Civic Intelligence

The Forest Fund Inc

990PF • Fiscal year 2022 • EIN 26-3922724

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 12, 2023

Organization Profile
320 N Meridian Street 700Indianapolis, IN 46204

(317) 829-5500

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

77th percentile

29%

Higher net margin than 77% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

61st percentile

3.4%

Faster asset growth than 61% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-66%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,470,612

Up $147,069 (+3.4%) from 2021

Net Assets

Up

$4,470,612

Up $147,069 (+3.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin77th percentile

Revenue

Down

$500,799

Down $956,445 (-66%) from 2021

Expenses

Up

$353,730

Up $113,057 (+47%) from 2021

Net Income

Down

$147,069

Down $1,069,502 (-88%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,837,511Liabilities 2010: $0Net Assets 2010: $1,837,5112010Assets 2011: $2,133,969Liabilities 2011: $0Net Assets 2011: $2,133,9692011Assets 2012: $2,126,271Liabilities 2012: $0Net Assets 2012: $2,126,2712012Assets 2013: $2,344,862Liabilities 2013: $0Net Assets 2013: $2,344,8622013Assets 2014: $2,526,885Liabilities 2014: $0Net Assets 2014: $2,526,8852014Assets 2015: $2,657,706Liabilities 2015: $0Net Assets 2015: $2,657,7062015Assets 2016: $2,596,532Liabilities 2016: $0Net Assets 2016: $2,596,5322016Assets 2017: $2,582,844Liabilities 2017: $0Net Assets 2017: $2,582,8442017Assets 2018: $2,779,940Liabilities 2018: $0Net Assets 2018: $2,779,9402018Assets 2019: $2,765,575Liabilities 2019: $0Net Assets 2019: $2,765,5752019Assets 2020: $3,107,516Liabilities 2020: $0Net Assets 2020: $3,107,5162020Assets 2021: $4,323,543Liabilities 2021: $0Net Assets 2021: $4,323,5432021Assets 2022: $4,470,612Liabilities 2022: $0Net Assets 2022: $4,470,6122022Assets 2023: $4,678,164Liabilities 2023: $0Net Assets 2023: $4,678,1642023Assets 2024: $5,521,641Liabilities 2024: $0Net Assets 2024: $5,521,6412024

Highlighted filing

2022

Assets$4,470,612
Liabilities$0
Net Assets$4,470,612
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $8442010Expenses 2011: $12,3032011Expenses 2012: $132,7072012Revenue 2013: $367,234Expenses 2013: $148,643Net Income 2013: $218,5912013Revenue 2014: $341,248Expenses 2014: $159,225Net Income 2014: $182,0232014Revenue 2015: $322,130Expenses 2015: $191,442Net Income 2015: $130,6882015Revenue 2016: $122,277Expenses 2016: $184,063Net Income 2016: -$61,7862016Revenue 2017: $161,612Expenses 2017: $175,300Net Income 2017: -$13,6882017Revenue 2018: $366,487Expenses 2018: $169,391Net Income 2018: $197,0962018Revenue 2019: $188,013Expenses 2019: $202,378Net Income 2019: -$14,3652019Revenue 2020: $534,987Expenses 2020: $193,046Net Income 2020: $341,9412020Revenue 2021: $1,457,244Expenses 2021: $240,673Net Income 2021: $1,216,5712021Revenue 2022: $500,799Expenses 2022: $353,730Net Income 2022: $147,0692022Revenue 2023: $537,339Expenses 2023: $329,787Net Income 2023: $207,5522023Revenue 2024: $1,200,457Expenses 2024: $356,980Net Income 2024: $843,4772024

Highlighted filing

2022

Revenue$500,799
Expenses$353,730
Net Income$147,069
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDY KORTEPETERPresident-$0--
WILLIAM KORTEPETERVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROARING FORK CONSERVANCYOPERATIONSPCBASALT, CO, US$50,000
Paid GrantCITIZEN WARM HEART WARM HOME FDNOPERATIONSPCINDIANAPOLIS, IN, US$25,000
Paid GrantMIDWEST FOOD BANKOPERATIONSPCNORMAL, IN, US$25,000
Paid GrantTHE SALVATION ARMYOPERATIONSPCINDIANAPOLIS, IN, US$25,000
Paid GrantPARK TUDOR FOUNDATIONBUILD POSSIBILITY CAMPAIGNPCINDIANAPOLIS, IN, US$20,000
Paid GrantLAKE MAXINKUCKEE ENVIRONMENTAL FUND INCOPERATIONSPCCULVER, IN, US$18,000
Paid GrantFAIR FOUNDATION AGAINST INTOLERANCEOPERATIONSPCNEW YORK, NY, US$15,000
Paid GrantSECOND HELPINGS INCOPERATIONSPCINDIANAPOLIS, IN, US$15,000
Paid GrantSECOND PRESBYTERIAN CHURCHTO SUPPORT YOUTH MINISTRIESPCINDIANAPOLIS, IN, US$15,000
Paid GrantASCENSION ST VINCENT FOUNDATIONOPERATIONSPCINDIANAPOLIS, IN, US$10,000
Paid GrantCOBURN PLACE SAFEHAVEN II INCOPERATIONSPCINDIANAPOLIS, IN, US$10,000
Paid GrantDYSLEXIA INSTITUTE OF INDIANA INCOPERATIONSPCINDIANAPOLIS, IN, US$10,000
Paid GrantFIRST PRINCIPLES FORUMOPERATIONSPCINDIANAPOLIS, IN, US$10,000
Paid GrantGRIT & GRACE NATIONOPERATIONSPCFISHERS, IN, US$10,000
Paid GrantSAM'S WISH INCOPERATIONSPCCARMEL, IN, US$10,000
Paid GrantST MARY'S CHILD CENTEROPERATIONSPCINDIANAPOLIS, IN, US$10,000
Paid GrantCROHN'S & COLITIS FOUNDATION INCOPERATIONSPCNEW YORK, NY, US$5,000
Paid GrantFIRST BAPTIST CHURCH OF INDIANAPOLISFIRST BAPTIST ATHLETICS, SUPPORTING YOUTH SPORTSPCINDIANAPOLIS, IN, US$5,000
Paid GrantINDIANAPOLIS HUMANE SOCIETYOPERATIONSPCINDIANAPOLIS, IN, US$5,000
Paid GrantRANDOM ACTS OF FLOWERS INDIANAPOLIS INCOPERATIONSPCINDIANAPOLIS, IN, US$5,000
Paid GrantSTEP UPOPERATIONSPCINDIANAPOLIS, IN, US$5,000
Paid GrantCULVER COMMUNITY YOUTH CENTER FOUNDAITON DBA CULVER YOUTH CLUBOPERATIONSPCCULVER, IN, US$2,500
Paid GrantBREBEUF JESUIT PREPARATORY SCHOOLOPERATIONSPCINDIANAPOLIS, IN, US$1,000
Paid GrantINDIANA GOLF FOUNDATIONOPERATIONSPCINDIANAPOLIS, IN, US$500
Paid GrantWAWASEE AREA CONSERVANCY FOUNDATIONOPERATIONSPCSYRACUSE, IN, US$250
Filing and Contact Details

Filer

Filer Name
The Forest Fund Inc
EIN
26-3922724
Phone
3178295500
Address
320 N MERIDIAN STREET 700, INDIANAPOLIS, IN 46204

Signing Officer

Name
Wendy Kortepeter
Title
President
Phone
3178295500
Signed
2023-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Joshua K Malarsky
Phone
3175802000
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AppliedToPriorYearElection/ElectionDesc0ELECTION TO TREAT QUALIFYING DISTRIBUTION AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF A DESIGNATED PRIOR TAX YEAR OR OUT OF CORPUS UNDER REG. 53.4942(A)-3(D)(2)THE FOREST FUND INC. DECLARES THAT IT IS MAKING AN ELECTION UNDER REG. 53.4942(A)-3(D)(2) TO TREAT ITS QUALIFYING DISTRIBUTION FOR THE TAX YEAR ENDING DECEMBER 31, 2022, AS SET FORTH BELOW.THE QUALIFIED DISTRIBUTION TOTALED $308,900 AND SHALL FIRST BE MADE OUT OF THE UNDISTRIBUTED INCOME OF THE IMMEDIATELY PRECEDING TAX YEAR IN THE AMOUNT OF $307,218.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE BOTH WENDY KORTEPETER AND WILLIAM KORTEPETER ARE SUBSTANTIAL CONTRIBUTORS TO THE FOREST FUND AND ARE THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941.
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt081963
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0418833
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0500796
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0500796
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0418833
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0307250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0307250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt081963
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt081963
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0147069
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01110006
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0418833
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0470035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt027092
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt027092
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02019
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0308900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030761
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0353730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0500796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0500799
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030761
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt046480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0691173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0345672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt173161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0345672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt173161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01036845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt173161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0418833
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0147069
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04470612
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04323543
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04470612
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0295121
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0295121
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0295121
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0301654
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06533
IRS990PF/DistributableAmountGrp/TotalTaxAmt06533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01067
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06533
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07600
IRS990PF/FMVAssetsEOYAmt05490475
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0319968
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt070572
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt070572
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04003575
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04400040
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05419903
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04323543
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04470612
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04323543
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04470612
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05490475
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04323543
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04470612
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04323543
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04470612
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06124962
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0113275
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06011687
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt091874
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0301654
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06033088
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06124962
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WENDY KORTEPETER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM KORTEPETER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08100 MORNINGSIDE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18100 MORNINGSIDE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0308900
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0308900
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM KORTEPETER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0320 N MERIDIAN STREET 700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INDIANAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03178295500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WENDY KORTEPETER - PRESIDENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03178295500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0320 N MERIDIAN ST STE 700
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd046204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WENDY KORTEPETER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1WILLIAM KORTEPETER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt715000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,470,612
Liabilities
$0
Net assets
$4,470,612
Revenue
$500,799
Expenses
$353,730
Net income
$147,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$1.20$0.36$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.00$4.68$0.54$0.33$0.21
2022Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.50$0.35$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.00$4.32$1.46$0.24$1.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.53$0.19$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.19$0.20$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.37$0.17$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.16$0.18$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.12$0.18$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.32$0.19$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.34$0.16$0.18
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.37$0.15$0.22
2012Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.13
2011Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.00
Peer Organizations

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