Civic Intelligence

Lou'S Lads Foundation Inc C/O Brian Baker

990 • Fiscal year 2023 • EIN 26-3345708

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 25, 2024

Organization ProfileHOLTZSHEROES.ORG
9630 Claymount LaneFishers, IN 46037

(317) 502-0177

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$2,071,924

Up $1,309,848 (+172%) from 2022

Net Assets

Up

$2,041,774

Up $1,279,698 (+168%) from 2022

Liabilities

Up

$30,150

Up $30,150 from 2022

Revenue And Expenses

Revenue

Up

$1,539,415

Up $1,055,029 (+218%) from 2022

Expenses

Up

$321,708

Up $69,614 (+28%) from 2022

Net Income

Up

$1,217,707

Up $985,415 (+424%) from 2022

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

2023

Assets$2,071,924
Liabilities$30,150
Net Assets$2,041,774
Open 2023 Filing

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

2023

Revenue$1,539,415
Expenses$321,708
Net Income$1,217,707
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$1,754,672
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
Investments in Publicly Traded Securities$607,952$1,849,905▲ $1,241,953
Cash and Non-Interest-Bearing Accounts$154,124$159,392▲ $5,268
Land, Buildings, and Equipment, Net$0$51,377▲ $51,377
Inventories for Sale or Use$0$11,250▲ $11,250
Total Assets$762,076$2,071,924▲ $1,309,848
Liabilities
Accounts Payable and Accrued Expenses-$30,150-
Total Liabilities$0$30,150▲ $30,150
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$762,076$2,032,934▲ $1,270,858
Net Assets With Donor Restrictions-$8,840-
Total Net Assets Fund Balance$762,076$2,041,774▲ $1,279,698
Total Liabilities and Net Assets / Fund Balance$762,076$2,071,924▲ $1,309,848

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$51,377$3,252$54,629
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Reginald BrooksExecutive DirectorFT$108,498$108,498

Board Members and Trustees

NameTitle
Randy KinderDirector - Past President
Tom GallowayDirector - Past President
Justin MekoDirector - President
Cornelius SouthallDirector - Vice President
Bertrand BerryDirector
Brian RatiganDirector
D'JUAN FRANCISCODirector
David ButlerDirector
Jeremy AkersDirector
Jerome BettisDirector
John FoleyDirector
Mark MonahanDirector
Michael MessagliaDirector
Mickey AndersonDirector
Ned BolcarDirector
Oscar McbrideDirector
Pat TerrellDirector
Patrick EilersDirector
Peter WittyDirector
Raghib IsmailDirector
Rod WestDirector
Scott PalumboDirector
Shawn WoodenDirector
Steve BeuerleinDirector
Tom CarterDirector
Tom GormanDirector
Trevor MorrisDirector
Wesley PritchettDirector
Brian L BakerDirector - Secretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,606,401
Program Service Revenue
$0
Investment Income
$18,522
Other Revenue
$-85,508
All Other Contributions
$1,490,301
Change in Net Assets
$1,217,707

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,539,415
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$211,751
Total Revenue per Audited Statements
$1,751,166
Total Revenue per Form 990
$1,539,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,354
Total Fundraising Expense$126,074
Salaries, Compensation, and Employee Benefits$119,000
Grants and Similar Amounts Paid$55,354
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$65,099$10,850$32,549$108,498
Grants to Domestic Individuals$52,354--$52,354
Advertising$88$12$39,946$40,046
Office Expenses--$37,547$37,547
Fees for Services Accounting-$28,791-$28,791
Fees for Services Legal-$18,694-$18,694
Travel-$482$9,629$10,111
Payroll Taxes$5,120$853$2,560$8,533
Other Expenses-$4,763-$4,763
Insurance-$4,150-$4,150
Depreciation Depletion--$3,252$3,252
Grants to Domestic Orgs$3,000--$3,000
Other Salaries and Wages$1,181$197$591$1,969
Total Functional Expenses$126,842$68,792$126,074$321,708

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$471,468
Expenses per Audited Statements$321,708
Total Expenses per Form 990$321,708
Expenses Not Reported on Form 990$149,760
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$85,508
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reunion Weekend$116,100-$11,013-
Total Events$116,100-$85,508$-85,508
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
Yes
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, Part VI, Section B, Line 11B

“The treasurer sends the draft form 990 to the governing body prior to filing.”

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

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

Form 990, Part VI, Section B, Line 15A

“The executive director's compensation is determined by the executive committee of holtz's heroes foundation by enlisting the support of the governance committee of the hhf board of directors. Governance committee informally surveys similarly situated foundations of comparable size to establish a market range of compensation for the executive director position. As a result of the informal survey, the compensation established for the executive director position was deemed by the governance committee as reasonable and within market norms for non-profit corporations of similar size and scope as the foundation. The governance committee ultimately makes its recommendation to the executive committee, which receives approval from the board of directors, to determine the compensation of the executive director position.”

Form 990, Part VI, Section C, 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
Phone
3175020177
Address
9630 CLAYMOUNT LANE, FISHERS, IN 46037

Signing Officer

Name
Brian L Baker
Title
Secretary/treasurer
Phone
3175020177
Signed
2024-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian L Baker
Formed
2008
Legal Domicile
In
Voting Board Members
30
Independent Board Members
30
Employees
1
Volunteers
30

Preparer

Firm
Donovan Pc
Address
5151 E US HWY 36, AVON, IN 46123
Preparer
Mary H Riggle CPA
Phone
3177456411
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Generally accepted accounting principles in the united states require hhf to examine its tax positions for uncertain positions. Hhf is not aware of any tax positions that are more likely than not to change in the next 12 months, or that would not sustain an examination by applicable taxing authorities. Hhf's policy is to recognize penalties and interest as incurred in its statement of activities as a component of operating expenses and total $0 for the years ended december 31, 2023 and 2022. Hhf's federal and state income tax returns are subject to examination by the applicable tax authorities, generally for three years after the later of the original or extended due date.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29108498
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR - PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR - VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR - SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR - PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR - PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0116100
IRS990/FundraisingDirectExpensesAmt085508
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-21718
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt030
IRS990/GrantAmt055354
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt052354
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt052354
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0108031
IRS990/GrossReceiptsAmt01754672
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt030
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04150
IRS990/InsuranceGrp/TotalAmt04150
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt011250
IRS990/InvestmentIncomeGrp/ExclusionAmt040240
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt040240
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0607952
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01849905
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03252
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt051377
IRS990/LandBldgEquipCostOrOtherBssAmt054629
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0129749
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0762076
IRS990/NetAssetsOrFundBalancesEOYAmt02041774
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-21718
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-21718
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-85508
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-85508
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt061991
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0762076
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02032934
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt037547
IRS990/OfficeExpensesGrp/TotalAmt037547
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04763
IRS990/OtherExpensesGrp/TotalAmt04763
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0591
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0197
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01181
IRS990/OtherSalariesAndWagesGrp/TotalAmt01969
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02560
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0853
IRS990/PayrollTaxesGrp/ProgramServicesAmt05120
IRS990/PayrollTaxesGrp/TotalAmt08533
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN L BAKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0HHF HOLDS OUTINGS, TAILGATING, DINNERS, AND OTHER EVENTS IN SOUTH BEND, INDIANA. THE PRIMARY PURPOSES OF THESE EVENTS ARE TO RAISE FUNDS FOR HOLTZ'S HEROES FOUNDATION CHARITABLE PROGRAMS SUCH AS SUPPORT FOR FAMILIES OF MEMBERS DEALING WITH HARDSHIP, MENTAL HEALTH AND ADDICTION ISSUES, OR MEDICAL EMERGENCIES; FOOD DRIVES IN PARTNERSHIP WITH ORGANIZATIONS ACROSS THE UNITED STATES; AND AN ENDOWED SCHOLARSHIP FUND AT THE UNIVERSITY OF NOTRE DAME TO ALLOW UNDERPRIVILEGED STUDENTS WITH NEED-BASED SCHOLARSHIPS TO PURSUE THEIR ACADEMIC DREAMS. THESE EVENTS ARE SUCCESSFUL IN RAISING AWARENESS OF THE FOUNDATION WITH POTENTIAL FINANCIAL SUPPORTERS AND CONTRIBUTORS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0594488
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt067362
IRS990/PYInvestmentIncomeAmt08878
IRS990/PYOtherExpensesAmt056320
IRS990/PYOtherRevenueAmt0-118980
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0232292
IRS990/PYSalariesCompEmpBnftPaidAmt0128412
IRS990/PYTotalExpensesAmt0252094
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0484386

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,071,924
Liabilities
$30,150
Net assets
$2,041,774
Revenue
$1,539,415
Expenses
$321,708
Net income
$1,217,707
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