Civic Intelligence

South Knox Education Foundation C/O Dan Robinson

990 • Fiscal year 2020 • EIN 35-2019255

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 05, 2020

1094 S State Rd 241Wheatland, IN 47597

(812) 726-4440

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

46th percentile

4.3%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

24th percentile

-24%

Faster revenue growth than 24% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$638,305

Up $26,227 (+4.3%) from 2019

Net Assets

Up

$638,305

Up $26,227 (+4.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$71,031

Down $22,059 (-24%) from 2019

Expenses

Down

$44,804

Down $11,245 (-20%) from 2019

Net Income

Down

$26,227

Down $10,814 (-29%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $261,369Liabilities 2011: $0Net Assets 2011: $261,3692011Assets 2012: $268,136Liabilities 2012: $0Net Assets 2012: $268,1362012Assets 2013: $433,489Liabilities 2013: $0Net Assets 2013: $433,4892013Assets 2014: $481,945Liabilities 2014: $0Net Assets 2014: $481,9452014Assets 2015: $491,666Liabilities 2015: $0Net Assets 2015: $491,6662015Assets 2016: $516,107Liabilities 2016: $0Net Assets 2016: $516,1072016Assets 2017: $561,189Liabilities 2017: $0Net Assets 2017: $561,1892017Assets 2018: $575,037Liabilities 2018: $0Net Assets 2018: $575,0372018Assets 2019: $612,078Liabilities 2019: $0Net Assets 2019: $612,0782019Assets 2020: $638,305Liabilities 2020: $0Net Assets 2020: $638,3052020Assets 2021: $774,106Liabilities 2021: $0Net Assets 2021: $774,1062021Assets 2022: $804,893Liabilities 2022: $0Net Assets 2022: $804,8932022Assets 2023: $863,120Liabilities 2023: $0Net Assets 2023: $863,1202023Assets 2024: $930,351Liabilities 2024: $0Net Assets 2024: $930,3512024Assets 2025: $1,045,141Liabilities 2025: $0Net Assets 2025: $1,045,1412025

Highlighted filing

2020

Assets$638,305
Liabilities$0
Net Assets$638,305

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2011: $71,223Expenses 2011: $34,599Net Income 2011: $36,6242011Revenue 2012: $49,606Expenses 2012: $42,839Net Income 2012: $6,7672012Expenses 2013: $58,0092013Revenue 2014: $107,327Expenses 2014: $58,871Net Income 2014: $48,4562014Revenue 2015: $58,796Expenses 2015: $49,075Net Income 2015: $9,7212015Revenue 2016: $61,535Expenses 2016: $37,094Net Income 2016: $24,4412016Revenue 2017: $90,487Expenses 2017: $45,405Net Income 2017: $45,0822017Revenue 2018: $56,815Expenses 2018: $42,967Net Income 2018: $13,8482018Revenue 2019: $93,090Expenses 2019: $56,049Net Income 2019: $37,0412019Revenue 2020: $71,031Expenses 2020: $44,804Net Income 2020: $26,2272020Revenue 2021: $195,831Expenses 2021: $60,030Net Income 2021: $135,8012021Revenue 2022: $174,324Expenses 2022: $73,743Net Income 2022: $100,5812022Revenue 2023: $104,589Expenses 2023: $62,176Net Income 2023: $42,4132023Revenue 2024: $103,852Expenses 2024: $77,546Net Income 2024: $26,3062024Revenue 2025: $156,913Expenses 2025: $71,367Net Income 2025: $85,5462025

Highlighted filing

2020

Revenue$71,031
Expenses$44,804
Net Income$26,227
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 5, 2020
Return Version
2019v5.1
Gross Receipts
$71,031
Mission and Program Overview

Mission

To provide scholarships and grants to south knox school corporation students and classrooms.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$502,474$516,795▲ $14,321
Savings and Temporary Cash Investments$58,275$77,754▲ $19,479
Cash and Non-Interest-Bearing Accounts$51,329$43,756▼ $7,573
Total Assets$612,078$638,305▲ $26,227
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$560,749$594,549▲ $33,800
Net Assets Without Donor Restrictions$51,329$43,756▼ $7,573
Total Net Assets Fund Balance$612,078$638,305▲ $26,227
Total Liabilities and Net Assets / Fund Balance$612,078$638,305▲ $26,227

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$560,749$48,811▲ $689-$594,549
2018$503,770$22,223▲ $51,826-$560,749
2017$465,789$11,593▲ $40,788-$503,770
2016$434,913$13,502▲ $35,524-$465,789
2015$426,243$11,049▲ $14,971-$434,913
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan SiewersPresident
Dave HermesVice President
Alan DrewBoard Member
Bill ClevelandBoard Member
Brad CaseBoard Member
Craig KirkBoard Member
David CochenourBoard Member
Dawn SparksBoard Member
Dennis CarnahanBoard Member
Dr Rhett BakerBoard Member
Dr Tom ThompsonBoard Member
Graham DycusBoard Member
Larry WinklerBoard Member
Lynn GrayBoard Member
Mike BurchBoard Member
Natalie BurkhartBoard Member
Renee SchenkBoard Member
Tim GroveBoard Member
Tyler ShepardBoard Member
Tony MahanSecretary
Dan RobinsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,342
Program Service Revenue
$0
Investment Income
$689
Other Revenue
$0
All Other Contributions
$70,342
Change in Net Assets
$26,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,082
Other Expenses$5,722
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,382--$24,382
Grants to Domestic Individuals$14,700--$14,700
Fees for Services Other$2,260--$2,260
Office Expenses$1,590--$1,590
Other Expenses$1,407--$1,407
Fees for Services Accounting$465--$465
Total Functional Expenses$44,804$0$0$44,804
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Knox SchoolVincennes, IN-Grants/aid to South Knox Schools$24,382
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
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

The return is prepared by an outside certified public accountant. The return is given to the treasurer who then provides it to the board of directors.

Form 990, Part VI, Section C, Line 19

The treasurer provides the documents to the board of directors and then they are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
South Knox Education Foundation
EIN
35-2019255
Phone
8127264440
Address
1094 S STATE RD 241, WHEATLAND, IN 47597

Signing Officer

Name
Dan Robinson
Title
Treasurer
Phone
8123215001
Signed
2020-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Robinson
Formed
1996
Legal Domicile
In
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
0

Preparer

Firm
Kemper CPA Group Llp
Address
P O BOX 297, VINCENNES, IN 47591-0297
Preparer
Kyle a Telligman
Phone
8128827730
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IRS990/OfficeExpensesGrp/TotalAmt01590
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt01407
IRS990/OtherExpensesGrp/TotalAmt01407
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAN ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CLASSROOM TEACHING GRANTS FOR EDUCATIONAL PURPOSES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027243
IRS990/ProgSrvcAccomActy2Grp/GrantAmt024382
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0345
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER OPERATING EXPENSES
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt066255
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt044602
IRS990/PYInvestmentIncomeAmt026835
IRS990/PYOtherExpensesAmt011447
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt037041
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt056049
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt093090
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt026227
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0344
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058275
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt070341
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt066255
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041002
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt046539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0279076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0689
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026835
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt035549
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014997
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093883
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.74830
IRS990ScheduleA/PublicSupportPY170Pct00.74160
IRS990ScheduleA/PublicSupportTotal170Amt0279076
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt070341
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt066255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt041002
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054939
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt046539
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0279076
IRS990ScheduleA/TotalSupportAmt0372959
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/BeginningYearBalanceAmt0560749
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt048811
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0594549
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt015700
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0503770
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt022223
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0560749
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt017070
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051826
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0465789
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011593
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0503770
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt014400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040788
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0434913
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt013502
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0465789
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt018150
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035524
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0426243
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt011049
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0434913
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt017350
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014971
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt014700
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt025
IRS990ScheduleI/RecipientTable/CashGrantAmt024382
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GRANTS/AID TO SOUTH KNOX SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTH KNOX SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06136 E STATE ROAD 61
IRS990ScheduleI/RecipientTable/USAddress/CityNm0VINCENNES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047591
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS PREPARED BY AN OUTSIDE CERTIFIED PUBLIC ACCOUNTANT. THE RETURN IS GIVEN TO THE TREASURER WHO THEN PROVIDES IT TO THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER PROVIDES THE DOCUMENTS TO THE BOARD OF DIRECTORS AND THEN THEY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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/TotalAssetsBOYAmt0612078
IRS990/TotalAssetsEOYAmt0638305
IRS990/TotalAssetsGrp/BOYAmt0612078
IRS990/TotalAssetsGrp/EOYAmt0638305
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt070342
IRS990/TotalEmployeeCnt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.16$0.07$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.10$0.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.10$0.06$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.17$0.07$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.20$0.06$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.07$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.09$0.06$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.06$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.09$0.05$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.06$0.04$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.06$0.05$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.11$0.06$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.05$0.04$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.00$0.26$0.07$0.03$0.04