Civic Intelligence

Hamilton County Community Foundation Inc.

990 • Fiscal year 2017 • EIN 20-0900981

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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

16th percentile

0.03x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

23rd percentile

0.13x

Higher debt load relative to revenue than 23% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$412,550

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

90th percentile

27%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

177%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$61,631,909

Up $13,049,281 (+27%) from 2016

Net Assets

Up

$59,687,648

Up $12,489,212 (+26%) from 2016

Liabilities

Up

$1,944,261

Up $560,069 (+40%) from 2016

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin93rd percentile

Revenue

Up

$14,415,910

Up $9,215,021 (+177%) from 2016

Expenses

Up

$6,552,321

Up $147,503 (+2.3%) from 2016

Net Income

Up

$7,863,589

Up $9,067,518 (+753%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2017

Assets$61,631,909
Liabilities$1,944,261
Net Assets$59,687,648
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$14,415,910
Expenses$6,552,321
Net Income$7,863,589
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$21,343,138
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$26,575,145$34,553,118▲ $7,977,973
Investments Other Securities$19,148,300$21,390,138▲ $2,241,838
Savings and Temporary Cash Investments$2,088,219$4,619,080▲ $2,530,861
Pledges and Grants Receivable$758,085$1,046,376▲ $288,291
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
Land, Buildings, and Equipment, Net$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$48,582,628$61,631,909▲ $13,049,281
Other Assets Total$12,879$23,197▲ $10,318
Liabilities
Grants Payable$807,693$1,166,517▲ $358,824
Accounts Payable and Accrued Expenses$576,499$777,744▲ $201,245
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,384,192$1,944,261▲ $560,069
Net Assets / Fund Balance
Unrestricted Net Assets$46,440,351$59,099,272▲ $12,658,921
Temporarily Rstr Net Assets$758,085$588,376▼ $169,709
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$47,198,436$59,687,648▲ $12,489,212
Total Liabilities and Net Assets / Fund Balance$48,582,628$61,631,909▲ $13,049,281

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$21,390,138--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$23,601,691$3,530,332▲ $3,845,556-$29,350,759
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
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brenda DelaneyController-$10,039$118,878$128,917
Tamara Winfrey-harrisVP of Marketing & CommunicatioPT$19,279$103,954$123,233
Thomas J KilianPresident, Legacy FundFT$99,345$5,460$104,805
Terry AnkerPresident, (end 3/31/17)FT$47,515$3,917$51,432
Elizabeth TateVP of Community InvestmentPT$28,905$6,754$35,659
Jennifer K BartenbachChief Financial Officer-$18,580$1,534$20,114
Robert a MacphersonVP of Development-$15,344$4,624$19,968
Brian PaynePresident & CEO, Cicf and Tif-$7,160$1,091$8,251

Board Members and Trustees

NameTitle
ANN O'HARAChair
Jay MerrellVice-chair
Brenda BushBoard Member
Bridget Shuel-walkerBoard Member
Corby ThompsonBoard Member
Daniel FowlerBoard Member
Henry BlackwellBoard Member
James RoedererBoard Member
Jim LongstrethBoard Member
Judith Campbell MdBoard Member
Kay HartleyBoard Member
Lawrence BeckBoard Member
Lisa AllenBoard Member
Michael DaughertyBoard 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
$10,902,372
Program Service Revenue
$74,541
Investment Income
$3,472,041
Other Revenue
$-33,044
All Other Contributions
$10,840,572
Change in Net Assets
$7,863,589

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded16$1,388,694Fair Market Value (FMV) on Date of Gift
Total Noncash Contributions16$1,388,694-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,109,958
Revenue Not Reported on Financial Statements
$305,952
Revenue Not Reported on Form 990
$4,353,822
Other Revenue Adjustments
$46,752
Total Revenue per Audited Statements
$18,463,780
Total Revenue per Form 990
$14,415,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,028,085
Salaries, Compensation, and Employee Benefits$914,007
Other Expenses$610,229
Total Fundraising Expense$247,793
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,779,585--$4,779,585
Other Salaries and Wages$171,203$102,721$68,481$342,405
Fees for Service Investment Mgmnt Fees$178,281$106,968-$285,249
Grants to Domestic Individuals$248,500--$248,500
Current Officers, Directors, Trustees, and Key Employees$118,064$70,839$47,225$236,128
Pension Plan Contributions$112,086$67,251$44,834$224,171
Other Employee Benefits$34,540$20,724$13,816$69,080
Information Technology$27,849$16,709$11,139$55,697
Payroll Taxes$21,111$12,667$8,445$42,223
Office Expenses$20,822$12,493$8,329$41,644
Occupancy$19,032$11,420$7,608$38,060
Advertising$14,058$8,435$5,623$28,116
Fees for Services Accounting$10,867$6,520$4,347$21,734
Fees for Services Other$10,738$6,443$4,295$21,476
Other Expenses$9,634$5,781$3,854$19,269
Conferences and Meetings$7,449$4,469$2,980$14,898
Insurance$5,665$3,399$2,266$11,330
Travel$3,786$2,272$1,514$7,572
Fees for Services Legal$1,110$666$444$2,220
Total Functional Expenses$5,825,862$478,666$247,793$6,552,321

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,552,321
Total Expenses per Audited Statements$6,348,065
Expenses per Audited Statements$6,293,121
Expenses Not Reported on Financial Statements$259,200
Expenses Not Reported on Form 990$54,944
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Big Brothers Big Sisters of Central IndianaIndianapolis, IN501(c)(3) Publiin honor of the service of Jim Singleton$585,000
Friends of Hamilton County ParksCarmel, IN501(c)(3) PubliMarketing & Social Media Campaign$313,907
Christian Theological SeminaryIndianapolis, IN501(c)(3) PubliFaith & Action program$275,000
Northview ChurchCarmel, IN501(c)(3) PubliUncharted campaign$250,250
Indiana University FoundationIndianapolis, IN501(c)(3) PubliDr Rafat Abenour research/Miles for Myeloma$146,750
St John's UniversityCollegeville, MN501(c)(3) PubliForward Ever Forward Capital Campaign$102,000
The Shepherd's Center of Hamilton CountyNoblesville, IN501(c)(3) PubliSenior Navigator Services$100,745
Eskenazi Health FoundationIndianapolis, IN501(c)(3) PubliCircle of Security Program$100,000
HooverwoodIndianapolis, IN501(c)(3) PubliBuilding project$100,000
Our Lady of Grace MonasteryBeech Grove, INReligious OrganCharitable contribution$100,000
St Paul HermitageBeech Grove, INReligious OrganCharitable contribution$100,000
The Valeo FoundationIndianapolis, IN501(c)(3) PubliGeneral operating$100,000
Teach For America - IndianapolisIndianapolis, IN501(c)(3) PubliGeneral operating$93,000
Outreach IncIndianapolis, IN501(c)(3) PubliCharitable contribution$80,800
DePauw UniversityGreencastle, IN501(c)(3) PubliEfroymson Fifth Year Bridge Fellowship$75,000
Prevail IncNoblesville, IN501(c)(3) Publiprogramming support$74,300
Boys & Girls Club of NoblesvilleNoblesville, IN501(c)(3) PubliAcademic Success$73,683
The Children's Museum of IndianapolisIndianapolis, IN501(c)(3) PubliExtraordinary Transformation campaign$73,000
Legacy Fund Community FoundationCarmel, IN501(c)(3) PubliTransfer to LFDISC$62,778
Carmel Education FoundationCarmel, IN501(c)(3) PubliScholarship support$59,020
Our Lady of Grace Catholic ChurchNoblesville, IN501(c)(3) Publiprogramming support$53,420
United Way of Central IndianaIndianapolis, IN501(c)(3) PubliGeneral operating$53,415
Park Tudor SchoolIndianapolis, IN501(c)(3) PubliPhotography II fieldwork$50,821
Central Indiana Community Foundation IncIndianapolis, IN501(c)(3) PubliCommunity Leadership Innovation Fund$46,000
St Vincent de Paul SocietyNoblesville, IN501(c)(3) PubliGeneral operating$45,000
United Way of Missoula CountyMissoula, MT501(c)(3) PubliCharitable contribution$39,127
Brookside Community Development CorporationIndianapolis, IN501(c)(3) PubliStaff position$38,000
Orr FellowshipWestfield, IN501(c)(3) PubliSupport of Launchpad$38,000
Westfield Education FoundationWestfield, IN501(c)(3) Publi2017 distribution$37,032
Meals on Wheels of Hamilton CountyNoblesville, IN501(c)(3) PubliSponsor-A-Senior Program$34,023
Grace ChurchNoblesville, IN501(c)(3) PubliGrace Church 2017 Guatemala Mission Trip$33,700
Westfield Economic Development FoundationWestfield, IN501(c)(3) Publiprogramming support$33,700
Noblesville Schools Education FoundationNoblesville, IN501(c)(3) PubliPliny and Mildred Randall Scholarships$31,144
Marian UniversityIndianapolis, IN501(c)(3) PubliAmerican Library Assoc 2017 Conf- Rhonda Huisman$31,000
Good Samaritan Network of Hamilton CountyNoblesville, IN501(c)(3) PubliCharitable contribution$30,250
Horizon InternationalPendleton, IN501(c)(3) PubliWomen of Worth International$30,100
Hamilton Southeastern Schools FoundationFishers, IN501(c)(3) PubliLeslie Anne Hulse Memorial Scholarships$27,910
Central Indiana Corporate Partnership FoundationIndianapolis, IN501(c)(3) PubliAscend Initiative$26,500
Butler UniversityIndianapolis, IN501(c)(3) PubliButler Community Arts School summer programs$26,357
Hamilton County Community Scholarship Fundindianapolis, IN501(c)(3) PubliLF Community Scholarship regranting funds$25,000
Hope Network MinistriesSunnyvale, TX501(c)(3) PubliGeneral operating$25,000
Indiana State University FoundationTerre Haute, IN501(c)(3) PubliTo support State Works$25,000
The Well CoffeehouseNashville, TN501(c)(3) PubliGeneral operating$25,000
American Red Cross of Central IndianaIndianapolis, IN501(c)(3) Publi2017 distribution$23,000
St Elizabeth Ann Seton Catholic ChurchCarmel, INReligious Organ40KW generator for Haiti sister parish$22,900
Hamilton County Leadership AcademyNoblesville, IN501(c)(3) PubliHCLA Program Support$22,553
Cathedral High SchoolIndianapolis, IN501(c)(3) PubliTuition Assistance for Sponsored Students$21,500
Shepherd Community Center IncIndianapolis, IN501(c)(3) PubliSummer EXCEL$21,000
Young Life Washington TownshipCarmel, IN501(c)(3) PubliProject Regional AG486 support$21,000
Humane Society for Hamilton CountyNoblesville, IN501(c)(3) PubliCharitable contribution$20,967
Indianapolis Zoological Society IncIndianapolis, IN501(c)(3) PubliCharitable contribution$20,500
Second Helpings IncIndianapolis, IN501(c)(3) PubliCharitable contribution$19,900
Indianapolis Hebrew CongregationIndianapolis, IN501(c)(3) Publisupport operations$17,500
Chaucie's PlaceCarmel, IN501(c)(3) PubliAll In for Hamilton County Kids support$16,000
Greater Houston Community FoundationHouston, TX501(c)(3) PubliHurricane Harvey relief$16,000
Young Life Raceway RegionIndianapolis, IN501(c)(3) Publiadditional programming support$15,500
Alternatives Incorporated of Madison CountyAnderson, IN501(c)(3) PubliNo More Domestic Violence$15,000
Hamilton County Area Neighborhood Development IncNoblesville, IN501(c)(3) Publi2018 Hamilton County Housing Needs Assessment$15,000
Hamilton County Soil & Water Conservation DictrictNoblesville, INState Elected GUrban Agriculture Program$15,000
Heart and Soul Clinic IncWestfield, IN501(c)(3) PubliHeart and Soul Free Clinic 2017/2018$15,000
The Center for the Performing ArtsCarmel, IN501(c)(3) PubliGeneral operating fund support$15,000
PrimeLife Enrichment IncCarmel, IN501(c)(3) Publiprogramming support$14,339
Visiting Nurse Service IncBeech Grove, IN501(c)(3) PubliCharitable contribution$14,319
Sagamore InstituteIndianapolis, IN501(c)(3) PubliTo Support Elevate Indy$14,000
Sheridan Community SchoolsSheridan, INEducational OrgBack to School supplies and shoe vouchers$13,000
Conner PrairieFishers, IN501(c)(3) PubliCharitable contribution to be used at the discreti$12,500
Second Presbyterian ChurchIndianapolis, INReligious OrganGeneral operating$12,500
Original Music Workshop IncBrooklyn, NY501(c)(3) PubliCharitable contribution$11,697
Riley Children's FoundationIndianapolis, IN501(c)(3) PubliCharitable contribution$10,674
Nickel Plate Arts IncNoblesville, IN501(c)(3) Publi2017-2018 Adventures in Art classes for children$10,600
Leukemia & Lymphoma Society Indiana ChapterIndianapolis, IN501(c)(3) PubliCharitable contribution$10,500
United States Masters Swimming IncSarasota, FL501(c)(3) Publi2017 distribution$10,282
Advocates for Children and Families IncNoblesville, IN501(c)(3) PubliCherish Child Advocacy Center Trauma Care Program$10,000
Ben's Ranch FoundationCarmel, IN501(c)(3) PubliCapacity Building$10,000
Brown County Art Gallery FoundationNashville, IN501(c)(3) PubliGeneral operating$10,000
Brown County Humane SocietyNashville, IN501(c)(3) PubliGeneral operating$10,000
Englishton Park United Presbyterian Ministries InLexington, IN501(c)(3) PubliEnglishton Park Academic Remediation program$10,000
FCNL Education FundWashington, DC501(c)(3) PubliFor the campaign$10,000
Guerin Catholic High SchoolNoblesville, INEducational OrgSoccer uniforms for girls' soccer team$10,000
Jameson IncIndianapolis, IN501(c)(3) PubliCharitable contribution$10,000
KIPP Indianapolis College PreparatoryIndianapolis, IN501(c)(3) PubliKIPP Through College$10,000
Lutzie 43 FoundationMarietta, GA501(c)(3) PubliUnrestricted Grant$10,000
Make-A-Wish Foundation of Indiana IncIndianapolis, IN501(c)(3) PubliTo support the W.I.S.H. Project (Women Inspiring S$10,000
Noblesville FOP Lodge #198Noblesville, INPublic AgencyShop with a Cop$10,000
Noblesville Fire DepartmentNoblesville, INPublic AgencyFire Fighters Food Basket$10,000
Noblesville Main StreetNoblesville, IN501(c)(3) PubliAdministrative Support$10,000
Reach for Youth IncIndianapolis, IN501(c)(3) PubliCrime Prevention 2017$10,000
Scecina Memorial High SchoolIndianapolis, IN501(c)(3) PubliFinancial support for students in need$10,000
Special Olympics IncWashington, DC501(c)(3) PubliGeneral operating$10,000
Indiana Children's Wish FundIndianapolis, IN501(c)(3) Publiprogramming support$9,000
Arts for LearningIndianapolis, IN501(c)(3) PubliInspiring Scholars$8,850
Indiana Philanthropy AllianceIndianapolis, IN501(c)(3) PubliLegacy Fund 2017 membership dues$8,750
Midtown ChurchIndianapolis, IN501(c)(3) PubliSupport - project 14, Flagg$8,550
Carmel Lutheran ChurchCarmel, IN501(c)(3) Publipast campaign capital project/2017 budget$8,500
Carmel Clay Public Library FoundationCarmel, IN501(c)(3) Publi2017 distribution$7,773
Agape Therapeutic Riding Resources IncCicero, IN501(c)(3) PubliRider Scholarship Program for Hamilton County Ther$7,500
Carmelite MonasteryDes Plaines, ILReligious Organcharitable contribution$7,500
Hamilton Heights Educational FoundationArcadia, IN501(c)(3) PubliWeekend Backpack Feeding Program$7,500
Riverview Hospital FoundationNoblesville, IN501(c)(3) Publi2017 distribution$7,104
Alzheimer's Association of Greater IndianaIndianapolis, IN501(c)(3) PubliAlzheimer's Walk$7,000
College Mentors for Kids IncIndianapolis, IN501(c)(3) PubliUnrestricted$7,000
St John's AbbeyCollegeville, MN501(c)(3) PubliTo be used for the purpose of Fr. Jerome Tupa's A$7,000
Trinity Free ClinicCarmel, IN501(c)(3) PubliGeneral operating$7,000
Little Sisters of the Poor of Indianapolis IncIndianapolis, INReligious OrganGeneral Purposes$6,950
The Julian Center IncIndianapolis, IN501(c)(3) PubliCharitable contribution$6,900
St Mary's Child CenterIndianapolis, IN501(c)(3) Publiprogramming support$6,500
Connect2HelpIndianapolis, IN501(c)(3) PubliOperating support- AI$6,000
Juvenile Diabetes Research Foundation-IN ChapterIndianapolis, IN501(c)(3) PubliCharitable contribution$6,000
University of Notre DameNotre Dame, IN501(c)(3) PubliTo Support the Notre Dame Fund through the Force$5,500
Carmel Symphony OrchestraCarmel, IN501(c)(3) Publi2017 distribution$5,363
City of FishersFishers, INLocal Elected G2017 distribution$5,171
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$54,944
Fundraising Gross Income$21,900
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Celebration of$83,700$21,900$19,640$2,260
Total Events$83,700$21,900$54,944$-33,044
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
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. The last review was conducted in 2017.”

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
Executive VP & CFO
Phone
3176316542
Signed
2018-11-15
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
7
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 $ 373,497 defined-benefit pension plan expense (46,752) change in value of sia 299,315 ----------- total $ 626,060”

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 $ 54,944 change in value of sia $ 299,315 ---------- total $ 354,259”

Schedule D, Part XI, Line 4B

“Other reconciling items: defined-benefit pension plan expense $ 46,752”

Schedule D, Part XII, Line 2D

“Other reconciling items: fundraising expense $ 54,944”

Raw XML AppendixShowing 400 of 1,890 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/Form990PartVIISectionAGrp/TitleTxt24VP OF COMMUNITY INVESTMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP OF MARKETING & COMMUNICATIO
IRS990/Form990PartVIISectionAGrp/TitleTxt26PRESIDENT, (END 3/31/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt27CONTROLLER
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,631,909
Liabilities
$1,944,261
Net assets
$59,687,648
Revenue
$14,415,910
Expenses
$6,552,321
Net income
$7,863,589
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
2017Detailed filing. Detailed filing data is available for this year.$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