Civic Intelligence

Robert & Helen Haddad Foundation

EIN 30-0127786 • Columbus, IN

1503 Washington StreetColumbus, IN 47201
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.02x

Higher debt load relative to assets than 40% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.30x

Higher debt load relative to revenue than 70% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

60th percentile

6.4%

Faster asset growth than 60% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

41%

Faster revenue growth than 76% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$8,657,274

Up $518,873 (+6.4%) from 2023

Liabilities

Up

$165,032

Up $10,034 (+6.5%) from 2023

Net Assets

Up

$8,492,242

Up $508,839 (+6.4%) from 2023

Revenue

Up

$552,348

Up $159,467 (+41%) from 2023

Expenses

Down

$43,509

Down $267,866 (-86%) from 2023

Net Income

Up

$508,839

Up $427,333 (+524%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2015: $4,913,894Liabilities 2015: $0Net Assets 2015: $4,913,8942015Assets 2016: $5,030,131Liabilities 2016: $0Net Assets 2016: $5,030,1312016Assets 2017: $6,275,442Liabilities 2017: $0Net Assets 2017: $6,275,4422017Assets 2018: $6,649,140Liabilities 2018: $0Net Assets 2018: $6,649,1402018Assets 2019: $5,889,973Liabilities 2019: $0Net Assets 2019: $5,889,9732019Assets 2020: $6,840,314Liabilities 2020: $27,184Net Assets 2020: $6,813,1302020Assets 2021: $7,044,583Liabilities 2021: $62,770Net Assets 2021: $6,981,8132021Assets 2022: $7,833,685Liabilities 2022: $144,742Net Assets 2022: $7,688,9432022Assets 2023: $8,138,401Liabilities 2023: $154,998Net Assets 2023: $7,983,4032023Assets 2024: $8,657,274Liabilities 2024: $165,032Net Assets 2024: $8,492,2422024

Highlighted filing

2024

Assets$8,657,274
Liabilities$165,032
Net Assets$8,492,242

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2015: $564,296Expenses 2015: $246,840Net Income 2015: $317,4562015Revenue 2016: $584,284Expenses 2016: $468,047Net Income 2016: $116,2372016Revenue 2017: $1,654,201Expenses 2017: $437,165Net Income 2017: $1,217,0362017Revenue 2018: $809,056Expenses 2018: $470,234Net Income 2018: $338,8222018Revenue 2019: $797,103Expenses 2019: $1,584,190Net Income 2019: -$787,0872019Revenue 2020: $1,174,863Expenses 2020: $146,015Net Income 2020: $1,028,8482020Revenue 2021: $858,148Expenses 2021: $689,465Net Income 2021: $168,6832021Revenue 2022: $603,977Expenses 2022: $122,317Net Income 2022: $481,6602022Revenue 2023: $392,881Expenses 2023: $311,375Net Income 2023: $81,5062023Revenue 2024: $552,348Expenses 2024: $43,509Net Income 2024: $508,8392024

Highlighted filing

2024

Revenue$552,348
Expenses$43,509
Net Income$508,839

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W HADDADPresident-$0--
HAYDEN BISHOPMember-$0--
Filing and Contact Details

Filer

Filer Name
Robert & Helen Haddad Foundation
EIN
30-0127786
Phone
8125525206
Address
1503 WASHINGTON STREET, COLUMBUS, IN 47201

Signing Officer

Name
Hayden Haddad Bishop
Title
Board Member
Phone
8125525206
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Blue & Co LLC
Address
4164 CENTRAL AVE, COLUMBUS, IN 47203
Preparer
Sara Jacobi CPA
Phone
8126692800
Raw XML Appendix380 raw XML fields

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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DIRECT SUPPORT TO VARIOUS ORGANIZED CHARITIES. SEE PART XV.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT APPLICATIONS CAN BE SUBMITTED IN WRITING OR VIA THE FOUNDATION'S WEBSITE. WRITTEN APPICATIONS ARE TO BE SUBMITTED TO THE ATTENTION OF THE FOUNDATION AT 1503 WASHINGTON ST. COLUMBUS, IN 47201. A COPY OF EACH APPLICANT'S FEDERAL DETERMINATION LETTER, WHICH STATES THAT THE ORGANIZATION IS A CODE SECTION 501 (C) (3) ORGANIZATION, SHOULD BE SUBMITTED AS WELL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0HAYDEN HADDAD BISHOP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08125525206
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01503 WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd047201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS OTHER THAN GENERAL PURPOSE OUTLINED AS FOLLOWS: THE FOUNDATION IS OPERATED SOLELY TO PROVIDE FUNDING FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, AND EDUCTIONAL PURPOSES. ALSO TESTING FOR PUBLIC SAFETY AS DESCRIBED IN CODE SECTION 501 (C) (3). THE FOUNDATION WILL ACCOMPLISH SUCH PURPOSE BY MAKING GRANTS AND CONTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS TO SUPPORT SUCH ACTIVITIES. THE FOUNDATION'S GRANT-MAKING ACTIVITIES WILL BE CONDUCTED ON AN ONGOING BASIS BY MAKING GRANTS TO ORGANIZATIONS THE FOUNDATION'S BOARD OF DIRECTORS FEEL ARE IN NEED OF FUNDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0PRIOR TO QUARTERLY MEETINGS
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0515831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0515831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0299426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0678767
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0515831
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0162936
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0299426
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0299426
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0462362
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0978193
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06920
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05418
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05418
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09843
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09843
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01407
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1481
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt245
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt36499
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt417
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt5117719
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt6545
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt72883
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt8-305
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt91270
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt102387
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt114662
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt12-9978
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INTEREST FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc1DIVIDENDS FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ST CAPITAL GAIN FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc3LT CAPITAL GAIN FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc4PARTNERSHIP ROYALTY
OtherIncomeSchedule2/OtherIncomeDetail/Desc51231 GAIN FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/Desc6LAKESHORE INDY K-1 RENTAL RE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc7LOCKERBIE K-1 RENTAL RE INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc8GREENSPRING K-1 ORDINARY LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc9SALEM LODGE K-1 RENTAL INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc10LBG SENIOR K-1 ORDINARY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc11LBG SENIOR K-1 RENTAL INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc12ENTERPRISE PRODUCTS PARTNERS K-1 ORDINARY LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01407
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1481
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt245
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt36499
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt417
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt5117719
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01407
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1481
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt245
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt36499
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt417
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5117719
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6545
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt72883
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt8-305
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt91270
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt102387
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt114662
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12-9978
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0154998
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PARTNERSHIP DISTRIBUTIONS IN EXCESS OF BASIS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0165032
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt022217
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14227
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1PARTNERSHIP PORTFOLIO FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt022217
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14227
TaxesSchedule/TaxesDetail/Amt01502
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01502
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAYDEN HADDAD BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum08125525206
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & HELEN HADDAD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0300127786
ReturnHeader/Filer/PhoneNum08125525206
ReturnHeader/Filer/USAddress/AddressLine1Txt01503 WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLUE & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04164 CENTRAL AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047203
ReturnHeader/PreparerPersonGrp/PhoneNum08126692800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA JACOBI CPA
ReturnHeader/ReturnTs02025-11-17T15:37:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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