Civic Intelligence

Tobias Family Foundation Inc.

EIN 35-1938355 • Carmel, IN

Pub. 78 Eligible
10439 Commerce Drive Ste 100Carmel, IN 46032
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

43rd percentile

-1.0%

Higher net margin than 43% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

54th percentile

-0.1%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

134%

Faster revenue growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$191,124

Down $222 (-0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$191,124

Down $222 (-0.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin43rd percentile

Revenue

Up

$19,711

Up $11,301 (+134%) from 2023

Expenses

Up

$19,917

Up $12,830 (+181%) from 2023

Net Income

Down

-$206

Down $1,529 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2011: $513,133Liabilities 2011: $0Net Assets 2011: $513,1332011Assets 2012: $483,833Liabilities 2012: $0Net Assets 2012: $483,8332012Assets 2015: $342,215Liabilities 2015: $0Net Assets 2015: $342,2152015Assets 2016: $275,203Liabilities 2016: $0Net Assets 2016: $275,2032016Assets 2017: $236,377Liabilities 2017: $0Net Assets 2017: $236,3772017Assets 2018: $223,916Liabilities 2018: $0Net Assets 2018: $223,9162018Assets 2019: $213,683Liabilities 2019: $0Net Assets 2019: $213,6832019Assets 2020: $207,525Liabilities 2020: $0Net Assets 2020: $207,5252020Assets 2021: $209,293Liabilities 2021: $0Net Assets 2021: $209,2932021Assets 2022: $190,023Liabilities 2022: $0Net Assets 2022: $190,0232022Assets 2023: $191,346Liabilities 2023: $0Net Assets 2023: $191,3462023Assets 2024: $191,124Liabilities 2024: $0Net Assets 2024: $191,1242024

Latest loaded filing

2024

Assets$191,124
Liabilities$0
Net Assets$191,124
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $275,2902011Expenses 2012: $61,5992012Revenue 2015: $7,574Expenses 2015: $53,039Net Income 2015: -$45,4652015Revenue 2016: $962Expenses 2016: $66,562Net Income 2016: -$65,6002016Revenue 2017: $36,257Expenses 2017: $75,436Net Income 2017: -$39,1792017Revenue 2018: $42,297Expenses 2018: $53,531Net Income 2018: -$11,2342018Revenue 2019: $33,837Expenses 2019: $44,440Net Income 2019: -$10,6032019Revenue 2020: $8,270Expenses 2020: $14,499Net Income 2020: -$6,2292020Revenue 2021: $5,936Expenses 2021: $4,168Net Income 2021: $1,7682021Revenue 2022: $11,520Expenses 2022: $30,790Net Income 2022: -$19,2702022Revenue 2023: $8,410Expenses 2023: $7,087Net Income 2023: $1,3232023Revenue 2024: $19,711Expenses 2024: $19,917Net Income 2024: -$2062024

Latest loaded filing

2024

Revenue$19,711
Expenses$19,917
Net Income-$206
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.20$0.20$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.12$0.31$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.06$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.08$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.34$0.44$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.42$0.54$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.36$0.75$0.39
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.01$0.67$0.66
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.08$0.53$0.45
2012Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.62
2011Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$2.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 24, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL L TOBIASChairman-$0--
PAIGE N TOBIAS-BUTTONPresident & CEO-$0--
DEBORAH FLANAGAN TOBIASVice Chairman-$0--
ERIC TOBIASSecretary-$0--
MEG LINDENTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHRISTAMORE HOUSE GUILDGENERAL OPERATIONS-INDIANAPOLIS, IN, US$10,000
Paid GrantSUMMER STOCK STAGEGENERAL OPERATIONS-INDIANAPOLIS, IN, US$10,000
Paid GrantPARK TUDOR SCHOOLANNUAL TRIVIA NIGHT-INDIANAPOLIS, IN, US$2,900
Paid GrantYOUTH INSPIRATION THEATRE INCSUPPORT-NOBLESVILLE, IN, US$2,500
Paid GrantFOUNTAIN PARK CHATAQUAGENERAL OPERATIONS-REMINGTON, IN, US$2,500
Filing and Contact Details

Filer

Filer Name
Tobias Family Foundation Inc
EIN
35-1938355
Phone
3178191501
Address
10439 COMMERCE DRIVE STE 100, CARMEL, IN 46032

Signing Officer

Name
Meg Linden
Title
Treasurer
Phone
3178191501
Signed
2026-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Brittany Schutter
Phone
3175802000
Raw XML Appendix392 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VII-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE RANDALL L. TOBIAS AND DEBORAH FLANAGAN TOBIAS ARE BOTH SUBSTANTIAL CONTRIBUTORS AND THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THEY ARE NOT COMPENSATED AND THIS SERVICE QUALIFIES UNDER THE EXCEPTIONS DESCRIBED IN THE REGULATIONS OF SECTION 4941.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210439 COMMERCE DRIVE STE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt310439 COMMERCE DRIVE STE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt410439 COMMERCE DRIVE STE 100
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANNUAL TRIVIA NIGHT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL OPERATIONS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2YOUTH INSPIRATION THEATRE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SUMMER STOCK STAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FOUNTAIN PARK CHATAQUA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt29625 E 9625 E 150TH ST 105
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 385
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012524
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012524
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018476
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017909
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt078
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1186
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK SERVICE CHARGES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1186
TaxesSchedule/TaxesDetail/Amt086
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt086
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEG LINDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03178191501
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOBIAS FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TOBI
ReturnHeader/Filer/EIN0351938355
ReturnHeader/Filer/PhoneNum03178191501
ReturnHeader/Filer/USAddress/AddressLine1Txt010439 COMMERCE DRIVE STE 100
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352123203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KSM BUSINESS SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRITTANY SCHUTTER
ReturnHeader/ReturnTs02026-04-02T15:08:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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