Civic Intelligence

Thomas P and Sondra D Sheehan Charitable Foundation Inc

990 • Fiscal year 2015 • EIN 26-2865905

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileN/A
515 EAST MAIN STREET Suite 100Carmel, IN 46032-2258

(317) 843-2479

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

10th percentile

-26%

Higher net margin than 10% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

77th percentile

$199,073

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 106.2% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

22nd percentile

-4.6%

Faster asset growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$5,946,083

Down $286,123 (-4.6%) from 2014

Net Assets

Down

$5,946,083

Down $286,123 (-4.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin10th percentile

Revenue

Down

$187,479

Down $124,302 (-40%) from 2014

Expenses

Up

$236,775

Up $109,301 (+86%) from 2014

Net Income

Down

-$49,296

Down $233,603 (-127%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,089,670Liabilities 2010: $0Net Assets 2010: $1,089,6702010Assets 2011: $1,069,660Liabilities 2011: $9,125Net Assets 2011: $1,060,5352011Assets 2012: $2,089,238Liabilities 2012: $4,237Net Assets 2012: $2,085,0012012Assets 2013: $6,039,615Liabilities 2013: $0Net Assets 2013: $6,039,6152013Assets 2014: $6,232,206Liabilities 2014: $0Net Assets 2014: $6,232,2062014Assets 2015: $5,946,083Liabilities 2015: $0Net Assets 2015: $5,946,0832015Assets 2016: $5,959,283Liabilities 2016: $0Net Assets 2016: $5,959,2832016Assets 2017: $6,137,752Liabilities 2017: $0Net Assets 2017: $6,137,7522017Assets 2018: $5,658,206Liabilities 2018: $0Net Assets 2018: $5,658,2062018Assets 2019: $5,853,812Liabilities 2019: $0Net Assets 2019: $5,853,8122019Assets 2020: $5,927,664Liabilities 2020: $0Net Assets 2020: $5,927,6642020Assets 2021: $7,202,969Liabilities 2021: $0Net Assets 2021: $7,202,9692021Assets 2022: $6,089,578Liabilities 2022: $0Net Assets 2022: $6,089,5782022Assets 2023: $6,319,916Liabilities 2023: $0Net Assets 2023: $6,319,9162023Assets 2024: $6,744,416Liabilities 2024: $24,240Net Assets 2024: $6,720,1762024

Highlighted filing

2015

Assets$5,946,083
Liabilities$0
Net Assets$5,946,083
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $23,7402010Expenses 2011: $37,0412011Expenses 2012: $28,3192012Revenue 2013: $4,020,207Expenses 2013: $53,056Net Income 2013: $3,967,1512013Revenue 2014: $311,781Expenses 2014: $127,474Net Income 2014: $184,3072014Revenue 2015: $187,479Expenses 2015: $236,775Net Income 2015: -$49,2962015Revenue 2016: $150,274Expenses 2016: $252,542Net Income 2016: -$102,2682016Revenue 2017: $274,574Expenses 2017: $504,623Net Income 2017: -$230,0492017Revenue 2018: $102,607Expenses 2018: $361,431Net Income 2018: -$258,8242018Revenue 2019: $382,625Expenses 2019: $546,671Net Income 2019: -$164,0462019Revenue 2020: $430,035Expenses 2020: $507,457Net Income 2020: -$77,4222020Revenue 2021: $576,742Expenses 2021: $400,595Net Income 2021: $176,1472021Revenue 2022: $253,686Expenses 2022: $376,296Net Income 2022: -$122,6102022Revenue 2023: $216,496Expenses 2023: $437,897Net Income 2023: -$221,4012023Revenue 2024: $517,794Expenses 2024: $387,725Net Income 2024: $130,0692024

Highlighted filing

2015

Revenue$187,479
Expenses$236,775
Net Income-$49,296
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$824,107
Mission and Program Overview

Mission

To improve the lives of under insured children with physical deformities and other medical issues by providing financial assistance for medical treatments, procedures, prostheses, equipment, travel, caregivers, education, and other related expenses.

The mission is to improve the lives of under insured children with physical deformities and other medical issues by providing financial assistance for medical treatments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,815,166$2,821,209▲ $6,043
Investments Other Securities$2,026,048$2,035,446▲ $9,398
Savings and Temporary Cash Investments$1,390,992$1,089,428▼ $301,564
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$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--
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$6,232,206$5,946,083▼ $286,123
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,232,206$5,946,083▼ $286,123
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$6,232,206$5,946,083▼ $286,123
Total Liabilities and Net Assets / Fund Balance$6,232,206$5,946,083▼ $286,123

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,035,446--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,232,206-▼ $75,327$2,438$5,946,083
2014$6,039,615$200▲ $297,138$2,424$6,232,206
2013$2,085,001$4,000,500▲ $5,775$2,300$6,039,615
2012$1,069,660$1,000,000▲ $51,033$11,455$2,085,001
2011$1,089,670$0▲ $1,990-$1,069,660
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Tracy SheehanChairman
Thomas SheehanVice Chairman
C William Hanke MdDirector
Michael RechinDirector
Patrick GottschalkDirector
Richard GordonDirector
Jennifer BartenbachAssistant Treasurer
Elizabeth TateSecretary
Sondra SheehanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$187,479
Other Revenue
$0
Change in Net Assets
$-49,296

Audited Revenue Reconciliation

Revenue per Audited Statements
$187,479
Revenue Not Reported on Form 990
$-236,828
Total Revenue per Audited Statements
$-49,349
Total Revenue per Form 990
$187,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,890
Other Expenses$75,885
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,890--$160,890
Other Expenses$35,601$11,867$0$47,468
Fees for Service Investment Mgmnt Fees$16,237$9,742-$25,979
Fees for Services Accounting-$2,438-$2,438
Total Functional Expenses$212,728$24,047$0$236,775

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$236,774
Total Expenses per Audited Statements$236,774
Total Expenses per Form 990$236,774
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Independence FundCharlotte, NC501(c)(3)General Support$105,000
Middletown Church of NazareneMiddletown, IN501(c)(3)General Support$24,770
CHILDREN'S ORGAN TRANSPLANT ASSOCIATIONBloomington, IN501(c)(3)General Support$20,000
Sparrow Clubs of IndianaNoblesville, IN501(c)(3)General Support$6,120
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
Other officer compensation reviewed
No
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 1B

“Non-independent voting members: elizabeth tate and jennifer bartenbach are paid employees of a related organization. Due to this, they are considered non-independent.”

Form 990, Part VI, Section A, Line 2

“Business relationships: the chairman of the board, vice chairman, and treasurer have family and business relationships.”

Form 990, Part VI, Section B, Line 11B

“Process to review the form 990: the detail review of form 990 is performed by an independent cpa firm and the chief financial officer. After the review, a copy of the form 990 is provided to all board members to review and ask questions or revise before it is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Process for monitoring compliance with conflict of interest policy: all board members are asked to annually disclose conflicts of interest. Annual disclosures are reviewed by officers of the thomas p. And sondra d. Sheehan charitable foundation, inc.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of int. Policy, and financial statements: the organization's governing documents, conflict of interest policy, and financial statements are available upon request at the organization's main office located at 515 east main street, suite 100, carmel, in 46032.”

Filing and Contact Details

Filer

Filer Name
Thomas P And Sondra D Sheehan Charitable
EIN
26-2865905
In Care Of
% JENNIFER K BARTENBACH
Phone
3178432479
Address
515 EAST MAIN STREET Suite 100, CARMEL, IN 46032-2258

Signing Officer

Name
Jennifer K Bartenbach
Title
CFO
Phone
3176316542
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracey L Sheehan
Formed
2008
Legal Domicile
In
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
9

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Intended uses of endowment funds: the organization'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 VII, Line 3A

“Investments - other securities: one of the primary benefits of creating cicf was the ability to pool the resources of all the entities and component funds for investment purposes. While cicf actually holds the investment assets, the individual entities and certain component funds still maintain the governance over the expenditures of their respective investments.”

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.”

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IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO IMPROVE THE LIVES OF UNDER INSURED CHILDREN WITH PHYSICAL DEFORMITIES AND OTHER MEDICAL ISSUES BY PROVIDING FINANCIAL ASSISTANCE FOR MEDICAL TREATMENTS, PROCEDURES, PROSTHESES, EQUIPMENT, TRAVEL, CAREGIVERS, EDUCATION, AND OTHER RELATED EXPENSES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt06232206
IRS990/NetAssetsOrFundBalancesEOYAmt05946083
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0139992
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0139992
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-236828
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OPERATING SUPPORT FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011867
IRS990/OtherExpensesGrp/ProgramServicesAmt035601
IRS990/OtherExpensesGrp/TotalAmt047468
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0TRACEY L SHEEHAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0200
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt054625
IRS990/PYInvestmentIncomeAmt0311581
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt072849
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0184307
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0127474
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0311781
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-49296
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01390992
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01089428
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0200900981
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LEGACY FUND INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt047468
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06232206
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05946083
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0160890
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-75327
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02438
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt047698
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06039615
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06232206
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt054625
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0297138
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt02424
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt020671
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02085001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt04000500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06039615
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt028690
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05775
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt02300
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt020000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01069660
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02085001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt04237
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051033
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt011455
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt022000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01089670
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01069660
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01990
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0236774
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-236828
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02035446
IRS990ScheduleD/OtherSecuritiesGrp/Desc0POOLED RESOURCES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/RevenueNotReportedAmt0-236828
IRS990ScheduleD/RevenueSubtotalAmt0187479
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INTENDED USES OF ENDOWMENT FUNDS: THE ORGANIZATION'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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENTS - OTHER SECURITIES: ONE OF THE PRIMARY BENEFITS OF CREATING CICF WAS THE ABILITY TO POOL THE RESOURCES OF ALL THE ENTITIES AND COMPONENT FUNDS FOR INVESTMENT PURPOSES. WHILE CICF ACTUALLY HOLDS THE INVESTMENT ASSETS, THE INDIVIDUAL ENTITIES AND CERTAIN COMPONENT FUNDS STILL MAINTAIN THE GOVERNANCE OVER THE EXPENDITURES OF THEIR RESPECTIVE INVESTMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FIN 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART VII, LINE 3A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TotalBookValueSecuritiesAmt02035446
IRS990ScheduleD/TotalExpensesPerForm990Amt0236774
IRS990ScheduleD/TotalRevenuePerForm990Amt0187479
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-49349
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0236774
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt124770
IRS990ScheduleI/RecipientTable/CashGrantAmt26120
IRS990ScheduleI/RecipientTable/CashGrantAmt3105000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,946,083
Liabilities
$0
Net assets
$5,946,083
Revenue
$187,479
Expenses
$236,775
Net income
-$49,296
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.74$0.02$6.72$0.52$0.39$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.22$0.44$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.00$6.09$0.25$0.38$0.12
2021Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.58$0.40$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.43$0.51$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.38$0.55$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.10$0.36$0.26
2017Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.27$0.50$0.23
2016Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.96$0.15$0.25$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.19$0.24$0.05
2014Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.31$0.13$0.18
2013Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$4.02$0.05$3.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.00$2.09$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.01$1.06$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.02