Civic Intelligence

Fund for Hoosier Excellence Inc

EIN 35-1579672 • 501(c)3 • Indianapolis, IN

Profile

To promote academic excellence by the fostering of educational opportunities for the African-American, Hispanic-American and native American youth of Indiana through the awarding of student grants and scholarships.

6515 Bergeson WayIndianapolis, IN 46278

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.13x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

96th percentile

4.18x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-206%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,975,155

Up $278,359 (+16%) from 2023

Liabilities

Down

$41,270

Down $114,465 (-73%) from 2023

Net Assets

Up

$1,933,885

Up $392,824 (+25%) from 2023

Operations
Liabilities / Revenue96th percentileNet Margin2nd percentile

Revenue

Down

$52,633

Down $21,528 (-29%) from 2023

Expenses

Up

$105,574

Up $66,222 (+168%) from 2023

Net Income

Down

-$52,941

Down $87,750 (-252%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,408,030Liabilities 2011: $173,000Net Assets 2011: $1,235,0302011Assets 2012: $1,570,557Liabilities 2012: $175,500Net Assets 2012: $1,395,0572012Assets 2013: $1,613,069Liabilities 2013: $173,500Net Assets 2013: $1,439,5692013Assets 2014: $1,654,438Liabilities 2014: $158,833Net Assets 2014: $1,495,6052014Assets 2015: $1,582,876Liabilities 2015: $158,833Net Assets 2015: $1,424,0432015Assets 2016: $1,643,473Liabilities 2016: $168,171Net Assets 2016: $1,475,3022016Assets 2017: $1,705,366Liabilities 2017: $158,818Net Assets 2017: $1,546,5482017Assets 2018: $1,816,931Liabilities 2018: $198,135Net Assets 2018: $1,618,7962018Assets 2019: $1,813,621Liabilities 2019: $203,110Net Assets 2019: $1,610,5112019Assets 2020: $1,874,958Liabilities 2020: $208,985Net Assets 2020: $1,665,9732020Assets 2021: $2,026,486Liabilities 2021: $149,485Net Assets 2021: $1,877,0012021Assets 2022: $1,639,563Liabilities 2022: $220,085Net Assets 2022: $1,419,4782022Assets 2023: $1,696,796Liabilities 2023: $155,735Net Assets 2023: $1,541,0612023Assets 2024: $1,975,155Liabilities 2024: $41,270Net Assets 2024: $1,933,8852024

Highlighted filing

2024

Assets$1,975,155
Liabilities$41,270
Net Assets$1,933,885
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $94,5252011Expenses 2012: $92,0212012Expenses 2013: $91,8032013Revenue 2014: $85,752Expenses 2014: $90,501Net Income 2014: -$4,7492014Revenue 2015: $94,908Expenses 2015: $90,664Net Income 2015: $4,2442015Revenue 2016: $76,499Expenses 2016: $91,809Net Income 2016: -$15,3102016Revenue 2017: $116,035Expenses 2017: $91,888Net Income 2017: $24,1472017Revenue 2018: $103,246Expenses 2018: $91,746Net Income 2018: $11,5002018Revenue 2019: $122,375Expenses 2019: $87,371Net Income 2019: $35,0042019Revenue 2020: $119,552Expenses 2020: $103,048Net Income 2020: $16,5042020Revenue 2021: $117,125Expenses 2021: $27,865Net Income 2021: $89,2602021Revenue 2022: $52,699Expenses 2022: $161,383Net Income 2022: -$108,6842022Revenue 2023: $74,161Expenses 2023: $39,352Net Income 2023: $34,8092023Revenue 2024: $52,633Expenses 2024: $105,574Net Income 2024: -$52,9412024

Highlighted filing

2024

Revenue$52,633
Expenses$105,574
Net Income-$52,941
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,975,155
Liabilities
$41,270
Net assets
$1,933,885
Revenue
$52,633
Expenses
$105,574
Net income
-$52,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.04$1.93$0.05$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.70$0.16$1.54$0.07$0.04$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.22$1.42$0.05$0.16$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.03$0.15$1.88$0.12$0.03$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.21$1.67$0.12$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.81$0.20$1.61$0.12$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.20$1.62$0.10$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.16$1.55$0.12$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.64$0.17$1.48$0.08$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.16$1.42$0.09$0.09$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.16$1.50$0.09$0.09$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.17$1.44$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.18$1.40$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.17$1.24$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 11, 2025
Return Version
2023v6.0
Gross Receipts
$56,865
Mission and Program Overview

Mission

To promote academic excellence by the fostering of educational opportunities for the african-american, hispanic-american and native american youth of indiana through the awarding of student grants and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,650,614$1,934,677▲ $284,063
Savings and Temporary Cash Investments$48,606$40,407▼ $8,199
Cash and Non-Interest-Bearing Accounts$71$71→ $0
Total Assets$1,699,291$1,975,155▲ $275,864
Liabilities
Accounts Payable and Accrued Expenses-$41,270-
Grants Payable$2,495--
Total Liabilities$2,495$41,270▲ $38,775
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,696,796$1,933,885▲ $237,089
Total Net Assets Fund Balance$1,696,796$1,933,885▲ $237,089
Total Liabilities and Net Assets / Fund Balance$1,699,291$1,975,155▲ $275,864
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Richard LeverettPresident
Thomas Black JrVice President
DeAnne HarrisDirector
Diana Thompson CaldwellDirector
John VerduzcoDirector
Joseph Matthews IVDirector
Roy Griffin IIIDirector
Thomas ReivesDirector
Gregory Pemberton JDSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$52,633
Other Revenue
$0
Change in Net Assets
$-52,941
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,250
Other Expenses$36,324
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$69,250--$69,250
Fees for Service Investment Mgmnt Fees-$22,101-$22,101
Other Expenses-$13,509-$13,509
Office Expenses-$714-$714
Total Functional Expenses$69,250$36,324$0$105,574
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Fund for Hoosier Excellence, Inc.'s Form 990 and all related schedules, statements and attachments are reviewed and approved by two directors on the board of directors.”

Form 990, Part VI, Section C, line 19

“Fund for Hoosier Excellence, Inc. makes its governing documents and financial statments, as applicable, available to the public by written request sent to the address. Fund for Hoosier Excellence, Inc. is also available on the internet.”

Filing and Contact Details

Filer

Filer Name
Fund for Hoosier Excellence Inc
EIN
35-1579672
Phone
3176334105
Address
6515 Bergeson Way, Indianapolis, IN 46278

Signing Officer

Name
Gregory Pemberton JD
Title
Secretary/Treasurer
Phone
3176334105
Signed
2025-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Pemberton JD
Formed
1983
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Barnes Dennig & Co LTD
Address
8470 Allison Pointe Blvd Suite 200, Indianapolis, IN 46250
Preparer
Paula Hume
Phone
3175721130
Raw XML Appendix335 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Taxpayer received its exemption in 1983 and has had continual public support for its charitable purposes.The taxpayer currently meets the 10% public support requirement. For the fiscal year ended September 30, 2021, taxpayer's public support was 34.82%, for September 30, 2022, 29.84%, for September 30, 2023, 15.60% and for September 30, 2024, 16.16%. The FHE Leadership has been actively engaging in expanding its marketing reach to not only past scholars but also universities, local non-profits and the general public.The FHE program revenue is geared toward the administration of its Lugar Scholarship Program which awards 2, $20,000 scholarships and eight (8) $4,000 awards every year for a minority high school senior from a school in Indiana to go to a college or university in the state of Indiana. The purpose is to attract and retain Indiana students, preventing brain drain caused by students who would otherwise go to college out of state.The taxpayer pays scholarships to students. For the fiscal year ended September 30, 2020, $72,000 were paid in scholarships, for the fiscal year ended September 30, 2021, $0 were paid in scholarships, for the fiscal year ended September 30, 2022, $130,500 were paid in scholarships, and for the fiscal year ended September 30, 2023, $0 were paid in scholarships, for the fiscal year end September 30, 2024, $69,250 were paid in scholarships.FHE will continue to market, apply for grants and raise money from sources outside of the normal contributions including leveraging social media and using resources like Google which offer free nonprofit advertising.
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IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16160
IRS990ScheduleA/PublicSupportPY170Pct00.15600
IRS990ScheduleA/PublicSupportTotal170Amt029458
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt028785
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029458
IRS990ScheduleA/TotalSupportAmt0182241
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt069250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt040
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fund for Hoosier Excellence, Inc.'s Form 990 and all related schedules, statements and attachments are reviewed and approved by two directors on the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Fund for Hoosier Excellence, Inc. makes its governing documents and financial statments, as applicable, available to the public by written request sent to the address. Fund for Hoosier Excellence, Inc. is also available on the internet.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01699291
IRS990/TotalAssetsEOYAmt01975155
IRS990/TotalAssetsGrp/BOYAmt01699291
IRS990/TotalAssetsGrp/EOYAmt01975155
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036324
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069250
IRS990/TotalFunctionalExpensesGrp/TotalAmt0105574
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02495
IRS990/TotalLiabilitiesEOYAmt041270
IRS990/TotalLiabilitiesGrp/BOYAmt02495
IRS990/TotalLiabilitiesGrp/EOYAmt041270
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01696796
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01933885
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt069250
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt052633
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052633
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01699291
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01975155
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06515 Bergeson Way
IRS990/USAddress/CityNm0Indianapolis
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046278
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gregory Pemberton JD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03176334105
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Fund for Hoosier Excellence Inc
ReturnHeader/Filer/BusinessNameControlTxt0FUND
ReturnHeader/Filer/EIN0351579672
ReturnHeader/Filer/PhoneNum03176334105
ReturnHeader/Filer/USAddress/AddressLine1Txt06515 Bergeson Way
ReturnHeader/Filer/USAddress/CityNm0Indianapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046278
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311119890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barnes Dennig & Co LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08470 Allison Pointe Blvd Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046250
ReturnHeader/PreparerPersonGrp/PhoneNum03175721130
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paula Hume
ReturnHeader/ReturnTs02025-02-13T09:57:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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