Civic Intelligence

Historic Landmarks Foundation of Indiana Inc

EIN 35-1162873 • 501(c)3 • Indianapolis, IN

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Profile

Indiana landmarks advances the preservation of historical and architecturally significant sites and structures throughout indiana. Through its network of regional offices the organization provides education and advocacy at the local level, and works to preserve historic places, revitalize historic neighborhoods, and enrich the heritage of indiana.

1201 Central AvenueIndianapolis, IN 46202-2656

www.indianalandmarks.org

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.11x

Higher debt load relative to revenue than 18% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

81st percentile

25%

Higher net margin than 81% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$263,740

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

74th percentile

13%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-21%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$120,714,045

Up $13,540,869 (+13%) from 2023

Liabilities

Up

$1,421,897

Up $739,074 (+108%) from 2023

Net Assets

Up

$119,292,148

Up $12,801,795 (+12%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin81st percentile

Revenue

Down

$13,423,624

Down $3,636,421 (-21%) from 2023

Expenses

Up

$10,027,550

Up $3,304,974 (+49%) from 2023

Net Income

Down

$3,396,074

Down $6,941,395 (-67%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$150M$100M$50M$0Assets 2016: $79,718,688Liabilities 2016: $2,467,331Net Assets 2016: $77,251,3572016Assets 2017: $82,628,319Liabilities 2017: $3,102,128Net Assets 2017: $79,526,1912017Assets 2018: $84,015,772Liabilities 2018: $2,656,623Net Assets 2018: $81,359,1492018Assets 2019: $82,733,284Liabilities 2019: $2,354,203Net Assets 2019: $80,379,0812019Assets 2020: $87,349,554Liabilities 2020: $2,123,765Net Assets 2020: $85,225,7892020Assets 2021: $104,118,390Liabilities 2021: $2,074,318Net Assets 2021: $102,044,0722021Assets 2022: $92,679,775Liabilities 2022: $859,538Net Assets 2022: $91,820,2372022Assets 2023: $107,173,176Liabilities 2023: $682,823Net Assets 2023: $106,490,3532023Assets 2024: $120,714,045Liabilities 2024: $1,421,897Net Assets 2024: $119,292,1482024

Highlighted filing

2024

Assets$120,714,045
Liabilities$1,421,897
Net Assets$119,292,148
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2016: $11,547,356Expenses 2016: $5,762,702Net Income 2016: $5,784,6542016Revenue 2017: $5,108,659Expenses 2017: $6,027,498Net Income 2017: -$918,8392017Revenue 2018: $8,721,091Expenses 2018: $6,678,102Net Income 2018: $2,042,9892018Revenue 2019: $5,195,835Expenses 2019: $6,604,370Net Income 2019: -$1,408,5352019Revenue 2020: $4,551,431Expenses 2020: $6,087,444Net Income 2020: -$1,536,0132020Revenue 2021: $11,102,156Expenses 2021: $5,917,373Net Income 2021: $5,184,7832021Revenue 2022: $11,879,556Expenses 2022: $6,731,323Net Income 2022: $5,148,2332022Revenue 2023: $17,060,045Expenses 2023: $6,722,576Net Income 2023: $10,337,4692023Revenue 2024: $13,423,624Expenses 2024: $10,027,550Net Income 2024: $3,396,0742024

Highlighted filing

2024

Revenue$13,423,624
Expenses$10,027,550
Net Income$3,396,074
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,714,045
Liabilities
$1,421,897
Net assets
$119,292,148
Revenue
$13,423,624
Expenses
$10,027,550
Net income
$3,396,074
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$121$1.42$119$13.4$10.0$3.40
2023Detailed filing. Detailed filing data is available for this year.$107$0.68$106$17.1$6.72$10.3
2022Detailed filing. Detailed filing data is available for this year.$92.7$0.86$91.8$11.9$6.73$5.15
2021Detailed filing. Detailed filing data is available for this year.$104$2.07$102$11.1$5.92$5.18
2020Detailed filing. Detailed filing data is available for this year.$87.3$2.12$85.2$4.55$6.09$1.54
2019Detailed filing. Detailed filing data is available for this year.$82.7$2.35$80.4$5.20$6.60$1.41
2018Detailed filing. Detailed filing data is available for this year.$84.0$2.66$81.4$8.72$6.68$2.04
2017Detailed filing. Detailed filing data is available for this year.$82.6$3.10$79.5$5.11$6.03$0.92
2016Detailed filing. Detailed filing data is available for this year.$79.7$2.47$77.3$11.5$5.76$5.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 11, 2025
Return Version
2023v6.0
Gross Receipts
$32,220,795
Mission and Program Overview

Mission

Indiana landmarks advances the preservation of historical and architecturally significant sites and structures throughout indiana. Through its network of regional offices the organization provides education and advocacy at the local level, and works to preserve historic places, revitalize historic neighborhoods, and enrich the heritage of indiana.

Indiana landmarks revitalizes communities, reconnects us to our heritage, and saves meaningful places.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$82,172,869$91,211,031▲ $9,038,162
Land, Buildings, and Equipment, Net$14,295,648$13,975,597▼ $320,051
Investments Program Related$2,735,944$4,873,236▲ $2,137,292
Savings and Temporary Cash Investments$2,415,533$4,582,353▲ $2,166,820
Investments Other Securities$3,902,913$4,266,523▲ $363,610
Accounts Receivable$14,660$840,179▲ $825,519
Other Notes and Loans Receivable, Net$450,497$410,147▼ $40,350
Prepaid Expenses and Deferred Charges$16,427$97,912▲ $81,485
Inventories for Sale or Use$78,844$83,067▲ $4,223
Pledges and Grants Receivable$801,400$69,733▼ $731,667
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$107,173,176$120,714,045▲ $13,540,869
Other Assets Total$288,441$304,267▲ $15,826
Liabilities
Accounts Payable and Accrued Expenses$541,057$1,288,833▲ $747,776
Deferred Revenue$141,766$133,064▼ $8,702
Other Liabilities$0$0→ $0
Total Liabilities$682,823$1,421,897▲ $739,074
Net Assets / Fund Balance
Net Assets With Donor Restrictions$74,413,546$89,535,315▲ $15,121,769
Net Assets Without Donor Restrictions$32,076,807$29,756,833▼ $2,319,974
Total Net Assets Fund Balance$106,490,353$119,292,148▲ $12,801,795
Total Liabilities and Net Assets / Fund Balance$107,173,176$120,714,045▲ $13,540,869

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,671,678$8,082,222$20,753,900
Other Land Buildings$376,113$920,074$1,296,187
Equipment$142,853$1,010,072$1,152,925
Land$610,774-$610,774
Leasehold Improvements$174,179$21,772$195,951

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$67,821,724$890,596▲ $12,168,951$490,928$80,189,235
2022$63,820,596$1,085,191▲ $6,125,347$3,058,683$67,821,724
2021$72,952,977$4,402,610▼ $9,910,603$3,397,338$63,820,596
2020$57,190,149$5,536,477▲ $13,390,042$2,998,585$72,952,977
2019$52,217,457$207,922▲ $7,548,329$2,610,086$57,190,149
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Marshall DavisPresidentFT$223,791$39,949$263,740
Mark DollaseVP of Preservation ServicesFT$127,406$20,463$147,869
Madonna WagnerVP & CFOFT$129,488$9,230$138,718

Board Members and Trustees

NameTitle
Doris Anne SadlerBoard Chair
Randall ShepardHonorary Chair
Sara EdgertonPast Chair
Greg FehribachVice Chair
A'LELIA BUNDLESDirector
Beau ZoellerDirector
Bruce BuchananDirector
Candace ChapmanDirector
Charlitta WinstonDirector
Cheri DickDirector
David HaistDirector
David ResnickDirector
Ellen Swisher CrabbDirector
Emily HarrisonDirector
James RenneDirector
Jennifer Baskerville-burrowsDirector
Kert TolerDirector
Martin RaheDirector
Melissa GlazeDirector
Mike CorbettDirector
Morrie MaurerDirector
Olon DotsonDirector
Peter SacopulosDirector
Ray OntkoDirector
Rob SantaDirector
Ron BatemanDirector
Sallie RowlandDirector
Sarah Evans BarkerDirector
Sarah LechleiterDirector
Shelby MoravecDirector
Tracy HaddadDirector
Tyrell AndersonDirector
Thomas EngleAssistant Secretary
Hilary BarnesSecretary
Brett MckameyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Whisenhunt Construction INCRenovation & Repairs645 INDIANA AVENUE, Richmond, IN 47374$174,018
Wolfe House Movers Of Indiana LLCProperty Relocation Services117 W STATE ROAD 114, North Manchester, IN 46962$121,540
Tbg Earthworks & Maintenance LLCRenovation & Repairs5720 MILTON BEAR BRANCH ROAD, Dillsoboro, IN 47018$112,922
Capfinancial Partners LLCInvestment AdvisoryPO BOX 896952, Charlotte, NC 28289-6952$112,711
Revenue and Support

Revenue Composition

Contributions and Grants
$7,088,901
Program Service Revenue
$654,368
Investment Income
$5,350,730
Other Revenue
$329,625
All Other Contributions
$6,954,521
Change in Net Assets
$3,396,074

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$1,610,950Market value
Real Estate Other1$758,277Market value
Securities Publicly Traded1$109,020Market value
Total Noncash Contributions3$2,478,247-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,222,516
Revenue Not Reported on Financial Statements
$201,108
Revenue Not Reported on Form 990
$18,362,760
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$31,585,276
Total Revenue per Form 990
$13,423,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,252,681
Salaries, Compensation, and Employee Benefits$3,690,228
Grants and Similar Amounts Paid$1,084,641
Total Fundraising Expense$355,952
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,326,041$180,366$115,598$2,622,005
Fees for Services Other$2,178,415$25,727$6,055$2,210,197
Grants to Domestic Orgs$1,083,438--$1,083,438
Depreciation Depletion$664,505$38,780-$703,285
Travel$324,787$14,172$82,201$421,160
Current Officers, Directors, Trustees, and Key Employees$105,496$217,839$79,122$402,457
Other Employee Benefits$239,132$63,338$28,218$330,688
Insurance$172,669$38,754-$211,423
Occupancy$206,155$4,562-$210,717
Payroll Taxes$161,020$33,054$12,721$206,795
Fees for Service Investment Mgmnt Fees-$201,108-$201,108
Pension Plan Contributions$103,909$19,007$5,367$128,283
Fees for Services Legal$114,696--$114,696
Advertising$78,025$1,787$15,957$95,769
Office Expenses$46,664$37,879$9,963$94,506
Fees for Services Accounting-$82,440-$82,440
Fees for Services Lobbying$27,410--$27,410
Other Expenses$20,743$11,819$400$20,743
Information Technology$15,201$493$350$16,044
Conferences and Meetings$14,450$548-$14,998
All Other Expenses$0$10,350$0$10,350
Grants to Domestic Individuals$1,203--$1,203
Interest-$1,151-$1,151
Total Functional Expenses$8,663,378$1,008,220$355,952$10,027,550

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,091,242
Total Expenses per Form 990$10,027,550
Expenses per Audited Statements$9,826,442
Expenses Not Reported on Form 990$264,800
Expenses Not Reported on Financial Statements$201,108
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Adalbert Catholic ChurchSouth Bend, IN501(c)(3)Grant to Fund Capital Improvements$207,500
Marion First United Methodist ChurchMarion, IN501(c)(3)Grant to Fund New Boiler System$59,653
St Mary Byzantine Catholic ChurchWhiting, IN501(c)(3)Grant to Fund Feasibility Study, Stained Glass Repairs and Conditions Assessment$59,000
First Christian Church of MartinsvilleMartinsville, IN501(c)(3)Grant to Replace Roof$47,500
Central Christian ChurchLebanon, IN501(c)(3)Grant to Historic Church to Fund Restoration Projects$44,167
Thomas Temple CogicToledo, OH501(c)(3)Grant to Fund Capital Improvements$40,000
First United ChurchBloomington, IN501(c)(3)Grant to Fund Assessement and Roof Replacement$34,059
Hopewell Presbyterian ChurchFranklin, IN501(c)(3)Grant to Fund Capital Improvements$32,334
Plainfield Friends MeetingPlainfield, IN501(c)(3)Grant to Fund Capital Improvements$30,425
Park Place Church of GodAnderson, IN501(c)(3)Grant to Fund Capital Improvements$25,000
First Christian Church (disciples of Christ)Bloomington, IN501(c)(3)Grant to Historic Church to Fund Capital Improvements$24,300
First Christian Church LafayetteLafayette, IN501(c)(3)Grant to Historic Church for Building Assessment$21,486
Indiana Humanities CouncilIndianapolis, IN501(c)(3)Grant Provided to Partially Fund the Historic Preservatin Grant Program, a Statewide Grant Program Which Funds Education Initiatives Focusing on Historic Preservation.$15,000
Scott United Methodist ChurchIndianapolis, IN501(c)(3)Grant to Fund Capital Improvements$15,000
St Francis Xavier Catholic ChurchPoseyville, IN501(c)(3)Grant to Fund Capital Improvements$15,000
St Johns Missionary Baptist ChurchIndianapolis, IN501(c)(3)Grant to Fund Historical Reasearch and National Register Nomination Consultant$15,000
Rethink CoalitionIndianapolis, IN501(c)(3)Grant to Fund Black Heritage Historical Research, Public Education and Art Exhibit$13,000
Friedens United Church of ChristIndianapolis, IN501(c)(3)Grant to Fund Capital Improvements$12,500
Meridian Street United Methodist ChurchIndianapolis, IN501(c)(3)Grant to Fund Fellowship Hall Makeover$12,500
North United Methodist ChurchIndianapolis, IN501(c)(3)Grant to Historic Church for Building Assessment$12,500
Roberts Park United Methodist ChurchIndianapolis, IN501(c)(3)Grant to Fund Capital Improvements$12,500
St Pauls Episcopal ChurchNew Albany, IN501(c)(3)Planning Grant$12,500
St Stanisklaus Kostka ChurchMichigan City, IN501(c)(3)Grant to Fund Bell Tower Repairs$12,500
West Street ChristianTipton, IN501(c)(3)Grant to Fund Building Assessment and Programming$12,500
New Circle ChurchIndianapolis, IN501(c)(3)Grant to Historic Church for Condition Assessment$12,000
Broadway United Methodist ChurchIndianapolis, IN501(c)(3)Grant to Historic Church to Fund Capital Improvements$11,000
Zion United Church of Christ SanctuaryIndianapolis, IN501(c)(3)Planning Grant$10,872
Wayman Chapel Ame ChurchPrinceton, IN501(c)(3)Grant to Fund Building Assessment and Conditions Report$10,500
Abundant Life Ministries ChurchIndianapolis, IN501(c)(3)Grant to Historic Church to Fund Capital Improvements$10,000
Ball State UniversityMuncie, IN501(c)(3)Bhpp Scholarship$10,000
First Congregation United Church of ChristAngola, IN501(c)(3)Grant to Fund Capital Improvements$10,000
Indiana UniversityBloomington, IN501(a)(1)Bhpp Scholarship$10,000
University United Methodist ChurchIndianapolis, IN501(c)(3)Grant to Fund Capital Improvements$10,000
Spruce Street African Methodist Episcopal ChurchTerre Haute, IN501(c)(3)Grant to Fund Condition Assessment and National Register Nomination$9,800
Sacred Heart of Jesus Catholic ChurchIndianapolis, IN501(c)(3)Grant to Fund Building Repairs$9,600
St Marks United Church of ChristNew Albany, IN501(c)(3)Grant to Fund Condition Assessment$9,250
Mount Zion Baptist ChurchIndianapolis, IN501(c)(3)Grant to Historic Church for Building Assessment$9,188
First United Methodist Church of PlymouthPlymouth, IN501(c)(3)Grant to Fund Building Conditions Assessment$8,880
Saints Constantine & Elena Romanian Orthodox ChurchIndianapolis, IN501(c)(3)Planning Grant$8,500
Allen Chapel Ame ChurchTerre Haute, IN501(c)(3)Grant to Historic Church to Fund Hvac Repairs$7,890
Englewood Community Development CorporationIndianapolis, IN501(c)(3)Grant to Repair Chimney$7,500
First Presbyterian ChurchRichmond, IN501(c)(3)Grant to Fund Building Conditions Assessment$7,500
Propylaeum Historic Foundation IncIndianapolis, IN501(c)(3)Grant to Fund Capital Improvements$7,500
First Christian Church BedfordBedford, IN501(c)(3)Grant to Historic Church to Fund Architectural Study$6,667

International Summary

Offices
0
Employees
0
Spending
$4,266,523

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$4,266,523
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
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6 Classes of members or stockholders

“Indiana landmarks is a membership organization with approximately 6,200 members. The membership is open to the general public.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“The membership of the organization meets once a year to elect the board of directors”

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

“Changes to the articles of incorporation and bylaws must be approved by the membership.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“A draft of the form 990 is provided to each member of the audit committee for their individual review. The paid tax preparer then reviews the form 990 with the audit committee which includes a detailed discussion and answering of all questions posed by the audit committee members. After the audit committee approves the draft, copies of the form 990 are provided to all voting members of Board before being filed with the IRS.”

Form 990, Part VI, Line 12C Conflict of interest policy

“A conflict of interest questionnaire is distributed to officers, directors and key employees on an annual basis. The returned questionnaires are reviewed by the audit committee, and the results are reported to the board of directors. If it is determined that a conflict exists, the person subject to the conflict may be present during deliberations on the matter, they must abstain from voting. If appropriate, independent sources will be consulted to determine that any transaction is fair and reasonable to the organization.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“Compensation of the corporation's President/CEO is determined annually by a performance evaluation conducted by an executive compensation committee comprised of the corporation's chair, vice chair, secretary and treasurer. Annually the CFO produces for the executive compensation committee a survey of comparable executive compensation levels. The organization uses current salary surveys to evaluate compensation of the non-officer key employees. All salaries are reviewed on an annual basis. Compensation was last reviewed January 2024.”

Form 990, Part VI, Line 19 Required documents available to the public

“The organization's governing documents, conflict of interest policy and financial statements are available upon request. The financial statements are available on the organization's website.”

Filing and Contact Details

Filer

Filer Name
Historic Landmarks Foundation of Indiana Inc
EIN
35-1162873
Phone
3176394534
Address
1201 Central Avenue, Indianapolis, IN 46202-2656
Doing Business As
Indiana Landmarks

Signing Officer

Name
J Marshall Davis
Title
President
Signed
2025-07-11
Discuss with paid preparer
Yes

Organization Details

Formed
1960
Legal Domicile
In
Voting Board Members
39
Independent Board Members
38
Employees
58
Volunteers
162

Preparer

Firm
Forvis Mazars LLP
Address
820 Massachusetts Ave Suite 1370, Indianapolis, IN 46204
Preparer
Nicole Fishback
Phone
3173834000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D Description of other program services

“(Expenses $ including grants of $) INDIANA LANDMARKS PRODUCES SEVERAL PUBLICATIONS WHICH ARE GENERATED SIX TIMES A YEAR. THESE PUBLICATIONS AND OTHER TOOLS SUCH AS THE WEBSITE, ARE INTENDED TO PROVIDE INFORMATIVE AND EDUCATIONAL SERVICES TO MEMBERS OF INDIANA LANDMARKS AND TO THE GENERAL PUBLIC.”

Form 990, Part IX, Line 11G Other Fees

“Other - Total Expense: 2210197, Program Service Expense: 2178415, Management and General Expenses: 25727, Fundraising Expenses: 6055;”

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Change in beneficial interest in asset held by CICF - 16509;”

Financial Statement Notes

Schedule D, Part XI CONSOLIDATED FINANCIAL STATEMENTS

“Audited financial statements represent a consolidation of the parent corporation (historic landmarks foundation of indiana, inc.) and another corporation in which the parent corporation has a controlling interest. The financial impact of this other entity is eliminated in this reconcilation.”

Schedule D, Part II, Line 5 Conservation easements policy

“Easement properties are reviewed on an annual basis, and conditions are documented. Easement document provides guidelines for the review process, as well as the steps to be taken in the event of an easement violation.”

Schedule D, Part II, Line 9 Conservation easements financial reporting

“Conservation easements are accompanied by a contribution to fund designated easement monitoring and enforcement activities. Those contributions are reported as contribution revenue in the financial statements. The costs associated with easement monitoring and enforcement activities, which include staff time and travel, and legal fees if applicable, are expensed to the easement monitoring fund, a board designated fund.”

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The endowment is intended to fund the operations and programs of the organization in perpetuity. The funds are invested for long term growth, and funds are withdrawn in accordance with a spending rate approved by the board of directors. The current spending rate is 4.5% of the endowment's average market value over a rolling twenty quarters.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The foundation is exempt from federal income taxes under section 501 (c)(3) of the u.s. Internal revenue code. The foundation is not considered to be a private foundation. The foundation files tax returns in the u.s. Federal jurisdiction. Management of the foundation is not aware of any uncertain tax positions as of august 31, 2024.”

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

“Income from subsidiary operations - 8500055 inventory expense - 107468 change in beneficial interest - 16511”

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

“Expenses from subsidiary operations - 157332 inventory expense - 107468”

Raw XML AppendixShowing 400 of 1,433 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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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0541057
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01288833
IRS990/AccountsReceivableGrp/BOYAmt014660
IRS990/AccountsReceivableGrp/EOYAmt0840179
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0INDIANA LANDMARKS REVITALIZES COMMUNITIES, RECONNECTS US TO OUR HERITAGE, AND SAVES MEANINGFUL PLACES.
IRS990/AdvertisingGrp/FundraisingAmt015957
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01787
IRS990/AdvertisingGrp/ProgramServicesAmt078025
IRS990/AdvertisingGrp/TotalAmt095769
IRS990/AllOtherContributionsAmt06954521
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