Civic Intelligence

Hamilton County Community Foundation Inc.

990T • Fiscal year 2020 • EIN 20-0900981

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

11810 Technology DriveFishers, IN 46038

(317) 634-2423

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$129,296,964
Liabilities$2,977,689
Net Assets$126,319,275

Operations Trend

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

Latest loaded filing

2024

Revenue$23,329,198
Expenses$11,247,411
Net Income$12,081,787
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
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.

Filing and Contact Details

Filer

Filer Name
Hamilton County Community Foundation Inc
EIN
20-0900981
In Care Of
% JENNIFER BARTENBACH
Phone
3176342423
Address
11810 TECHNOLOGY DRIVE, FISHERS, IN 46038

Signing Officer

Name
Thomas Kilian Jr
Title
Executive VP and CFO
Phone
3176316542
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Raw XML Appendix69 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.

Path#Value
IRS990T/BalanceDueAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER BARTENBACH
IRS990T/BooksInCareOfDetail/PhoneNum03176316542
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt011810 TECHNOLOGY DRIVE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0FISHERS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd046038
IRS990T/BookValueAssetsEOYAmt098701430
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0FORM: 990-T
IRS990T/ItmzdSupplementalInfoGrp/LineNum0LINE 6
IRS990T/ItmzdSupplementalInfoGrp/PartNum0PART I
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-16255
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-16255
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-16255
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt0-16255
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-16255
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt0-16255
IRS990T/TotalUBTIBeforeSection199AAmt0-16255
IRS990T/TotalUBTIComputedAmt0-16255
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS KILIAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP AND CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum03176316542
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Hamilton County Community Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0HAMI
ReturnHeader/Filer/EIN0200900981
ReturnHeader/Filer/InCareOfNm0% JENNIFER BARTENBACH
ReturnHeader/Filer/PhoneNum03176342423
ReturnHeader/Filer/USAddress/AddressLine1Txt011810 TECHNOLOGY DRIVE
ReturnHeader/Filer/USAddress/CityNm0FISHERS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046038
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 N Illinois Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046204
ReturnHeader/PreparerPersonGrp/PhoneNum03173834000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE B FISHBACK
ReturnHeader/ReturnTs02021-10-25T09:13:25-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTENBACH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
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