Civic Intelligence

Cardinal Funds Inc.

990T • Fiscal year 2022 • EIN 20-5733080

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileN/A
2800 W Bethel AvenueMuncie, IN 47304

(765) 285-8312

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

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.

$3.0M$2.0M$1.0M$0Assets 2010: $1,544,880Liabilities 2010: $0Net Assets 2010: $1,544,8802010Assets 2011: $1,985,637Liabilities 2011: $343Net Assets 2011: $1,985,2942011Assets 2012: $1,847,845Liabilities 2012: $13,313Net Assets 2012: $1,834,5322012Assets 2013: $2,136,399Liabilities 2013: $9,517Net Assets 2013: $2,126,8822013Assets 2014: $2,237,253Liabilities 2014: $18,376Net Assets 2014: $2,218,8772014Assets 2015: $2,416,668Liabilities 2015: $23,560Net Assets 2015: $2,393,1082015Assets 2016: $2,368,871Liabilities 2016: $58,935Net Assets 2016: $2,309,9362016Assets 2017: $2,535,621Liabilities 2017: $54,377Net Assets 2017: $2,481,2442017Assets 2018: $2,566,447Liabilities 2018: $44,246Net Assets 2018: $2,522,2012018Assets 2019: $2,706,977Liabilities 2019: $5,366Net Assets 2019: $2,701,6112019Assets 2020: $2,258,555Liabilities 2020: $0Net Assets 2020: $2,258,5552020Assets 2021: $2,617,534Liabilities 2021: $0Net Assets 2021: $2,617,5342021Assets 2022: $2,579,849Liabilities 2022: $0Net Assets 2022: $2,579,8492022Assets 2023: $2,460,905Liabilities 2023: $0Net Assets 2023: $2,460,9052023Assets 2024: $2,828,290Liabilities 2024: $18,652Net Assets 2024: $2,809,6382024

Latest loaded filing

2024

Assets$2,828,290
Liabilities$18,652
Net Assets$2,809,638
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $369,4752010Expenses 2011: $268,7602011Expenses 2012: $238,4622012Expenses 2013: $192,2182013Revenue 2014: $406,855Expenses 2014: $168,552Net Income 2014: $238,3032014Revenue 2015: $306,672Expenses 2015: $136,194Net Income 2015: $170,4782015Revenue 2016: $90,044Expenses 2016: $229,438Net Income 2016: -$139,3942016Revenue 2017: $406,218Expenses 2017: $250,768Net Income 2017: $155,4502017Revenue 2018: $285,122Expenses 2018: $212,998Net Income 2018: $72,1242018Revenue 2019: $377,008Expenses 2019: $197,598Net Income 2019: $179,4102019Revenue 2020: $156,608Expenses 2020: $346,972Net Income 2020: -$190,3642020Revenue 2021: $674,194Expenses 2021: $121,373Net Income 2021: $552,8212021Revenue 2022: $86,713Expenses 2022: $124,398Net Income 2022: -$37,6852022Revenue 2023: $25,806Expenses 2023: $144,750Net Income 2023: -$118,9442023Revenue 2024: $476,628Expenses 2024: $127,895Net Income 2024: $348,7332024

Latest loaded filing

2024

Revenue$476,628
Expenses$127,895
Net Income$348,733
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.3
Mission and Program Overview

Mission

The mission of cardinal funds inc is to hold donor advised funds that primarily support ball state university and ball state university foundation scholarship funds for current students or graduates of the university, indiana academy and burris laboratory school as well as funds for the benefit of other qualified exempt organizations that serve university students, alumni, faculty and staff.

Filing and Contact Details

Filer

Filer Name
Cardinal Funds Inc
EIN
20-5733080
In Care Of
% BALL STATE UNIVERSITY FDN
Phone
7652858312
Address
2800 W BETHEL AVENUE, MUNCIE, IN 47304

Signing Officer

Name
Marla Templeton - Chair
Title
Secretary/treasurer
Phone
7652858312
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
111 E Wayne St Suite 600, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Raw XML Appendix54 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/BusinessNameLine1Txt0BALL STATE UNIVERSITY FDN
IRS990T/BooksInCareOfDetail/PhoneNum07652858312
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt02800 W BETHEL AVENUE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MUNCIE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd047304
IRS990T/BookValueAssetsEOYAmt02579849
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0THE TAXPAYER DOES NOT HAVE ANY ACTIVITIES GENERATING UNRELATED BUSINESS
IRS990T/ItmzdSupplementalInfoGrp/LineNum00
IRS990T/ItmzdSupplementalInfoGrp/PartNum01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLA TEMPLETON - CHAIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07652858312
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARDINAL FUNDS INC
ReturnHeader/Filer/BusinessNameControlTxt0CARD
ReturnHeader/Filer/EIN0205733080
ReturnHeader/Filer/InCareOfNm0% BALL STATE UNIVERSITY FDN
ReturnHeader/Filer/PhoneNum07652858312
ReturnHeader/Filer/USAddress/AddressLine1Txt02800 W BETHEL AVENUE
ReturnHeader/Filer/USAddress/CityNm0MUNCIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047304
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 E Wayne St Suite 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02604604000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren R Denton
ReturnHeader/ReturnTs02023-04-06T12:16:33-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WACHTMANN
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.02$2.81$0.48$0.13$0.35
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.03$0.14$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.09$0.12$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.67$0.12$0.55
2020Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.16$0.35$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.01$2.70$0.38$0.20$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.04$2.52$0.29$0.21$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.05$2.48$0.41$0.25$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.06$2.31$0.09$0.23$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.02$2.39$0.31$0.14$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.02$2.22$0.41$0.17$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.01$2.13$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.01$1.83$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.37