Civic Intelligence

Liberty Fund Inc.

990PF • Fiscal year 2018 • EIN 35-1320021

May 01, 2017 to Apr 30, 2018 • Filed on Sep 15, 2018

Organization Profile

View Organization Page

11301 N Meridian StreetCarmel, IN 46032

(317) 842-0880

Siviq Scores

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

Liabilities / Assets

21st percentile

0.07x

Higher debt load relative to assets than 21% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

78th percentile

2.01x

Higher debt load relative to revenue than 78% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Net Margin

2nd percentile

-65%

Higher net margin than 2% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

32nd percentile

$431,581

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2018 filings • $250M-$1B nonprofits • Source year 2018

Asset Growth

20th percentile

-2.4%

Faster asset growth than 20% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-76%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$331,145,964

Down $8,113,156 (-2.4%) from 2017

Net Assets

Down

$307,717,261

Down $7,531,379 (-2.4%) from 2017

Liabilities

Down

$23,428,703

Down $581,777 (-2.4%) from 2017

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin2nd percentile

Revenue

Down

$11,648,180

Down $37,815,963 (-76%) from 2017

Expenses

Down

$19,179,559

Down $2,230,764 (-10%) from 2017

Net Income

Down

-$7,531,379

Down $35,585,199 (-127%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$400M$300M$200M$100M$0Assets 2010: $265,725,051Liabilities 2010: $17,192Net Assets 2010: $265,707,8592010Assets 2011: $269,118,110Liabilities 2011: $19,497Net Assets 2011: $269,098,6132011Assets 2012: $272,141,219Liabilities 2012: $11,389Net Assets 2012: $272,129,8302012Assets 2013: $270,505,361Liabilities 2013: $9,974Net Assets 2013: $270,495,3872013Assets 2014: $289,757,081Liabilities 2014: $5,729Net Assets 2014: $289,751,3522014Assets 2015: $296,174,331Liabilities 2015: $3,511,666Net Assets 2015: $292,662,6652015Assets 2016: $296,605,274Liabilities 2016: $9,410,454Net Assets 2016: $287,194,8202016Assets 2017: $339,259,120Liabilities 2017: $24,010,480Net Assets 2017: $315,248,6402017Assets 2018: $331,145,964Liabilities 2018: $23,428,703Net Assets 2018: $307,717,2612018Assets 2019: $330,476,473Liabilities 2019: $22,885,578Net Assets 2019: $307,590,8952019Assets 2020: $329,455,915Liabilities 2020: $23,206,693Net Assets 2020: $306,249,2222020Assets 2021: $341,044,366Liabilities 2021: $21,785,219Net Assets 2021: $319,259,1472021Assets 2022: $362,873,085Liabilities 2022: $21,146,366Net Assets 2022: $341,726,7192022Assets 2023: $356,589,428Liabilities 2023: $20,539,510Net Assets 2023: $336,049,9182023Assets 2024: $358,645,767Liabilities 2024: $19,910,849Net Assets 2024: $338,734,9182024Assets 2025: $396,557,289Liabilities 2025: $19,267,041Net Assets 2025: $377,290,2482025

Highlighted filing

2018

Assets$331,145,964
Liabilities$23,428,703
Net Assets$307,717,261
Open 2018 Filing

Operations Trend

Revenue Growth1st percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $24,218,8182010Expenses 2011: $22,019,9102011Expenses 2012: $22,052,5262012Expenses 2013: $22,236,7642013Revenue 2014: $41,460,077Expenses 2014: $22,204,112Net Income 2014: $19,255,9652014Revenue 2015: $24,718,202Expenses 2015: $21,806,889Net Income 2015: $2,911,3132015Revenue 2016: $17,849,754Expenses 2016: $23,317,599Net Income 2016: -$5,467,8452016Revenue 2017: $49,464,143Expenses 2017: $21,410,323Net Income 2017: $28,053,8202017Revenue 2018: $11,648,180Expenses 2018: $19,179,559Net Income 2018: -$7,531,3792018Revenue 2019: $19,550,104Expenses 2019: $19,676,470Net Income 2019: -$126,3662019Revenue 2020: $15,656,558Expenses 2020: $16,998,231Net Income 2020: -$1,341,6732020Revenue 2021: $28,050,617Expenses 2021: $15,040,692Net Income 2021: $13,009,9252021Revenue 2022: $40,425,131Expenses 2022: $17,957,559Net Income 2022: $22,467,5722022Revenue 2023: $12,931,336Expenses 2023: $18,608,137Net Income 2023: -$5,676,8012023Revenue 2024: $22,422,647Expenses 2024: $19,737,647Net Income 2024: $2,685,0002024Revenue 2025: $56,857,773Expenses 2025: $18,302,443Net Income 2025: $38,555,3302025

Highlighted filing

2018

Revenue$11,648,180
Expenses$19,179,559
Net Income-$7,531,379
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Sep 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILIO J PACHECODirector, President, & CEOFT$373,500$58,081$431,581
DOUGLAS J DEN UYLVP Of Educational ProgramsFT$295,704$63,042$358,746
SANDRA J SCHALLERVP & Controller, Sec-TreasurerFT$226,010$61,074$287,084
PATRICIA A GALLAGHERVP Of Publishing(Retired 1/18)FT$130,849$25,751$156,600
STEPHANIE L KAUFMANAsst Secretary/Asst To Pres.FT$63,895$8,624$72,519
BEN A RASTDirector & Co-ChairmanPT$56,337$471$56,808
DANE STARBUCKDirector & Co-ChairmanPT$56,337$471$56,808
NATHAN FELTMANDirector, Chairman (El. 3/18)PT$44,167$9,876$54,043
JOANNE W SHEPLERAsst Sec/Hr Mgr (Retired 8/17)FT$42,630$8,743$51,373
TERRY W ANKERDirectorPT$43,500$611$44,111
MARY A O'GRADYDirectorPT$42,000$471$42,471
RICHARD W DUESENBERGDirector EmeritusPT$41,000$425$41,425
LUIS H BALLDirectorPT$40,500$471$40,971
JOSEPH F JOHNSTONDirector (Retired 3/18)PT$38,000$425$38,425
T ALAN RUSSELLDirector EmeritusPT$36,000-$36,000
ROSEDA D DECKERDirector Emeritus (End 8/17)PT$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Liberty Fund Inc
EIN
35-1320021
In Care Of
% SANDRA J SCHALLER
Phone
3178420880
Address
11301 N Meridian Street, Carmel, IN 46032

Signing Officer

Name
Sandra J Schaller
Title
VP & Controller
Phone
3178420880
Signed
2018-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Raw XML AppendixShowing 400 of 676 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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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt04505
AccountingFeesSchedule/AccountingFeesDetail/Amt045050
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT & TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt040545
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03154
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0DEPRECIATION DISCLOSURE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1OFFICER'S COMPENSATION
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DEPRECIATION DISCLOSURE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1OFFICER'S COMPENSATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2SUMMARY OF DIRECT CHARITABLE ACTIVITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART I, LINE 19 AND PART II, LINE 14: LIBERTY FUND, INC. E.I. #35-1320021 A STATEMENT ATTACHED TO AND MADE PART OF U.S. PRIVATE FOUNDATION INCOME TAX RETURN FOR THE YEAR ENDED APRIL 30, 2018 PART I, LINE 19 - DEPRECIATION PART II, LINE 14 - LAND, BUILDINGS, AND EQUIPMENT LAND: 3,844,298 LAND IMPROVEMENTS: 2,088,277 OFFICE FURNITURE: 2,872,722 EQUIPMENT AND OTHER: 109,326 BUILDING: 17,351,538 LESS: ACCUMULATED DEPRECIATION: (1,559,337) ----------- NET FIXED ASSETS: 24,706,824 DEPRECIATION EXPENSE: 1,006,361 DEPRECIATION CALCULATED USING THE STRAIGHT-LINE METHOD.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1PART VIII: COMPENSATION OF STEPHANIE KAUFMAN REFLECTS EARNINGS AS AN OFFICER. EARNINGS PRIOR TO BECOMING ASSISTANT SECRETARY ARE INCLUDED IN PART I, LINE 14.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2PART IX-A: LIBERTY FUND COLLOQUIA AND SYMPOSIUMS 89 COLLOQUIM AND SYMPOSIUMS WERE DEVELOPED AND CONDUCTED IN THE UNITED STATES, CANADA, LATIN AMERICA, AND EUROPE. COLLOQUIUM AND SYMPOSIUMS ARE TO FOSTER THOUGHT AND ENCOURAGE DISCOURSE ON ENDURING ISSUES PERTAINING TO LIBERTY. CO-SPONSORED PROGRAMS LIBERTY FUND ADMINISTERED CO-SPONSORED PROGRAMS WITH FOURTEEN OTHER NON-PROFIT ORGANIZATIONS WITH SIMILAR EDUCATIONAL AND PUBLIC PURPOSES. LIBERTY FUND AND THE CO-SPONSORS HAVE JOINT OR SHARED RESPONSIBILITIES OVER PLANNING, DEVELOPING, COORDINATING, CONDUCTING, AND EVALUATING THE CONFERENCE PROGRAMS HELD. AS WITH THE LIBERTY FUND COLLOQUIA AND SYMPOSIUMS, THE CO-SPONSORED PROGRAMS ARE TO FOSTER THOUGHT AND ENCOURAGE DISCOURSE ON ENDURING ISSUES PERTAINING TO LIBERTY. LIBERTY FUND PUBLISHING LIBERTY FUND PUBLISHED SIX NEW TITLES AND CONDUCTED EDITORIAL WORK ON OTHER UPCOMING PUBLICATIONS. TWENTY-FIVE REPRINTS OF OUR PREVIOUSLY PUBLISHED WORKS WERE PRODUCED. TITLES SELECTED FOR PUBLISHING ARE THOSE THAT WILL PRESERVE THE WISDOM AND LEARNING OF THE AGES, AND STRENGTHEN, IN PARTICULAR, THE UNDERSTANDING AND APPRECIATION OF INDIVIDUAL LIBERTY AND RESPONSIBILITY. TITLES INCLUDE CLASSICS IN THE FIELDS OF HISTORY, POLITICS, PHILOSOPHY, LAW, EDUCATION, AND ECONOMICS. LIBERTY FUND WEBSITES THE LIBRARY OF THE CLASSICS OF LIBERTY - HTTP://OLL.LIBERTYFUND.ORG - IS A WEBSITE DEDICATED TO MAKING THE CLASSIC TEXTS WHICH CONTRIBUTED TO OUR MODERN UNDERSTANDING OF THE NATURE OF LIMITED GOVERNMENT, INDIVIDUAL LIBERTY, AND THE FREE MARKET MORE ACCESSIBLE TO SCHOLARS, STUDENTS AND OTHER INTERESTED INDIVIDUALS. THE LIBRARY OF ECONOMICS AND LIBERTY - WWW.ECONLIB.ORG - IS A WEBSITE DEDICATED TO ADVANCING THE STUDY OF ECONOMICS, MARKETS, AND LIBERTY. THE LIBRARY OF LAW AND LIBERTY - WWW.LIBERTYLAWSITE.ORG - IS A WEBSITE DEDICATED TO THE CONTENT, STATUS, AND DEVELOPMENT OF LAW IN THE CONTEXT OF REPUBLICAN AND LIMITED GOVERNMENT AND THE WAYS THAT LIBERTY AND LAW AND LAW AND LIBERTY MUTUALLY REINFORCE THE OTHER. During this fiscal year, Liberty Fund began work on a new website focusing on the works of Adam Smith. This website is made possible through the support of a grant from the John Templeton Foundation. The opinions expressed on this website are those of the author(s) and do not necessarily reflect the views of the John Templeton Foundation. As of this fiscal year end date, the website is still under construction.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS - DOMESTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2PRIVATE EQUITY
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt037929
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0307717261
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0315044529
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0307336811
IRS990PF/MethodOfAccountingOtherInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4CHRISTINE D HENDERSON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3SENIOR FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4SENIOR FELLOW
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt211301 N MERIDIAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt311301 N MERIDIAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt411301 N MERIDIAN STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd046032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd146032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd246032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd346032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd446032
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2FAEGRE BAKER DANIELS LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3BKD LLP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2126273
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3123865
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt471460
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3AUDIT/TAX PREP/IT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4OUTSIDE CONSULTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt02427 BOND ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt17530 MOUNTAIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2300 N MERIDIAN ST STE 2700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3910 E ST LOUIS ST STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt435 COMMONWEALTH ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0UNIVERSITY PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1MELROSE PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3SPRINGFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4ROCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd060466
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd119027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd246204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd365806
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd414618
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt03
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt640.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt85.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt940.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt105.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1240.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt145.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1540.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt140500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt212000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3295704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt441000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt544167
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6130849
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt738000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt842000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt9373500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1056337
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1136000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12226010
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1342630
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1456337
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1563895
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt0471
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt4425
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt5471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt625751
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt7425
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt8471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt958081
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt1261074
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt138743
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt0140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt150
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LUIS H BALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROSEDA D DECKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DOUGLAS J DEN UYL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RICHARD W DUESENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5NATHAN FELTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6PATRICIA A GALLAGHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JOSEPH F JOHNSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MARY A O'GRADY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9EMILIO J PACHECO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10BEN A RAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11T ALAN RUSSELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm12SANDRA J SCHALLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm13JOANNE W SHEPLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm14DANE STARBUCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm15STEPHANIE L KAUFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR EMERITUS (END 8/17)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VP OF EDUCATIONAL PROGRAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR EMERITUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR, CHAIRMAN (EL. 3/18)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6VP OF PUBLISHING(RETIRED 1/18)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR (RETIRED 3/18)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR, PRESIDENT, & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10DIR. & CO-CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt11DIRECTOR EMERITUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt12VP & CONTROLLER, SEC-TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt13ASST SEC/HR MGR (RETIRED 8/17)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt14DIR. & CO-CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt15ASST SECRETARY/ASST TO PRES.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt111301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt211301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt411301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt511301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt611301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt711301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt811301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt911301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1011301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1111301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1211301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1311301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1411301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1511301 N Meridian Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm11Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm12Carmel
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm13Carmel

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$331,145,964
Liabilities
$23,428,703
Net assets
$307,717,261
Revenue
$11,648,180
Expenses
$19,179,559
Net income
-$7,531,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$397$19.3$377$56.9$18.3$38.6
2024Detailed filing. Detailed filing data is available for this year.$359$19.9$339$22.4$19.7$2.69
2023Detailed filing. Detailed filing data is available for this year.$357$20.5$336$12.9$18.6$5.68
2022Detailed filing. Detailed filing data is available for this year.$363$21.1$342$40.4$18.0$22.5
2021Detailed filing. Detailed filing data is available for this year.$341$21.8$319$28.1$15.0$13.0
2020Detailed filing. Detailed filing data is available for this year.$329$23.2$306$15.7$17.0$1.34
2019Detailed filing. Detailed filing data is available for this year.$330$22.9$308$19.6$19.7$0.13
2018Detailed filing. Detailed filing data is available for this year.$331$23.4$308$11.6$19.2$7.53
2017Detailed filing. Detailed filing data is available for this year.$339$24.0$315$49.5$21.4$28.1
2016Detailed filing. Detailed filing data is available for this year.$297$9.41$287$17.8$23.3$5.47
2015Detailed filing. Detailed filing data is available for this year.$296$3.51$293$24.7$21.8$2.91
2014Detailed filing. Detailed filing data is available for this year.$290$0.01$290$41.5$22.2$19.3
2013Detailed filing. Detailed filing data is available for this year.$271$0.01$270$22.2
2012Detailed filing. Detailed filing data is available for this year.$272$0.01$272$22.1
2011Detailed filing. Detailed filing data is available for this year.$269$0.02$269$22.0
2010Detailed filing. Detailed filing data is available for this year.$266$0.02$266$24.2