Civic Intelligence

Perry Township Education Foundation Inc.

990 • Fiscal year 2017 • EIN 35-1923843

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileWWW.PTEF.ORG
6548 Orinoco AvenueIndianapolis, IN 46227

(317) 789-2395

Siviq Scores

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

Liabilities / Assets

74th percentile

0.36x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

5.27x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$26,765

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

10th percentile

-11%

Faster asset growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-85%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$2,466,509

Down $313,151 (-11%) from 2016

Net Assets

Up

$1,574,603

Up $118,497 (+8.1%) from 2016

Liabilities

Down

$891,906

Down $431,648 (-33%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin48th percentile

Revenue

Down

$169,090

Down $970,411 (-85%) from 2016

Expenses

Down

$164,805

Down $942,612 (-85%) from 2016

Net Income

Down

$4,285

Down $27,799 (-87%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,436,650Liabilities 2010: $3,090Net Assets 2010: $1,433,5602010Assets 2011: $1,333,357Liabilities 2011: $2,534Net Assets 2011: $1,330,8232011Assets 2012: $2,253,190Liabilities 2012: $864,756Net Assets 2012: $1,388,4342012Assets 2013: $2,227,538Liabilities 2013: $772,685Net Assets 2013: $1,454,8532013Assets 2014: $2,243,121Liabilities 2014: $760,566Net Assets 2014: $1,482,5552014Assets 2015: $1,997,033Liabilities 2015: $605,782Net Assets 2015: $1,391,2512015Assets 2016: $2,779,660Liabilities 2016: $1,323,554Net Assets 2016: $1,456,1062016Assets 2017: $2,466,509Liabilities 2017: $891,906Net Assets 2017: $1,574,6032017Assets 2018: $1,985,850Liabilities 2018: $561,556Net Assets 2018: $1,424,2942018Assets 2019: $2,090,270Liabilities 2019: $550,005Net Assets 2019: $1,540,2652019Assets 2020: $1,782,220Liabilities 2020: $131,746Net Assets 2020: $1,650,4742020Assets 2021: $2,057,827Liabilities 2021: $6,032Net Assets 2021: $2,051,7952021Assets 2022: $1,820,301Liabilities 2022: $4,017Net Assets 2022: $1,816,2842022Assets 2023: $1,900,187Liabilities 2023: $11,109Net Assets 2023: $1,889,0782023Assets 2024: $2,016,831Liabilities 2024: $0Net Assets 2024: $2,016,8312024

Highlighted filing

2017

Assets$2,466,509
Liabilities$891,906
Net Assets$1,574,603
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $176,0142010Expenses 2011: $182,2842011Expenses 2012: $1,058,0092012Revenue 2013: $262,752Expenses 2013: $289,243Net Income 2013: -$26,4912013Revenue 2014: $250,357Expenses 2014: $218,719Net Income 2014: $31,6382014Revenue 2015: $197,371Expenses 2015: $220,549Net Income 2015: -$23,1782015Revenue 2016: $1,139,501Expenses 2016: $1,107,417Net Income 2016: $32,0842016Revenue 2017: $169,090Expenses 2017: $164,805Net Income 2017: $4,2852017Revenue 2018: $105,766Expenses 2018: $187,934Net Income 2018: -$82,1682018Revenue 2019: $174,876Expenses 2019: $166,738Net Income 2019: $8,1382019Revenue 2020: $171,748Expenses 2020: $113,987Net Income 2020: $57,7612020Revenue 2021: $254,444Expenses 2021: $139,849Net Income 2021: $114,5952021Revenue 2022: $150,802Expenses 2022: $111,895Net Income 2022: $38,9072022Revenue 2023: $146,004Expenses 2023: $198,058Net Income 2023: -$52,0542023Revenue 2024: $247,007Expenses 2024: $188,758Net Income 2024: $58,2492024

Highlighted filing

2017

Revenue$169,090
Expenses$164,805
Net Income$4,285
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$193,950
Mission and Program Overview

Mission

The corporation is organized exclusively to promote and support education; to receive and administer funds for such additional and charitable purposes as related to and in support of the curricular and extracurricular activities, programs and facilities (cont'd on sch o) of the public schools operated by the board of education of the metropolitan school district of perry township.

To promote and support education; to receive and administer funds for such purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,259,559$1,378,283▲ $118,724
Pledges and Grants Receivable$513,166$525,120▲ $11,954
Cash and Non-Interest-Bearing Accounts$94,919$107,513▲ $12,594
Savings and Temporary Cash Investments$59,864$87,347▲ $27,483
Land, Buildings, and Equipment, Net$9,652$6,246▼ $3,406
Total Assets$2,779,660$2,466,509▼ $313,151
Other Assets Total$842,500$362,000▼ $480,500
Liabilities
Other Liabilities$895,375$528,900▼ $366,475
Accounts Payable and Accrued Expenses$424,784$360,656▼ $64,128
Deferred Revenue$3,395$2,350▼ $1,045
Total Liabilities$1,323,554$891,906▼ $431,648
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,009,364$1,009,364→ $0
Temporarily Rstr Net Assets$244,997$356,395▲ $111,398
Unrestricted Net Assets$201,745$208,844▲ $7,099
Total Net Assets Fund Balance$1,456,106$1,574,603▲ $118,497
Total Liabilities and Net Assets / Fund Balance$2,779,660$2,466,509▼ $313,151

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,246$3,974-
Other Assets Org$362,000--
Other Securities$1,378,283--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,259,559$0▲ $197,634-$1,365,759
2016$1,249,633$21,766▲ $67,862-$1,259,559
2015$1,356,666$300▼ $14,854-$1,249,633
2014$1,347,545$500▲ $94,045-$1,356,666
2013$1,253,687$1,000▲ $175,598-$1,347,545
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hannah DaleSecretary/exec Director (jan-july)FT$23,988$2,777$26,765
Amelia MillerExecutive Director (july-dec)FT$15,930-$15,930

Board Members and Trustees

NameTitle
Charles T Stumpf JrPresident
Krista Hoffmann-longtinVice President
Andrew MayBoard Member
Brad WomblesBoard Member
Brian MillerBoard Member
Christopher CopelandBoard Member
Jenny FultzBoard Member
Julie BreedenBoard Member
Monica PonceBoard Member
Del RoehlingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,853
Program Service Revenue
$0
Investment Income
$69,392
Other Revenue
$26,845
All Other Contributions
$45,648
Change in Net Assets
$4,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$69,638
Salaries, Compensation, and Employee Benefits$51,865
Other Expenses$43,302
Total Fundraising Expense$20,870
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,138--$67,138
Current Officers, Directors, Trustees, and Key Employees$17,078$8,539$17,078$42,695
Fees for Services Accounting-$13,860-$13,860
Fees for Service Investment Mgmnt Fees$12,756--$12,756
Other Salaries and Wages$2,273$1,136$2,273$5,682
Office Expenses$2,717$1,533-$4,250
Payroll Taxes$1,395$698$1,395$3,488
Depreciation Depletion$3,407--$3,407
Information Technology$2,858--$2,858
Grants to Domestic Individuals$2,500--$2,500
Insurance-$1,696-$1,696
Fees for Services Other$398$167-$565
Advertising$420-$58$478
Travel$67$284$66$417
Other Expenses$200--$200
Conferences and Meetings-$81-$81
Total Functional Expenses$115,941$27,994$20,870$164,805
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Perry Township Early Childhood AcademyIndianapolis, IN501(c)(3)Educational Materials$5,143
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$51,705
Fundraising Direct Expenses$24,860
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Running South 5k$22,221$16,221$4,310$11,911
Golf Outing$34,115$13,380$1,131$12,249
Total Events$78,910$51,705$24,860$26,845
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long-term Pledge Payable$528,900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Board members christopher copeland and brian miller have a business relationship.”

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

“The majority of the information necessary to complete the form 990 was gathered by perry township education foundation's executive director and board treasurer. An outside public accounting firm prepared a draft copy of the form 990 that was sent to the board's executive committee (president, vice president, president pro tem, treasurer and secretary) for review. Once approved by the executive committee, the entire board was provided a final copy before it was filed.”

Form 990, Part VI, Section B, Line 12C

“The executive committee of the board of directors reviews the potential for conflicts, reported conflicts, and other matters on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Compensation is determined by current market factors for like organizations of comparable size. The executive committee is responsible for determining and approving compensation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, applicable policies, and financial statements available upon written request.”

Filing and Contact Details

Filer

Filer Name
Perry Township Education Foundation Inc
EIN
35-1923843
Phone
3177892395
Address
6548 ORINOCO AVENUE, INDIANAPOLIS, IN 46227

Signing Officer

Name
Delvan Roehling
Title
Treasurer
Phone
3177892395
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Delvan Roehling
Formed
1995
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
175

Preparer

Firm
Sponsel CPA Group LLC
Address
251 N ILLINOIS ST STE 450, INDIANAPOLIS, IN 46204
Preparer
Elizabeth M Belcher CPA
Phone
3176086699
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The foundation has a finance committee whose primary responsibility is to maintain the integrity of the foundation. The committee meets, at a minimum, on a quarterly basis. Responsibilities include maintaining adequate financial policies and controls; developing the annual operating budget; maintaining current financial plans and investment goals; and ensuring that proper and timely financial reporting is maintained. This committee is responsible for the selection of the independent accountant and the oversight of the compiled financial statements. No changes to this process have been made since the last filing of the organization's non-profit tax returns.”

Financial Statement Notes

PART V, LINE 4:

“The sole intended use of the foundation's endowment funds are for the long-term, sustainable funding of grants for educators and scholarships for students in perry township. Each year, the foundation uses approximately 5% of the endowment assets to award grants and scholarships. The organization's endowment funds are primarily held by the central indiana community fund, an unrelated organization that maintains multiple community assets.”

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IRS990/Desc0PERRY TOWNSHIP EDUCATION FOUNDATION, INC. (THE FOUNDATION) PROVIDES GRANT FUNDS FOR SPECIAL EDUCATION PROJECTS TO PROMOTE EDUCATION IN PERRY TOWNSHIP.
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IRS990/Form990PartVIISectionAGrp/PersonNm2DEL ROEHLING
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/EXEC DIR (JAN-JULY)
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt02858
IRS990/InformationTechnologyGrp/TotalAmt02858
IRS990/InsuranceGrp/ManagementAndGeneralAmt01696
IRS990/InsuranceGrp/TotalAmt01696
IRS990/InvestmentIncomeGrp/ExclusionAmt013758
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013758
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01259559
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01378283
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03974
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09652
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06246
IRS990/LandBldgEquipCostOrOtherBssAmt010220
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CORPORATION IS ORGANIZED EXCLUSIVELY TO PROMOTE AND SUPPORT EDUCATION; TO RECEIVE AND ADMINISTER FUNDS FOR SUCH ADDITIONAL AND CHARITABLE PURPOSES AS RELATED TO AND IN SUPPORT OF THE CURRICULAR AND EXTRACURRICULAR ACTIVITIES, PROGRAMS AND FACILITIES (CONT'D ON SCH O) OF THE PUBLIC SCHOOLS OPERATED BY THE BOARD OF EDUCATION OF THE METROPOLITAN SCHOOL DISTRICT OF PERRY TOWNSHIP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01456106
IRS990/NetAssetsOrFundBalancesEOYAmt01574603
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt055634
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt055634
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt026845
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026845
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0112712
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01533
IRS990/OfficeExpensesGrp/ProgramServicesAmt02717
IRS990/OfficeExpensesGrp/TotalAmt04250
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0842500
IRS990/OtherAssetsTotalGrp/EOYAmt0362000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DONOR RECOGNITION
IRS990/OtherExpensesGrp/Desc1CONTRIBUTIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt02734
IRS990/OtherExpensesGrp/ProgramServicesAmt1200
IRS990/OtherExpensesGrp/TotalAmt02734
IRS990/OtherExpensesGrp/TotalAmt1200
IRS990/OtherLiabilitiesGrp/BOYAmt0895375
IRS990/OtherLiabilitiesGrp/EOYAmt0528900
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02273
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01136
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02273
IRS990/OtherSalariesAndWagesGrp/TotalAmt05682
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01395
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0698
IRS990/PayrollTaxesGrp/ProgramServicesAmt01395
IRS990/PayrollTaxesGrp/TotalAmt03488
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01009364
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01009364
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0513166
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0525120
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DELVAN ROEHLING
IRS990/PriorPeriodAdjustmentsAmt01500
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01066480
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01019611
IRS990/PYInvestmentIncomeAmt038414
IRS990/PYOtherExpensesAmt038383
IRS990/PYOtherRevenueAmt034607
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt032084
IRS990/PYSalariesCompEmpBnftPaidAmt049423
IRS990/PYTotalExpensesAmt01107417
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01139501
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04285
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt059864
IRS990/SavingsAndTempCashInvstGrp/EOYAmt087347
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt072853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt066480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0123216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0131933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0168516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0562998
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013897
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015991
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021920
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt091773
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0229130
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt030
IRS990ScheduleA/OtherIncome170Grp/TotalAmt030
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62090
IRS990ScheduleA/PublicSupportPY170Pct00.58900
IRS990ScheduleA/PublicSupportTotal170Amt0406574
IRS990ScheduleA/SubstantialContributorsTotAmt0156424
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt072853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt066480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0123216
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0131933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0168516
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0562998
IRS990ScheduleA/TotalSupportAmt0654801
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt023297
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01259559
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01365759
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt068137
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197634
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt012412
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01249633
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021766
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01259559
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt067290
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067862
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt019377
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01356666
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0300
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01249633
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt073102
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt019283
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01347545
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01356666
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt066141
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt094045
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt018374
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01253687
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01347545
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt064366
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0175598
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0362000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LONG-TERM PLEDGE RECEIVABLE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06246
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03974
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt010220
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0528900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG-TERM PLEDGE PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01378283
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.73900
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOLE INTENDED USE OF THE FOUNDATION'S ENDOWMENT FUNDS ARE FOR THE LONG-TERM, SUSTAINABLE FUNDING OF GRANTS FOR EDUCATORS AND SCHOLARSHIPS FOR STUDENTS IN PERRY TOWNSHIP. EACH YEAR, THE FOUNDATION USES APPROXIMATELY 5% OF THE ENDOWMENT ASSETS TO AWARD GRANTS AND SCHOLARSHIPS. THE ORGANIZATION'S ENDOWMENT FUNDS ARE PRIMARILY HELD BY THE CENTRAL INDIANA COMMUNITY FUND, AN UNRELATED ORGANIZATION THAT MAINTAINS MULTIPLE COMMUNITY ASSETS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.26100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06246
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0362000
IRS990ScheduleD/TotalBookValueSecuritiesAmt01378283
IRS990ScheduleD/TotalLiabilityAmt0528900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt027205
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020735
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt06000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt0470
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024860
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt02884
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02884
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RUNNING SOUTH 5K
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01141
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01141
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034115
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt022221
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt022574
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt078910
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013380

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,466,509
Liabilities
$891,906
Net assets
$1,574,603
Revenue
$169,090
Expenses
$164,805
Net income
$4,285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.25$0.19$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.01$1.89$0.15$0.20$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.15$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.06$0.01$2.05$0.25$0.14$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.13$1.65$0.17$0.11$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.55$1.54$0.17$0.17$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.56$1.42$0.11$0.19$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.89$1.57$0.17$0.16$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.78$1.32$1.46$1.14$1.11$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.61$1.39$0.20$0.22$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.76$1.48$0.25$0.22$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.77$1.45$0.26$0.29$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.86$1.39$1.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.43$0.18