Civic Intelligence

Liberty Fund Inc.

990PF • Fiscal year 2022 • EIN 35-1320021

May 01, 2021 to Apr 30, 2022 • Filed on Sep 15, 2022

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

27th percentile

0.06x

Higher debt load relative to assets than 27% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.52x

Higher debt load relative to revenue than 50% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

42nd percentile

$477,613

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2022 filings • $250M-$1B nonprofits • Source year 2022

Asset Growth

75th percentile

6.4%

Faster asset growth than 75% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

44%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$362,873,085

Up $21,828,719 (+6.4%) from 2021

Net Assets

Up

$341,726,719

Up $22,467,572 (+7.0%) from 2021

Liabilities

Down

$21,146,366

Down $638,853 (-2.9%) from 2021

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin92nd percentile

Revenue

Up

$40,425,131

Up $12,374,514 (+44%) from 2021

Expenses

Up

$17,957,559

Up $2,916,867 (+19%) from 2021

Net Income

Up

$22,467,572

Up $9,457,647 (+73%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2022

Assets$362,873,085
Liabilities$21,146,366
Net Assets$341,726,719
Open 2022 Filing

Operations Trend

Revenue Growth91st 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

2022

Revenue$40,425,131
Expenses$17,957,559
Net Income$22,467,572
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Sep 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN R SHELBYPresident & CEOFT$406,400$71,213$477,613
EMILIO J PACHECODirector/SVP & Pfg Res ScholarFT$284,600$56,957$341,557
SANDRA J SCHALLERVP & Controller, Sec-TreasurerFT$229,317$59,465$288,782
STEPHANIE L KAUFMANAsst Sec, Exec Asst,Office MgrFT$102,163$14,323$116,486
NATHAN FELTMANDirector, ChairmanPT$86,917$366$87,283
DANE STARBUCKDirector-$77,600$3,347$80,947
BEN A RASTDirector-$50,000$1,888$51,888
TERRY W ANKERDirector-$50,000$366$50,366
LUIS H BALLDirector-$50,000$366$50,366
MARY A O'GRADYDirector-$50,000$366$50,366
T ALAN RUSSELLDirector Emeritus(Thru 9/2021)-$17,000-$17,000
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
2022-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Raw XML AppendixShowing 400 of 629 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt04650
AccountingFeesSchedule/AccountingFeesDetail/Amt046500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT & TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt041850
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03255
CompensationExplanation/CompensationExplanationGrp/PersonNm0DANE STARBUCK
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0$27,600 OF COMPENSATION ABOVE IS FOR WORK ON A BOOK TO DOCUMENT THE HISTORY OF LIBERTY FUND AND IS SEPARATE FROM HIS COMPENSATION AS A DIRECTOR.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0DEPRECIATION DISCLOSURE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART VIII-A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DEPRECIATION DISCLOSURE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1PART VIII-A
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, 2022 PART I, LINE 19 - DEPRECIATION PART II, LINE 14 - LAND, BUILDINGS, AND EQUIPMENT LAND: 3,844,298 LAND IMPROVEMENTS: 2,122,155 OFFICE FURNITURE: 2,943,862 EQUIPMENT AND OTHER: 157,808 BUILDING: 17,651,676 LESS: ACCUMULATED DEPRECIATION: (5,624,374) ----------- NET FIXED ASSETS: 21,095,426 DEPRECIATION EXPENSE: 1,022,882 DEPRECIATION CALCULATED USING THE STRAIGHT-LINE METHOD.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1LIBERTY FUND COLLOQUIA AND SYMPOSIUMS COLLOQUIM AND SYMPOSIUMS WERE DEVELOPED AND CONDUCTED IN THE UNITED STATES, LATIN AMERICA, AND EUROPE. COLLOQUIUM AND SYMPOSIUMS ARE TO FOSTER THOUGHT AND ENCOURAGE DISCOURSE ON ENDURING ISSUES PERTAINING TO LIBERTY. 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.LAWLIBERTY.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 MUTUALLY REINFORCE THE OTHER. WWW.ADAMSMITHWORKS.ORG IS A WEBSITE FOCUSING ON THE WORKS OF ADAM SMITH. LIBERTY FUND PUBLISHING LIBERTY FUND PUBLISHED ONE NEW TITLE AND CONDUCTED EDITORIAL WORK ON OTHER UPCOMING PUBLICATIONS. TWENTY-TWO REPRINTS OF OUR PREVIOUSLY PUBLISHED WORKS WERE REPRODUCED. 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. CO-SPONSORED PROGRAMS LIBERTY FUND ADMINISTERED CO-SPONSORED PROGRAMS WITH TWELVE 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.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt087922921
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1170099385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MUTUAL FUNDS - DOMESTIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0125000
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IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt021095426
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt021095426
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt021720000
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt021125000
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0249557
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0123231
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt065219
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt021366
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IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0178
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0460128
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0460196
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0417518324
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021785219
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt021146366
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0341044366
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0362873085
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0319259147
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0341726719
IRS990PF/MethodOfAccountingOtherInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0679773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0442419870
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06654004
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0500600
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021847312
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1192000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2154379
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3153200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4150122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt054648
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt153348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt255425
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt354195
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt449159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1JAMES F COTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2CAROL L HOMMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3HANS L EICHOLZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4JENNIFER K THOMPSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0VP EMERITUS & ROGGE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2DIR OF CONFERENCES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3SENIOR FELLOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4DIRECTOR OF CIVIL SQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt011301 N MERIDIAN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt111301 N MERIDIAN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt211301 N MERIDIAN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt311301 N MERIDIAN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt41130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0CARMEL
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ICE MILLER LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1CHARTIS INTERACTIVE LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2SONDHI SOLUTIONS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3WALTER LEE DAVIS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4SUSAN THOMLINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0131298
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1363000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2191204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3136980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt463782
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0ONE AMERICAN SQUARE SUITE 2900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1322 9TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt247 S PENNSYLVANIA ST SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt37530 MOUNTAIN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt45827 SUSAN DRIVE EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1JERSEY CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3MELROSE PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd046282
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd107302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd246204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd319027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd446250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt540.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt73.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt840.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt940.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt103.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt150000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt286917
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3102163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt450000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5284600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt650000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt717000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt8229317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt9406400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1077600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt0366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt1366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt2366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt314323
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt4366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt556957
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt6366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt859465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt971213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt61522
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt102981
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TERRY W ANKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LUIS H BALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NATHAN FELTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STEPHANIE L KAUFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARY A O'GRADY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5EMILIO J PACHECO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6BEN A RAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7T ALAN RUSSELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8SANDRA J SCHALLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9SEAN R SHELBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10DANE STARBUCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASST SEC, EXEC ASST,Office MGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR/SVP & PFG RES SCHOLAR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR EMERITUS(THRU 9/2021)
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8VP & CONTROLLER, SEC-TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9PRESIDENT & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10DIRECTOR
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/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
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Filings

Displayed year

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

Open filing
Assets
$362,873,085
Liabilities
$21,146,366
Net assets
$341,726,719
Revenue
$40,425,131
Expenses
$17,957,559
Net income
$22,467,572
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