Civic Intelligence

Hamilton County Community Foundation Inc.

990 • Fiscal year 2015 • EIN 20-0900981

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileWWW,CICF.ORG/LEGACY-FUND
515 EAST MAIN STREET Suite 100Carmel, IN 46032

(317) 634-2423

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.21x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

77th percentile

$409,332

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

66th percentile

5.9%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

90th percentile

51%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$49,177,933

Up $2,726,587 (+5.9%) from 2014

Net Assets

Up

$47,251,553

Up $2,333,378 (+5.2%) from 2014

Liabilities

Up

$1,926,380

Up $393,209 (+26%) from 2014

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin91st percentile

Revenue

Up

$9,381,113

Up $3,187,831 (+51%) from 2014

Expenses

Up

$4,945,176

Up $810,939 (+20%) from 2014

Net Income

Up

$4,435,937

Up $2,376,892 (+115%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $38,392,144Liabilities 2010: $1,863,674Net Assets 2010: $36,528,4702010Assets 2011: $36,755,413Liabilities 2011: $2,802,329Net Assets 2011: $33,953,0842011Assets 2012: $39,317,903Liabilities 2012: $2,326,028Net Assets 2012: $36,991,8752012Assets 2013: $44,991,739Liabilities 2013: $2,305,743Net Assets 2013: $42,685,9962013Assets 2014: $46,451,346Liabilities 2014: $1,533,171Net Assets 2014: $44,918,1752014Assets 2015: $49,177,933Liabilities 2015: $1,926,380Net Assets 2015: $47,251,5532015Assets 2016: $48,582,628Liabilities 2016: $1,384,192Net Assets 2016: $47,198,4362016Assets 2017: $61,631,909Liabilities 2017: $1,944,261Net Assets 2017: $59,687,6482017Assets 2018: $63,905,734Liabilities 2018: $2,119,867Net Assets 2018: $61,785,8672018Assets 2019: $68,983,719Liabilities 2019: $2,295,320Net Assets 2019: $66,688,3992019Assets 2020: $98,701,430Liabilities 2020: $3,566,088Net Assets 2020: $95,135,3422020Assets 2021: $117,481,018Liabilities 2021: $3,205,402Net Assets 2021: $114,275,6162021Assets 2022: $92,450,029Liabilities 2022: $2,655,299Net Assets 2022: $89,794,7302022Assets 2023: $113,383,674Liabilities 2023: $2,928,655Net Assets 2023: $110,455,0192023Assets 2024: $129,296,964Liabilities 2024: $2,977,689Net Assets 2024: $126,319,2752024

Highlighted filing

2015

Assets$49,177,933
Liabilities$1,926,380
Net Assets$47,251,553
Open 2015 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $3,921,7892010Revenue 2011: $3,748,351Expenses 2011: $5,193,081Net Income 2011: -$1,444,7302011Expenses 2012: $3,827,6602012Revenue 2013: $5,943,774Expenses 2013: $4,228,704Net Income 2013: $1,715,0702013Revenue 2014: $6,193,282Expenses 2014: $4,134,237Net Income 2014: $2,059,0452014Revenue 2015: $9,381,113Expenses 2015: $4,945,176Net Income 2015: $4,435,9372015Revenue 2016: $5,200,889Expenses 2016: $6,404,818Net Income 2016: -$1,203,9292016Revenue 2017: $14,415,910Expenses 2017: $6,552,321Net Income 2017: $7,863,5892017Revenue 2018: $12,082,569Expenses 2018: $6,707,507Net Income 2018: $5,375,0622018Revenue 2019: $5,744,876Expenses 2019: $6,611,446Net Income 2019: -$866,5702019Revenue 2020: $28,985,245Expenses 2020: $7,226,753Net Income 2020: $21,758,4922020Revenue 2021: $16,889,119Expenses 2021: $11,487,172Net Income 2021: $5,401,9472021Revenue 2022: $5,488,892Expenses 2022: $10,745,504Net Income 2022: -$5,256,6122022Revenue 2023: $16,576,177Expenses 2023: $7,484,749Net Income 2023: $9,091,4282023Revenue 2024: $23,329,198Expenses 2024: $11,247,411Net Income 2024: $12,081,7872024

Highlighted filing

2015

Revenue$9,381,113
Expenses$4,945,176
Net Income$4,435,937
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$14,149,317
Mission and Program Overview

Mission

The mission of legacy fund is to inspire, support, and practice philanthropy, leadership, and service in our community. Through the generosity of thousands of donors, legacy fund is the steward for charitable assets focusing on three areas that make hamilton county indiana a better place to live for current and future generations: 1.) grantmaking from a variety of funds to other effective not-for-profits 2.) community leadership on issues like helping families overcome obstacles, creating great public spaces, and embracing our ethnic communities 3.) philanthropic advising to help people make their charitable giving more thoughtful and enjoyable. We accomplish the above through our three initiatives: inspiring places, family success and education.

To inspire, support, and practice philanthropy, leadership and service in the hamilton county community to make it a better place to live for current and future generations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,022,771$25,559,812▲ $1,537,041
Investments Other Securities$16,501,127$18,440,892▲ $1,939,765
Savings and Temporary Cash Investments$4,490,492$3,790,215▼ $700,277
Pledges and Grants Receivable$1,261,524$836,433▼ $425,091
Land, Buildings, and Equipment, Net$160,000$115,000▼ $45,000
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$46,451,346$49,177,933▲ $2,726,587
Other Assets Total$15,432$435,581▲ $420,149
Liabilities
Grants Payable$1,027,684$1,403,024▲ $375,340
Accounts Payable and Accrued Expenses$491,317$502,949▲ $11,632
Other Liabilities$14,170$20,407▲ $6,237
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,533,171$1,926,380▲ $393,209
Net Assets / Fund Balance
Unrestricted Net Assets$43,806,653$46,455,705▲ $2,649,052
Temporarily Rstr Net Assets$1,111,522$795,848▼ $315,674
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$44,918,175$47,251,553▲ $2,333,378
Total Liabilities and Net Assets / Fund Balance$46,451,346$49,177,933▲ $2,726,587

Asset Categories

AssetBook ValueDepreciationBasis
Land$115,000-$0
Other Securities$18,440,892--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$22,552,449$1,085,620▲ $383,831-$22,641,288
2014$22,942,680$192,460▲ $705,935-$22,552,449
2013$19,155,326$2,000,645▲ $3,133,407-$22,942,680
2012$18,199,453$385,760▲ $1,695,119$6,950$19,155,326
2011$19,067,564$350,763▼ $103,208$3,000$18,199,453
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terry AnkerPresident, Legacy FundFT$134,738$10,881$145,619
Thomas GlassleyDirector of Information Technology-$10,476$112,305$122,781
Robert MacphersonVP of DevelopmentPT$36,731$10,661$47,392
Brian PaynePresident & CEO, Cicf and Tif-$35,874$5,059$40,933
Jennifer BartenbachCFOPT$27,574$2,287$29,861
Elizabeth TateVP for Community Investment-$13,799$3,565$17,364

Board Members and Trustees

NameTitle
Michael DaughertyChair
ANN O'HARAVice-chair
Brenda BushBoard Member
Brian MyersBoard Member
Corby ThompsonBoard Member
Frank Esposito JrBoard Member
Henry BlackwellBoard Member
James RoedererBoard Member
Jay MerrellBoard Member
Jim LongstrethBoard Member
Judith Campbell MdBoard Member
Kay HartleyBoard Member
Lawrence BeckBoard Member
Lisa AllenBoard Member
Mike HoukBoard Member
Pamela RobinsonBoard Member
Paul EstridgeBoard Member
Steve PittmanBoard Member
Steven HoltBoard Member
Thomas E DappBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$6,517,608
Program Service Revenue
$0
Investment Income
$2,810,743
Other Revenue
$52,762
All Other Contributions
$6,501,558
Change in Net Assets
$4,435,937

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded15$952,100Fair Market Value (FMV) on Date of Gift
Total Noncash Contributions15$952,100-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,170,191
Revenue Not Reported on Financial Statements
$210,922
Revenue Not Reported on Form 990
$-1,854,600
Total Revenue per Audited Statements
$7,315,591
Total Revenue per Form 990
$9,381,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,786,049
Salaries, Compensation, and Employee Benefits$699,014
Other Expenses$460,113
Total Fundraising Expense$184,218
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,786,049--$3,786,049
Current Officers, Directors, Trustees, and Key Employees$129,596$77,758$51,838$259,192
Other Salaries and Wages$123,362$74,017$49,345$246,724
Fees for Service Investment Mgmnt Fees$148,772$89,263-$238,035
Pension Plan Contributions$51,814$31,089$20,726$103,629
Other Employee Benefits$26,658$15,995$10,663$53,316
Information Technology$21,885$13,131$8,754$43,770
Payroll Taxes$18,076$10,846$7,231$36,153
Office Expenses$17,374$10,425$6,950$34,749
Occupancy$15,380$9,226$6,150$30,756
Advertising$10,065$6,039$4,026$20,130
Fees for Services Accounting$9,184$5,510$3,674$18,368
Fees for Services Other$8,353$5,013$3,341$16,707
Other Expenses$4,725$2,835$1,890$9,450
Conferences and Meetings$4,625$2,775$1,850$9,250
Insurance$3,710$2,226$1,484$7,420
Travel$2,783$1,670$1,113$5,566
Fees for Services Legal$659$395$264$1,318
Total Functional Expenses$4,395,367$365,591$184,218$4,945,176

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,945,176
Total Expenses per Audited Statements$4,746,213
Expenses per Audited Statements$4,712,908
Expenses Not Reported on Financial Statements$232,268
Expenses Not Reported on Form 990$33,305
Other Expense Adjustments$21,346
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Goldman Sachs Philanthropy FundLatham, NY501(c)(3) PubliCharitable contribution$427,234
Friends of Hamilton County ParksCarmel, IN501(c)(3) Publi2015 distribution$325,000
Eskenazi Health FoundationIndianapolis, IN501(c)(3) PubliCharitable contribution$250,000
Conner PrairieFishers, IN501(c)(3) PubliNature Experience Treehouse project support$161,500
Teach for America - IndianapolisIndianapolis, IN501(c)(3) PubliOperating Support$103,000
Brookside Community ChurchIndianapolis, IN501(c)(3) PubliIsaiah House rehabilitation and programming$77,930
Big Brothers Big Sisters of Central IndianaIndianapolis, IN501(c)(3) PubliCharitable contribution as recommended by Jane Lyo$68,499
Carmel Education FoundationCarmel, IN501(c)(3) Publi2015 Distribution$67,737
Young Life Raceway RegionIndianapolis, IN501(c)(3) PubliOperating support: AG264$66,000
Prevail IncNoblesville, IN501(c)(3) PubliVictim Services$64,156
Boys & Girls Club of NoblesvilleNoblesville, IN501(c)(3) PubliDemolition of Conner School and new building needs$57,682
Him By Her FoundationIndianapolis, IN501(c)(3) Publiprogramming support$57,000
Our Lady of Grace ChurchNoblesville, IN501(c)(3) PubliCharitable contribution$55,500
United Way of Central IndianaIndianapolis, IN501(c)(3) PubliTransition for Sustainable 2-1-1$52,695
Indianapolis Zoological Society IncIndianapolis, IN501(c)(3) PubliCharitable contribution$50,500
Hamilton County AuditorNoblesville, INLocal Elected GCarmel Youth Assistance Program$50,000
National Institute of Allergy and Infectious DiseaBethesda, MDFederal AgencyNIAID Gift Fund$50,000
The Well CoffeehouseSmyrna, TN501(c)(3) PubliCharitable contribution$50,000
Westfield Washington Education Dev FdtnWestfield, IN501(c)(3) Publi2015 distribution$40,557
Invest in Hamilton CountyCarmel, IN501(c)(4) CivicHamilton County Data Center$40,000
Noblesville Schools Education FoundationNoblesville, IN501(c)(3) PubliPliny and Mildred Randall Scholarships$34,499
Hamilton County Auditor's OfficeWestfield, INLocal Elected GSheridan Youth Assistance Program$33,405
Shepherd Community IncIndianapolis, IN501(c)(3) PubliHealth and Nutrition Center$32,000
Trinity Free ClinicCarmel, IN501(c)(3) PubliTrinity Free Clinic Operations$32,000
Meals on Wheels of Hamilton CountyNoblesville, IN501(c)(3) PubliVolunteer Program$30,010
Indianapolis Neighborhood Housing PartnershipIndianapolis, IN501(c)(3) PubliINHP Online Education Platform$30,000
Hamilton Southeastern Schools FoundationFishers, IN501(c)(3) PubliScholarship support$28,531
The Shepherd's Center of Hamilton CountyNoblesville, IN501(c)(3) PubliJohnson Legacy 2015$26,806
Humane Society for Hamilton CountyNoblesville, IN501(c)(3) PubliPets Healing Vets program$26,000
Sagamore InstituteIndianapolis, IN501(c)(3) PubliLiberia Initiative$26,000
The Villages of Indiana IncIndianapolis, IN501(c)(3) Publisupport of the Matt Breman Memorial Run$26,000
Carmel Football Alumni ClubCarmel, IN501(c)(3) Publischolarship programming support$25,000
Hamilton County Good Samaritan NetworkNoblesville, IN501(c)(3) PubliCharitable contribution$25,000
SOMA Church IncIndianapolis, IN501(c)(3) PubliPastor discretion for best use$25,000
Indiana Children's Wish FundIndianapolis, IN501(c)(3) PubliPulling for Wishes$23,500
Indianapolis Hebrew CongregationIndianapolis, IN501(c)(3) PubliCharitable contribution$22,090
Northview ChurchCarmel, IN501(c)(3) PubliOperating support$20,000
Sheridan Community SchoolsSheridan, INEducational OrgWasher/Dryer at Sheridan Elementary$20,000
The Children's Museum of IndianapolisIndianapolis, IN501(c)(3) PubliCharitable contribution$20,000
Gleaners Food Bank of Indiana IncIndianapolis, IN501(c)(3) PubliCharitable contribution$17,500
Indiana University FoundationIndianapolis, IN501(c)(3) PubliIU Breast Cancer Center for 100 Voices of Hope$17,500
Young Life Washington TownshipCarmel, IN501(c)(3) PubliSupport for Brebeuf YL Chapter (IN117) - $32 for 3$16,018
Heartland Film IncIndianapolis, IN501(c)(3) PubliShared App- General Operating$16,000
Visiting Nurse Service IncIndianapolis, IN501(c)(3) Publi2015 distribution$15,687
PrimeLife Enrichment IncCarmel, IN501(c)(3) Publi2015 distribution$15,182
Alternatives Incorporated of Madison CountyAnderson, IN501(c)(3) PubliNo More Domestic Violence$15,000
Central Indiana Corporate Partnership FoundationIndianapolis, IN501(c)(3) PubliGeneral operating support$15,000
Make-A-Wish Foundation of Indiana IncIndianapolis, IN501(c)(3) PubliBig Wish Gala-Raise the Paddle, Indiana (April 201$15,000
Second Presbyterian ChurchIndianapolis, INReligious OrganEnright Fund: Foot Steps of Faith$14,000
Janus Developmental Services IncNoblesville, IN501(c)(3) PubliCommunity Resource Guide$13,529
Leukemia & Lymphoma Society Indiana ChapterIndianapolis, IN501(c)(3) PubliTo support research through LLS initiatives$13,500
Carmel Clay Parks FoundationCarmel, IN501(c)(3) Publi2015 Stewardship Project$12,850
Chaucie's PlaceCarmel, IN501(c)(3) PubliOrganizational Capacity Building$12,500
Agape Therapeutic Riding Resources IncCicero, IN501(c)(3) PubliCharitable contribution used to increase comfort a$12,200
CruOrlando, FL501(c)(3) PubliProject #0437021 and Project #0242780$12,000
Heart and Soul ClinicWestfield, IN501(c)(3) PubliFree Health Clinic$12,000
United States Masters Swimming IncSarasota, FL501(c)(3) Publi2015 distribution$11,249
Jewish Federation of Greater IndianapolisIndianapolis, IN501(c)(3) PubliCharitable contribution$11,000
Brown County Art Gallery FoundationNashville, IN501(c)(3) PubliCapital campaign support$10,000
Brown County Humane SocietyNashville, IN501(c)(3) PubliCharitable contribution$10,000
Central Indiana Youth for ChristIndianapolis, IN501(c)(3) PubliCity Life Wheels Program$10,000
Grace ChurchNoblesville, IN501(c)(3) PubliCare Center$10,000
Habitat for Humanity Hamilton CountyWestfield, IN501(c)(3) PubliCherry Street Redevelopment & Revitalization Proje$10,000
Hamilton Co Area Neighborhood DvlpmntNoblesville, IN501(c)(3) PubliNeighborhoods NOW$10,000
Interactive Intelligence FoundationIndianapolis, IN509 pf Privateprograms for at risk youth$10,000
Noblesville FOP Lodge #198Noblesville, INPublic AgencyShop with a Cop$10,000
Noblesville Fire DepartmentNoblesville, INPublic AgencyFood Baskets$10,000
Options in Education FoundationNoblesville, IN501(c)(3) PubliCredit Recovery online program$10,000
Outrun the Sun IncIndianapolis, IN501(c)(3) PubliGeneral operating$10,000
Special Olympics IncWashington, DC501(c)(3) PubliShriver Society Donation$10,000
St Vincent de Paul SocietyNoblesville, IN501(c)(3) PubliFood Pantry 2015$10,000
Wisdom and Grace MinistriesCarmel, IN501(c)(3) Publiprogramming support$10,000
Young LifeWestern Springs, IL501(c)(3) PubliProgramming support for Chicagoland Project AF16$10,000
Young Life Eastern Great Lakes RegionNovi, MI501(c)(3) PubliProgramming support$10,000
St John's UniversityCollegeville, MN501(c)(3) PubliStudent Fund & St. John's Bible$9,500
Riley Children's FoundationIndianapolis, IN501(c)(3) PubliCamp Riley$9,093
FCNL Education FundWashington, DC501(c)(3) PubliCharitable contribution$8,523
Dress For Success Indianapolis IncIndianapolis, IN501(c)(3) PubliCharitable contribution$8,500
Riverview Hospital Memorial FoundationNoblesville, IN501(c)(3) Publi2015 distribution$8,472
Boys & Girls Clubs of IndianapolisIndianapolis, IN501(c)(3) PubliKeenan Stahl support$8,000
Englishton Park United Presbyterian Ministries InLexington, IN501(c)(3) PubliEnglishton Park Presbyterian Ministries$8,000
Little Red Door Cancer AgencyIndianapolis, IN501(c)(3) PubliHURU- Who are You?$8,000
The Salvation ArmyIndianapolis, IN501(c)(3) PubliCharitable contribution$8,000
Our Lady of Mt Carmel ParishCarmel, INReligious OrganCharitable contribution for Jan 2015$7,600
Indiana Grantmakers AllianceIndianapolis, IN501(c)(3) PubliLegacy Fund 2015 membership dues$7,563
Carmel Lutheran ChurchCarmel, IN501(c)(3) Publi2015 operating support$7,500
Carmel United Methodist ChurchCarmel, INReligious OrganGeneral Operating & Making Room Program$7,500
Social Health Association of Indiana IncIndianapolis, IN501(c)(3) PubliHamilton County Empowering Youth for Healthy Choices$7,500
St Andrew By-The-Sea United Methodist ChurchHilton Head Island, SCReligious OrganMake donation to capital campaign$7,500
Indiana Repertory Theatre IncIndianapolis, IN501(c)(3) PubliCharitable contribution$7,000
Indy ConvergenceIndianapolis, IN501(c)(3) Publiprogramming support$7,000
The Indianapolis Public Library Foundation IncIndianapolis, IN501(c)(3) PubliTeens Read Week$7,000
Fifty Club of Hamilton CountyNoblesville, IN501(c)(3) Publi2015 distribution$6,800
Park Tudor SchoolIndianapolis, IN501(c)(3) PubliSponsorship support$6,300
Cathedral High SchoolIndianapolis, IN501(c)(3) PubliAnnual Fund$6,000
Girls on the Run Hamilton CountyFishers, IN501(c)(3) PubliAdopt-A- Girls on the Run Team$6,000
MAMA's CupboardSheridan, IN501(c)(3) PubliBack To School$6,000
Marian UniversityIndianapolis, IN501(c)(3) PubliCycling Team$6,000
Second Helpings IncIndianapolis, IN501(c)(3) PubliCharitable contribution$6,000
Ronald McDonald House of IndianaIndianapolis, IN501(c)(3) Publi2015 Hamilton County Good Neighbor Community Partn$5,805
Town of FishersFishers, INLocal Elected G2015 distribution$5,673
Brebeuf Jesuit Preparatory SchoolIndianapolis, IN501(c)(3) PubliCapital campaign$5,255
Anderson UniversityAnderson, IN501(c)(3) PubliBart McCormick Semester II Emergency Fund$5,227
Senior Citizens Organization IncNoblesville, IN501(c)(3) PubliGeneral operating support$5,120
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,305
Fundraising Gross Income$22,550
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Inspiring Phila$38,600$22,550$5,297$17,253
Total Events$38,600$22,550$33,305$-10,755
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Cicf$20,407
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Business relationships: corby thompson and james roederer have a business relationship. Ann o'hara and brenda bush have a business relationship. Lawrence beck and kay hartley have a business relationship. Michael daugherty and steven holt have a business relationship.”

Form 990, Part VI, Section B, Line 11B

“Process to review the form 990: following a detailed review by the chief financial officer and an independent accounting firm, the form 990 and schedules are provided to all board members prior to submission to the irs.”

Form 990, Part VI, Section B, Line 12C

“Process for monitoring compliance with conflict of interest policy: conflict of interest policies are completed annually by all board members and staff. The policy statements are reviewed annually by officers of legacy fund. When foundation business is being conducted and there is a conflict, the board or staff members abstain from voting on related matters. This is documented in the board minutes.”

Form 990, Part VI, Section B, Line 15A & 15B

“Review of ceo or top mgmt official compensation: comparative compensation information is gathered by the human resources manager and used to determine appropriateness of individual compensation for all employees as part of the annual review and budgeting process. This review is performed by the ceo and cfo. The chairman of the board performs a review and makes a recommendation for compensation adjustments for the ceo.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of int. Policy, and financial statements: the public disclosure copy of form 990, governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Legacy Fund Inc
EIN
20-0900981
In Care Of
% JENNIFER BARTENBACH
Phone
3176342423
Address
515 EAST MAIN STREET Suite 100, CARMEL, IN 46032

Signing Officer

Name
Jennifer K Bartenbach
Title
CFO
Phone
3176316542
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry W Anker
Formed
2003
Legal Domicile
In
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
20

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2

“Number of employees: legacy fund employees are paid through a common paymaster. The central indiana community foundation inc. Is the common paymaster (cicf ein #35-1793680). Cicf files all required federal employment tax returns, which include all legacy fund employees.”

Form 990, Part XI, Line 9

“Other changes in net assets or fund balances: transfers between entities $ (236,000) defined-benefit pension plan expense 21,346 change in value of sia 546,810 ----------- total $ 332,156”

Financial Statement Notes

Schedule D, Part V, Line 4

“Intended uses of endowment funds: legacy fund's endowment funds are intended to provide long-term support for various charitable purposes serving the hamilton county community. Due to the consolidated nature, some funds are held and administered by related organizations.”

Schedule D, Part X, Line 2

“Fin 48 disclosure: management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

Schedule D, Part XI, Line 2D

“Other reconciling items: fundraising expense $ 33,305 change in value of sia $ 546,810 --------- total $ 580,115”

Schedule D, Part XII, Line 2D

“Other reconciling items: fundraising expense $ 33,305”

Schedule D, Part XII, Line 4B

“Other reconciling items: defined-benefit pension plan expense $ 21,346”

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IRS990/InsuranceGrp/TotalAmt07420
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0468692
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0468692
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt016501127
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt018440892
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024022771
IRS990/InvestmentsPubTradedSecGrp/EOYAmt025559812
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0160000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0115000
IRS990/LandBldgEquipCostOrOtherBssAmt0115000
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04734899
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IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF LEGACY FUND IS TO INSPIRE, SUPPORT, AND PRACTICE PHILANTHROPY, LEADERSHIP, AND SERVICE IN OUR COMMUNITY. THROUGH THE GENEROSITY OF THOUSANDS OF DONORS, LEGACY FUND IS THE STEWARD FOR CHARITABLE ASSETS FOCUSING ON THREE AREAS THAT MAKE HAMILTON COUNTY INDIANA A BETTER PLACE TO LIVE FOR CURRENT AND FUTURE GENERATIONS: 1.) GRANTMAKING FROM A VARIETY OF FUNDS TO OTHER EFFECTIVE NOT-FOR-PROFITS 2.) COMMUNITY LEADERSHIP ON ISSUES LIKE HELPING FAMILIES OVERCOME OBSTACLES, CREATING GREAT PUBLIC SPACES, AND EMBRACING OUR ETHNIC COMMUNITIES 3.) PHILANTHROPIC ADVISING TO HELP PEOPLE MAKE THEIR CHARITABLE GIVING MORE THOUGHTFUL AND ENJOYABLE. WE ACCOMPLISH THE ABOVE THROUGH OUR THREE INITIATIVES: INSPIRING PLACES, FAMILY SUCCESS AND EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt044918175
IRS990/NetAssetsOrFundBalancesEOYAmt047251553
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02342051
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02342051
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10755
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10755
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,177,933
Liabilities
$1,926,380
Net assets
$47,251,553
Revenue
$9,381,113
Expenses
$4,945,176
Net income
$4,435,937
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$2.98$126$23.3$11.2$12.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$113$2.93$110$16.6$7.48$9.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.5$2.66$89.8$5.49$10.7$5.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$3.21$114$16.9$11.5$5.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.7$3.57$95.1$29.0$7.23$21.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.0$2.30$66.7$5.74$6.61$0.87
2018Summary only. Only limited summary data is available for this year.$63.9$2.12$61.8$12.1$6.71$5.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.6$1.94$59.7$14.4$6.55$7.86
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$1.38$47.2$5.20$6.40$1.20
2015Detailed filing. Detailed filing data is available for this year.$49.2$1.93$47.3$9.38$4.95$4.44
2014Detailed filing. Detailed filing data is available for this year.$46.5$1.53$44.9$6.19$4.13$2.06
2013Detailed filing. Detailed filing data is available for this year.$45.0$2.31$42.7$5.94$4.23$1.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$2.33$37.0$3.83
2011Summary only. Only limited summary data is available for this year.$36.8$2.80$34.0$3.75$5.19$1.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.4$1.86$36.5$3.92