Civic Intelligence

Sycamore Foundation Holdings Inc

990 • Fiscal year 2013 • EIN 26-3673809

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 13, 2014

Organization ProfileWWW.INDSTATEFOUNDATION.ORG
30 N Fifth Street47809
Siviq Scores

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

Liabilities / Assets

98th percentile

1.98x

Higher debt load relative to assets than 98% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

4th percentile

-27%

Faster asset growth than 4% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$2,184,117

Down $796,669 (-27%) from 2012

Net Assets

Down

-$2,144,819

Down $243,552 (-13%) from 2012

Liabilities

Down

$4,328,936

Down $553,117 (-11%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$248,263

Down $495,889 (-67%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MAssets 2012: $2,980,786Liabilities 2012: $4,882,053Net Assets 2012: -$1,901,2672012Assets 2013: $2,184,117Liabilities 2013: $4,328,936Net Assets 2013: -$2,144,8192013Assets 2014: $2,128,383Liabilities 2014: $4,287,378Net Assets 2014: -$2,158,9952014Assets 2015: $1,786,044Liabilities 2015: $4,044,541Net Assets 2015: -$2,258,4972015Assets 2016: $1,677,223Liabilities 2016: $3,871,856Net Assets 2016: -$2,194,6332016Assets 2017: $1,448,625Liabilities 2017: $3,670,994Net Assets 2017: -$2,222,3692017Assets 2018: $1,932,114Liabilities 2018: $3,687,662Net Assets 2018: -$1,755,5482018Assets 2019: $1,646,859Liabilities 2019: $3,418,989Net Assets 2019: -$1,772,1302019Assets 2020: $1,499,337Liabilities 2020: $3,157,354Net Assets 2020: -$1,658,0172020Assets 2021: $1,395,692Liabilities 2021: $2,137,781Net Assets 2021: -$742,0892021Assets 2022: $285,790Liabilities 2022: $1,043,511Net Assets 2022: -$757,7212022Assets 2023: $281,094Liabilities 2023: $1,039,088Net Assets 2023: -$757,9942023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2013

Assets$2,184,117
Liabilities$4,328,936
Net Assets-$2,144,819
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $744,1522012Expenses 2013: $248,2632013Revenue 2014: $11,354Expenses 2014: $25,530Net Income 2014: -$14,1762014Revenue 2015: $113,272Expenses 2015: $68,508Net Income 2015: $44,7642015Revenue 2016: $99,506Expenses 2016: $72,740Net Income 2016: $26,7662016Revenue 2017: $100,247Expenses 2017: $68,531Net Income 2017: $31,7162017Revenue 2018: $207,081Expenses 2018: $69,984Net Income 2018: $137,0972018Revenue 2019: $119,433Expenses 2019: $138,900Net Income 2019: -$19,4672019Revenue 2020: $244,267Expenses 2020: $132,921Net Income 2020: $111,3462020Revenue 2021: $1,008,700Expenses 2021: $92,772Net Income 2021: $915,9282021Revenue 2022: -$10,409Expenses 2022: $5,223Net Income 2022: -$15,6322022Revenue 2023: -$123Expenses 2023: $150Net Income 2023: -$2732023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2013

Revenue-
Expenses$248,263
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 13, 2014
Return Version
2012v2.1
Gross Receipts
$95,621
Mission and Program Overview

Mission

To provide support to indiana state university foundation, inc., including soliciting and receiving charitable contributions and managing real property and other investments.

Filing and Contact Details

Filer

EIN
26-3673809
Raw XML AppendixShowing 400 of 527 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE ENDOWMENT DESCRIBED IN SCHEDULE D IS THE INDIANA STATE UNIVERSITY FOUNDATION ENDOWMENT. THE FOUNDATION'S ENDOWMENT FUNDS ARE SUBJECT TO DONOR IMPOSED STIPULATIONS THAT THEY BE MAINTAINED PERMANENTLY BY THE FOUNDATION. THE FOUNDATION GENERALLY MAY USE ALL OR PART OF THE INCOME ON RELATED INVESTMENTS FOR GENERAL OR SPECIFIC PURPOSES THAT CONTRIBUTE TO INDIANA STATE UNIVERSITY'S GROWTH AND SUCCESS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1SYCAMORE FOUNDATION HOLDINGS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. IN ADDITION, SYCAMORE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SYCAMORE'S TAX-EXEMPT PURPOSES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO INCOME TAX EXPENSE ON UNRELATED BUSINESS INCOME FOR SYCAMORE FOR THE YEAR ENDED JUNE 30, 2013. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE FISCAL YEAR 2010 BASED ON STATUTE OF LIMITATIONS.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2UNRELATED BUSINESS EXPENSES 426,278. RENTAL EXPENSES 90,910.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3UNRELATED BUSINESS EXPENSES 426,278. RENTAL EXPENSES 90,910.
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0ONE TRIP WAS PAID FOR BY THE FOUNDATION FOR THE FOUNDATION PRESIDENT'S SPOUSE TO ACCOMPANY HIM ON ISU FOUNDATION BUSINESS.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1GENE CRUME RECEIVED A SEVERANCE PAYMENT OF $140,102.
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IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1PART I, LINE 4A
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0GENE C CRUME JR
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs0140102
IRS990ScheduleJ/Form990ScheduleJPartII/Title0FORMER PRESIDENT
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0208354
IRS990ScheduleJ/IndependentConsultant0X
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment01
IRS990ScheduleJ/SubstantiationRequired01
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/TravelForCompanions0X
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleJ/WrittenPolicyReTAndEExpenses01
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction016442
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0MR. LUNDSTROM OWNS THE COPPER BAR WHICH PROVIDES CONCESSIONS TO THE REX BASEBALL TEAM. MR. LUNDSTROM PAYS SFH A SET AMOUNT PER ATTENDEE AT EACH GAME AND IS AUTHORIZED TO PROVIDE FOOD AT THE GAMES.
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0DAVID ROBBIN LUNDSTROM
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0MEMBER OF THE SFH BOARD OF DIRECTORS
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues00
IRS990ScheduleO/GeneralExplanation/Explanation0THE 990 IS PROVIDED TO MANAGEMENT AND THE SYCAMORE FOUNDATION HOLDINGS BOARD FOR REVIEW PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/GeneralExplanation/Explanation1INDIVIDUALS WITH CONFLICTS MAY NOT PARTICIPATE IN THE CONSIDERATION OF TRANSACTIONS, NOR CAN THEY VOTE ON THEM. CONFLICT OF INTEREST STATEMENTS ARE TO BE COMPLETED ANNUALLY BY THE MEMBERS OF THE BOARD OF DIRECTORS AND BEFORE ANY MATTERS ARE CONSIDERED, ANYONE WITH A CONFLICT MUST EXCUSE THEMSELVES.
IRS990ScheduleO/GeneralExplanation/Explanation2COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF INDIANA STATE UNIVERSITY FOUNDATION, INC. THEY USE COMPARABILITY DATA AND DELIBERATION TO DETERMINE THE PROPER LEVELS OF COMPENSATION.
IRS990ScheduleO/GeneralExplanation/Explanation3THE CONFLICT OF INTEREST AND BYLAWS ARE AVAILABLE ONLINE AT WWW.INDSTATEFOUNDATION.ORG. FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation4THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0PROCESS FOR OVERSIGHT OF AUDIT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990 PART XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1030 N FIFTH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11200 N SEVENTH STREET
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0TERRE HAUTE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1TERRE HAUTE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0IN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1IN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode047809
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode147809

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,184,117
Liabilities
$4,328,936
Net assets
-$2,144,819
Revenue
-
Expenses
$248,263
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$1.04$0.76$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$1.04$0.76$0.01$0.01$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$2.14$0.74$1.01$0.09$0.92
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$3.16$1.66$0.24$0.13$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$3.42$1.77$0.12$0.14$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$3.69$1.76$0.21$0.07$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$3.67$2.22$0.10$0.07$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$3.87$2.19$0.10$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.79$4.04$2.26$0.11$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.13$4.29$2.16$0.01$0.03$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$4.33$2.14$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$4.88$1.90$0.74