Civic Intelligence

Perry Township Education Foundation Inc.

990 • Fiscal year 2019 • EIN 35-1923843

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

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

70th percentile

0.26x

Higher debt load relative to assets than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

3.15x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

54th percentile

4.7%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

42nd percentile

$39,264

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

5.3%

Faster asset growth than 57% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

65%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$2,090,270

Up $104,420 (+5.3%) from 2018

Net Assets

Up

$1,540,265

Up $115,971 (+8.1%) from 2018

Liabilities

Down

$550,005

Down $11,551 (-2.1%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin54th percentile

Revenue

Up

$174,876

Up $69,110 (+65%) from 2018

Expenses

Down

$166,738

Down $21,196 (-11%) from 2018

Net Income

Up

$8,138

Up $90,306 (+110%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th 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

2019

Assets$2,090,270
Liabilities$550,005
Net Assets$1,540,265
Open 2019 Filing

Operations Trend

Revenue Growth90th 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

2019

Revenue$174,876
Expenses$166,738
Net Income$8,138
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$202,248
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$1,261,991$1,383,830▲ $121,839
Pledges and Grants Receivable$494,928$467,428▼ $27,500
Cash and Non-Interest-Bearing Accounts$140,899$141,521▲ $622
Savings and Temporary Cash Investments$83,693$97,491▲ $13,798
Land, Buildings, and Equipment, Net$2,839$0▼ $2,839
Prepaid Expenses and Deferred Charges$1,500$0▼ $1,500
Total Assets$1,985,850$2,090,270▲ $104,420
Liabilities
Accounts Payable and Accrued Expenses$369,056$455,005▲ $85,949
Other Liabilities$190,000$95,000▼ $95,000
Grants Payable$2,500$0▼ $2,500
Total Liabilities$561,556$550,005▼ $11,551
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,251,414$1,369,203▲ $117,789
Net Assets Without Donor Restrictions$172,880$171,062▼ $1,818
Total Net Assets Fund Balance$1,424,294$1,540,265▲ $115,971
Total Liabilities and Net Assets / Fund Balance$1,985,850$2,090,270▲ $104,420

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$10,220-
Other Securities$1,383,830--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,251,414-▲ $192,091-$1,369,203
2018$1,365,759-▼ $26,187-$1,251,414
2017$1,259,559-▲ $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
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amelia MillerExecutive DirectorPT$39,264$39,264

Board Members and Trustees

NameTitle
Charles T Stumpf JrPast President
Kim SchroederPresident
Dustin HiteVice President
Amy MooreBoard Member
Andrew MayBoard Member
Christopher CopelandBoard Member
Erin AnceletBoard Member
Krista Hoffman-longtinBoard Member
Monica Ponce MayBoard Member
Sam SnidemanBoard Member
Hannah DaleSecretary
Pat MapesSuperintendent
Delvan RoehlingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,546
Program Service Revenue
$0
Investment Income
$89,438
Other Revenue
$11,892
All Other Contributions
$62,746
Change in Net Assets
$8,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$61,738
Salaries, Compensation, and Employee Benefits$61,377
Other Expenses$43,623
Total Fundraising Expense$24,609
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$61,738--$61,738
Current Officers, Directors, Trustees, and Key Employees$15,706$7,853$15,706$39,265
Other Salaries and Wages$7,086$3,543$7,086$17,715
Fees for Services Accounting-$13,970-$13,970
Fees for Service Investment Mgmnt Fees$11,309--$11,309
Office Expenses$2,615$3,675-$6,290
Payroll Taxes$1,759$879$1,759$4,397
Depreciation Depletion$2,839--$2,839
Insurance-$2,332-$2,332
Advertising$2,256--$2,256
Information Technology$1,370--$1,370
Other Expenses$622--$622
Travel$349$29$58$436
Fees for Services Other-$86-$86
Total Functional Expenses$109,762$32,367$24,609$166,738
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Homecroft Kindergarten AcademyIndianapolis, IN501(c)(3)Educational Materials$8,250
Rosa Parks-edison Elementary SchoolIndianapolis, IN501(c)(3)Educational Materials$5,244
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,215
Fundraising Direct Expenses$27,372
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Family Fit Fest$16,570$16,570$6,038$10,532
Golf Outing$23,690$12,890$2,779$10,111
Total Events$50,015$39,215$27,372$11,843
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$95,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Delvan Roehling
Formed
1995
Legal Domicile
In
Voting Board Members
15
Independent Board Members
15
Employees
2
Volunteers
100

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Uncollectible pledges -500.”

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/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt061738
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt078114
IRS990/GrossReceiptsAmt0202248
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01370
IRS990/InformationTechnologyGrp/TotalAmt01370
IRS990/InsuranceGrp/ManagementAndGeneralAmt02332
IRS990/InsuranceGrp/TotalAmt02332
IRS990/InvestmentIncomeGrp/ExclusionAmt011324
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011324
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01261991
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01383830
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010220
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02839
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
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/NetAssetsOrFundBalancesBOYAmt01424294
IRS990/NetAssetsOrFundBalancesEOYAmt01540265
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt078114
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt078114
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011843
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011843
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0108333
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0172880
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0171062
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03675
IRS990/OfficeExpensesGrp/ProgramServicesAmt02615
IRS990/OfficeExpensesGrp/TotalAmt06290
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-500
IRS990/OtherExpensesGrp/Desc0DONOR RECOGNITION
IRS990/OtherExpensesGrp/Desc1EDUCATION EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt02113
IRS990/OtherExpensesGrp/ProgramServicesAmt1622
IRS990/OtherExpensesGrp/TotalAmt02113
IRS990/OtherExpensesGrp/TotalAmt1622
IRS990/OtherLiabilitiesGrp/BOYAmt0190000
IRS990/OtherLiabilitiesGrp/EOYAmt095000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt049
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt049
IRS990/OtherRevenueTotalAmt049
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt07086
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03543
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07086
IRS990/OtherSalariesAndWagesGrp/TotalAmt017715
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01759
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0879
IRS990/PayrollTaxesGrp/ProgramServicesAmt01759
IRS990/PayrollTaxesGrp/TotalAmt04397
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0494928
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0467428
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DELVAN ROEHLING
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt078270
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt071986
IRS990/PYInvestmentIncomeAmt025468
IRS990/PYOtherExpensesAmt054250
IRS990/PYOtherRevenueAmt02028
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-82168
IRS990/PYSalariesCompEmpBnftPaidAmt061698
IRS990/PYTotalExpensesAmt0187934
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0105766
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08138
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt083693
IRS990/SavingsAndTempCashInvstGrp/EOYAmt097491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt073546
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt078270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt066480
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0123216
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0410673
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011324
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt012091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013897
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015991
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt067061
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0219097
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt049
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt030
IRS990ScheduleA/OtherIncome170Grp/TotalAmt079
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67940
IRS990ScheduleA/PublicSupportPY170Pct00.64090
IRS990ScheduleA/PublicSupportTotal170Amt0324604
IRS990ScheduleA/SubstantialContributorsTotAmt086069
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt073546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt078270
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt069161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt066480
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0123216
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0410673
IRS990ScheduleA/TotalSupportAmt0477813
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt013648
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01251414
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01369203
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt060654
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0192091
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt017322
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01365759
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01251414
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt070836
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26187
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt023297
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01259559
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01365759
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt068137
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197634
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012412
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01249633
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt021766
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01259559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt067290
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067862
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt019377
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01356666
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01249633
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt073102
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14854
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010220
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt010220
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt095000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LONG-TERM PLEDGE PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01383830
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
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/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01383830

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,090,270
Liabilities
$550,005
Net assets
$1,540,265
Revenue
$174,876
Expenses
$166,738
Net income
$8,138
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