiers who are
overweight or obese are diagnosed with diabetes approximately seven times more than those who are not
overweight or obese (Health,The Burden of Obesity , p. 5).
Health Consequences
As evidenced by the chart above, overweight and obese Indiana adults suffer from adverse health conditions
at much higher rates than healthy individuals. Indiana children and adolescents also have increased risk of
diabetes as over 75% of children and adolescents with type II diabetes are obese (Health,The Burden of
Obesity , p. 6).
Chart 1.1 from “Burden of Obesity”
16
Indiana Consequences of Obesity
Obesity also contributes significantly to the different causes of death in Indiana. As explained in chart 1.2,
the three of the leading causes of death in Indiana, heart disease, cancer, and stroke, are related to obesity
(Health,The Burden of Obesity, p. 6).
Chart 1.2 from “Burden of Obesity”
Economic Consequences
In addition to health consequences, obese and overweight individuals also bring increased economic costs in
Indiana. An Obesity Research Journal study estimated 2009 obesity related medical costs in Indiana to total
over 3.5 billion dollars (Justin G.Trogdon, 2012, p. 218).The Indiana State Department of Health also reports
that spending on obesity-related illness treatments has increased at the alarming rate of 89% from 1998-
2006 (Health, Burden of Obesity, p. 7). If comprehensive action is not taken to fight obesity in Indiana, these
costs will continue to rise and be a significant drain on the Indiana economy.
17
General County Health Comparison
Marion County andVanderburgh County both have
significant obstacles for leading healthy lifestyles.
Citizens are less likely to lead healthy lifestyles in
these counties, when compared to other counties in
Indiana. The RobertWood Johnson Foundation and
the University ofWisconsin Population Health
Institute collaborate to publish the County Health
Ranking & Roadmaps.The County Health Rank-
ing measures look at a variety of issues that impact
health outside of the doctor’s office. Some of the
factors included are “the rate of people dying before
age 75, high school graduation rates,
unemployment, limited access to healthy foods, air
and water quality, income, and rates of smoking,
obesity and teen births.”The ranking aims to
measure the overall health for each county in all 50
states.
Marion County ranks 79th out of the 92 counties in
Indiana.With an adult obesity rate of 30% and
physical inactivity of 26%, the city ranks as one of the
least healthy counties in Indiana. Factors
contributing to unhealthy lifestyles include high rates
of adult obesity (26% with a national benchmark of
13%), extremely high rates of adult smoking (26% of
adults smoke, with a national benchmark of 13%),
and very high rates of teenage births (60 per 1,000
teens with the national benchmark of 21) (County
Health Rankings & Roadmaps, 2013).
Vanderburgh County ranks 72th out of the 92
counties in Indiana.Vanderburgh County has an adult
obesity rate of 29% and rates of physical inactivity
reach 28%. Factors contributing to unhealthy
lifestyles include high rates of adult obesity (13%
higher than the national benchmark of 13%),
extremely high rates of adult smoking (26% of adults
smoke, with a national benchmark of 13%), high
percentages of children in single-parent households
(39%), and a high school graduation rate of only 83%
(RobertWood Johnson Foundation, 2014).
A number of other factors are prevalent that lead to
higher rates of childhood obesity. For instance,
access to healthy food and grocery stores can impact
rates of obesity. Marion County has 8.9 fast-food
restaurants per 10,000 people and only 1.7 grocery
stores per 10,000 people. Only 50% of zip codes in
Marion County have access to a healthy food outlet
(National Initiative for Children’s Healthcare Quality,
2010). Vanderburgh County has 1.7 grocery stores
per 10,000 people and 9.6 fast-food markets per
10,000 people. Other factors contributing to obesity
are rates of poverty.The percentage of low-income
preschoolers that qualify as obese is 15%.The
lowest rate of obesity for low-income preschoolers
is in Hamilton County, with only 8.5% of low-income
preschoolers qualifying as obese. The percentage
of low-income preschoolers that are obese is 12.8%.
(National Initiative for Children’s Healthcare Quality,
2010).
18
Childhood Obesity Comparison
As mentioned earlier in the report, most estimates of
rates of childhood obesity are likely to be
underestimates. In addition, there are vast
differentials in the quality and quantity of data
available for these counties regarding childhood
obesity. Below are the findings for rates of childhood
obesity in Marion andVanderburgh County.
	
Vanderburgh County has made headlines with its
high rate of adult obesity.The rates of childhood
obesity in the county are equally as troubling. In
the tri-state area, 62% of children are considered to
have a normal weight, while 16% are overweight and
20% are obese. Focusing specifically on High School
students, nearly 32% of students are overweight or
obese.That rate has increased from 26% of students
being classified as overweight or obese in 1999
(Tri-State CommunityWellness Indicators, 2011).
The Centers for Disease Control and Prevention
found that only 43% of high school age students in
Vanderburgh County got the suggested 60 minutes
per day for at least five days a week (Centers for
Disease Control and Prevention, 2012).
Childhood obesity is very prevalent in Marion County.
In Marion County, 22% of school children in
Kindergarten through 12th grade met the CDC
requirements for being overweight and another 18%
were at risk of being overweight.
Combined, almost 40% of children in Marion County
are in danger of leading unhealthy lifestyles and
suffering the numerous consequences associated
with childhood obesity. Of the 40% of Marion County
residents aged 5-17 that are obese or at risk of being
obese, 38% of the students are Caucasian, 42% of the
students are African American, and 49% of the
students of the students were Hispanic. Hispanic
males were at the highest rate (52%) of being
overweight or at risk of becoming overweight within
all children demographics (Monroe County Health
Department , 2008)
19
Childhood Obesity Comparison
Demographic Group
Race & Gender
	 White Male
	 White Female
	 Black Male
	 Black Female
	 Hispanic Male
	 Hispanic Female
	 Multiracial Male
	 Multiracial Female
	 Asian/Pac. Is. Male
	 Asian/Pac Is. Female
	 Amer. Indian Male
	 Amer. Indian Female
	 Unknown Male
	 Unknown Female
Years of Age
	5
	6
	7
	8
	9
	10
	11
	12
	13
	14
	15
	16
	17
	18
* Underweight: under 5th percentile; Normal: 5th less than 85th percentile; At risk: 85th less than
95th percentile; Overweight: 95th percentile and greater
Underweight
2
1
1
1
1
1
2
2
5
3
1
0
0
1
2
2
2
1
1
2
2
1
1
1
1
1
2
2
Normal
59
63
58
55
47
54
57
58
63
68
52
50
66
68
64
63
62
61
58
56
54
55
54
57
58
59
62
62
At Risk
17
18
18
19
20
21
17
18
16
16
27
15
11
14
17
17
17
17
18
18
19
20
20
18
19
18
17
17
Overweight
22
18
22
25
31
24
24
23
16
13
20
35
24
17
17
18
19
21
23
25
25
24
24
24
23
21
20
19
Students
21,793
21,567
17,187
16,932
3,731
3,486
1,899
1,887
562
568
92
94
148
201
2,612
7,196
8,081
8,311
8,211
7,795
7,860
7,671
7,535
7,303
6,073
5,264
4,215
2,020
Percent of group by BMI category*
Table by Monroe County Health Department , 2008
Table 1.1: Marion County
20
Data Problems
After exhausting sources while searching for childhood obesity rates in Marion County, only one source
appeared to have accurate data-the Marion County Health Department. Not a single nonprofit, private
organization, or scholarly paper has tracked or published rates of obesity in Marion County for children in all
socioeconomic categories. InVanderburgh County, only tri-state area exists, which does include the majority
ofVanderburgh County, but certainly is not a perfect measurement of the problem.The foundation’s efforts
were a substantive start to tracking obesity in adults, but a lack of data regarding childhood obesity at the
county level is troubling.This gap in data could demonstrate a lack of awareness in the communites and the
nonprofit sector about the dangers of childhood obesity. A more comprehensive review of the nonprofit
sector will be required to see if the sector can put forth concrete solutions to reducing the high rates of
childhood obesity in these counties.
Reference Appendix D for more information.
21
Community Scorecard
Community Indicators Scorecard Methodology
Outside of the nonprofit sector, a number of health and outside factors impact the rate of childhood obesity
in a community.The RobertWood Johnson Foundation and the University ofWisconsin Population Health
Institute collaborate to publish the County Health Ranking & Roadmaps.The County Health Ranking looks at a
variety of issues that impact health outside of the doctor’s office.This report gave rates for important
statistics, all of which have an impact on the rate of childhood obesity. Factors that were selected from the
report and that were placed into the Community Indicators Scorecard were selected because of their direct
impact on the rates of childhood obesity. Non-relevant factors were not included. State and National
benchmarking data is provided with the County Health Ranking & Roadmap.
The report first gives the adult smoking rate. Scholars at Harvard found that higher rates of smoking led to
higher rates of obesity (Harvard School of Public Health, 2013). It also gives the adult obesity rate and the rate
of physical inactivity in the public, both of which have been linked to and are results of higher rates of
childhood obesity (American Heart Association, 2011).The RobertWood Johnson Foundation found that
childhood obesity was much higher among teenage mothers and their children (RobertWood Johnson
Foundation, 2013). Another study found poverty to be a major indicator of both childhood and adult obesity.
Individuals who lacked health insurance, did not graduate from high school, or were living in poverty were
all at risk. Individuals with one or more of these factors in their lives were seventy percent more likely to be
overweight or obese (Eric A. Finkelstein, 2003). Similar to the statistics for poverty and teenage birth, children
living in households with a single parent were more likely to be obese or overweight (NYU Lagone Medical
Center, 2013). Finally, the Harvard School of Public Health emphasizes the importance of environmental
factors in childhood obesity. Access to healthy foods and recreation facilities play a major factor in the lifestyle
of children (Harvard School of Public Health Obesity Prevention SourceWeb, 2013). The County Health
Ranking also provides a Fast Food Restaurants per capita statistic, which provides an interesting juxtaposition
to the access to healthy food statistics. Parks, miles of bike trails, and aquatic centers are public infrastructure
that allows members of communities to get the recommended levels of exercise.Those metrics were all
provided by the Parks and Recreation Department of each county.
The final statistic on the chart is the reported rates of childhood obesity. Keeping in mind that a recent study
from the American College of Sports Medicine found that parents overestimated boys heights and weights
and underestimated girls heights and weights, resulting in large errors in computing BMI.The study found
that obesity statistics could have resulted in about one in five obese children, or 21% of obese children, not
being identified as obese in national studies, the rates of obesity from the county are presented in their most
recent form.The childhood obesity rate forVanderburgh County comes from theTri-State Community
Wellness Indicators report from 2011 and the rate for Marion County comes from the Marion County Health
Department (Tri-State CommunityWellness Indicators, 2011) (Marion County Health Department, 2008).The
National and State rate of childhood obesity comes from the National Council of State Legislatures. (National
Council of State Legislatures, 2012).
Community Scorecard
22
For tabulation, each community will be ranked by a variety of community health indicators.The community
showing a higher level of need for each indicator will receive a score of “1.”The community with less need will
receive a score of “0.” Lesser level of need is defined of having a lower level of each individual indicator
(example: If Marion County has a smoking rate of 26% andVanderburgh County a smoking rate of 20%,
Vanderburgh County has need for this indicator and would receive a score of “0”).
If values are similar (within 2% for percentage comparisons), both cities will receive a score of “0.” For Per
Capita comparisons, the difference will be determined by a number of people.The community showing a
higher level of capacity will receive a score of “1.”The community with less capacity will receive a score of
“0.”The scores will be deemed too close to differentiate if the values are within 2% of the per capita number
used (For example, if the per capita is measured by #/10,000 residents, values within 200 individuals, or 2% of
10,000 residents, will be deemed too close to differentiate). In that case, both communities will receive a “0”.
Community Scorecard
23
Table 1.2 Community Indicators
Community
Indicators
Marion County Score
Vanderburgh
County
Score Indiana National
Adult Smoking
Rate
26% 0 26% 0 24% 13%
Adult Obesity
Rate
30% 0 29% 0 30% 25%
Physical
Inactivity
26% 0 28% 0 27% 21%
Teen Birth Rate
60/1000
Residents
0
43/1000
Residents
0 41 21
Uninsured 20% 1 15% 0 17% 11%
High School
Graduation Rate
81% 0 83% 0 86% N/A
Children in Single
Parent
Households
46% 1 39% 0 32% 20%
Children in
Poverty
32% 1 22% 0 23% 14%
Access to
Recreational
Facilities
10/100,000
Residents 0
13/100,000
Residents 0 9 16
Number of Parks
per 10,000
persons
2.23 0 2.22 0 - -
Number of
Aquatic Centers
per 10,000
persons
.22 1 .5 0 - -
Miles of Bike
Trails
74 1 20 0 - -
Limited Access to
Healthy Foods
8% 1 4% 0 6% 1%
Fast Food
Restaurants
55% of all dining
establishments.
1
51% of all dining
establishments.
0 50% 27%
Rate of
Childhood
Obesity
22.0% 1 19.9% 0 - 15.3%
Overall Score Marion County 8
Vanderburgh
County
0
Marion and Vanderburgh Nonprofits
24
Capacity Indicators
In order to effectively identify potential organizations to fund, it is important to narrow our discussion to the
specific group of nonprofits that the foundation could fund.
The NationalTaxonomy of Exempt Entities, a project of the Urban Institute, attempts to make sense of the
vast scope of the nonprofit sector by dividing organizations into distinct categories (Urban Institute).There
are 26 “Major Categories” within the NTEE classification system.
The RobertWood Johnson Foundation funds organizations that work to improve the “…health and
healthcare of all Americans” (RobertWood Johnson Foundation).The foundation’s funding efforts are
concentrated around two of the “Major Categories” of the NTEE system: “Health” and “Human Services”.
Since our report will focus on combatting childhood obesity within Indianapolis and Evansville, the main NTEE
category of interest is “Human Services”.
Within Human Services, two subcategories immediately identify themselves as relevant to our discussion:
“Recreation & Sports” and “Youth Development”.
One of the main ways to reduce obesity in children is to offer outlets for physical activity.The “Recreation
& Sports” subcategory includes organizations such as “Camps”, “Parks and Playgrounds”, and “Community
Recreational Centers” (Urban Institute, NTEE).These organizations, as well as others in the “Recreation and
Sports” category, will be relevant to our later discussion of funding opportunities.
“Youth Development” organizations also contribute to the fight against obesity by offering children
opportunities to be involved in healthy extracurricular activities.This subcategory includes organizations such
as “Boys & Girls Clubs” and “Youth Development Programs” (Urban Institute, NTEE).
Selected Field of Activity
25
Number of Nonprofits by Subsection
To begin evaluating the nonprofit fields of Marion andVanderburgh County, the evaluation team used
Guidestar, an information organization dedicated to nonprofit sector transparency. Abramson and McCarthy
discuss the importance of informational organizations in the nonprofit sector. Information about nonprofit
and foundation operations “enhances the accountability of nonprofits and foundations, informs the
decision-making of grant makers and grant seekers, supports the work of researchers…and promotes public
understanding of nonprofits” (McCarthy, 2012; McCarthy, 2012). Guidestar and the National Center for
Charitable Statistics (NCCS) both provide valuable information regarding the size and scope of the nonprofit
sector in Marion County andVanderburgh County.
The number of tax-exempt organizations can be calculated using two main methods. First, the Internal
Revenue Service categorizes organizations into more than 25 different classifications, the most common
being a 501(c)(3) organization (donations to which are tax-deductible) (Board Source, 2012). Second, the
National Center for Charitable Statistics uses the NationalTaxonomy of Exempt Entities (NTEE) in
partnership with the IRS “to classify nonprofit organizations. It is also used by the Foundation Center to
classify both grants and grant recipients (typically nonprofits or governments)” and it helps describe the type
of individuals served by these organizations (National Center for Charitable Statistics, 2004).
Marion and Vanderburgh Nonprofits
As seen in graph 2.1, using the Advanced Search feature of Guidestar, organizations were searched by city
and state (Indianapolis, Indiana and Evansville, Indiana). Guidestar does not offer searching by County or FIPS
Code. No organization name, category, or NTEE code was specified. A search was then conducted to calculate
the number of organizations in each IRS tax category (501(c)(1), 501(c)(2), 501(c)(3)…4947(a)(1)).
Shown in graph 2.3, an additional search was conducted to determine the numbers of organizations in each
of the 26 NationalTaxonomy of Exempt Entities categories. Organizations were searched by city and state
(Indianapolis, Indiana and Evansville, Indiana). Guidestar does not offer searching by County or FIPS Code. No
organization name was specified. Only 501(c)(3) organizations were included in the search.
Methodolgy
Marion and Vanderburgh Nonprofits
26
Chart 2.1: Number of Nonprofits byTax CodeGuidestar
NCCS Chart 2.2: Number of Nonprofits by NTEE Code
Marion and Vanderburgh Nonprofits
27
Chart 2.3: Number of Nonprofits byTax CodeGuidestar
Marion and Vanderburgh Nonprofits
Other Nonprofit Indicators
28
Outside of the number of exempt organizations in each county, a number of other indicators can be compiled to reveal
the size and scope of the nonprofit sector in Marion County andVanderburgh County.The National Center for Charitable
Statistics provides data on rates of household giving, religious organizations, and foundation activities.
Household Giving
Methodology
To gauge the level of household giving, table 2.1 reflects a Geographical Search conducted on the National Center for
Charitable Statistics. In the Geographical Search, the data was collected from the State of Indiana. All areas of
nonprofit activity were collected. Data was then analyzed at the County level (Marion County, FIPS Code 18097 and
Vanderburgh County, FIPS Code 18053). All data was collected from the “Community Resources: Households and
Organizations.” Data is from 2005.
Table 2.1: Household Giving
Analysis
Table 2.1 indicates that engaging citizens in the nonprofit sector shows higher levels of community involvement in the
sector and higher levels of organizational impact. In addition to volunteering, community contributions “strongly define
the character of many nonprofit organizations and reflects the willingness of individuals to voluntarily forgo their own
consumption for the good of others” (Steuerle, 2006)While fees for goods and services make up the majority of money
in the nonprofit sector, private contributions have been increasing. Most scholars note that household giving tends to
increase with wealth levels.Therefore, giving levels in Marion County andVanderburgh County may be impacted by
their income levels.
The number of households in Marion County are much larger thanVanderburgh Count.Vanderburgh County reports
2.04% more households reporting contributions thanVanderburgh County. Marion County contains 5.44% more
percent of households itemizing donations.The higher percentage of households itemizing donations in Marion County
implies a higher base of households making substantial donations thanVanderburgh County.
Marion County Vanderburgh
County
Indiana
Number of
Households
418,716 82,322 5,620,048
Number of
Households
Itemizing
Deductions
135,999 22,257 1,708,894
% of Households
Itemizing
32.5% 27.0% 30.4%
% Reporting
Contributions
82.3% 84.3% 83.7%
Marion and Vanderburgh Nonprofits
29
Religious Organizations
Methodology
To gauge the level of religious organizations, a Geographical Search was conducted on the National Center
for Charitable Statistics. In the Geographical Search, the data was collected from the State of Indiana. All
areas of nonprofit activity were collected. Data was then analyzed at the County level (Marion County, FIPS
Code 18097 andVanderburgh County, FIPS Code 18053). All data was collected from the “Congregations and
Other Religious Organizations” collection. Data is from 2013.
Table 2.2: Religious Organizations
Congregation Data Marion County
Vanderburgh
County
Indiana
Number of
Congregations
984 142 5,811
Number of Other
Religious
Organization
83 20 437
Total 1,067 162 6,248
Number of
Congregations per
10,000 Persons
11.2 8.3 9.6
Number of
Organizations per
10,000 Persons
12.1 9.4 10.3
Marion and Vanderburgh Nonprofits
30
The Association of Religion Data Archives (ARDA) offers an additional source of
analysis of the size and scope of the religious sector in Marion and Vanderburgh
Counties. ARDA works to democratize data on religious institutions. The data below
is taken from the 2010 County Membership Report. The report defines
Congregational adherents to include all full members, their children, and others who
regularly attend services.
Congregation Data Marion County Vanderburgh County
Number of Adherents 383,176 95,361
Number of
Congregations
876 212
Number of
Congregations Per
10,000 Persons
9.7 11.8
Adherent Total as
Percentage of County
Population
42.4% 53.1%
Tradition with the most
adherents
Evangelical Protestant
(143,339 Adherents)
Evangelical Protestant
(41,066 Adherents)
Tradition with the
second most adherents
Catholic
(99,990 Adherents)
Catholic
(29,097 Adherents)
Table 2.3: Religious Organizations
Marion and Vanderburgh Nonprofits
31
Analysis
Religious organizations represent an important subsection of the nonprofit sector in Marion County and
Vanderburgh County. Expanding upon their historic role in the nonprofit sector in the United States, religious
organizations serve as core institutions of the sector.While little literature or academic research was pursued
involving religious organizations until very recently, religious organizations account for approximately half of
all philanthropic donations in the United States. Studies show that religious organizations encourage
individuals in a community to think more about their responsibility to the poor and individuals will participate
more in other community organizations. Scholars also caution that the number of reported religious
organizations may is understated due to current tax law and the high level of diversity among religious
organizations (Wuthnow, 2006). Furthermore, religious institutions carry over features from other
organizations in the nonprofit sector. Kevin Robbins found that “modern charitable nonprofit organizations
owe their inception and continued support to the public-spirited generosity of philanthropists who feel that
contributions to the commonwealth are spiritual or moral imperatives…organized charity is driven by
religious organizations” (Robbins, 2012).
While useful for understanding the size and scope of the nonprofit sector in these counties, a number of
problems arise when analyzing religious institutions. Frunkin lists three key features of a nonprofit
organization: they do not coerce participation, they operate without distributing profits to shareholders and
they exist without simple and clear lines of ownership and accountability.The lack of accountability and
ownership is especially apparent when analyzing the religious impact in a community (Frumkin, 2012).
Because religious institutions are not required to file 990 or 990-EZ tax form to the IRS, like other
organizations receiving nonprofit status, the data about the size and scope of religion in communities is often
unreliable. Please note that data presented above may not represent all of the religious organizations present
in the communities, due to the lack of reporting requirements. Many varieties exist when discussing the size
of religion in a city. Also, data does not account for any religious activity in the informal sector, which could be
substantial.
The two data sources give conflicting information about the number of congregations in each community.
Also, the ARDA data does not list general religious organizations that do not qualify as a congregation.
Overall, it appears that Marion County has more congregations. However, the citizens were much more likely
to be adherent to a religious organization inVanderburgh County rather than Marion County.The
participation rate in these cities could reveal the engagement of citizens in other nonprofit organizations.
Both communities have large groups of Evangelical Protestant and Catholic adherents.While the data may be
lacking in completeness for the numbers, the data available indicates that religious organizations are
substantial components of the nonprofit sector in both Marion County andVanderburgh County.
Marion and Vanderburgh Nonrprofits
32
Foundation Activity
Methodology
To gauge the level of foundation activity, a Geographical Search was conducted on the National Center for
Charitable Statistics. In the Geographical Search, the data was collected from the State of Indiana. All areas
of nonprofit activity were collected. Data was then analyzed at the County level (Marion County, FIPS Code
18097 andVanderburgh County, FIPS Code 18053). All data was collected from the “Private Foundation
Activities.” Data is from 2011.
Table 2.3: Foundation Activity
Analysis
Foundations encourage redistribution of funds in a community, allowing money to go to programs that assist
underserved parts of communities in a cost effective manner. Foundations in communities across the country
have experienced dramatic expansion from the twentieth century to the turn of the century. Overall,
foundations play important roles in supporting the operation of the nonprofit sector (Prewitt).
While Marion County nearly doubles the number of foundations inVanderburgh County,Vanderburgh County
contains 4.47 more organizations per 10,000 persons that Marion County. Looking at revenue, Marion County
foundations contain nearly seven times as many total assets per 10,000 persons than the total assets per
10,000 persons inVanderburgh County.
Foundation Data
(Geographical
Search)
Marion County
Vanderburgh
County
Indiana
Number of
Foundations
266 129 1,436
Total Assets (Fair
Market Value)
$9,242,958,708 $259,838,778 $12,176,166,479
Total Revenue $1,024,439,641 $23,739,197 $1,328,171,576
Contributions and
Grants Made
$380,779,372 $15,150,347 $618,185,640
Number of
Organizations
(per 10,000
persons)
3.0 7.5 2.7
Contributions and
Grants (per
10,000)
$433 $93 102
Total Revenue
(per 10,000
persons)
$1,166 $138 $218
Total Assets (per
10,000 persons) $10,517 $1,511 $2,002
Marion and Vanderburgh Nonprofits
33
Marion County Photo © Indianapolis Junk Hauling
Vanderburgh County Photo © 2006 John Blair
Marion and Vanderburgh Nonrprofits
34
Financial Analysis
Introduction
In order to truly assess the size, scope, and operation of the nonprofit sector in these two communities, an
overall financial analysis is necessary. Blackwood,Wing, and Pollak use assets, revenue, and expenses as the
three main financial indicators in their publication “Facts and Figures from the Nonprofit Almanac 2008:
Public Charities, Giving, andVolunteering” (Ott p. 12).The following section will also put these three
indicators to use in order to further describe nonprofit activity inVanderburgh and Marion counties.
Financial
Indicator
Marion County
Vanderburgh
County
Indiana
Total Revenue
(Nonprofit
Sector)
$11,171,277,627
$1,406,159,510
$31,179,813,433
Total Expenses
$10,271,430,374
$1,300,990,058
$28,206,153,165
Total Assets
$17,438,305,872
$2,067,447,851
$60,399,290,076
Total Revenue ($
per Capita)
$12,711
$8,179 $268
Total Expenses
($ per capita)
$11,687
$7,567
Total Assets ($
per capita)
$19,841
$12,025 $405
Total AGI ($
thousands)
$20,141,388 $3,850,738
$264,893,743
Total
Contributions ($
thousands)
$437,138 $79,960 $5,516,330
Contributions as
a % of AGI
2.8% 2.1% 2.1%
Table 2.4: Overview of Financial Analysis
Analysis
Marion County holds $4,532 more in total revenue per capita thanVanderburgh County and $4,120 more in
total expenses per capita thanVanderburgh County.Total assets per capita in Marion County outweigh
Vanderburgh County by $7,816.
Assets
Definition
The Financial Accounting Standard defines asset as “probable future economic benefits obtained or
controlled by a particular entity as a result of past transactions or events” (FASB). Assets provide a simple way
to summarize the scope of the nonprofit sector and its subsectors. In 2005, the 1.4 million organizations filing
a Form 990 reported $3.4 trillion in assets (Ott p.13). Of those organizations, 2005 public charities held $2
trillion in assets (Ott, p.13). Line 16 of the Balance Sheet section of the Form 990 lists “Total Assets” and is
where the NCCS Business Master File draws its data (IRS). Some examples of assets that nonprofit
organizations may hold could include real estate, vehicles, or buildings that contribute to the operations and
mission of the organization.
Methodology
An in-depth search in the National Center for Charitable Statistics DataWeb was used to determine the level
of organizational assets by NTEE Code. Using the report builder, the Business Master File (which is generated
two times annually from IRS Data. Data is collected from all active organizations registered with the Internal
Revenue Service, gross receipts, total assets, and the relevant tax period. Data comes from organizations’
latest Forms 990, 990-EZ or 990-PF) from the latest filing (BMF 12/2013 501c3). Due to the data collection
methods of the National Center for Charitable Statistics, this data for total assets only represents
approximately 1/3 of registered organizations filing Forms 990, 990-EZ, or 990-PF.The data does not
represent any exempt organization classified as “Other” by the NCCS. Rather, the data focuses primarily on
registered 501(c)(3) organizations. A two variable hierarchical report was generated for assets (Asset Code,
separated into the categories displayed in the graph below) and NTEE Codes (NTEE major group “A-Z”). Data
was filtered by FIPS Code 18097 (Marion County) and then a separate report was generated for FIPS Code
18163 (Vanderburgh County).
Marion and Vanderburgh Nonprofits
35
Marion and Vanderburgh Nonprofits
36
Assets: Marion County
Chart 2.4: Marion County Assets
Analysis
When looking at the raw numbers in charts 2.4 and 2.5, Marion County not surprisingly has more
organizations in each asset bracket thanVanderburgh County. Considering that the city of Indianapolis has
nearly 7 times as many people as Evansville, the two main metropolitan areas in each county,Vanderburgh
still shows a robust nonprofit sector.The distribution of organizations in each asset bracket is strikingly similar
however. Both counties have their largest share of organizations in the $100,000-$499,999 category. In
addition, Marion County slightly edges outVanderburgh in the percentage of organizations with greater than
$10 million and $50 million.
Chart 2.5: Marion County Assets by Percentage
Marion and Vanderburgh Nonprofits
37
Assets: Vanderburgh County
Chart 2.6:Vanderburgh County Assets
Analysis
Charts 2.6 and 2.7 show that similar to Marion County,Vanderburgh also has their largest concentration of
organizations with between $25,000 and $4,999,999 in assets.The asset category with the largest
concentration of organizations was again $100,000 to $499,999 with 12.6% and the category with the
smallest was $50 million or greater with 1.1%.The presence of theWellborn Baptist Foundation in
Vanderburgh County may also skew the overall financial averages for the county.With an annual income of
$700 million, the Foundation far outpaces other organizations assets inVanderburgh County, causing an
effect on the overall financial results for the county.
Chart 2.7:Vanderburgh County Assets by Percentage
Marion and Vanderburgh Nonprofits
38
Expenses
Definition
NCCS draws “Expenses” from Line 17 of Part 1 of the Form 990.The line totals the organizations expenses
by summing categories such as “grants and other assistance”, “benefits paid to members”, “payroll taxes”,
“management”, “legal”, and other expenses (Form 990). Analyzing expenses provides a look into the
day-to-day operations of the organization. Blackwood,Wing, and Pollak state that a majority of public
charities report under $500,000 in expenses and our data is consistent with that claim (Ott p. 13). Our data
also matches with the small percentage of organizations (4%) that report over $10 million in expenses,
although those organizations will be important to our analysis (Ott p.13).
Methodology
An in-depth search of the National Center for Charitable Statistics DataWeb was used to determine the level
of organizational expenses inVanderburgh and Marion counties. Core Data Files were utilized through the
Report Builder in order to generate a three-variable, hierarchical report.The Core Files include financial
variables pulled from Form 990-series data and is updated annually; only organizations that are required to
file are included. Core Public Charities 2011 (Core 2011 PC) was the data file used in order to generate this
report. Core Public Charities 2011 includes 133 variables and 381,035 records. Data was filtered with three
variables: FIPS code, EXPS (expenses), and NTEE1 (NTEE code).
Marion and Vanderburgh Nonprofits
39
Chart 2.8: County Organization Comparison by Expenses
Analysis
Both communities have a similar distribution of organizations in each of the revenue brackets. In general, as
expenses increase, the number of organizations in the expense category decreases for both communities.
However, each community shows a disproportionate number of organizations in the $1-$5 million category.
Marion County has more organizations with $10 million or more in expenses than $5-$10 million.This speaks
to the size of the organizations serving the Indianapolis Metro area such as large hospitals that would account
for these abnormally high expenses.
Marion and Vanderburgh Nonprofits
Marion County Nonprofit Expenses
40
Chart 2.9: Marion County Organizations by Expenses
Chart 2.10: Marion County Organizations with $100,000 or less in Expenses
Marion and Vanderburgh Nonprofits
41
Analysis
Chart 2.9 indicates the largest group of Marion County organizations in any expenses group fall in the $0-
$100,000 bracket.The next largest group of organizations fall within the $100,000-$500,000 bracket. A
breakdown of organizations in Marion County with $0-$100,000 in expenses by NTEE Code is shown in chart
2.10.This category is heavily dominated by “Education” organizations. Marion County is the most populated
area in Indiana so it follows that schools will make up a large portion of the smaller organizations in the area.
Chart 2.11 contains organizations with $10 million or more and is led by “Health” organizations.This category
includes hospitals and Indianapolis has the largest hospitals in the state of Indiana.
Chart 2.11: Marion County Organizations with $10 Million or More in Expenses
Marion and Vanderburgh Nonprofits
42
Vanderburgh County Nonprofit Expenses
Chart 2.12:Vanderburgh Organizations by Expenses
Chart 2.13:Vanderburgh County Organizations with $100,000 or less in Expenses
Marion and Vanderburgh Nonprofits
43
Chart 2.14:Vanderburgh Organizationswith $10 Million or More in Expenses
Analysis
Vanderburgh has a similar organizational profile to Marion with the highest number of organizations falling
in the $0-$100,000 category and the next highest number in the $100,000-$500,000 category.The smallest
category of organizational expenses is again led by “Education” but followed closely by “Recreation, Sports,
Leisure, and Athletics”.This does not necessarily meanVanderburgh has more of these types of organizations
than Marion county, but that those organizations are smaller by nature.This is again a function of the smaller
population ofVanderburgh County.
Marion and Vanderburgh Nonprofits
44
Revenue
Definition
NCCS draws “Total Revenue” from Line 12 of Part 1 of the Form 990.This line totals an organization’s revenue
from the previous lines including categories such as “direct public support”, “government contributions”,
“membership dues”, “program service revenue”, and other various forms of organizational income (IRS). An
analysis of revenue may provide insight into the amount of current support an organization is receiving and
also point to its overall financial health. In 2005, reporting organizations received $1.6 trillion in revenue while
public charities received over $1.1 trillion (Ott, p. 13,14).
Methodology
An in-depth search of the National Center for Charitable Statistics DataWeb was used to determine the level
of organizational revenue inVanderburgh and Marion counties. Core Data Files were utilized through the
Report Builder in order to generate a three-variable, hierarchical report.The Core Files include financial
variables pulled from Form 990-series data and is updated annually; only organizations that are required to
file are included. Core Public Charities 2011 (Core 2011 PC) was the data file used in order to generate this
report. Core Public Charities 2011 includes 133 variables and 381,035 records. Data was filtered with three
variables: FIPS code,TOTREV2 (total revenue), and NTEE1 (NTEE code).
Marion and Vanderburgh Nonprofits
45
Chart 2.15: County Organization Comparison by Revenue
Analysis
The distribution of organizations in each bracket of revenue shown above is nearly identical to the
distribution of expenses shown in the preceding section.The largest group of organizations fall in the $0-
$100,000 category and the next largest group fall in the $100,000-$500,000 category. Considering both
expenses and revenues paints a clear picture of the two counties. Each has a significant number of smaller
organizations that makes up the majority of the organizations in their community. Both communities have a
large number of schools that fall in this category. As for the large organizations, both communities have large
hospitals that have the largest operating budgets in the community respectively.
Marion and Vanderburgh Nonprofits
46
Marion County Nonprofit Revenue
Chart 2.15: Marion Organizations by Revenue
Chart 2.16: Marion Organizations with $0-$100,000 in Revenue
Marion and Vanderburgh Nonprofits
47
Chart 2.17: Marion Organizations with $10 million or More in Revenue
Analysis
Again, as charts 2.15 through 2.17 indicate, most of the organizations operating in Marion County with less
than $100,000 in revenue are “Education” organizations and most of the organizations with large operating
revenues are “Health” organizations.
Marion and Vanderburgh Nonprofits
48
Vanderburgh County Nonprofit Revenue
Chart 2.18:Vanderburgh Organizations by Revenue
Chart 2.19:Vanderburgh Organizations with $0-$100,000 in Revenue
49
Marion and Vanderburgh Nonprofits
Chart 2.20:Vanderburgh Organizations with $10 Million or More in Revenue
Analysis
Charts 2.18 through 2.20 indicate that most ofVanderburgh’s are organizations operating with less than
$100,000 in revenue are “Education” organizations and most of the organizations with large operating
revenues are “Health” organizations.
Marion and Vanderburgh Nonprofits
50
Overall Analysis of Nonprofits
At first glance, research shows an overwhelming capacity and resource rich environment in Marion County.
This was to be expected considering Marion County is home to the State’s capitol and most populous city.The
sheer volume of 501c organizations in Indianapolis dwarfs that of Evansville. Comparing 501c3’s alone (which
make up the bulk of nonprofit organizations in either city), Indianapolis has almost 5000 more organizations
than Evansville.The same applies when comparing these cities by NTEE code.The top 5 categories of NTEE
code represented in either community are as follows:
Indianapolis:
1. M – Public Safety, Disaster Preparedness, and Relief
2.T – Philanthropy,Voluntarism, and Grantmaking
3. A – Arts, Culture, and Humanities
4. Q – International, Foreign Affairs, and National Security
5. U – Science andTechnology, Research Institutes
Evansville:
1.T – Philanthropy,Voluntarism, and Grantmaking
2. A – Arts, Culture, and Humanities
3. M – Public Safety, Disaster Preparedness, and Relief
4. Q – International, Foreign Affairs, and National Security
5. U – Science andTechnology, Research Institutes
Interestingly, the same 501c3 codes make the top five in both communities.The only difference is their
relative position on the list.This may indicate similar objectives or needs in either community.
Given the differences in the two communities a fairer comparison should analyze the information in terms
of percentages and per capita statistics.The number of households itemizing and reporting contributions,
the number of religious organizations per 10,000 people, and total contributions as a percentage of AGI are
relatively similar in both communities. Additionally,Vanderburgh has double the number of organizations
per 10,000 persons while Marion County has about 10 times the total assets per 10,000 persons. Lastly, grant
money contributions amount to a smaller percentage of total assets in Marion County than Evansville.These
statistics could demonstrate a propensity for higher participation and philanthropic giving inVanderburgh
and a possible untapped environment for nonprofit programs dealing with childhood obesity.
Further analysis of other community aspects could help in better understanding the capacities and needs of
each community.
51
Issue Specific Nonprofit Overview
After exploring the state of nonprofit organizations within Marion andVanderburgh Counties generally, focus
now shifts to an analysis of nonprofit organizations specifically related to childhood obesity. After exploring
the NTEE classification codes centered upon childhood obesity, the Health (E), Recreation, Sports, Leisure,
and Athletics (N), andYouth Development (O) categories comprise the focus of continued evaluation. Health
organizations provide necessary medical and nutritional expertise and resources to treat and prevent
childhood obesity; Recreation, Sports, Leisure, and Athletics organizations comprise youth sports and
recreation leagues which provide access to athletic activity that can prevent and fight childhood obesity;
finally,Youth Development organizations provide programming to educate youth on healthy lifestyles and
provide an opportunity to engage in these activities. However, the capacity these two counties have in each
area differs greatly, as evidenced by the following data. Capacity is an essential component of the community
scorecards as “the most basic dimension of civil society is its scale or capacity” (Salamon & Sokolowski, 2012).
Methodology
To analyze these three NTEE major groups within Marion andVanderburgh Counties, the National Center for
Charitable Statistics (NCCS) DataWeb was utilized. Using the Business Master Files from the IRS for 501(c)(3)
organizations from December, 2013 exclusively, data on the number of 501(c)(3) organizations in Marion and
Vanderburgh Counties, using Census FIPS Codes (18097 and 18163, respectively), NTEE major groups, and
NTEE classification codes, was obtained. Additionally, average values for annual receipts, annual revenue,
and end of year assets were obtained to help facilitate the comparison of these organizations within each
county.These are important figures for analysis because each represents the charitable contributions
received by organizations, a key indicator of organizational capacity (Salamon & Sokolowski, 2012).
Following the preliminary analysis using the NCCS DataWeb to find the number of organizations and average
financial figures for these three categories, Guidestar was utilized to provide additional contextual
information regarding organizations found in each.To maximize the number of organizations found by
Guidestar, simple searches using the terms, “Indianapolis” and “Evansville”, were used.We eliminated
organizations classified as organizations other than 501(c)(3) public charities, as other entities are ineligible
to receive foundation grants. Following these searches, the results were reviewed for organizations that
fell within the target NTEE categories - E, N, and O - to evaluate those organizations more explicitly and to
determine specific programmatic results. However, it is important to note that Guidestar records are not as
exhaustive and up-to-date as the NCCS DataWeb data records. As such, the number of organizations for each
category may differ from the Guidestar to NCCS DataWeb data. Additionally, Guidestar does not allow search
by FIPS codes, which means that organizations are likely omitted because of the limitations of using only
Indianapolis and Evansville search terms. However, we are confident that major organizations within each
county in each of the three categories have been identified from both data sources.This is the case because
Guidestar pulls information from filed IRS Form 990 reports (Abramson & McCarthy, 2012). Inactive 501(c)(3)
organizations (organizations which have not filed Form 990 reports for three years) and small or
Issue Specific Nonprofit Overview
unincorporated nonprofits with annual revenues under $50,000 will not be included in Guidestar analysis
because these organizations are not required to file Form 990 reports (Guidestar , 2005). As a result,
Guidestar will report 501(c)(3) organizations that are active and have substantive revenues, eliminating
small, inactive, and low-revenue organizations from consideration.Thus, though the Guidestar results
might not be exhaustive, the results will likely include active organizations with fairly substantive revenues.
This is important because in order to adequately address the problem of childhood obesity within Marion
andVanderburgh counties, it is necessary to look at active organizations with substantive revenue that
have the capacity or could be expanded to address the obesity problem.
52
Overview
Because of the significant difference in population between these two counties and the fact that Marion
County includes the state capital, it follows that the number of organizations in each of these three major
NTEE categories differs greatly for both counties. Marion County has more than double the number of
organizations in each of these categories than those found inVanderburgh County. It is also apparent from
the data that organizations in the Health category have a significant financial advantage over those in the
Recreation andYouth Development categories.These differences are accounted for by the fact that
hospitals and major regional healthcare systems are included in the Health category; many of these
institutions have substantial endowments and receive funding not only from donors, but also from state
and federal governments, patients, and insurance companies in the form of medical payments
(Schlesinger, 2012).This funding variance accounts for a great deal of the difference in the average annual
receipts, revenue, and total assets possessed by organizations in each of the three major categories.
However, when examining per capita annual receipts, revenue, and total assets for the organizations in
each county,Vanderburgh County actually has greater capacity in the Health andYouth Development
categories than Marion.This is important to bear in mind during further evaluation of the two communities.
Differences in per capita financial figures may also provide insight in individual giving patterns in each of
these communities. Further evaluation of these giving patterns may provide insight in regards to whether
or not the differences in per capita figures can be attributed to increased giving inVanderburgh County
as well (Martin, 2012). Additionally, the difference between the two counties in the Recreation, Sports,
Leisure, and Athletics category is likely due to the presence of major national sports governing bodies in
Marion County.These major governing bodies include the National Collegiate Athletic Association (NCAA),
USA Gymnastics, and USATrack & Field.
Issue Specific Nonprofit Overview
53
Childhood Obesity Related Organizations in Marion and Vanderburgh Counties
NTEE Major
Category
Total Number
of
Organizations
Average Annual
Receipts, Per
Capita
Average Annual
Revenue, Per
Capita
Average End of
Year Total
Assets, Per
Capita
Marion County
Health (E) 140 $67.0 $61.5 $79.4
Recreation,
Sports, Leisure,
and Athletics
(N)
190 $6.1 $5.5 $6.1
Youth
Development
(O)
119 $1.0 $0.6 $1.3
Vanderburgh County
Health (E) 28 $250.8 $237.0 $309.3
Recreation,
Sports, Leisure,
and Athletics
(N)
40 $0.5 $0.4 $0.8
Youth
Development
(O)
30 $1.4 $0.9 $3.8
*National Center for Charitable Statistics, 2014; STATS Indiana, 2013
Organizations in the Recreation, Sports, Leisure, and Athletics category include a variety of youth sports
leagues in a number of activities, ranging from baseball and soccer to hockey and figure skating.These
organizations have the second-highest average receipts, revenue, and assets for Marion County, likely
reflecting the larger overall number of organizations and the larger population that they serve; they have
the lowest average receipts, revenue, and assets inVanderburgh County, likely reflecting the smaller, and
more rural, population in the county which makes community sports leagues more challenging.
TheYouth Development categories include traditionally visible organizations like the Boys & Girls Club, Boy
Scouts, and Girl Scouts.These organizations also have the lowest average receipts, averages, and assets in
Marion County, though they have the second highest inVanderburgh County. However, as detailed later,
these nonprofit organizations may have a significant capacity to impact healthy lifestyle activities for
students in these communities.
Table 2.5: Childhood Obesity Related Organizations in Marion andVanderburgh Counties
54
Health
When evaluating the Health organizations in Marion andVanderburgh Counties, it is apparent that these
organizations possess a great deal of financial resources to achieve their missions; however, it is less
obvious that they have a focus on combatting childhood obesity through their programs.
Marion County
In Marion County, major hospitals and health networks comprise the majority of organizations in this
category; a similar pattern is present inVanderburgh County.Though all of these entities focus on
healthcare provision and quality of life improvement for people in their communities, a thorough
evaluation of their specific programs failed to yield specific results targeted at improving child nutrition and
activity in youth populations, specifically teenagers. However, the presence of major foundations in support
of these hospitals and health systems, like theWellborn Baptist Foundation and the St.Vincent Hospital
Foundation, indicates that there may be room for partnerships with other nonprofit and public entities in
the community. However, the lack of specific childhood obesity programs sponsored by these hospitals and
health networks leads to questions about whether or not they would entertain the possibility of creating, or
partnering with, such programs. However, the average annual receipts, revenue, and total assets indicate
that these health organizations have the fiscal capacity to deal with large influxes of grant money, including
a $5 million grant over five years from the RobertWood Johnson Foundation (RWJF) which is not the case
with many of the organizations in the other two categories (Schlesinger, 2012).
The largest networks and affiliated hospitals in Marion County include St.Vincent Health and Indiana
University (IU) Health and their respective subsidiaries. After evaluating these two large regional health
and hospital systems, there were no specific programs centered on childhood obesity and its prevention;
these efforts were included in larger health and quality of life services (Indiana University Health, 2014)
(St.Vincent Health, 2014). So, in spite of their great financial assets, these entities do not readily appear as
partners to expand an existing childhood obesity program. However, these two entities and their
subsidiaries combine to reach millions of people in Marion County and surrounding areas.
When evaluating organizations in the major field of Health, one organization in particular presents itself as
a possible partner for RWJF. HealthNet Inc. is a 501(c)(3) not-for-profit public charity that seeks to provide
primary health care services to the medically underserved (HealthNet, 2014). One of their programs
focuses on providing diet and nutrition education to develop healthy eating habits in these communities.
Additionally, HealthNet sponsors school-based services which provide school-based clinics and nurses to
provide primary, preventative, and educational services for students in four Marion County public schools,
including diet and healthy eating habits training (HealthNet , 2014).The four schools include ArsenalTech
High School, Harshman Middle School, GeorgeWashington Community School, and KIPP Indianapolis
College Preparatory School (HealthNet , 2014). HealthNet Inc’s work will be an area of continued explora-
tion and research as the evaluation of partner organizations continues.
Issue Specific Nonprofit Overview
55
Vanderburgh County
Much like Marion County,Vanderburgh County is dominated by two health organizations and their
subsidiaries.The St. Mary’s Medical system and its myriad partners are particularly visible in the county.
Additionally, the Deaconess Clinic and its affiliated doctors play an outsized role financially in the Health
category and in the region. However, once again, neither of these organizations and their affiliates have
explicit childhood obesity programs in these communities.
NTEE Major Category: Health Care
Marion County Vanderburgh County
Organization
Name
Total
Revenue
Per Capita
Total
Assets
Per Capita
Organization
Name
Total
Revenue
Per Capita
Total
Assets
Per
Capita
Community
Health
Network
$792.2 NA Deaconess
Clinic
$307.1 $65.6
Community
Health
Network Inc.
$763.2 $1,615.9 Echo
Community
Healthcare
$34.7 $36.9
Community
Hospitals of
Indiana, Inc.
$171.8 $222.7 Rehabilitation
Center, Inc.
$17.1 $43.6
Community
Physicians of
Indiana
$92.1 $31.5 St. Mary’s At
Home Inc.
$32.5 $14.3
Eskenazi
Health
Foundation,
Inc.
$52.1 $71.2 St. Mary’s
Health
Services
$71.7 $367.1
Fairbanks
Memorial
Hospital Inc.
$23.6 $25.5 St. Mary’s
Hospital
Memorial
Foundation
$14.9 $47.4
HealthNet
Inc.
$56.0 $27.1 St. Mary’s
Medical
Center
Auxiliary
$0.92 $1.1
Indiana
Behavioral
Health
Choices Inc.
$25.8 $8.1 St. Mary’s
Medical
Center of
Evansville,
Inc.
$2,519.9 $2,975.2
Table 2.6: Marion andVanderburgh Health Related Organizational Revenue and Assets
Issue Specific Nonprofit Overview
56
Indiana Heart
Hospital LLC
$128.7 $224.3 St. Mary’s
Ohio Valley
Heartcare
Inc.
$45.2 $17.6
Indiana
University
Health Arnett
Inc.
$341.5 $263.4 Southwestern
Behavioral
Center
$79.4 $32.5
Indiana
University
Health Ball
Memorial
Hospital
$402.5 $324.3 Wellborn
Baptist
Foundation
$3,856.2 NA
Indiana
University
Health Care
Associates,
Inc.
$341.7 $74.2
Indiana
University
Health Inc.
$3,124.1 $4,739.9
IU Health Inc. $56.9 $30.1
IU Medical
Group
Foundation
Inc.
$86.4 $99.9
Methodist
Health
Foundation
$14.9 $124.6
St. Vincent
Health, Inc.
$155.2 $262.0
St. Vincent
Hospital
Foundation,
Inc.
$15.9 $75.5
St. Vincent
Hospital and
Healthcare
$1,400.4 $1,508.2
St. Vincent
New Hope
Inc.
$23.8 $9.0
St. Vincent
Seton
Specialty
Hospital Inc.
$74.0 $85.7
*Guidestar, 2014; STATS Indiana, 2013
Issue Specific Nonprofit Overview
57
The Health category organization that presents the greatest potential to work with in the fight against
childhood obesity is theWellborn Baptist Foundation.TheWellborn Baptist Foundation provides a great
deal of assistance to the Evansville community and the Evansville-Vanderburgh County school system
to create and implement programs designed to address childhood obesity problems within the area, as
detailed in the public and private sector section of this report. It is possible that a partnership between the
RWJF and theWellborn Baptist Foundation could expand these already existing programs and the fight
against childhood obesity, particularly in the teen population.
Finally, it is important to note that the revenue and assets of Health organizations inVanderburgh County
are not as great as those in Marion County; this reality may make it difficult for some of these organizations
to take on a major grant of $5 million over five years, at it may represent a significant portion of the their
normal operating budget.
After a thorough evaluation of the Health category organizations in Marion andVanderburgh counties,
HealthNet Inc. and theWellborn Baptist Foundation represent partner organizations with the greatest
potential.
Recreation, Sports, Leisure, and Athletics
Most organizations in the Recreation, Sports, Leisure, and Athletics category represent community athletic
leagues, especially youth sports leagues. As such, much of their income comes from user fees. Fee
structures are generally derived based on the operational needs of the nonprofit as well as the willingness
to pay of the consumer of the organization’s services (Salamon, 2006) (Slivinski, 2006). However, these
organizations also represent opportunities for youth to become involved in a sport or other athletic
activity, allowing them to remain active and practice healthy exercise in their everyday lives. Once again,
youth sports organizations are greater in the more heavily populated Marion County; however, there are a
number of youth sports organizations inVanderburgh County as well.The size of this category of
organizations also contributes to their overall receipts, revenue, and assets figures, meaning that these
figures are higher for Marion than forVanderburgh County, reflecting the differences in population and
overall income.
Issue Specific Nonprofit Overview
58
Marion County
A number of organizations comprise the NTEE field of Recreation, Sports, Leisure, and Athletics,
particularly community athletic leagues, especially ones that serve youth in particular. However, it is
important to note that Marion County is unique in that at least three major amateur sports organizations
have their national headquarters in Indianapolis.These organizations are USA Gymnastics, USATrack and
Field, and the NCAA.The annual revenue of these organizations drives up the average revenue of the group
because of their substantial yearly budgets. Most other organizations in this category have rather small
annual revenues, typically less than $1 million.
Reviewing these particular organizations does not indicate any specific focus on preventing and eliminating
childhood obesity; it is more related to the overall mission to provide access to sports that addresses this
need.
It is interesting to note that the major national organizations in Marion County - USA Gymnastics, USA
Track & Field, and the NCAA – do not have any organizational initiatives centered on childhood obesity.
As a result of the lack of programs focused on childhood obesity in the Recreation category within Marion
County, it is unlikely that a partnership will be established with one of these organizations to address the
issue.
Additionally, the low annual revenues of these organizations indicate potential organizational incapability
to accept and utilize a grant the size of the RWJF’s $5 million grant over five years.
Vanderburgh County
Much like in Marion County, many of the organizations in this category serve to provide a means to
participate in these specific sports within Evansville and the largerVanderburgh County communities.
Similarly, many of these organizations are fee-based organizations with minimal annual revenues that only
total in the thousands. Furthermore, many of these organizations do not exclusively serve youth, but may
also serve adults interested in the same sports and activities. Because of these characteristics, these
organizations do not seem to be prepared to accept a large grant of $5 million over five years and the
acceptance of such a grant for childhood obesity programs may lead to mission drift within them. Mission
drift can occur unintentionally and voluntarily within organizations; however, it is not the goal to cause
mission drift within these community organizations by offering large sums of grant funds in exchange for
adopting that mission (Chang, 2006).
Issue Specific Nonprofit Overview
59
The presence of recreation organizations within these target communities is a positive indication of the
possibility to engage in physical activity to prevent childhood obesity; however, they do not appear to be
the best options for expand childhood obesity prevention and education programs within these
communities.
However, one unique area of the Recreation category includes the Indianapolis Parks Foundation and the
Evansville Parks Foundation. Both of these foundations are responsible for providing financial resources
to support the parks in both of these cities, including the construction of new playgrounds and specific
programs within the parks operated by these foundations.The Indianapolis Parks Foundation in particular
has focused its programming around childhood obesity and improved health, fitness, and nutrition. Its “Be
Healthy, Be Fit” program provides fitness and nutrition programming in parks and schools within
Indianapolis (Indianapolis Parks Foundation, 2014). Additionally the Indianapolis Parks Foundation has
consciously expanded the pools, basketball courts, and playground equipment available in their parks,
particularly in high-need neighborhoods.The presence of these foundations in these communities is a
particular area of continued evaluation to determine the best partner for the RWJF grant.
NTEE Major Category: Recreation, Sports, Leisure, and Athletics
Marion County Vanderburgh County
Organization
Name
Total
Revenue
Per Capita
Total
Assets
Per Capita
Organization
Name
Total
Revenue
Per Capita
Total
Assets
Per
Capita
Evans
Indianapolis
Track & Field
Club
$0 $0 Evansville
Area Tennis
Patrons
Foundation
Inc.
$2.7 $16.3
Geist Half
Marathon
$0.39 $0.1 Evansville
Elite Soccer
Club
$2.2 $0.4
Greater
Indianapolis
Regional
League of
Soccer Inc.
$0.03 $0.05 Evansville
Junior
Football
League
$0.4 $1.9
Indiana High
School
Athletics
Association
$11.1 $12.3 Evansville
Junior Golf
Association
$0.08 $0.02
Indianapolis
Boxing Club
$0 $0 Evansville
Little League
Baseball
$0.3 $0.1
Table 2.7: Marion andVanderburgh Recreation Organizational Revenue and Assets
Issue Specific Nonprofit Overview
60
Indianapolis
Junior Golf
Foundation
$0.05 $0.2 Evansville
Parks
Foundation
$0.9 $1.9
Indianapolis
Junior Tennis
Development
Fund
$0.1 $0.4 Evansville
River City
Volleyball
$0.5 $0.07
Indianapolis
Parks
Foundation
$4.1 $5.3 Evansville
Sports
Corporation
$2.1 $1.2
Indianapolis
Rowing
Center
$0.3 $0.2 Evansville
Youth
Football
League
$0 $0
Indianapolis
Skating Club
Inc. Carmel
Ice Skadium
$0.07 $0.2 Evansville
Youth
Hockey
Association
$1.2 $0.3
Indianapolis
South Stars
Youth Hockey
Association
$0.1 $0.02 Evansville
Youth Soccer
League
$0.2 $0.1
Indianapolis
United Soccer
Club
$0.2 $0.07 Greater
Evansville
Figure
Skating Club
Inc.
$0.3 $0.1
Indianapolis
Youth Hockey
Association
$0.2 $0.1 Greater
Evansville
Swimming
$0.2 $0.2
Junior
Baseball Inc.
of
Indianapolis
$0 $0 North
Evansville
Youth Soccer
Club
$0.6 $1.9
Little League
Baseball Inc.
of
Indianapolis
$0.2 $0.2
National
Collegiate
Athletic
Association
$906.0 $758.8
Issue Specific Nonprofit Overview
61
National
Junior Tennis
League of
Indianapolis
$0.2 $0.08
Pike Youth
Soccer Club
$0.7 $0.2
Road Runners
Club of
America
$0.3 $0.1
United Soccer
Alliance of
Indiana/Pike
Youth Soccer
Club
$0.7 $0.2
USA Football $8.3 $9.7
USA
Gymnastics
$19.4 $12.0
USA Track
and Field
$19.0 $8.8
*Guidestar, 2014
Issue Specific Nonprofit Overview
62
Youth Development
The third and final category of specific evaluation and analysis in Marion andVanderburgh Counties are
those focused onYouth Development.Youth Development organizations seek to facilitate the positive
personal development of youth to be productive and healthy citizens.This is an area of tremendous
potential to discover programming centered around childhood obesity and expand those programs.
Marion County
The Boys & Girls Club of Indianapolis has two programs that directly address childhood obesity, how to
prevent it, and teach good nutrition and exercise habits.These programs include “SMART Girls” and “Triple
Play”. “SMART Girls” is a small group program for girls which focuses on eating right and staying fit as they
are educated about heath, fitness, prevention, education, and self-esteem enhancement (Boys & Girls
Clubs of Indianapolis, 2014). “Triple Play” is a comprehensive national Boys and Girls Club of America
program developed with the US Department of Health and Human Services to increase physical activity
and good nutrition (Boys & Girls Club of Indianapolis, 2014). Because these programs are national
programs, they also occur at the Boys and Girls Clubs of Evansville. However, these programs only reach
those who are members of the respective club; expanding membership in the clubs and access to these
specific programs is an area of continued research for possible expansion of programs to address childhood
obesity in these communities.
The “Catch the Stars Foundation” supports programs encouraging fitness and provides resources to access
to playgrounds, tennis courts, and basketball courts in Indianapolis. “Playworks Indiana” has a similar
mission to expand playground access in Indiana, which it has done by building one new playground facility
in Indianapolis.
Vanderburgh County
Girl Scouts and Boys Scouts play a role in each of these counties; however, programming surrounding
child-hood obesity is only tangentially related to the mission of these organizations and the acquisition of
related badges. Further, there are no significant nonprofit organizations within the county that might serve
as effective stewards in the fight against childhood obesity.
Issue Specific Nonprofit Overview
63
NTEE Major Category: Youth Development
Marion County Vanderburgh County
Organization
Name
Total
Revenue
(in millions)
Total
Assets
(in millions)
Organization
Name
Total
Revenue
(in
millions)
Total
Assets
(in
millions)
Boys & Girls
Clubs of
Indianapolis
$3.1 $3.4 Boys & Girls
Club of
Evansville
$4.5 $40.2
Boy Scouts of
America
Council
$11.0 $29.3 Boy Scouts
of America
Buffalo Trace
Council 156
$7.2 $25.9
Camptown
Inc.
$0.3 $0.4 Girl Scouts
of Southwest
Indiana
$7.2 $14.3
Catch the
Stars
Foundation
$0.2 $0.1 YWCA of
Evansville
$6.1 $24.3
Girl Scouts of
Central
Indiana Inc.
$12.0 $15.8
Playworks
Indiana
$30.0 $15.2
* Guidestar, 2014; STATS Indiana, 2013
Analysis
Though there are a number of organizations in the Health, Recreation, andYouth Development categories,
not all of them share a mission devoted to combatting childhood obesity or the fiscal capacity to do so.
However, a few organizations warrant additional evaluation and consideration as a partner organization for
RWJF.
HealthNet Inc. and theWellborn Baptist Foundation represent two health organizations that have a history
of supporting efforts to address childhood obesity. Additionally, the Indianapolis and Evansville Park
Foundations represent potential partners in the recreation category to increase access to parks and
resources to encourage physical activity. Finally, the Boys and Girls Clubs of Indianapolis and Evansville
possess programs that encourage healthy habits.The Catch the Stars Foundation and Playworks Indiana
increase access to playground equipment and other programs which encourage physical activity in their
communities.This step provides tremendous information to continue our analysis on behalf of RWJF.
Table 2.8: Marion andVanderburghYouth Development Organizational Revenue and Assets
Issue Specific Nonprofit Overview
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana
Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana

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Childhood Obesity Prevention Grant Recommendation for Marion County, Indiana

  • 1. Final Report Research and Grant Recommendations on Childhood Obesity of Indiana Counties Vanderburgh and Marion Prepared by TheSix Consulting Group April 27, 2014 Jared Jones | Kelly Morman | Aaron Olson | Adam Poser | HenriVenable | DanielleVetter
  • 2.
  • 3. What’s Inside: Executive Summary . . . . . . . . . . . . . . . . . 2 Community Indicators 6 Capacity Indicators 24 Needs Assessment General County Health Comparisons Community Scorecard 1 Recommendations. . . . . . . . . . . . . . . . . . 76 Bibliography . . . . . . . . . . . . . . . . . . . . . . 84 Marion andVanderburgh Nonprofits Marion andVanderburgh Issue Specific Nonprofits Government & Private Sector Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Capacity Scorecard Introduction & Community Selection 4. . . Appendix . . . . . . . . . . . . . . . . . . . . . . . . . I
  • 4. Executive Summary 2 The issue of childhood obesity is a significant problem throughout the United States, especially in the State of Indiana. Roughly 14% of the childhood population in Indiana are obese according to the RobertWood Johnson Foundation and the Centers for Disease Control and Prevention.To help combat the problem of childhood obesity in Indiana, specifically teenage obesity, the RobertWood Johnson Foundation enlistedTheSix Consulting firm to conduct a community and capacity analysis of two Indiana counties - Marion County and Vanderburgh County.Vanderburgh County is home to the Evansville Metro Area which has received national media attention as the “Fattest City in America”. Marion County is the most populous county in the Indiana and includes with the state capital, Indianapolis. To fully analyze the size and scope of organizations addressing childhood obesity, the group examined nonprofit organizations specalizing in Health, Recreation, Sports, Leisure, and Athletics, andYouth Development represented by NTEE categories E, N, and O.Through this analysis, a number a organizations were identified as possible partners for obesity prevention and mitigation in both communities. HealthNet Inc. and theWellborn Baptist Foundation represented the two organizations with the greatest potential in the Health category.The Indianapolis Parks Foundation and Evansville Parks Foundation were identified as two possible partner organizations in the Recreation, Sports, Leisure, and Athletics category. Finally, the Boys & Girls Clubs of Indianapolis and Evansville also represented two possible partner organizations committed to addressing childhood obesity.The analysis of private entities reflected a greater capacity for partnership in Marion County, however, no specific private organization showed potential to partner organizations to address childhood obesity.When the group analyzed public sector capacity, it was readily apparent that the Evansville government took a leading role in addressing childhood obesity within the community.The Indianapolis and Marion County governments do not share this role. Based on the analysis of the nonprofit, public, and private sectors, the group developed community and capacity indicator scorecards to determine which county had the greater health need and nonprofit, government, and private capacity to address the issue of child and teenage obesity in Indiana.The county received a score of “1’ or “0” based on a side-by-side comparison on each metric. If there was less than a 2% difference between any indicator for both counties, each received a score of “0”; if there was a greater than two percent difference between the two counties, the county with the higher percentage received a score of “1”. Appropriate data was per capitized to make a more even comparison. With scorecard results of 7-0 on the community scorecard and 11-2 on the capacity scorecard, Marion County clearly demonstrates greater need to address childhood obesity. Based on these scorecard results, Marion County has greater community need in areas of general health and obesity, including smoking and obesity rates, children in poverty and in single parent households, health food access, childhood obesity rates, and number of fast food restaurants, among others. Marion County also demonstrated higher capacity in the nonprofit, public, and private sectors to be able to combat childhood obesity in this community. Marion County has a greater number of nonprofit organizations, a higher percentage of people contributing to nonprofit organizations, and a greater number of organization and foundation assets and revenue.
  • 5. 3 Following the selection of Marion County as the target of the RobertWood Johnson Foundation grant, the group identified HealthNet Inc. as the partner organization to implement the grant. Because of its existing program of school-based clinics in four Indianapolis area high and middle schools, it was apparent that HealthNet has existing relationships with the target population - teens - that the RobertWood Johnson Foundation seeks to impact.With an annual income of $52 million, $25 million in assets, and $48 million in expenses, HealthNet Inc. and its school-based clinic program is primed for expansion. Expansion of the school-based clinic program from an annual budget of $450 thousand to nearly $1 million annually will allow the school-based clinics to serve more students and community members, providing additional preventative health and nutrition training. Additionally, the grant will create a pilot program at KIPP Indianapolis Collegiate Preparatory to implement integrated preventative health and nutrition education in science, health, physical education, and other classes. Students will then use their newly acquired knowledge to make good health and nutrition choices to prevent and fight childhood obesity.They will also share this information and behaviors with their families. KIPP is the target for this pilot program because it serves the youngest students in the schools served by HealthNet Inc.The program will also include a focus on data collection to track and benchmark changes in obesity rates in HealthNet school-based clinics school and the rest of Marion County. The KIPP pilot program will also include data tracking of classroom visits by clinic staff, lessons focused on preventative health and nutrition, and access to healthy meals and snacks within the school. Finally, qualitative analysis will be essential to determine changes in mindsets and awareness of preventative health and nutrition techniques among students served by the school-based clinic and enhanced education program. The funding disbursements of this grant will follow a five-year timeline split into two periods. In the first two years of the grant, RWJF will contribute $1 million to HealthNet efforts at KIPP.These activities include a preventative health teen clinic, integrating health training and education into the classroom, and improving healthy food choices in the school. In addition, $500,000 will be given to the four teen clinics in operation at schools around Marion County. Lastly, $500,000 will be given to HealthNet to improve data collection and reporting of program activities. Funding for the final two years of the grant cycle will be based on an evaluation conducted during the second year of the cycle.The last three years of the funding cycle will consist of $1 million to KIPP, $1 million to the four teen clinics, and $1 million to data collection. With implementation of this grant program,TheSix and the RobertWood Johnson Foundation hopes to decrease childhood obesity rates in schools with HealthNet Inc. school-based clinics, ideally expanding these programs throughout the entirety of Marion County. In addition to decreasing obesity rates among these student populations, the programs will also lead to changed mindsets and greater awareness of preventative health and nutrition techniques. Students acquiring this knowledge will share it with friends and family members to expand obesity prevention beyond the target populations. Evaluation of the program’s results will determine whether or not the partnership and program with the RobertWood Johnson Foundation and HealthNet Inc. should continue.
  • 6. Introduction 4 At the request of the RobertWood Johnson Foundation,TheSix Consulting Group began a process of thoroughly conducting research on the topic of childhood obesity.This final report concludes an extensive process with our recommendations to the RobertWood Johnson Foundation while assessing childhood obesity in Marion andVanderburgh Counties in the state of Indiana. In the preliminary report,TheSix delivered information that indicated that although efforts have been taken in both communities, there remains a large deficit in the education offered and action taken to prevent childhood obesity in these counties. In the interim report,TheSIx provided a capacity overview of the two counties, delivering a scorecard to better judge the counties against one another. FInally,TheSix delivered a narrowed group of possible organizations that the RobertWood Johnson Foundation should look into for rewarding a possible grant towards combatting childhood obesity. This final report contains a review of information contained in the first two reports, including new information that we feel is important to include. Among the new information contained is an expanded section on community selection, financial analysis of the nonprofit sector in each community, and expanded scorecards on the community and capacity of both communities, among other things. Section one will summarize the community indicators, with a scorecard found at the end of that section. Section two contains capacity indicator information, again ending in the appropriate scorecard.The report concludes with our organizational recommendation for the RobertWood Johnson Foundation, including what actions we advise, why we advise those actions, an action plan, and what expectations we would have for the organization given the grant.
  • 7. 5 Community Selection When determining which two communities to study, we decided to choose two communities in Indiana.We chose Indiana because we all currently reside here and wanted to learn more about childhood obesity within our state. It was very easy to identify two communities in Indiana that would be viable candidates for funding from a foundation and quickly decided uponVanderburgh County and Marion County. Vanderburgh County, which contains much of the Evansville Metro Area, came to mind immediately due to its stigma as “America’s Fattest City.” A 2011 Gallup Poll ranked the Evansville Metro Area as the most obese in the country with an obesity rate of 37% (Gallup, 2011). Despite the self-reported nature of the survey and its emphasis on BMI measurements, the title of “America’s Fattest City” spread internationally with mentions in the United Kingdom’s DailyMail newspaper and a BBC Documentary (BBC, 2011).To compound the problem, Evansville is also known for being a test market for the restaurant and fast-food industry (Ragan, 2011). The other community that made the most sense to study in comparison toVanderburgh County was Marion County because it plays a central role in Indiana’s state policy. Due to the centrality of Marion County and the state’s capital being located within it, Marion County is a fertile ground for non-profit activity and growth.The county’s large metropolitan population also makes for an interesting comparison toVanderburgh, which has a much smaller metropolitan population. When determining which community had the greatest capacity for funding, we considered which county had more health related needs, such as smoking rates, physical inactivity rates and obesity rates.Through the community indicators scorecard we created, we determined that Marion County is the community that has a greater need. Even thoughVanderburgh County has the stigma of being “The Fattest City In America,” the data collected actually showed that Marion County is much worse off when it comes to physical fitness and overall healthiness. It was also important to consider capacity when deciding which community to chose for funding. According to the capacity scorecard, again Marion County had the greater need.There are simply more organizations in the Marion County community which have the capacity to take on funding from our foundation. Vanderburgh County, while having strong government programing which promoted fitness and healthy lifestyles, had very little to offer in the nonprofit sector.Very few organizations or entities existed which could shoulder a strong fight against childhood obesity. Due to both the greater health needs and a stronger capacity, we have chosen Marion County overVanderburgh County as the community that we will take our funding to.
  • 8. Community Indicators 6 The Center for Disease Control defines overweight as “having excess body weight for a particular height from fat, muscle, bone, water, or a combination of these factors,” and obesity as “having excess body fat” (Center for Disease Control and Prevention, 2013).The National Institutes of Health recommends calculating overweight or obesity through using BMI or Body Mass Index. A BMI between 25 and 30 is considered Overweight. A BMI over 30 is considered Obese (National Institutes of Health, 2012). For children, BMI is calculated by how a child’s weight compares to weight for other children at a similar age. Children in the 95th percentile are considered obese and children between the 85th and 94th percentile are overweight. Children between the 5th and 85th percentile are considered to be normal weight (American Heart Association, 2011). About one in three American children and teens are overweight or obese. Since 1963, the rate of childhood obesity has tripled (American Heart Association, 2014). Obesity have doubled among children and nearly tripled among adolescents (Ogden CL, 2012).The American Heart Association found that childhood obesity is the top health concern among parents, ranking higher than both smoking and substance abuse (American Heart Association, 2011). Surgeon General Richard Carmona released a statement claiming that “[b]ecause of the increasing rates of obesity, unhealthy eating habits and physical inactivity, we may see the first generation that will be less healthy and have a shorter life expectancy than their parents” (Carmona). Children that are overweight have a 70-80% chance of staying overweight for the duration of their lives. The National Health and Nutrition Examination Survey found that children aged 2-5 had an obesity rate of 12.1% of all children nationally. Children aged 6-11 had an obesity prevalence of 18% and adolescents aged 12-19 averaged 18% obese (CDC/NCHS, 2012). For adolescents, the highest area obesity was among male students (16.1%) rather than female (10%). Rates were highest among Afri- can American students (18%) when compared to His- panic students (14%) and Caucasian students (12%). (Centers For Disease Control and Prevention, 2012). From 1971-2008, the obesity rate of children ages 2-5 increased from 5% to 10%.The rate of children ages 6-11 increased from 4%-20% and for children ages 12-19 the rate increased from 6% to 18% (American Heart Association, 2011). Overall, the reported rates of obesity may be lower than reported. A study presented at the 57th Annual Meeting of the American College of Sports Medicine compared heights/weights of children taken at an orthopedic with the heights/weights that parents reported.The study found parents overestimated boys heights and weights and underestimated girls heights and weights, resulting in large errors in computing BMI.The study found that obesity statistics could have resulted in about one in five obese children, or 21% of obese children, not being identified as obese in national studies (American College of Sports Medicine, 2013). Therefore, this report may be underreporting the overall scope of the problem of obesity. Regardless, the rates of childhood obesity have risen greatly and show no signs of halting. Needs Assessment Overview
  • 9. 7 Causes of Obesity A number of factors contribute to childhood obesity. The American Heart Association cites growing portion sizes, poor nutrition, increased levels of eating out and moving less as the main sources of childhood obesity.The study found that around one in four children do not participate in any free-time physical activity.The organization also found that an average child spends four to five hours in front of the TV, computer screen or playing video games daily (American Heart Association, 2011).The National Heart, Lung, and Blood Institute found that genetics and family history contribute to rates of childhood obesity. A child is far more likely to be overweight if one, or both, parents are overweight or obese. Environmental impacts also can increase rates of obesity. A lack of sidewalks or safe places for recreation, busy work schedules, lack of access to healthy foods and increased food advertising can all impact rates of obesity in a community.They also emphasize the impacts of leading an inactive lifestyle (National Institutes of Health, 2012). The Harvard School of Public Health credits unhealthy diets, prenatal and postnatal influence and sedentary lifestyles as the main contributors to obesity (Harvard School of Public Health, 2013).The Center for Disease Control found that childhood obesity resulted from overconsumption of calories and a lack of physical activity (Centers for Disease Control and Prevention, 2013). Overall, a variety of sources can contribute to obesity in children. “One in four children do not participate in any free-time physical activity”
  • 10. 8 National Consequences of Obesity Childhood obesity, particularly among adolescents creates a multitude of health-related problems. Obese teens are much more likely to become obese adults. One study found “that as BMI increased in adolescence the probability of obesity as an adult significantly increased as well. Obese male youths were 18 times more likely to become obese adults and obese female youths were 49 times more likely to become obese adults. About 70 percent of obese youths have at least one additional risk factor for cardiovascular disease, such as elevated total cholesterol, triglycerides, insulin or blood pressure” (Wang LY, 2008). Additionally, one in five teenagers in the US has abnormally high cholesterol levels, which can lead to heart disease. Other troubling diseases that can develop because of obesity include asthma, sleep-disordered breathing,Type II Diabetes, heart disease and stroke, neurological and psychiatric diseases, kidney disease, liver disease, arthritis and more (RobertWood Johnson Foundation, 2014). Children that are overweight are subject to bullying, fatigue, and lower levels of academic achievement. Self-esteem issues also lead to more severe rates of psychological disorders, such as depression or severe anxiety (NYU Lagone Medical Center, 2013) Childhood obesity carries heavy economic costs. Overall obesity in the United States costs an astounding $190 billion to national healthcare costs. Obese men add an extra $1,152 each year in medical spending while women add an extra $3,613 per year. Health spending costs related to obesity have now overtaken health costs associated with smoking (Ungar, 2012). Direct costs associated with obesity come with charges for outpatient and impatient health services, surgeries, tests and results and therapy from drugs. Indirect costs can include value in lost work (days missed, lost productivity, long term disabilities and premature death), insurance costs (obese individuals cause higher insurance premiums), and wages (studies have found that obesity is associated with lower income levels) (Harvard School of Public Health Obesity Prevention Source Web, 2013).The Society of Actuaries estimate that lost productivity costs employers $164 billion (Baugh, 2013). Some researchers found that if obesity trends continue, obesity costs could raise by $48 to $66 billion a year by 2030 (Wang CY, 2011). Obesity also carries an environmental impact. A study from the University of Illinois found that the extra weight from vehicles carrying obese individuals is responsible for around one billion additional gallons of gasoline being burned each year (equal to 1% of the total gasoline usage), totaling $3.4 billion in costs (Begley, 2012). Health Consequences Economic Consequences Environmental Consequences
  • 11. 9 Obesity in Indiana Indiana’s battle with obesity is well documented. A 2011 comprehensive study of Indiana obesity by the Indiana State Department of Health (ISDH) titled “The Burden of Obesity”, stated that the three most nationally used age ranges for tracking childhood obesity were 2-5 years, 10-17 years, and high school age students (Health,The Burden of Obesity ). For the purposes of this report, we will use these age ranges in our analysis. Children ages 2 to 5 (CDC) 16% overweight 14% obese Children ages 10 to 17 (Robert Wood Johnson Foundation, 2013) 14.3% obese High school students (Robert Wood Johnson Foundation, 2013) 14.7% obese
  • 12. 10 Recent Trends Although Indiana ranks high in comparison to the rest of the nation in many obesity and overweight categories, the recent state data has shown little deviation from national trends. Graph 1.1 displays data from 1999 to 2009, showing the percentage of Indiana children ages 2-5 who were obese increased from 12% to 14% while the national percentage rose from 13% to 15% (Health,The Burden of Obesity , p. 13). The Indiana trends in other age groups are also close to the national trends in recent years. Graph 1.2 shows that in 2003, around 15% of Indiana youth ages 10-17 were considered obese.The change between 2003 and 2009 was not significant as the 2009 number remained at 15% (Health,The Burden of Obesity , p. 12).The national numbers also reflected a minimal change between 15% and 16% (Health,The Burden of Obesity , p. 12). Graph 1.2 from “Burden of Obesity” Graph 1.1 from “Burden of Obesity”
  • 13. 11 Recent Trends Graph 1.3 shows that of the three major age groups, Indiana’s high school students fair the worst in national obesity rankings (RobertWood Johnson Foundation, 2013). In 2003, 12% of high school students in Indiana were obese.That number rose to 13% in 2009 while the nationally average stayed steady at 12% over that same period (Health,The Burden of Obesity ). Graph 1.3 from “Burden of Obesity”
  • 14. 12 Contributing Factors to Obesity At the most basic level, childhood obesity results from two risk factors: lack of physical activity and poor nutrition (Overweight and Obesity).These two factors may result from personal choices and lifestyles but they can also be influenced by public policy related to obesity risk factors. Physical Activity A 2007 study by the National Initiative for Children’s Healthcare Quality (NICHQ) found that on 66.2% of Indianan children ages 6-17 participate in rigorous physical activity at least four times a week (Indiana State Fact Sheet). In comparison to the nation, Indiana actually fairs better than the national average of 64.2%. One major reason for a lack of physical activity is the increase of children’s “screen time” in our society. Screen time is defined by the NICHQ as including “TV, video games, computer games, etc” (Indiana State Fact Sheet).The NICHQ estimates that 11.9% of Indiana children ages 6-17 engage in 4 or more hours of screen time per day as compared to the national average of 10.8% (Indiana State Fact Sheet). Graph 1.4 shows data from the Indiana State Department of Health has also published statistics showing healthy levels of activity among Indiana high school students. Nearly 41% of Indiana high school students meet national recommended levels of physical activity. In addition, the level of physical activity among Indiana high school students is significantly higher than the national averages (Health, Burden of Obesity, p. 15). Graph 1.4 from “Burden of Obesity” 20 10 0
  • 15. 13 Contributing Factors to Obesity From these statistics we can see that many Indiana children are exceeding national standards for physical activity in several age groups. One of the best ways to encourage physical activity is through school polices. A review of Indiana state school standards will show if the state is one of the drivers behind physical activity in children. Physical Activity Policies in Indiana Schools TheTrust for America’s Health and the RobertWood Johnson Foundation partnered to produce the “F as in Fat” yearly study that has often been cited in this report.The 2013 study compares five major school physical activity policies for each state (RobertWood Johnson Foundation, 2013). 1. Physical Education Requirements Some physical education requirements for students. 2. Physical Activity Requirements Standards for the type and amount of physical activity required for students during the day outside of physical education class. 3. Shared Use Agreements Laws encouraging or requiring schools to enable facilities to be used by the community. 4. Safe Routes to School Supports sidewalks, bike paths, reduced speed zones and other policies that provide safe ways for students to get to school. 5. Complete Street Programs Complete Streets programs encourage physical activity through “green” transportation. By this study’s evaluation, Indiana schools have policies comparable to or better than most states in categories 1-4, but not 5 (RobertWood Johnson Foundation, 2013). It seems that Indiana is on par with national school policy standards fighting childhood obesity. Although there may be successes in this policy arena for the state, an evaluation of nutrition standards in schools paints a different picture.
  • 16. 14 Contributing Factors to Obesity Nutritional Policies in Indiana Schools Indiana youth may participate in the prescribed amounts of healthy physical activity, but their nutritional habits may be of some concern. Indiana high school students consume the recommended amounts of fruits and vegetables at lower rates than the national average (Health, Burden of Obesity, p. 17). Similar to the physical activity policies, RobertWood Johnson identifies several nutrition policy categories contributing to childhood obesity (RobertWood Johnson Foundation, 2013). 1. Nutritional Standards for Competitive Foods in Schools State standards for all foods and beverages sold in schools that are not part of the USDA school lunch program. 2. Limits on Competitive Foods in Schools Policies expanding on federal standards limiting the amount of competitive foods sold in schools. 3. Sugar-Sweetened BeverageTaxes Some states include soda on the list of items subject to sales tax. 4. Farm to School Programs Partnerships between schools and farms in the community to bring locally-sourced, healthy foods to kids in school. At the state level, Indiana meets the national standards for “Nutritional Standards for Competitive Foods” and “Sugar Sweetened BeverageTaxes”, but not for the other two categories (RobertWood Johnson Foundation, 2013). In terms of state action on eliminating childhood obesity through public and school policy, Indiana is surprisingly active. Although these state standards are in place, it is quite possible that many localities and school districts have created their own contradicting policies.Tackling a problem as comprehensive as childhood obesity requires coordinated action from the statehouse down to local governments, school governing bodies, and nonprofits to make significant progress. A more locally focused analysis of childhood obesity in Marion County andVanderburgh County will detail the problem in the two counties, as well as their efforts fighting it.
  • 17. 15 Indiana Consequences of Obesity It is no mystery that those who are overweight or obese as children have much higher risks of being obese as adults. Indiana overweight and obese adults constitute a large number of the Indiana population afflicted by high blood pressure, high cholesterol, heart attack, angina, coronary disease, and diabetes (Health, Burden of Obesity, p. 5). As chart 1.1 shows, according to the Indiana State Department of Health, Hoosiers who are overweight or obese are diagnosed with diabetes approximately seven times more than those who are not overweight or obese (Health,The Burden of Obesity , p. 5). Health Consequences As evidenced by the chart above, overweight and obese Indiana adults suffer from adverse health conditions at much higher rates than healthy individuals. Indiana children and adolescents also have increased risk of diabetes as over 75% of children and adolescents with type II diabetes are obese (Health,The Burden of Obesity , p. 6). Chart 1.1 from “Burden of Obesity”
  • 18. 16 Indiana Consequences of Obesity Obesity also contributes significantly to the different causes of death in Indiana. As explained in chart 1.2, the three of the leading causes of death in Indiana, heart disease, cancer, and stroke, are related to obesity (Health,The Burden of Obesity, p. 6). Chart 1.2 from “Burden of Obesity” Economic Consequences In addition to health consequences, obese and overweight individuals also bring increased economic costs in Indiana. An Obesity Research Journal study estimated 2009 obesity related medical costs in Indiana to total over 3.5 billion dollars (Justin G.Trogdon, 2012, p. 218).The Indiana State Department of Health also reports that spending on obesity-related illness treatments has increased at the alarming rate of 89% from 1998- 2006 (Health, Burden of Obesity, p. 7). If comprehensive action is not taken to fight obesity in Indiana, these costs will continue to rise and be a significant drain on the Indiana economy.
  • 19. 17 General County Health Comparison Marion County andVanderburgh County both have significant obstacles for leading healthy lifestyles. Citizens are less likely to lead healthy lifestyles in these counties, when compared to other counties in Indiana. The RobertWood Johnson Foundation and the University ofWisconsin Population Health Institute collaborate to publish the County Health Ranking & Roadmaps.The County Health Rank- ing measures look at a variety of issues that impact health outside of the doctor’s office. Some of the factors included are “the rate of people dying before age 75, high school graduation rates, unemployment, limited access to healthy foods, air and water quality, income, and rates of smoking, obesity and teen births.”The ranking aims to measure the overall health for each county in all 50 states. Marion County ranks 79th out of the 92 counties in Indiana.With an adult obesity rate of 30% and physical inactivity of 26%, the city ranks as one of the least healthy counties in Indiana. Factors contributing to unhealthy lifestyles include high rates of adult obesity (26% with a national benchmark of 13%), extremely high rates of adult smoking (26% of adults smoke, with a national benchmark of 13%), and very high rates of teenage births (60 per 1,000 teens with the national benchmark of 21) (County Health Rankings & Roadmaps, 2013). Vanderburgh County ranks 72th out of the 92 counties in Indiana.Vanderburgh County has an adult obesity rate of 29% and rates of physical inactivity reach 28%. Factors contributing to unhealthy lifestyles include high rates of adult obesity (13% higher than the national benchmark of 13%), extremely high rates of adult smoking (26% of adults smoke, with a national benchmark of 13%), high percentages of children in single-parent households (39%), and a high school graduation rate of only 83% (RobertWood Johnson Foundation, 2014). A number of other factors are prevalent that lead to higher rates of childhood obesity. For instance, access to healthy food and grocery stores can impact rates of obesity. Marion County has 8.9 fast-food restaurants per 10,000 people and only 1.7 grocery stores per 10,000 people. Only 50% of zip codes in Marion County have access to a healthy food outlet (National Initiative for Children’s Healthcare Quality, 2010). Vanderburgh County has 1.7 grocery stores per 10,000 people and 9.6 fast-food markets per 10,000 people. Other factors contributing to obesity are rates of poverty.The percentage of low-income preschoolers that qualify as obese is 15%.The lowest rate of obesity for low-income preschoolers is in Hamilton County, with only 8.5% of low-income preschoolers qualifying as obese. The percentage of low-income preschoolers that are obese is 12.8%. (National Initiative for Children’s Healthcare Quality, 2010).
  • 20. 18 Childhood Obesity Comparison As mentioned earlier in the report, most estimates of rates of childhood obesity are likely to be underestimates. In addition, there are vast differentials in the quality and quantity of data available for these counties regarding childhood obesity. Below are the findings for rates of childhood obesity in Marion andVanderburgh County. Vanderburgh County has made headlines with its high rate of adult obesity.The rates of childhood obesity in the county are equally as troubling. In the tri-state area, 62% of children are considered to have a normal weight, while 16% are overweight and 20% are obese. Focusing specifically on High School students, nearly 32% of students are overweight or obese.That rate has increased from 26% of students being classified as overweight or obese in 1999 (Tri-State CommunityWellness Indicators, 2011). The Centers for Disease Control and Prevention found that only 43% of high school age students in Vanderburgh County got the suggested 60 minutes per day for at least five days a week (Centers for Disease Control and Prevention, 2012). Childhood obesity is very prevalent in Marion County. In Marion County, 22% of school children in Kindergarten through 12th grade met the CDC requirements for being overweight and another 18% were at risk of being overweight. Combined, almost 40% of children in Marion County are in danger of leading unhealthy lifestyles and suffering the numerous consequences associated with childhood obesity. Of the 40% of Marion County residents aged 5-17 that are obese or at risk of being obese, 38% of the students are Caucasian, 42% of the students are African American, and 49% of the students of the students were Hispanic. Hispanic males were at the highest rate (52%) of being overweight or at risk of becoming overweight within all children demographics (Monroe County Health Department , 2008)
  • 21. 19 Childhood Obesity Comparison Demographic Group Race & Gender White Male White Female Black Male Black Female Hispanic Male Hispanic Female Multiracial Male Multiracial Female Asian/Pac. Is. Male Asian/Pac Is. Female Amer. Indian Male Amer. Indian Female Unknown Male Unknown Female Years of Age 5 6 7 8 9 10 11 12 13 14 15 16 17 18 * Underweight: under 5th percentile; Normal: 5th less than 85th percentile; At risk: 85th less than 95th percentile; Overweight: 95th percentile and greater Underweight 2 1 1 1 1 1 2 2 5 3 1 0 0 1 2 2 2 1 1 2 2 1 1 1 1 1 2 2 Normal 59 63 58 55 47 54 57 58 63 68 52 50 66 68 64 63 62 61 58 56 54 55 54 57 58 59 62 62 At Risk 17 18 18 19 20 21 17 18 16 16 27 15 11 14 17 17 17 17 18 18 19 20 20 18 19 18 17 17 Overweight 22 18 22 25 31 24 24 23 16 13 20 35 24 17 17 18 19 21 23 25 25 24 24 24 23 21 20 19 Students 21,793 21,567 17,187 16,932 3,731 3,486 1,899 1,887 562 568 92 94 148 201 2,612 7,196 8,081 8,311 8,211 7,795 7,860 7,671 7,535 7,303 6,073 5,264 4,215 2,020 Percent of group by BMI category* Table by Monroe County Health Department , 2008 Table 1.1: Marion County
  • 22. 20 Data Problems After exhausting sources while searching for childhood obesity rates in Marion County, only one source appeared to have accurate data-the Marion County Health Department. Not a single nonprofit, private organization, or scholarly paper has tracked or published rates of obesity in Marion County for children in all socioeconomic categories. InVanderburgh County, only tri-state area exists, which does include the majority ofVanderburgh County, but certainly is not a perfect measurement of the problem.The foundation’s efforts were a substantive start to tracking obesity in adults, but a lack of data regarding childhood obesity at the county level is troubling.This gap in data could demonstrate a lack of awareness in the communites and the nonprofit sector about the dangers of childhood obesity. A more comprehensive review of the nonprofit sector will be required to see if the sector can put forth concrete solutions to reducing the high rates of childhood obesity in these counties. Reference Appendix D for more information.
  • 23. 21 Community Scorecard Community Indicators Scorecard Methodology Outside of the nonprofit sector, a number of health and outside factors impact the rate of childhood obesity in a community.The RobertWood Johnson Foundation and the University ofWisconsin Population Health Institute collaborate to publish the County Health Ranking & Roadmaps.The County Health Ranking looks at a variety of issues that impact health outside of the doctor’s office.This report gave rates for important statistics, all of which have an impact on the rate of childhood obesity. Factors that were selected from the report and that were placed into the Community Indicators Scorecard were selected because of their direct impact on the rates of childhood obesity. Non-relevant factors were not included. State and National benchmarking data is provided with the County Health Ranking & Roadmap. The report first gives the adult smoking rate. Scholars at Harvard found that higher rates of smoking led to higher rates of obesity (Harvard School of Public Health, 2013). It also gives the adult obesity rate and the rate of physical inactivity in the public, both of which have been linked to and are results of higher rates of childhood obesity (American Heart Association, 2011).The RobertWood Johnson Foundation found that childhood obesity was much higher among teenage mothers and their children (RobertWood Johnson Foundation, 2013). Another study found poverty to be a major indicator of both childhood and adult obesity. Individuals who lacked health insurance, did not graduate from high school, or were living in poverty were all at risk. Individuals with one or more of these factors in their lives were seventy percent more likely to be overweight or obese (Eric A. Finkelstein, 2003). Similar to the statistics for poverty and teenage birth, children living in households with a single parent were more likely to be obese or overweight (NYU Lagone Medical Center, 2013). Finally, the Harvard School of Public Health emphasizes the importance of environmental factors in childhood obesity. Access to healthy foods and recreation facilities play a major factor in the lifestyle of children (Harvard School of Public Health Obesity Prevention SourceWeb, 2013). The County Health Ranking also provides a Fast Food Restaurants per capita statistic, which provides an interesting juxtaposition to the access to healthy food statistics. Parks, miles of bike trails, and aquatic centers are public infrastructure that allows members of communities to get the recommended levels of exercise.Those metrics were all provided by the Parks and Recreation Department of each county. The final statistic on the chart is the reported rates of childhood obesity. Keeping in mind that a recent study from the American College of Sports Medicine found that parents overestimated boys heights and weights and underestimated girls heights and weights, resulting in large errors in computing BMI.The study found that obesity statistics could have resulted in about one in five obese children, or 21% of obese children, not being identified as obese in national studies, the rates of obesity from the county are presented in their most recent form.The childhood obesity rate forVanderburgh County comes from theTri-State Community Wellness Indicators report from 2011 and the rate for Marion County comes from the Marion County Health Department (Tri-State CommunityWellness Indicators, 2011) (Marion County Health Department, 2008).The National and State rate of childhood obesity comes from the National Council of State Legislatures. (National Council of State Legislatures, 2012).
  • 24. Community Scorecard 22 For tabulation, each community will be ranked by a variety of community health indicators.The community showing a higher level of need for each indicator will receive a score of “1.”The community with less need will receive a score of “0.” Lesser level of need is defined of having a lower level of each individual indicator (example: If Marion County has a smoking rate of 26% andVanderburgh County a smoking rate of 20%, Vanderburgh County has need for this indicator and would receive a score of “0”). If values are similar (within 2% for percentage comparisons), both cities will receive a score of “0.” For Per Capita comparisons, the difference will be determined by a number of people.The community showing a higher level of capacity will receive a score of “1.”The community with less capacity will receive a score of “0.”The scores will be deemed too close to differentiate if the values are within 2% of the per capita number used (For example, if the per capita is measured by #/10,000 residents, values within 200 individuals, or 2% of 10,000 residents, will be deemed too close to differentiate). In that case, both communities will receive a “0”.
  • 25. Community Scorecard 23 Table 1.2 Community Indicators Community Indicators Marion County Score Vanderburgh County Score Indiana National Adult Smoking Rate 26% 0 26% 0 24% 13% Adult Obesity Rate 30% 0 29% 0 30% 25% Physical Inactivity 26% 0 28% 0 27% 21% Teen Birth Rate 60/1000 Residents 0 43/1000 Residents 0 41 21 Uninsured 20% 1 15% 0 17% 11% High School Graduation Rate 81% 0 83% 0 86% N/A Children in Single Parent Households 46% 1 39% 0 32% 20% Children in Poverty 32% 1 22% 0 23% 14% Access to Recreational Facilities 10/100,000 Residents 0 13/100,000 Residents 0 9 16 Number of Parks per 10,000 persons 2.23 0 2.22 0 - - Number of Aquatic Centers per 10,000 persons .22 1 .5 0 - - Miles of Bike Trails 74 1 20 0 - - Limited Access to Healthy Foods 8% 1 4% 0 6% 1% Fast Food Restaurants 55% of all dining establishments. 1 51% of all dining establishments. 0 50% 27% Rate of Childhood Obesity 22.0% 1 19.9% 0 - 15.3% Overall Score Marion County 8 Vanderburgh County 0
  • 26. Marion and Vanderburgh Nonprofits 24 Capacity Indicators In order to effectively identify potential organizations to fund, it is important to narrow our discussion to the specific group of nonprofits that the foundation could fund. The NationalTaxonomy of Exempt Entities, a project of the Urban Institute, attempts to make sense of the vast scope of the nonprofit sector by dividing organizations into distinct categories (Urban Institute).There are 26 “Major Categories” within the NTEE classification system. The RobertWood Johnson Foundation funds organizations that work to improve the “…health and healthcare of all Americans” (RobertWood Johnson Foundation).The foundation’s funding efforts are concentrated around two of the “Major Categories” of the NTEE system: “Health” and “Human Services”. Since our report will focus on combatting childhood obesity within Indianapolis and Evansville, the main NTEE category of interest is “Human Services”. Within Human Services, two subcategories immediately identify themselves as relevant to our discussion: “Recreation & Sports” and “Youth Development”. One of the main ways to reduce obesity in children is to offer outlets for physical activity.The “Recreation & Sports” subcategory includes organizations such as “Camps”, “Parks and Playgrounds”, and “Community Recreational Centers” (Urban Institute, NTEE).These organizations, as well as others in the “Recreation and Sports” category, will be relevant to our later discussion of funding opportunities. “Youth Development” organizations also contribute to the fight against obesity by offering children opportunities to be involved in healthy extracurricular activities.This subcategory includes organizations such as “Boys & Girls Clubs” and “Youth Development Programs” (Urban Institute, NTEE). Selected Field of Activity
  • 27. 25 Number of Nonprofits by Subsection To begin evaluating the nonprofit fields of Marion andVanderburgh County, the evaluation team used Guidestar, an information organization dedicated to nonprofit sector transparency. Abramson and McCarthy discuss the importance of informational organizations in the nonprofit sector. Information about nonprofit and foundation operations “enhances the accountability of nonprofits and foundations, informs the decision-making of grant makers and grant seekers, supports the work of researchers…and promotes public understanding of nonprofits” (McCarthy, 2012; McCarthy, 2012). Guidestar and the National Center for Charitable Statistics (NCCS) both provide valuable information regarding the size and scope of the nonprofit sector in Marion County andVanderburgh County. The number of tax-exempt organizations can be calculated using two main methods. First, the Internal Revenue Service categorizes organizations into more than 25 different classifications, the most common being a 501(c)(3) organization (donations to which are tax-deductible) (Board Source, 2012). Second, the National Center for Charitable Statistics uses the NationalTaxonomy of Exempt Entities (NTEE) in partnership with the IRS “to classify nonprofit organizations. It is also used by the Foundation Center to classify both grants and grant recipients (typically nonprofits or governments)” and it helps describe the type of individuals served by these organizations (National Center for Charitable Statistics, 2004). Marion and Vanderburgh Nonprofits As seen in graph 2.1, using the Advanced Search feature of Guidestar, organizations were searched by city and state (Indianapolis, Indiana and Evansville, Indiana). Guidestar does not offer searching by County or FIPS Code. No organization name, category, or NTEE code was specified. A search was then conducted to calculate the number of organizations in each IRS tax category (501(c)(1), 501(c)(2), 501(c)(3)…4947(a)(1)). Shown in graph 2.3, an additional search was conducted to determine the numbers of organizations in each of the 26 NationalTaxonomy of Exempt Entities categories. Organizations were searched by city and state (Indianapolis, Indiana and Evansville, Indiana). Guidestar does not offer searching by County or FIPS Code. No organization name was specified. Only 501(c)(3) organizations were included in the search. Methodolgy
  • 28. Marion and Vanderburgh Nonprofits 26 Chart 2.1: Number of Nonprofits byTax CodeGuidestar NCCS Chart 2.2: Number of Nonprofits by NTEE Code
  • 29. Marion and Vanderburgh Nonprofits 27 Chart 2.3: Number of Nonprofits byTax CodeGuidestar
  • 30. Marion and Vanderburgh Nonprofits Other Nonprofit Indicators 28 Outside of the number of exempt organizations in each county, a number of other indicators can be compiled to reveal the size and scope of the nonprofit sector in Marion County andVanderburgh County.The National Center for Charitable Statistics provides data on rates of household giving, religious organizations, and foundation activities. Household Giving Methodology To gauge the level of household giving, table 2.1 reflects a Geographical Search conducted on the National Center for Charitable Statistics. In the Geographical Search, the data was collected from the State of Indiana. All areas of nonprofit activity were collected. Data was then analyzed at the County level (Marion County, FIPS Code 18097 and Vanderburgh County, FIPS Code 18053). All data was collected from the “Community Resources: Households and Organizations.” Data is from 2005. Table 2.1: Household Giving Analysis Table 2.1 indicates that engaging citizens in the nonprofit sector shows higher levels of community involvement in the sector and higher levels of organizational impact. In addition to volunteering, community contributions “strongly define the character of many nonprofit organizations and reflects the willingness of individuals to voluntarily forgo their own consumption for the good of others” (Steuerle, 2006)While fees for goods and services make up the majority of money in the nonprofit sector, private contributions have been increasing. Most scholars note that household giving tends to increase with wealth levels.Therefore, giving levels in Marion County andVanderburgh County may be impacted by their income levels. The number of households in Marion County are much larger thanVanderburgh Count.Vanderburgh County reports 2.04% more households reporting contributions thanVanderburgh County. Marion County contains 5.44% more percent of households itemizing donations.The higher percentage of households itemizing donations in Marion County implies a higher base of households making substantial donations thanVanderburgh County. Marion County Vanderburgh County Indiana Number of Households 418,716 82,322 5,620,048 Number of Households Itemizing Deductions 135,999 22,257 1,708,894 % of Households Itemizing 32.5% 27.0% 30.4% % Reporting Contributions 82.3% 84.3% 83.7%
  • 31. Marion and Vanderburgh Nonprofits 29 Religious Organizations Methodology To gauge the level of religious organizations, a Geographical Search was conducted on the National Center for Charitable Statistics. In the Geographical Search, the data was collected from the State of Indiana. All areas of nonprofit activity were collected. Data was then analyzed at the County level (Marion County, FIPS Code 18097 andVanderburgh County, FIPS Code 18053). All data was collected from the “Congregations and Other Religious Organizations” collection. Data is from 2013. Table 2.2: Religious Organizations Congregation Data Marion County Vanderburgh County Indiana Number of Congregations 984 142 5,811 Number of Other Religious Organization 83 20 437 Total 1,067 162 6,248 Number of Congregations per 10,000 Persons 11.2 8.3 9.6 Number of Organizations per 10,000 Persons 12.1 9.4 10.3
  • 32. Marion and Vanderburgh Nonprofits 30 The Association of Religion Data Archives (ARDA) offers an additional source of analysis of the size and scope of the religious sector in Marion and Vanderburgh Counties. ARDA works to democratize data on religious institutions. The data below is taken from the 2010 County Membership Report. The report defines Congregational adherents to include all full members, their children, and others who regularly attend services. Congregation Data Marion County Vanderburgh County Number of Adherents 383,176 95,361 Number of Congregations 876 212 Number of Congregations Per 10,000 Persons 9.7 11.8 Adherent Total as Percentage of County Population 42.4% 53.1% Tradition with the most adherents Evangelical Protestant (143,339 Adherents) Evangelical Protestant (41,066 Adherents) Tradition with the second most adherents Catholic (99,990 Adherents) Catholic (29,097 Adherents) Table 2.3: Religious Organizations
  • 33. Marion and Vanderburgh Nonprofits 31 Analysis Religious organizations represent an important subsection of the nonprofit sector in Marion County and Vanderburgh County. Expanding upon their historic role in the nonprofit sector in the United States, religious organizations serve as core institutions of the sector.While little literature or academic research was pursued involving religious organizations until very recently, religious organizations account for approximately half of all philanthropic donations in the United States. Studies show that religious organizations encourage individuals in a community to think more about their responsibility to the poor and individuals will participate more in other community organizations. Scholars also caution that the number of reported religious organizations may is understated due to current tax law and the high level of diversity among religious organizations (Wuthnow, 2006). Furthermore, religious institutions carry over features from other organizations in the nonprofit sector. Kevin Robbins found that “modern charitable nonprofit organizations owe their inception and continued support to the public-spirited generosity of philanthropists who feel that contributions to the commonwealth are spiritual or moral imperatives…organized charity is driven by religious organizations” (Robbins, 2012). While useful for understanding the size and scope of the nonprofit sector in these counties, a number of problems arise when analyzing religious institutions. Frunkin lists three key features of a nonprofit organization: they do not coerce participation, they operate without distributing profits to shareholders and they exist without simple and clear lines of ownership and accountability.The lack of accountability and ownership is especially apparent when analyzing the religious impact in a community (Frumkin, 2012). Because religious institutions are not required to file 990 or 990-EZ tax form to the IRS, like other organizations receiving nonprofit status, the data about the size and scope of religion in communities is often unreliable. Please note that data presented above may not represent all of the religious organizations present in the communities, due to the lack of reporting requirements. Many varieties exist when discussing the size of religion in a city. Also, data does not account for any religious activity in the informal sector, which could be substantial. The two data sources give conflicting information about the number of congregations in each community. Also, the ARDA data does not list general religious organizations that do not qualify as a congregation. Overall, it appears that Marion County has more congregations. However, the citizens were much more likely to be adherent to a religious organization inVanderburgh County rather than Marion County.The participation rate in these cities could reveal the engagement of citizens in other nonprofit organizations. Both communities have large groups of Evangelical Protestant and Catholic adherents.While the data may be lacking in completeness for the numbers, the data available indicates that religious organizations are substantial components of the nonprofit sector in both Marion County andVanderburgh County.
  • 34. Marion and Vanderburgh Nonrprofits 32 Foundation Activity Methodology To gauge the level of foundation activity, a Geographical Search was conducted on the National Center for Charitable Statistics. In the Geographical Search, the data was collected from the State of Indiana. All areas of nonprofit activity were collected. Data was then analyzed at the County level (Marion County, FIPS Code 18097 andVanderburgh County, FIPS Code 18053). All data was collected from the “Private Foundation Activities.” Data is from 2011. Table 2.3: Foundation Activity Analysis Foundations encourage redistribution of funds in a community, allowing money to go to programs that assist underserved parts of communities in a cost effective manner. Foundations in communities across the country have experienced dramatic expansion from the twentieth century to the turn of the century. Overall, foundations play important roles in supporting the operation of the nonprofit sector (Prewitt). While Marion County nearly doubles the number of foundations inVanderburgh County,Vanderburgh County contains 4.47 more organizations per 10,000 persons that Marion County. Looking at revenue, Marion County foundations contain nearly seven times as many total assets per 10,000 persons than the total assets per 10,000 persons inVanderburgh County. Foundation Data (Geographical Search) Marion County Vanderburgh County Indiana Number of Foundations 266 129 1,436 Total Assets (Fair Market Value) $9,242,958,708 $259,838,778 $12,176,166,479 Total Revenue $1,024,439,641 $23,739,197 $1,328,171,576 Contributions and Grants Made $380,779,372 $15,150,347 $618,185,640 Number of Organizations (per 10,000 persons) 3.0 7.5 2.7 Contributions and Grants (per 10,000) $433 $93 102 Total Revenue (per 10,000 persons) $1,166 $138 $218 Total Assets (per 10,000 persons) $10,517 $1,511 $2,002
  • 35. Marion and Vanderburgh Nonprofits 33 Marion County Photo © Indianapolis Junk Hauling Vanderburgh County Photo © 2006 John Blair
  • 36. Marion and Vanderburgh Nonrprofits 34 Financial Analysis Introduction In order to truly assess the size, scope, and operation of the nonprofit sector in these two communities, an overall financial analysis is necessary. Blackwood,Wing, and Pollak use assets, revenue, and expenses as the three main financial indicators in their publication “Facts and Figures from the Nonprofit Almanac 2008: Public Charities, Giving, andVolunteering” (Ott p. 12).The following section will also put these three indicators to use in order to further describe nonprofit activity inVanderburgh and Marion counties. Financial Indicator Marion County Vanderburgh County Indiana Total Revenue (Nonprofit Sector) $11,171,277,627 $1,406,159,510 $31,179,813,433 Total Expenses $10,271,430,374 $1,300,990,058 $28,206,153,165 Total Assets $17,438,305,872 $2,067,447,851 $60,399,290,076 Total Revenue ($ per Capita) $12,711 $8,179 $268 Total Expenses ($ per capita) $11,687 $7,567 Total Assets ($ per capita) $19,841 $12,025 $405 Total AGI ($ thousands) $20,141,388 $3,850,738 $264,893,743 Total Contributions ($ thousands) $437,138 $79,960 $5,516,330 Contributions as a % of AGI 2.8% 2.1% 2.1% Table 2.4: Overview of Financial Analysis Analysis Marion County holds $4,532 more in total revenue per capita thanVanderburgh County and $4,120 more in total expenses per capita thanVanderburgh County.Total assets per capita in Marion County outweigh Vanderburgh County by $7,816.
  • 37. Assets Definition The Financial Accounting Standard defines asset as “probable future economic benefits obtained or controlled by a particular entity as a result of past transactions or events” (FASB). Assets provide a simple way to summarize the scope of the nonprofit sector and its subsectors. In 2005, the 1.4 million organizations filing a Form 990 reported $3.4 trillion in assets (Ott p.13). Of those organizations, 2005 public charities held $2 trillion in assets (Ott, p.13). Line 16 of the Balance Sheet section of the Form 990 lists “Total Assets” and is where the NCCS Business Master File draws its data (IRS). Some examples of assets that nonprofit organizations may hold could include real estate, vehicles, or buildings that contribute to the operations and mission of the organization. Methodology An in-depth search in the National Center for Charitable Statistics DataWeb was used to determine the level of organizational assets by NTEE Code. Using the report builder, the Business Master File (which is generated two times annually from IRS Data. Data is collected from all active organizations registered with the Internal Revenue Service, gross receipts, total assets, and the relevant tax period. Data comes from organizations’ latest Forms 990, 990-EZ or 990-PF) from the latest filing (BMF 12/2013 501c3). Due to the data collection methods of the National Center for Charitable Statistics, this data for total assets only represents approximately 1/3 of registered organizations filing Forms 990, 990-EZ, or 990-PF.The data does not represent any exempt organization classified as “Other” by the NCCS. Rather, the data focuses primarily on registered 501(c)(3) organizations. A two variable hierarchical report was generated for assets (Asset Code, separated into the categories displayed in the graph below) and NTEE Codes (NTEE major group “A-Z”). Data was filtered by FIPS Code 18097 (Marion County) and then a separate report was generated for FIPS Code 18163 (Vanderburgh County). Marion and Vanderburgh Nonprofits 35
  • 38. Marion and Vanderburgh Nonprofits 36 Assets: Marion County Chart 2.4: Marion County Assets Analysis When looking at the raw numbers in charts 2.4 and 2.5, Marion County not surprisingly has more organizations in each asset bracket thanVanderburgh County. Considering that the city of Indianapolis has nearly 7 times as many people as Evansville, the two main metropolitan areas in each county,Vanderburgh still shows a robust nonprofit sector.The distribution of organizations in each asset bracket is strikingly similar however. Both counties have their largest share of organizations in the $100,000-$499,999 category. In addition, Marion County slightly edges outVanderburgh in the percentage of organizations with greater than $10 million and $50 million. Chart 2.5: Marion County Assets by Percentage
  • 39. Marion and Vanderburgh Nonprofits 37 Assets: Vanderburgh County Chart 2.6:Vanderburgh County Assets Analysis Charts 2.6 and 2.7 show that similar to Marion County,Vanderburgh also has their largest concentration of organizations with between $25,000 and $4,999,999 in assets.The asset category with the largest concentration of organizations was again $100,000 to $499,999 with 12.6% and the category with the smallest was $50 million or greater with 1.1%.The presence of theWellborn Baptist Foundation in Vanderburgh County may also skew the overall financial averages for the county.With an annual income of $700 million, the Foundation far outpaces other organizations assets inVanderburgh County, causing an effect on the overall financial results for the county. Chart 2.7:Vanderburgh County Assets by Percentage
  • 40. Marion and Vanderburgh Nonprofits 38 Expenses Definition NCCS draws “Expenses” from Line 17 of Part 1 of the Form 990.The line totals the organizations expenses by summing categories such as “grants and other assistance”, “benefits paid to members”, “payroll taxes”, “management”, “legal”, and other expenses (Form 990). Analyzing expenses provides a look into the day-to-day operations of the organization. Blackwood,Wing, and Pollak state that a majority of public charities report under $500,000 in expenses and our data is consistent with that claim (Ott p. 13). Our data also matches with the small percentage of organizations (4%) that report over $10 million in expenses, although those organizations will be important to our analysis (Ott p.13). Methodology An in-depth search of the National Center for Charitable Statistics DataWeb was used to determine the level of organizational expenses inVanderburgh and Marion counties. Core Data Files were utilized through the Report Builder in order to generate a three-variable, hierarchical report.The Core Files include financial variables pulled from Form 990-series data and is updated annually; only organizations that are required to file are included. Core Public Charities 2011 (Core 2011 PC) was the data file used in order to generate this report. Core Public Charities 2011 includes 133 variables and 381,035 records. Data was filtered with three variables: FIPS code, EXPS (expenses), and NTEE1 (NTEE code).
  • 41. Marion and Vanderburgh Nonprofits 39 Chart 2.8: County Organization Comparison by Expenses Analysis Both communities have a similar distribution of organizations in each of the revenue brackets. In general, as expenses increase, the number of organizations in the expense category decreases for both communities. However, each community shows a disproportionate number of organizations in the $1-$5 million category. Marion County has more organizations with $10 million or more in expenses than $5-$10 million.This speaks to the size of the organizations serving the Indianapolis Metro area such as large hospitals that would account for these abnormally high expenses.
  • 42. Marion and Vanderburgh Nonprofits Marion County Nonprofit Expenses 40 Chart 2.9: Marion County Organizations by Expenses Chart 2.10: Marion County Organizations with $100,000 or less in Expenses
  • 43. Marion and Vanderburgh Nonprofits 41 Analysis Chart 2.9 indicates the largest group of Marion County organizations in any expenses group fall in the $0- $100,000 bracket.The next largest group of organizations fall within the $100,000-$500,000 bracket. A breakdown of organizations in Marion County with $0-$100,000 in expenses by NTEE Code is shown in chart 2.10.This category is heavily dominated by “Education” organizations. Marion County is the most populated area in Indiana so it follows that schools will make up a large portion of the smaller organizations in the area. Chart 2.11 contains organizations with $10 million or more and is led by “Health” organizations.This category includes hospitals and Indianapolis has the largest hospitals in the state of Indiana. Chart 2.11: Marion County Organizations with $10 Million or More in Expenses
  • 44. Marion and Vanderburgh Nonprofits 42 Vanderburgh County Nonprofit Expenses Chart 2.12:Vanderburgh Organizations by Expenses Chart 2.13:Vanderburgh County Organizations with $100,000 or less in Expenses
  • 45. Marion and Vanderburgh Nonprofits 43 Chart 2.14:Vanderburgh Organizationswith $10 Million or More in Expenses Analysis Vanderburgh has a similar organizational profile to Marion with the highest number of organizations falling in the $0-$100,000 category and the next highest number in the $100,000-$500,000 category.The smallest category of organizational expenses is again led by “Education” but followed closely by “Recreation, Sports, Leisure, and Athletics”.This does not necessarily meanVanderburgh has more of these types of organizations than Marion county, but that those organizations are smaller by nature.This is again a function of the smaller population ofVanderburgh County.
  • 46. Marion and Vanderburgh Nonprofits 44 Revenue Definition NCCS draws “Total Revenue” from Line 12 of Part 1 of the Form 990.This line totals an organization’s revenue from the previous lines including categories such as “direct public support”, “government contributions”, “membership dues”, “program service revenue”, and other various forms of organizational income (IRS). An analysis of revenue may provide insight into the amount of current support an organization is receiving and also point to its overall financial health. In 2005, reporting organizations received $1.6 trillion in revenue while public charities received over $1.1 trillion (Ott, p. 13,14). Methodology An in-depth search of the National Center for Charitable Statistics DataWeb was used to determine the level of organizational revenue inVanderburgh and Marion counties. Core Data Files were utilized through the Report Builder in order to generate a three-variable, hierarchical report.The Core Files include financial variables pulled from Form 990-series data and is updated annually; only organizations that are required to file are included. Core Public Charities 2011 (Core 2011 PC) was the data file used in order to generate this report. Core Public Charities 2011 includes 133 variables and 381,035 records. Data was filtered with three variables: FIPS code,TOTREV2 (total revenue), and NTEE1 (NTEE code).
  • 47. Marion and Vanderburgh Nonprofits 45 Chart 2.15: County Organization Comparison by Revenue Analysis The distribution of organizations in each bracket of revenue shown above is nearly identical to the distribution of expenses shown in the preceding section.The largest group of organizations fall in the $0- $100,000 category and the next largest group fall in the $100,000-$500,000 category. Considering both expenses and revenues paints a clear picture of the two counties. Each has a significant number of smaller organizations that makes up the majority of the organizations in their community. Both communities have a large number of schools that fall in this category. As for the large organizations, both communities have large hospitals that have the largest operating budgets in the community respectively.
  • 48. Marion and Vanderburgh Nonprofits 46 Marion County Nonprofit Revenue Chart 2.15: Marion Organizations by Revenue Chart 2.16: Marion Organizations with $0-$100,000 in Revenue
  • 49. Marion and Vanderburgh Nonprofits 47 Chart 2.17: Marion Organizations with $10 million or More in Revenue Analysis Again, as charts 2.15 through 2.17 indicate, most of the organizations operating in Marion County with less than $100,000 in revenue are “Education” organizations and most of the organizations with large operating revenues are “Health” organizations.
  • 50. Marion and Vanderburgh Nonprofits 48 Vanderburgh County Nonprofit Revenue Chart 2.18:Vanderburgh Organizations by Revenue Chart 2.19:Vanderburgh Organizations with $0-$100,000 in Revenue
  • 51. 49 Marion and Vanderburgh Nonprofits Chart 2.20:Vanderburgh Organizations with $10 Million or More in Revenue Analysis Charts 2.18 through 2.20 indicate that most ofVanderburgh’s are organizations operating with less than $100,000 in revenue are “Education” organizations and most of the organizations with large operating revenues are “Health” organizations.
  • 52. Marion and Vanderburgh Nonprofits 50 Overall Analysis of Nonprofits At first glance, research shows an overwhelming capacity and resource rich environment in Marion County. This was to be expected considering Marion County is home to the State’s capitol and most populous city.The sheer volume of 501c organizations in Indianapolis dwarfs that of Evansville. Comparing 501c3’s alone (which make up the bulk of nonprofit organizations in either city), Indianapolis has almost 5000 more organizations than Evansville.The same applies when comparing these cities by NTEE code.The top 5 categories of NTEE code represented in either community are as follows: Indianapolis: 1. M – Public Safety, Disaster Preparedness, and Relief 2.T – Philanthropy,Voluntarism, and Grantmaking 3. A – Arts, Culture, and Humanities 4. Q – International, Foreign Affairs, and National Security 5. U – Science andTechnology, Research Institutes Evansville: 1.T – Philanthropy,Voluntarism, and Grantmaking 2. A – Arts, Culture, and Humanities 3. M – Public Safety, Disaster Preparedness, and Relief 4. Q – International, Foreign Affairs, and National Security 5. U – Science andTechnology, Research Institutes Interestingly, the same 501c3 codes make the top five in both communities.The only difference is their relative position on the list.This may indicate similar objectives or needs in either community. Given the differences in the two communities a fairer comparison should analyze the information in terms of percentages and per capita statistics.The number of households itemizing and reporting contributions, the number of religious organizations per 10,000 people, and total contributions as a percentage of AGI are relatively similar in both communities. Additionally,Vanderburgh has double the number of organizations per 10,000 persons while Marion County has about 10 times the total assets per 10,000 persons. Lastly, grant money contributions amount to a smaller percentage of total assets in Marion County than Evansville.These statistics could demonstrate a propensity for higher participation and philanthropic giving inVanderburgh and a possible untapped environment for nonprofit programs dealing with childhood obesity. Further analysis of other community aspects could help in better understanding the capacities and needs of each community.
  • 53. 51 Issue Specific Nonprofit Overview After exploring the state of nonprofit organizations within Marion andVanderburgh Counties generally, focus now shifts to an analysis of nonprofit organizations specifically related to childhood obesity. After exploring the NTEE classification codes centered upon childhood obesity, the Health (E), Recreation, Sports, Leisure, and Athletics (N), andYouth Development (O) categories comprise the focus of continued evaluation. Health organizations provide necessary medical and nutritional expertise and resources to treat and prevent childhood obesity; Recreation, Sports, Leisure, and Athletics organizations comprise youth sports and recreation leagues which provide access to athletic activity that can prevent and fight childhood obesity; finally,Youth Development organizations provide programming to educate youth on healthy lifestyles and provide an opportunity to engage in these activities. However, the capacity these two counties have in each area differs greatly, as evidenced by the following data. Capacity is an essential component of the community scorecards as “the most basic dimension of civil society is its scale or capacity” (Salamon & Sokolowski, 2012). Methodology To analyze these three NTEE major groups within Marion andVanderburgh Counties, the National Center for Charitable Statistics (NCCS) DataWeb was utilized. Using the Business Master Files from the IRS for 501(c)(3) organizations from December, 2013 exclusively, data on the number of 501(c)(3) organizations in Marion and Vanderburgh Counties, using Census FIPS Codes (18097 and 18163, respectively), NTEE major groups, and NTEE classification codes, was obtained. Additionally, average values for annual receipts, annual revenue, and end of year assets were obtained to help facilitate the comparison of these organizations within each county.These are important figures for analysis because each represents the charitable contributions received by organizations, a key indicator of organizational capacity (Salamon & Sokolowski, 2012). Following the preliminary analysis using the NCCS DataWeb to find the number of organizations and average financial figures for these three categories, Guidestar was utilized to provide additional contextual information regarding organizations found in each.To maximize the number of organizations found by Guidestar, simple searches using the terms, “Indianapolis” and “Evansville”, were used.We eliminated organizations classified as organizations other than 501(c)(3) public charities, as other entities are ineligible to receive foundation grants. Following these searches, the results were reviewed for organizations that fell within the target NTEE categories - E, N, and O - to evaluate those organizations more explicitly and to determine specific programmatic results. However, it is important to note that Guidestar records are not as exhaustive and up-to-date as the NCCS DataWeb data records. As such, the number of organizations for each category may differ from the Guidestar to NCCS DataWeb data. Additionally, Guidestar does not allow search by FIPS codes, which means that organizations are likely omitted because of the limitations of using only Indianapolis and Evansville search terms. However, we are confident that major organizations within each county in each of the three categories have been identified from both data sources.This is the case because Guidestar pulls information from filed IRS Form 990 reports (Abramson & McCarthy, 2012). Inactive 501(c)(3) organizations (organizations which have not filed Form 990 reports for three years) and small or
  • 54. Issue Specific Nonprofit Overview unincorporated nonprofits with annual revenues under $50,000 will not be included in Guidestar analysis because these organizations are not required to file Form 990 reports (Guidestar , 2005). As a result, Guidestar will report 501(c)(3) organizations that are active and have substantive revenues, eliminating small, inactive, and low-revenue organizations from consideration.Thus, though the Guidestar results might not be exhaustive, the results will likely include active organizations with fairly substantive revenues. This is important because in order to adequately address the problem of childhood obesity within Marion andVanderburgh counties, it is necessary to look at active organizations with substantive revenue that have the capacity or could be expanded to address the obesity problem. 52 Overview Because of the significant difference in population between these two counties and the fact that Marion County includes the state capital, it follows that the number of organizations in each of these three major NTEE categories differs greatly for both counties. Marion County has more than double the number of organizations in each of these categories than those found inVanderburgh County. It is also apparent from the data that organizations in the Health category have a significant financial advantage over those in the Recreation andYouth Development categories.These differences are accounted for by the fact that hospitals and major regional healthcare systems are included in the Health category; many of these institutions have substantial endowments and receive funding not only from donors, but also from state and federal governments, patients, and insurance companies in the form of medical payments (Schlesinger, 2012).This funding variance accounts for a great deal of the difference in the average annual receipts, revenue, and total assets possessed by organizations in each of the three major categories. However, when examining per capita annual receipts, revenue, and total assets for the organizations in each county,Vanderburgh County actually has greater capacity in the Health andYouth Development categories than Marion.This is important to bear in mind during further evaluation of the two communities. Differences in per capita financial figures may also provide insight in individual giving patterns in each of these communities. Further evaluation of these giving patterns may provide insight in regards to whether or not the differences in per capita figures can be attributed to increased giving inVanderburgh County as well (Martin, 2012). Additionally, the difference between the two counties in the Recreation, Sports, Leisure, and Athletics category is likely due to the presence of major national sports governing bodies in Marion County.These major governing bodies include the National Collegiate Athletic Association (NCAA), USA Gymnastics, and USATrack & Field.
  • 55. Issue Specific Nonprofit Overview 53 Childhood Obesity Related Organizations in Marion and Vanderburgh Counties NTEE Major Category Total Number of Organizations Average Annual Receipts, Per Capita Average Annual Revenue, Per Capita Average End of Year Total Assets, Per Capita Marion County Health (E) 140 $67.0 $61.5 $79.4 Recreation, Sports, Leisure, and Athletics (N) 190 $6.1 $5.5 $6.1 Youth Development (O) 119 $1.0 $0.6 $1.3 Vanderburgh County Health (E) 28 $250.8 $237.0 $309.3 Recreation, Sports, Leisure, and Athletics (N) 40 $0.5 $0.4 $0.8 Youth Development (O) 30 $1.4 $0.9 $3.8 *National Center for Charitable Statistics, 2014; STATS Indiana, 2013 Organizations in the Recreation, Sports, Leisure, and Athletics category include a variety of youth sports leagues in a number of activities, ranging from baseball and soccer to hockey and figure skating.These organizations have the second-highest average receipts, revenue, and assets for Marion County, likely reflecting the larger overall number of organizations and the larger population that they serve; they have the lowest average receipts, revenue, and assets inVanderburgh County, likely reflecting the smaller, and more rural, population in the county which makes community sports leagues more challenging. TheYouth Development categories include traditionally visible organizations like the Boys & Girls Club, Boy Scouts, and Girl Scouts.These organizations also have the lowest average receipts, averages, and assets in Marion County, though they have the second highest inVanderburgh County. However, as detailed later, these nonprofit organizations may have a significant capacity to impact healthy lifestyle activities for students in these communities. Table 2.5: Childhood Obesity Related Organizations in Marion andVanderburgh Counties
  • 56. 54 Health When evaluating the Health organizations in Marion andVanderburgh Counties, it is apparent that these organizations possess a great deal of financial resources to achieve their missions; however, it is less obvious that they have a focus on combatting childhood obesity through their programs. Marion County In Marion County, major hospitals and health networks comprise the majority of organizations in this category; a similar pattern is present inVanderburgh County.Though all of these entities focus on healthcare provision and quality of life improvement for people in their communities, a thorough evaluation of their specific programs failed to yield specific results targeted at improving child nutrition and activity in youth populations, specifically teenagers. However, the presence of major foundations in support of these hospitals and health systems, like theWellborn Baptist Foundation and the St.Vincent Hospital Foundation, indicates that there may be room for partnerships with other nonprofit and public entities in the community. However, the lack of specific childhood obesity programs sponsored by these hospitals and health networks leads to questions about whether or not they would entertain the possibility of creating, or partnering with, such programs. However, the average annual receipts, revenue, and total assets indicate that these health organizations have the fiscal capacity to deal with large influxes of grant money, including a $5 million grant over five years from the RobertWood Johnson Foundation (RWJF) which is not the case with many of the organizations in the other two categories (Schlesinger, 2012). The largest networks and affiliated hospitals in Marion County include St.Vincent Health and Indiana University (IU) Health and their respective subsidiaries. After evaluating these two large regional health and hospital systems, there were no specific programs centered on childhood obesity and its prevention; these efforts were included in larger health and quality of life services (Indiana University Health, 2014) (St.Vincent Health, 2014). So, in spite of their great financial assets, these entities do not readily appear as partners to expand an existing childhood obesity program. However, these two entities and their subsidiaries combine to reach millions of people in Marion County and surrounding areas. When evaluating organizations in the major field of Health, one organization in particular presents itself as a possible partner for RWJF. HealthNet Inc. is a 501(c)(3) not-for-profit public charity that seeks to provide primary health care services to the medically underserved (HealthNet, 2014). One of their programs focuses on providing diet and nutrition education to develop healthy eating habits in these communities. Additionally, HealthNet sponsors school-based services which provide school-based clinics and nurses to provide primary, preventative, and educational services for students in four Marion County public schools, including diet and healthy eating habits training (HealthNet , 2014).The four schools include ArsenalTech High School, Harshman Middle School, GeorgeWashington Community School, and KIPP Indianapolis College Preparatory School (HealthNet , 2014). HealthNet Inc’s work will be an area of continued explora- tion and research as the evaluation of partner organizations continues. Issue Specific Nonprofit Overview
  • 57. 55 Vanderburgh County Much like Marion County,Vanderburgh County is dominated by two health organizations and their subsidiaries.The St. Mary’s Medical system and its myriad partners are particularly visible in the county. Additionally, the Deaconess Clinic and its affiliated doctors play an outsized role financially in the Health category and in the region. However, once again, neither of these organizations and their affiliates have explicit childhood obesity programs in these communities. NTEE Major Category: Health Care Marion County Vanderburgh County Organization Name Total Revenue Per Capita Total Assets Per Capita Organization Name Total Revenue Per Capita Total Assets Per Capita Community Health Network $792.2 NA Deaconess Clinic $307.1 $65.6 Community Health Network Inc. $763.2 $1,615.9 Echo Community Healthcare $34.7 $36.9 Community Hospitals of Indiana, Inc. $171.8 $222.7 Rehabilitation Center, Inc. $17.1 $43.6 Community Physicians of Indiana $92.1 $31.5 St. Mary’s At Home Inc. $32.5 $14.3 Eskenazi Health Foundation, Inc. $52.1 $71.2 St. Mary’s Health Services $71.7 $367.1 Fairbanks Memorial Hospital Inc. $23.6 $25.5 St. Mary’s Hospital Memorial Foundation $14.9 $47.4 HealthNet Inc. $56.0 $27.1 St. Mary’s Medical Center Auxiliary $0.92 $1.1 Indiana Behavioral Health Choices Inc. $25.8 $8.1 St. Mary’s Medical Center of Evansville, Inc. $2,519.9 $2,975.2 Table 2.6: Marion andVanderburgh Health Related Organizational Revenue and Assets Issue Specific Nonprofit Overview
  • 58. 56 Indiana Heart Hospital LLC $128.7 $224.3 St. Mary’s Ohio Valley Heartcare Inc. $45.2 $17.6 Indiana University Health Arnett Inc. $341.5 $263.4 Southwestern Behavioral Center $79.4 $32.5 Indiana University Health Ball Memorial Hospital $402.5 $324.3 Wellborn Baptist Foundation $3,856.2 NA Indiana University Health Care Associates, Inc. $341.7 $74.2 Indiana University Health Inc. $3,124.1 $4,739.9 IU Health Inc. $56.9 $30.1 IU Medical Group Foundation Inc. $86.4 $99.9 Methodist Health Foundation $14.9 $124.6 St. Vincent Health, Inc. $155.2 $262.0 St. Vincent Hospital Foundation, Inc. $15.9 $75.5 St. Vincent Hospital and Healthcare $1,400.4 $1,508.2 St. Vincent New Hope Inc. $23.8 $9.0 St. Vincent Seton Specialty Hospital Inc. $74.0 $85.7 *Guidestar, 2014; STATS Indiana, 2013 Issue Specific Nonprofit Overview
  • 59. 57 The Health category organization that presents the greatest potential to work with in the fight against childhood obesity is theWellborn Baptist Foundation.TheWellborn Baptist Foundation provides a great deal of assistance to the Evansville community and the Evansville-Vanderburgh County school system to create and implement programs designed to address childhood obesity problems within the area, as detailed in the public and private sector section of this report. It is possible that a partnership between the RWJF and theWellborn Baptist Foundation could expand these already existing programs and the fight against childhood obesity, particularly in the teen population. Finally, it is important to note that the revenue and assets of Health organizations inVanderburgh County are not as great as those in Marion County; this reality may make it difficult for some of these organizations to take on a major grant of $5 million over five years, at it may represent a significant portion of the their normal operating budget. After a thorough evaluation of the Health category organizations in Marion andVanderburgh counties, HealthNet Inc. and theWellborn Baptist Foundation represent partner organizations with the greatest potential. Recreation, Sports, Leisure, and Athletics Most organizations in the Recreation, Sports, Leisure, and Athletics category represent community athletic leagues, especially youth sports leagues. As such, much of their income comes from user fees. Fee structures are generally derived based on the operational needs of the nonprofit as well as the willingness to pay of the consumer of the organization’s services (Salamon, 2006) (Slivinski, 2006). However, these organizations also represent opportunities for youth to become involved in a sport or other athletic activity, allowing them to remain active and practice healthy exercise in their everyday lives. Once again, youth sports organizations are greater in the more heavily populated Marion County; however, there are a number of youth sports organizations inVanderburgh County as well.The size of this category of organizations also contributes to their overall receipts, revenue, and assets figures, meaning that these figures are higher for Marion than forVanderburgh County, reflecting the differences in population and overall income. Issue Specific Nonprofit Overview
  • 60. 58 Marion County A number of organizations comprise the NTEE field of Recreation, Sports, Leisure, and Athletics, particularly community athletic leagues, especially ones that serve youth in particular. However, it is important to note that Marion County is unique in that at least three major amateur sports organizations have their national headquarters in Indianapolis.These organizations are USA Gymnastics, USATrack and Field, and the NCAA.The annual revenue of these organizations drives up the average revenue of the group because of their substantial yearly budgets. Most other organizations in this category have rather small annual revenues, typically less than $1 million. Reviewing these particular organizations does not indicate any specific focus on preventing and eliminating childhood obesity; it is more related to the overall mission to provide access to sports that addresses this need. It is interesting to note that the major national organizations in Marion County - USA Gymnastics, USA Track & Field, and the NCAA – do not have any organizational initiatives centered on childhood obesity. As a result of the lack of programs focused on childhood obesity in the Recreation category within Marion County, it is unlikely that a partnership will be established with one of these organizations to address the issue. Additionally, the low annual revenues of these organizations indicate potential organizational incapability to accept and utilize a grant the size of the RWJF’s $5 million grant over five years. Vanderburgh County Much like in Marion County, many of the organizations in this category serve to provide a means to participate in these specific sports within Evansville and the largerVanderburgh County communities. Similarly, many of these organizations are fee-based organizations with minimal annual revenues that only total in the thousands. Furthermore, many of these organizations do not exclusively serve youth, but may also serve adults interested in the same sports and activities. Because of these characteristics, these organizations do not seem to be prepared to accept a large grant of $5 million over five years and the acceptance of such a grant for childhood obesity programs may lead to mission drift within them. Mission drift can occur unintentionally and voluntarily within organizations; however, it is not the goal to cause mission drift within these community organizations by offering large sums of grant funds in exchange for adopting that mission (Chang, 2006). Issue Specific Nonprofit Overview
  • 61. 59 The presence of recreation organizations within these target communities is a positive indication of the possibility to engage in physical activity to prevent childhood obesity; however, they do not appear to be the best options for expand childhood obesity prevention and education programs within these communities. However, one unique area of the Recreation category includes the Indianapolis Parks Foundation and the Evansville Parks Foundation. Both of these foundations are responsible for providing financial resources to support the parks in both of these cities, including the construction of new playgrounds and specific programs within the parks operated by these foundations.The Indianapolis Parks Foundation in particular has focused its programming around childhood obesity and improved health, fitness, and nutrition. Its “Be Healthy, Be Fit” program provides fitness and nutrition programming in parks and schools within Indianapolis (Indianapolis Parks Foundation, 2014). Additionally the Indianapolis Parks Foundation has consciously expanded the pools, basketball courts, and playground equipment available in their parks, particularly in high-need neighborhoods.The presence of these foundations in these communities is a particular area of continued evaluation to determine the best partner for the RWJF grant. NTEE Major Category: Recreation, Sports, Leisure, and Athletics Marion County Vanderburgh County Organization Name Total Revenue Per Capita Total Assets Per Capita Organization Name Total Revenue Per Capita Total Assets Per Capita Evans Indianapolis Track & Field Club $0 $0 Evansville Area Tennis Patrons Foundation Inc. $2.7 $16.3 Geist Half Marathon $0.39 $0.1 Evansville Elite Soccer Club $2.2 $0.4 Greater Indianapolis Regional League of Soccer Inc. $0.03 $0.05 Evansville Junior Football League $0.4 $1.9 Indiana High School Athletics Association $11.1 $12.3 Evansville Junior Golf Association $0.08 $0.02 Indianapolis Boxing Club $0 $0 Evansville Little League Baseball $0.3 $0.1 Table 2.7: Marion andVanderburgh Recreation Organizational Revenue and Assets Issue Specific Nonprofit Overview
  • 62. 60 Indianapolis Junior Golf Foundation $0.05 $0.2 Evansville Parks Foundation $0.9 $1.9 Indianapolis Junior Tennis Development Fund $0.1 $0.4 Evansville River City Volleyball $0.5 $0.07 Indianapolis Parks Foundation $4.1 $5.3 Evansville Sports Corporation $2.1 $1.2 Indianapolis Rowing Center $0.3 $0.2 Evansville Youth Football League $0 $0 Indianapolis Skating Club Inc. Carmel Ice Skadium $0.07 $0.2 Evansville Youth Hockey Association $1.2 $0.3 Indianapolis South Stars Youth Hockey Association $0.1 $0.02 Evansville Youth Soccer League $0.2 $0.1 Indianapolis United Soccer Club $0.2 $0.07 Greater Evansville Figure Skating Club Inc. $0.3 $0.1 Indianapolis Youth Hockey Association $0.2 $0.1 Greater Evansville Swimming $0.2 $0.2 Junior Baseball Inc. of Indianapolis $0 $0 North Evansville Youth Soccer Club $0.6 $1.9 Little League Baseball Inc. of Indianapolis $0.2 $0.2 National Collegiate Athletic Association $906.0 $758.8 Issue Specific Nonprofit Overview
  • 63. 61 National Junior Tennis League of Indianapolis $0.2 $0.08 Pike Youth Soccer Club $0.7 $0.2 Road Runners Club of America $0.3 $0.1 United Soccer Alliance of Indiana/Pike Youth Soccer Club $0.7 $0.2 USA Football $8.3 $9.7 USA Gymnastics $19.4 $12.0 USA Track and Field $19.0 $8.8 *Guidestar, 2014 Issue Specific Nonprofit Overview
  • 64. 62 Youth Development The third and final category of specific evaluation and analysis in Marion andVanderburgh Counties are those focused onYouth Development.Youth Development organizations seek to facilitate the positive personal development of youth to be productive and healthy citizens.This is an area of tremendous potential to discover programming centered around childhood obesity and expand those programs. Marion County The Boys & Girls Club of Indianapolis has two programs that directly address childhood obesity, how to prevent it, and teach good nutrition and exercise habits.These programs include “SMART Girls” and “Triple Play”. “SMART Girls” is a small group program for girls which focuses on eating right and staying fit as they are educated about heath, fitness, prevention, education, and self-esteem enhancement (Boys & Girls Clubs of Indianapolis, 2014). “Triple Play” is a comprehensive national Boys and Girls Club of America program developed with the US Department of Health and Human Services to increase physical activity and good nutrition (Boys & Girls Club of Indianapolis, 2014). Because these programs are national programs, they also occur at the Boys and Girls Clubs of Evansville. However, these programs only reach those who are members of the respective club; expanding membership in the clubs and access to these specific programs is an area of continued research for possible expansion of programs to address childhood obesity in these communities. The “Catch the Stars Foundation” supports programs encouraging fitness and provides resources to access to playgrounds, tennis courts, and basketball courts in Indianapolis. “Playworks Indiana” has a similar mission to expand playground access in Indiana, which it has done by building one new playground facility in Indianapolis. Vanderburgh County Girl Scouts and Boys Scouts play a role in each of these counties; however, programming surrounding child-hood obesity is only tangentially related to the mission of these organizations and the acquisition of related badges. Further, there are no significant nonprofit organizations within the county that might serve as effective stewards in the fight against childhood obesity. Issue Specific Nonprofit Overview
  • 65. 63 NTEE Major Category: Youth Development Marion County Vanderburgh County Organization Name Total Revenue (in millions) Total Assets (in millions) Organization Name Total Revenue (in millions) Total Assets (in millions) Boys & Girls Clubs of Indianapolis $3.1 $3.4 Boys & Girls Club of Evansville $4.5 $40.2 Boy Scouts of America Council $11.0 $29.3 Boy Scouts of America Buffalo Trace Council 156 $7.2 $25.9 Camptown Inc. $0.3 $0.4 Girl Scouts of Southwest Indiana $7.2 $14.3 Catch the Stars Foundation $0.2 $0.1 YWCA of Evansville $6.1 $24.3 Girl Scouts of Central Indiana Inc. $12.0 $15.8 Playworks Indiana $30.0 $15.2 * Guidestar, 2014; STATS Indiana, 2013 Analysis Though there are a number of organizations in the Health, Recreation, andYouth Development categories, not all of them share a mission devoted to combatting childhood obesity or the fiscal capacity to do so. However, a few organizations warrant additional evaluation and consideration as a partner organization for RWJF. HealthNet Inc. and theWellborn Baptist Foundation represent two health organizations that have a history of supporting efforts to address childhood obesity. Additionally, the Indianapolis and Evansville Park Foundations represent potential partners in the recreation category to increase access to parks and resources to encourage physical activity. Finally, the Boys and Girls Clubs of Indianapolis and Evansville possess programs that encourage healthy habits.The Catch the Stars Foundation and Playworks Indiana increase access to playground equipment and other programs which encourage physical activity in their communities.This step provides tremendous information to continue our analysis on behalf of RWJF. Table 2.8: Marion andVanderburghYouth Development Organizational Revenue and Assets Issue Specific Nonprofit Overview