Civic Intelligence

Lou'S Lads Foundation Inc C/O Brian Baker

990 • Fiscal year 2020 • EIN 26-3345708

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 03, 2021

9630 Claymount LaneFishers, IN 46037

(317) 502-0177

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

91st percentile

112%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2020

Revenue Growth

96th percentile

162%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2020

Assets

Up

$706,441

Up $548,982 (+349%) from 2018

Net Assets

Up

$706,441

Up $548,982 (+349%) from 2018

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$301,799

Up $257,975 (+589%) from 2018

Expenses

Up

$53,461

Up $47,110 (+742%) from 2018

Net Income

Up

$248,338

Up $210,865 (+563%) from 2018

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: $33,831Net Assets 2010: $33,8312010Assets 2011: $11,146Net Assets 2011: $11,1462011Assets 2012: $430Net Assets 2012: $4302012Assets 2013: $13,082Net Assets 2013: $13,0822013Assets 2014: $42,802Net Assets 2014: $42,8022014Assets 2015: $73,128Net Assets 2015: $73,1282015Assets 2016: $87,900Net Assets 2016: $87,9002016Assets 2017: $119,986Net Assets 2017: $119,9862017Assets 2018: $157,459Net Assets 2018: $157,4592018Assets 2020: $706,441Liabilities 2020: $0Net Assets 2020: $706,4412020Assets 2021: $611,955Liabilities 2021: $2,681Net Assets 2021: $609,2742021Assets 2022: $762,076Liabilities 2022: $0Net Assets 2022: $762,0762022Assets 2023: $2,071,924Liabilities 2023: $30,150Net Assets 2023: $2,041,7742023Assets 2024: $2,364,172Liabilities 2024: $40,490Net Assets 2024: $2,323,6822024

Highlighted filing

2020

Assets$706,441
Liabilities$0
Net Assets$706,441

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $79,850Expenses 2010: $83,045Net Income 2010: -$3,1952010Revenue 2011: $9,029Expenses 2011: $31,714Net Income 2011: -$22,6852011Revenue 2012: -$2,280Expenses 2012: $8,436Net Income 2012: -$10,7162012Revenue 2013: $16,973Expenses 2013: $4,321Net Income 2013: $12,6522013Revenue 2014: $32,257Expenses 2014: $2,537Net Income 2014: $29,7202014Revenue 2015: $35,551Expenses 2015: $5,225Net Income 2015: $30,3262015Revenue 2016: $22,260Expenses 2016: $7,488Net Income 2016: $14,7722016Revenue 2017: $28,283Expenses 2017: $12,147Net Income 2017: $16,1362017Revenue 2018: $43,824Expenses 2018: $6,351Net Income 2018: $37,4732018Revenue 2020: $301,799Expenses 2020: $53,461Net Income 2020: $248,3382020Revenue 2021: $97,280Expenses 2021: $177,657Net Income 2021: -$80,3772021Revenue 2022: $484,386Expenses 2022: $252,094Net Income 2022: $232,2922022Revenue 2023: $1,539,415Expenses 2023: $321,708Net Income 2023: $1,217,7072023Revenue 2024: $696,922Expenses 2024: $445,993Net Income 2024: $250,9292024

Highlighted filing

2020

Revenue$301,799
Expenses$53,461
Net Income$248,338
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.0
Gross Receipts
$301,799
Mission and Program Overview

Mission

To provide financial assistance for the educational needs of children and young adults; to contribute, either directly or indirectly, money or other property of any kind to or for the use and benefit of educational institutions, public or private, including, but not limited to, primary and secondary schools, universities, colleges, vocational schools, seminaries and other traditional eductional institutions; to contribute, either directely or indirectly, money or other property of any kind to or for the use and benefit of institutions, organizations, trusts, funds, foundations and corporations engaged in health care programs to alleviate the sick and suffering of mankind, for funding medical and scientific research for the alleviation and eradication of diseases of mankind and for funding community development activities or programs.

To provide financial assistance for the educational needs of children and young adults; to contribute, either directly or indirectly, money or other property of any kind to or for the use and benefit of educational institutions, public or private, including, but not limited to, primary and secondary schools, universities, colleges, vocational schools, seminaries and other traditional educational institutions; to contribute, either directly or indirectly, money or other property of any kind to or for the use and benefit of institutions, organizations, trusts, funds, foundations and corporations engaged in health care programs to alleviate the sick and suffering of mankind, for funding medical and scientific research for the alleviation and eradication of diseases of mankind and for funding community development activities or programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$458,103$706,441▲ $248,338
Total Assets$458,103$706,441▲ $248,338
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$458,103$706,441▲ $248,338
Total Net Assets Fund Balance$458,103$706,441▲ $248,338
Total Liabilities and Net Assets / Fund Balance$458,103$706,441▲ $248,338
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom GallowayPresident
Mark MonahanPast Preside
Brian L BakerSecretary/tr
Randy KinderVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$301,799
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$301,799
Change in Net Assets
$248,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,461
Total Fundraising Expense$368
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$6,348$19,731-$26,079
Fees for Services Legal-$23,835-$23,835
Travel$1,385--$1,385
Fees for Services Accounting-$1,000-$1,000
Office Expenses$572$167-$739
Fees for Services Other--$368$368
Information Technology-$30-$30
Other Expenses-$25-$25
Total Functional Expenses$8,305$44,788$368$53,461
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The treasurer sends the form 990 to the officers and directors before filing.

Form 990, Page 6, Part VI, Line 12C

The policy is distributed each year for the officers and directors to read and sign.

Form 990, Page 6, Part VI, Line 19

The governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
HOLTZ'S HEROES FOUNDATION INC
EIN
26-3345708
Address
9630 CLAYMOUNT LANE, FISHERS, IN 46037

Signing Officer

Name
Brian L Baker
Title
Secretary/treasurer
Phone
3175020177
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian L Baker
Formed
2008
Legal Domicile
In
Voting Board Members
31
Independent Board Members
31
Employees
0

Preparer

Firm
La Rosa & Co LLC
Address
320 N MERIDIAN ST STE 328, INDIANAPOLIS, IN 46204
Preparer
Mary H Riggle
Phone
3176348777
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide financial assistance for the educational needs of children and young adults; to contribute, either directly or indirectly, money or other property of any kind to or for the use and benefit of educational institutions, public or private, including, but not limited to, primary and secondary schools, universities, colleges, vocational schools, seminaries and other traditional educational institutions; to contribute, either directly or indirectly, money or other property of any kind to or for the use and benefit of institutions, organizations, trusts, funds, foundations and corporations engaged in health care programs to alleviate the sick and suffering of mankind, for funding medical and scientific research for the alleviation and eradication of diseases of mankind and for funding community development activities or programs.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE FINANCIAL ASSISTANCE FOR THE EDUCATIONAL NEEDS OF CHILDREN AND YOUNG ADULTS; TO CONTRIBUTE, EITHER DIRECTLY OR INDIRECTLY, MONEY OR OTHER PROPERTY OF ANY KIND TO OR FOR THE USE AND BENEFIT OF EDUCATIONAL INSTITUTIONS, PUBLIC OR PRIVATE, INCLUDING, BUT NOT LIMITED TO, PRIMARY AND SECONDARY SCHOOLS, UNIVERSITIES, COLLEGES, VOCATIONAL SCHOOLS, SEMINARIES AND OTHER TRADITIONAL EDUCATIONAL INSTITUTIONS; TO CONTRIBUTE, EITHER DIRECTLY OR INDIRECTLY, MONEY OR OTHER PROPERTY OF ANY KIND TO OR FOR THE USE AND BENEFIT OF INSTITUTIONS, ORGANIZATIONS, TRUSTS, FUNDS, FOUNDATIONS AND CORPORATIONS ENGAGED IN HEALTH CARE PROGRAMS TO ALLEVIATE THE SICK AND SUFFERING OF MANKIND, FOR FUNDING MEDICAL AND SCIENTIFIC RESEARCH FOR THE ALLEVIATION AND ERADICATION OF DISEASES OF MANKIND AND FOR FUNDING COMMUNITY DEVELOPMENT ACTIVITIES OR PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER SENDS THE FORM 990 TO THE OFFICERS AND DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE POLICY IS DISTRIBUTED EACH YEAR FOR THE OFFICERS AND DIRECTORS TO READ AND SIGN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN L BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03175020177
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LA ROSA & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 N MERIDIAN ST STE 328
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
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ReturnHeader/PreparerPersonGrp/PhoneNum03176348777
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY H RIGGLE
ReturnHeader/ReturnTs02021-11-12T07:34:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN L
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BAKER
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
2024Detailed filing. Detailed filing data is available for this year.$2.36$0.04$2.32$0.70$0.45$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.03$2.04$1.54$0.32$1.22
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.48$0.25$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.10$0.18$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.30$0.05$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.16$0.16$0.04$0.01$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.12$0.03$0.01$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.07$0.07$0.04$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.03$0.00$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.01$0.02$0.00$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.01$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.01$0.01$0.03$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.03$0.08$0.08$0.00