Civic Intelligence

Robet Foundation Inc.

990PF • Fiscal year 2015 • EIN 20-5260732

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profile
4045 Edison Lakes ParkwayMishawaka, IN 46545

(574) 271-0374

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

79th percentile

13%

Faster asset growth than 79% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-37%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,516,434

Up $281,926 (+13%) from 2014

Net Assets

$2,516,434

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin93rd percentile

Revenue

Down

$424,912

Down $248,879 (-37%) from 2014

Expenses

Up

$142,986

Up $32,540 (+29%) from 2014

Net Income

Down

$281,926

Down $281,419 (-50%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,438,949Liabilities 2011: $02011Assets 2012: $1,417,236Liabilities 2012: $02012Assets 2013: $1,671,163Liabilities 2013: $02013Assets 2014: $2,234,508Liabilities 2014: $02014Assets 2015: $2,516,434Liabilities 2015: $0Net Assets 2015: $2,516,4342015Assets 2016: $2,484,736Liabilities 2016: $0Net Assets 2016: $2,484,7362016Assets 2017: $2,513,363Liabilities 2017: $0Net Assets 2017: $2,513,3632017Assets 2018: $2,846,578Liabilities 2018: $0Net Assets 2018: $2,846,5782018Assets 2019: $3,323,828Liabilities 2019: $0Net Assets 2019: $3,323,8282019Assets 2020: $3,291,055Liabilities 2020: $0Net Assets 2020: $3,291,0552020Assets 2021: $3,505,767Liabilities 2021: $0Net Assets 2021: $3,505,7672021Assets 2022: $3,440,054Liabilities 2022: $0Net Assets 2022: $3,440,0542022Assets 2023: $3,397,918Liabilities 2023: $0Net Assets 2023: $3,397,9182023Assets 2024: $3,695,776Liabilities 2024: $0Net Assets 2024: $3,695,7762024

Highlighted filing

2015

Assets$2,516,434
Liabilities$0
Net Assets$2,516,434
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $59,713Expenses 2011: $81,882Net Income 2011: -$22,1692011Revenue 2012: $68,027Expenses 2012: $89,740Net Income 2012: -$21,7132012Revenue 2013: $345,648Expenses 2013: $91,721Net Income 2013: $253,9272013Revenue 2014: $673,791Expenses 2014: $110,446Net Income 2014: $563,3452014Revenue 2015: $424,912Expenses 2015: $142,986Net Income 2015: $281,9262015Revenue 2016: $102,429Expenses 2016: $134,127Net Income 2016: -$31,6982016Revenue 2017: $248,832Expenses 2017: $220,205Net Income 2017: $28,6272017Revenue 2018: $551,002Expenses 2018: $217,787Net Income 2018: $333,2152018Revenue 2019: $557,612Expenses 2019: $179,261Net Income 2019: $378,3512019Revenue 2020: $218,526Expenses 2020: $251,298Net Income 2020: -$32,7722020Revenue 2021: $460,578Expenses 2021: $245,866Net Income 2021: $214,7122021Revenue 2022: $171,799Expenses 2022: $237,512Net Income 2022: -$65,7132022Revenue 2023: $218,741Expenses 2023: $260,877Net Income 2023: -$42,1362023Revenue 2024: $575,389Expenses 2024: $277,531Net Income 2024: $297,8582024

Highlighted filing

2015

Revenue$424,912
Expenses$142,986
Net Income$281,926
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN CONNORPresident-$0--
JAMES P BORGMANNSecretary-$0--
BRAD LaTOURTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Robet Foundation Inc
EIN
20-5260732
Address
4045 EDISON LAKES PARKWAY, Mishawaka, IN 46545

Signing Officer

Name
James P Borgmann
Title
Secretary
Phone
7652883651
Signed
2016-11-14
Discuss with paid preparer
No

Preparer

Firm
Fiduciary Tax Services LLC
Address
400 S Walnut Street Ste 200, Muncie, IN 47305
Preparer
Tracy O Osborne
Phone
7652883651
Raw XML AppendixShowing 400 of 672 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0150 SHRS HALLIBURTON CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1135 SHR CHEMOURS CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc240 SHR AIR PRODUCTS & CHEMICALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3135 SHR AMERICAN ELECTRIC POWER CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc490 SHRS APACHE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5160 COLGATE PALMOLIVE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6900 SHR INTEL CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7160 SHR JACOBS ENGINEERING GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820 SHR LABORATORY CORP AMER HLDGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9115 SHR MERCK & CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1020 SHR STRYKER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11155 SHR BAKER HUGHES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12100 SHR CHEVRON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13150 SHR EXXON MOBIL CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14280 SHR COCA COLA CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1518 SHR CHEMOURS CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161001254 PIMCO ALL ASSETS INST CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172288324 SHR PRINCIPAL DIVERSIFIED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc182101241 SHR T ROWE PRICE EMERGING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19108186 SHR COHEN & STEERS REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20385534 SHR AMG MAGAGERS EMERG OPP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2150 SHR AIR PRODUCTS & CHEMICALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22710 SHR BALL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc233100 SHR INTEL CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2465 SHR LABORATORY CORP AMER HLDGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25364028 SHR COLUMBIA DIVIDEND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc261389647 SHR PIMCO ALL ASSET INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2782592 SHR T ROWE PRICE EMERGING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28394688 SHR COHEN & STEERS REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30UNRECAPTURED SECTION 1250 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252015-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262015-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272015-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282015-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0164165
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-534
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0281926
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02516434
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02234508
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02516434
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0118693
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0118693
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0118693
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0120487
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01794
IRS990PF/DistributableAmountGrp/TotalTaxAmt01794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09366
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt07566
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01794
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011160
IRS990PF/FMVAssetsEOYAmt02981089
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02234508
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02516434
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0738261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0738261
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0713530
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01462327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01700644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02190030
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033920
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt077529
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt077529
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02234508
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02516434
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02981089
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02234508
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02516434
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02234508
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02516434
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02446433
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02446433
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036696
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0120487
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02409737
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02446433
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAUREN CONNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES P BORGMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRAD LaTOUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03373 E OVERBY RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1400 S WALNUT STREET STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2315 W ADAMS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lake Leelanau
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Muncie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Muncie
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd147305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd247305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0106992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0108786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt079751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt080180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt075708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt073701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt077656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.0444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.033523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01794
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02409737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02379000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01763682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01602099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01603236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01559663
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0111155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.222001
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0109361
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0111155
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01794
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0111155
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0INDIANA TRUST AND INVESTMENT MGMT C
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04045 EDISON LAKES PARKWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Mishawaka
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046545
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,516,434
Liabilities
$0
Net assets
$2,516,434
Revenue
$424,912
Expenses
$142,986
Net income
$281,926
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.58$0.28$0.30
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.22$0.26$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.17$0.24$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.46$0.25$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.22$0.25$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.56$0.18$0.38
2018Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.55$0.22$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.25$0.22$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.10$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.42$0.14$0.28
2014Summary only. Only limited summary data is available for this year.$2.23$0.00$0.67$0.11$0.56
2013Summary only. Only limited summary data is available for this year.$1.67$0.00$0.35$0.09$0.25
2012Summary only. Only limited summary data is available for this year.$1.42$0.00$0.07$0.09$0.02
2011Summary only. Only limited summary data is available for this year.$1.44$0.00$0.06$0.08$0.02