Civic Intelligence

Hamilton County Community Foundation Inc.

990 • Fiscal year 2016 • EIN 20-0900981

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

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

17th percentile

0.03x

Higher debt load relative to assets than 17% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.27x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

10th percentile

-23%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

77th percentile

$411,676

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

32nd percentile

-1.2%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-45%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$48,582,628

Down $595,305 (-1.2%) from 2015

Net Assets

Down

$47,198,436

Down $53,117 (-0.1%) from 2015

Liabilities

Down

$1,384,192

Down $542,188 (-28%) from 2015

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin10th percentile

Revenue

Down

$5,200,889

Down $4,180,224 (-45%) from 2015

Expenses

Up

$6,404,818

Up $1,459,642 (+30%) from 2015

Net Income

Down

-$1,203,929

Down $5,639,866 (-127%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2016

Assets$48,582,628
Liabilities$1,384,192
Net Assets$47,198,436
Open 2016 Filing

Operations Trend

Revenue Growth6th 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

2016

Revenue$5,200,889
Expenses$6,404,818
Net Income-$1,203,929
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.1
Gross Receipts
$13,246,193
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$25,559,812$26,575,145▲ $1,015,333
Investments Other Securities$18,440,892$19,148,300▲ $707,408
Savings and Temporary Cash Investments$3,790,215$2,088,219▼ $1,701,996
Pledges and Grants Receivable$836,433$758,085▼ $78,348
Land, Buildings, and Equipment, Net$115,000$0▼ $115,000
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$49,177,933$48,582,628▼ $595,305
Other Assets Total$435,581$12,879▼ $422,702
Liabilities
Grants Payable$1,403,024$807,693▼ $595,331
Accounts Payable and Accrued Expenses$502,949$576,499▲ $73,550
Other Liabilities$20,407$0▼ $20,407
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$1,926,380$1,384,192▼ $542,188
Net Assets / Fund Balance
Unrestricted Net Assets$46,455,705$46,440,351▼ $15,354
Temporarily Rstr Net Assets$795,848$758,085▼ $37,763
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$47,251,553$47,198,436▼ $53,117
Total Liabilities and Net Assets / Fund Balance$49,177,933$48,582,628▼ $595,305

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$19,148,300--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$22,641,288$855,298▲ $1,500,722-$23,601,691
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
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terry AnkerPresident, Legacy FundFT$137,439$11,045$148,484
Jennifer a SchrierDirector of Finance & SystemsPT$15,164$100,875$116,039
Thomas GlassleyDirector of Information Technology-$10,158$105,876$116,034
Tamara Winfrey-harrisVP for Marketing & Comm.PT$15,714$48,452$64,166
Robert MacphersonVP of DevelopmentPT$38,814$11,370$50,184
Elizabeth TateVP for Community InvestmentPT$35,611$8,771$44,382
Jennifer BartenbachCFOPT$27,594$2,278$29,872
Brian PaynePresident & CEO, Cicf and Tif-$10,740$1,610$12,350

Board Members and Trustees

NameTitle
Michael DaughertyBoard Chair
ANN O'HARAVice-chair
Brenda BushBoard Member
Corby ThompsonBoard Member
Daniel FowlerBoard 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
Steven HoltBoard Member
Thomas DappBoard Member
Brian MyersSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,564,644
Program Service Revenue
$0
Investment Income
$601,399
Other Revenue
$34,846
All Other Contributions
$4,522,567
Change in Net Assets
$-1,203,929

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$3,774,794Fair Market Value (FMV) on Date of Gift
Total Noncash Contributions15$3,774,794-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,909,426
Revenue Not Reported on Financial Statements
$291,463
Revenue Not Reported on Form 990
$1,585,668
Other Revenue Adjustments
$55,869
Total Revenue per Audited Statements
$6,495,094
Total Revenue per Form 990
$5,200,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,166,201
Salaries, Compensation, and Employee Benefits$738,739
Other Expenses$499,878
Total Fundraising Expense$195,700
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,921,201--$4,921,201
Other Salaries and Wages$142,656$85,594$57,062$285,312
Current Officers, Directors, Trustees, and Key Employees$132,956$79,774$53,182$265,912
Fees for Service Investment Mgmnt Fees$162,571$97,543-$260,114
Grants to Domestic Individuals$245,000--$245,000
Pension Plan Contributions$42,016$25,209$16,806$84,031
Other Employee Benefits$31,730$19,038$12,692$63,460
Information Technology$20,972$12,583$8,389$41,944
Payroll Taxes$20,012$12,007$8,005$40,024
Occupancy$17,327$10,396$6,931$34,654
Advertising$15,192$9,115$6,077$30,384
Office Expenses$13,228$7,937$5,291$26,456
Fees for Services Accounting$9,631$5,779$3,852$19,262
Fees for Services Other$8,935$5,361$3,574$17,870
Insurance$4,725$2,835$1,890$9,450
Conferences and Meetings$4,407$2,644$1,763$8,814
Other Expenses$4,083$2,450$1,633$8,166
Travel$3,445$2,067$1,378$6,890
Fees for Services Legal$1,072$643$429$2,144
Total Functional Expenses$5,818,024$391,094$195,700$6,404,818

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,404,818
Total Expenses per Audited Statements$6,241,455
Expenses per Audited Statements$6,169,224
Expenses Not Reported on Financial Statements$235,594
Expenses Not Reported on Form 990$72,231
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Guerin Catholic High SchoolNoblesville, INEducational OrgTurf/multi-purpose soccer field$1,060,000
DePauw UniversityGreencastle, IN501(c)(3) Publi3 summer art internships$1,000,000
Friends of Hamilton County ParksCarmel, IN501(c)(3) Publi2016 distribution$305,424
Christian Theological SeminaryIndianapolis, IN501(c)(3) PubliIndescribable Gift$125,000
Riley Children's FoundationIndianapolis, IN501(c)(3) PubliFamilies with Leigh's Disease$105,124
St John's UniversityCollegeville, MN501(c)(3) PubliSaint John's University Student Fund$102,000
Indiana University FoundationIndianapolis, IN501(c)(3) PubliPediatric surgery research and education$96,750
Teach For America - IndianapolisIndianapolis, IN501(c)(3) PubliEarly Childhood Education Initiative$87,000
Trinity Free ClinicCarmel, IN501(c)(3) PubliHealthy Seniors$72,000
Boys & Girls Club of NoblesvilleNoblesville, IN501(c)(3) PubliAcademic Success$65,242
Big Brothers Big Sisters of Central IndianaIndianapolis, IN501(c)(3) PubliCharitable contribution$65,140
Carmel Education FoundationCarmel, IN501(c)(3) PubliScholarship support$60,350
Westfield Education FoundationWestfield, IN501(c)(3) PubliSupport for The Leader in Me program.$57,487
Brehm School FoundationCarbondale, IL501(c)(3) PubliMakerSpace Program$55,000
St John's AbbeyCollegeville, MN501(c)(3) PubliNew storage and museum space$55,000
Prevail IncNoblesville, IN501(c)(3) PubliGeneral operating support$53,844
Westfield Washington SchoolsWestfield, INEducational Org2016 distribution for computer needs$52,680
United Way of Central IndianaIndianapolis, IN501(c)(3) PubliUnited Way Select Cities initiative$51,260
The Villages of Indiana IncIndianapolis, IN501(c)(3) PubliGeneral operating support$51,000
Noblesville Schools Education FoundationNoblesville, IN501(c)(3) PubliScholarship support$46,067
United Way of Missoula CountyMissoula, MT501(c)(3) PubliCharitable contribution$39,021
Westfield Economic Development FoundationWestfield, IN501(c)(3) Publiprogramming support$38,000
Hamilton County AuditorNoblesville, INLocal Elected GTo support Youth Assistance$37,500
The Shepherd's Center of Hamilton CountyNoblesville, IN501(c)(3) PubliEmergency Assistance$31,645
University of Notre DameNotre Dame, IN501(c)(3) PubliInnovation Park 2015$30,500
Him By Her FoundationIndianapolis, IN501(c)(3) Publiprogramming support$30,000
Hamilton Southeastern Schools FoundationFishers, IN501(c)(3) PubliScholarship for college$27,378
Good Samaritan Network of Hamilton CountyNoblesville, IN501(c)(3) PubliCharitable contribution$25,250
American College of Lab Animal MedicineChester, NH501(c)(3) Publiin support of the J Russell Lindsey Forum$25,000
Ball State University FoundationMuncie, IN501(c)(3) PubliCRAFT Scholarship Fund & General Fund$25,000
The CabaretIndianapolis, IN501(c)(3) Publi2016 distribution$25,000
The Well CoffeehouseNashville, TN501(c)(3) PubliGeneral operating support$25,000
New Mission Systems InternationalFort Myers, FL501(c)(3) PubliCharitable contribution$24,051
Our Lady of Grace Catholic ChurchNoblesville, IN501(c)(3) PubliScholarship Fund$24,000
YMCA of Greater IndianapolisIndianapolis, IN501(c)(3) PubliYMCA at Pike Township$22,670
Humane Society for Hamilton CountyNoblesville, IN501(c)(3) PubliCharitable contribution$22,150
Indiana Children's Wish FundIndianapolis, IN501(c)(3) PubliCharitable contribution$22,000
Indianapolis Zoological Society IncIndianapolis, IN501(c)(3) PubliCharitable contribution$20,500
American Red Cross of Greater IndianapolisIndianapolis, IN501(c)(3) PubliCharitable contribution$20,000
The Children's Museum of IndianapolisIndianapolis, IN501(c)(3) PubliSports Legends Experience Pavilion and Plaza$20,000
Second Helpings IncIndianapolis, IN501(c)(3) PubliGeneral operating$19,000
Janus Developmental Services IncNoblesville, IN501(c)(3) PubliOut and About Community Involvement Volunteer Proj$18,934
Gleaners Food Bank of Indiana IncIndianapolis, IN501(c)(3) PubliCharitable contribution$18,000
Park Tudor Young LifeCarmel, IN501(c)(3) PubliCharitable contribution$18,000
Meals on Wheels of Hamilton CountyNoblesville, IN501(c)(3) PubliCharitable contribution$17,738
Young Life Raceway RegionIndianapolis, IN501(c)(3) Publiadditional programming support$17,000
Make-A-Wish Foundation of Indiana IncIndianapolis, IN501(c)(3) PubliTo Support the 'Raise the Paddle' at the April 201$16,000
Central Indiana Corporate Partnership FdnIndianapolis, IN501(c)(3) PubliWorkforce Initiative$15,000
The Mind TrustIndianapolis, IN501(c)(3) PubliPLA Network Audit & Strategic Planning Process$15,000
PrimeLife Enrichment IncCarmel, IN501(c)(3) Publiprogramming support$14,530
Visiting Nurse Service IncBeech Grove, IN501(c)(3) PubliCharitable contribution$14,509
Indianapolis Hebrew CongregationIndianapolis, IN501(c)(3) PubliCharitable contribution$14,200
The Salvation ArmyIndianapolis, IN501(c)(3) PubliCharitable contribution$14,000
St Elizabeth Ann Seton Catholic ChurchCarmel, INReligious OrganYearly gift catch up for 2015 & 2016. Mr. & Mrs. R$13,800
Carmel Youth Assistance ProgramCarmel, IN501(c)(3) PubliCarmel Youth Assistance Program$12,500
Second Presbyterian ChurchIndianapolis, INReligious OrganGeneral Fund$12,250
Open Doors of Washington Township IncWestfield, IN501(c)(3) PubliRolling Ladder and Scales$11,910
Leukemia & Lymphoma Society IN ChapterIndianapolis, IN501(c)(3) PubliCharitable contribution$11,500
CruOrlando, FL501(c)(3) PubliProject #0437021 and Project #0242780$11,000
Jewish Federation of Greater IndianapolisIndianapolis, IN501(c)(3) PubliAnnual Campaign Support$11,000
Marian UniversityIndianapolis, IN501(c)(3) PubliGeneral operating support$11,000
Boys & Girls Clubs of IndianapolisIndianapolis, IN501(c)(3) Publi2016 distribution$10,500
United States Masters Swimming IncSarasota, FL501(c)(3) Publi2016 Distribution$10,404
Alternatives Incorporated of Madison CountyAnderson, IN501(c)(3) PubliNo More Domestic Violence$10,000
Brown County Art Gallery FoundationNashville, IN501(c)(3) PubliCharitable contribution$10,000
Brown County Humane SocietyNashville, IN501(c)(3) PubliCharitable contribution$10,000
FCNL Education FundWashington, DC501(c)(3) PubliGeneral operating$10,000
Grace ChurchNoblesville, IN501(c)(3) PubliGeneral operating$10,000
Hope Network MinistriesSunnyvale, TX501(c)(3) PubliOperating$10,000
Interactive Intelligence FoundationIndianapolis, IN509 pf Privatesupport of annual event$10,000
Keep Indianapolis Beautiful IncIndianapolis, IN501(c)(3) PubliHabitat Restoration Program$10,000
Noblesville FOP Lodge #198Noblesville, INPublic AgencyShop with a Cop$10,000
Noblesville Fire DepartmentNoblesville, INPublic AgencyFood Baskets$10,000
Original Music Workshop IncBrooklyn, NY501(c)(3) PubliCharitable contribution$10,000
Orr FellowshipWestfield, IN501(c)(3) PubliSupport of the InnovatORR project$10,000
Our Lady of Mt Carmel ParishCarmel, INReligious OrganCharitable contribution for January 2016$10,000
Shepherd Community Center IncIndianapolis, IN501(c)(3) PubliShalom program$10,000
Special Olympics IncWashington, DC501(c)(3) Publishriver society$10,000
St Mary's Church of CantonCanton, OH501(c)(3) PubliFor the benefit of the Catholic Diocese of Orlu (w$10,000
St Vincent de Paul SocietyNoblesville, IN501(c)(3) PubliSt. Vincent dePaul Food Pantry$10,000
TechPoint Foundation for YouthIndianapolis, IN501(c)(3) Publi2016 distribution$10,000
Tourism Tomorrow IncIndianapolis, IN501(c)(3) PubliIndianapolis Film Commission$10,000
Chaucie's PlaceCarmel, IN501(c)(3) PubliCharitable contribution$9,200
Conner PrairieFishers, IN501(c)(3) PubliCharitable contribution$8,500
Young Audiences of Indiana IncIndianapolis, IN501(c)(3) PubliCollaboration of the Generations$8,375
Englishton Park UTD Presbyterian MinistriesLexington, IN501(c)(3) Publi2016 Summer Program$8,000
American Civil Liberties Union of In FdnIndianapolis, IN501(c)(3) PubliCharitable contribution$7,500
Carmel Lutheran ChurchCarmel, IN501(c)(3) PubliHearts Compelled to Share Campaign$7,500
Riverview Hospital FoundationNoblesville, IN501(c)(3) Publi2016 distribution$7,202
Indiana Historical SocietyIndianapolis, IN501(c)(3) PubliCharitable contribution$7,000
Indiana Philanthropy AllianceIndianapolis, IN501(c)(3) PubliIndianapolis Foundation 2016 membership dues$6,550
KIPP Indianapolis College PreparatoryIndianapolis, IN501(c)(3) Publisponsor a classroom$6,500
Our Town CiceroCicero, IN501(c)(3) PubliPocket Park Revitalization Fund$6,000
Brebeuf Jesuit Preparatory SchoolIndianapolis, IN501(c)(3) PubliAnnual Fund$5,606
Outside the Box IncIndianapolis, IN501(c)(3) PubliAfter School Program$5,500
City of FishersFishers, INLocal Elected G2016 distribution$5,243
St Vincent FoundationIndianapolis, IN501(c)(3) PubliCar Room at Peyton Manning Children's Hospital$5,082
Carmel Clay Educational FoundationCarmel, IN501(c)(3) Publi2016 Distribution$5,039
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$72,231
Fundraising Gross Income$29,925
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Inspiring Phila$72,002$29,925$30,115$-190
Total Events$72,002$29,925$72,231$-42,306
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
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
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Kilian Jr
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 $ (306,756) defined-benefit pension plan expense (55,869) change in value of sia (5,311) ----------- total $ (367,936)”

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 $ 72,231 change in value of sia $ (5,311) --------- total $ 66,920”

Schedule D, Part XI, Line 4B

“Other reconciling items: defined-benefit pension plan expense $ 55,869”

Schedule D, Part XII, Line 2D

“Other reconciling items: fundraising expense $ 72,231”

Raw XML AppendixShowing 400 of 1,778 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToDomesticOrgsGrp/TotalAmt04921201
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08067947
IRS990/GrossReceiptsAmt013246193
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt08389
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt012583
IRS990/InformationTechnologyGrp/ProgramServicesAmt020972
IRS990/InformationTechnologyGrp/TotalAmt041944
IRS990/InsuranceGrp/FundraisingAmt01890
IRS990/InsuranceGrp/ManagementAndGeneralAmt02835
IRS990/InsuranceGrp/ProgramServicesAmt04725
IRS990/InsuranceGrp/TotalAmt09450
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0506525
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0506525
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt018440892
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt019148300
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt025559812
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026575145
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0115000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07973073

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,582,628
Liabilities
$1,384,192
Net assets
$47,198,436
Revenue
$5,200,889
Expenses
$6,404,818
Net income
-$1,203,929
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
2016Detailed filing. Detailed filing data is available for this year.$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