Civic Intelligence

South Dearborn Schools Endowment Corporation

990 • Fiscal year 2017 • EIN 35-2022778

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 23, 2018

Organization ProfileWWW.SDCSC.K12.IN.US
6109 Squire PlaceAurora, IN 47001

(812) 926-2090

Siviq Scores

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

Liabilities / Assets

80th percentile

0.37x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.29x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

47th percentile

2.5%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

18th percentile

-8.0%

Faster asset growth than 18% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

2.6%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$401,040

Down $34,867 (-8.0%) from 2016

Net Assets

Up

$253,870

Up $19,358 (+8.3%) from 2016

Liabilities

Down

$147,170

Down $54,225 (-27%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin47th percentile

Revenue

Up

$500,115

Up $12,488 (+2.6%) from 2016

Expenses

Down

$487,749

Down $16,154 (-3.2%) from 2016

Net Income

Up

$12,366

Up $28,642 (+176%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$800K$600K$400K$200K$0Assets 2016: $435,907Liabilities 2016: $201,395Net Assets 2016: $234,5122016Assets 2017: $401,040Liabilities 2017: $147,170Net Assets 2017: $253,8702017Assets 2018: $401,076Liabilities 2018: $144,185Net Assets 2018: $256,8912018Assets 2019: $416,950Liabilities 2019: $146,215Net Assets 2019: $270,7352019Assets 2020: $395,915Liabilities 2020: $172,233Net Assets 2020: $223,6822020Assets 2021: $461,310Liabilities 2021: $126,975Net Assets 2021: $334,3352021Assets 2022: $507,316Liabilities 2022: $135,920Net Assets 2022: $371,3962022Assets 2023: $526,640Liabilities 2023: $45,737Net Assets 2023: $480,9032023Assets 2024: $592,485Liabilities 2024: $68,509Net Assets 2024: $523,9762024Assets 2025: $666,187Liabilities 2025: $27,437Net Assets 2025: $638,7502025

Highlighted filing

2017

Assets$401,040
Liabilities$147,170
Net Assets$253,870
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$600K$400K$200K$0-$200KRevenue 2016: $487,627Expenses 2016: $503,903Net Income 2016: -$16,2762016Revenue 2017: $500,115Expenses 2017: $487,749Net Income 2017: $12,3662017Revenue 2018: $506,450Expenses 2018: $503,134Net Income 2018: $3,3162018Revenue 2019: $485,060Expenses 2019: $467,724Net Income 2019: $17,3362019Revenue 2020: $458,135Expenses 2020: $487,540Net Income 2020: -$29,4052020Revenue 2021: $470,934Expenses 2021: $387,443Net Income 2021: $83,4912021Revenue 2022: $482,326Expenses 2022: $426,408Net Income 2022: $55,9182022Revenue 2023: $227,867Expenses 2023: $132,078Net Income 2023: $95,7892023Revenue 2024: $233,973Expenses 2024: $200,250Net Income 2024: $33,7232024Revenue 2025: $225,653Expenses 2025: $121,269Net Income 2025: $104,3842025

Highlighted filing

2017

Revenue$500,115
Expenses$487,749
Net Income$12,366
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 23, 2018
Return Version
2016v3.1
Gross Receipts
$505,127
Mission and Program Overview

Mission

Granting funds for educational purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$245,196$199,557▼ $45,639
Investments in Publicly Traded Securities$134,145$142,295▲ $8,150
Savings and Temporary Cash Investments$351$366▲ $15
Total Assets$435,907$401,040▼ $34,867
Other Assets Total$56,215$58,822▲ $2,607
Liabilities
Grants Payable$201,395$147,170▼ $54,225
Total Liabilities$201,395$147,170▼ $54,225
Net Assets / Fund Balance
Temporarily Rstr Net Assets$127,480$136,645▲ $9,165
Unrestricted Net Assets$107,032$117,225▲ $10,193
Total Net Assets Fund Balance$234,512$253,870▲ $19,358
Total Liabilities and Net Assets / Fund Balance$435,907$401,040▼ $34,867

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$58,822--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$134,496-▲ $13,165-$142,661
2015$139,895-▲ $268-$134,496
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Judy HizerPresident
Jeff LaneMember
John MehrleMember
Josh HollandSec/treas
Judy UlrichVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$487,383
Program Service Revenue
$0
Investment Income
$12,732
Other Revenue
$0
Change in Net Assets
$12,366

Audited Revenue Reconciliation

Revenue per Audited Statements
$500,115
Revenue Not Reported on Form 990
$6,992
Total Revenue per Audited Statements
$507,107
Total Revenue per Form 990
$500,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$474,299
Other Expenses$13,450
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$470,299--$470,299
Fees for Services Accounting-$8,850-$8,850
Grants to Domestic Individuals$4,000--$4,000
Other Expenses-$350-$350
Total Functional Expenses$474,299$13,450$0$487,749

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$487,749
Total Expenses per Audited Statements$487,749
Total Expenses per Form 990$487,749
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Dearborn SchoolsAurora, IN-See Part Iv$470,299
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
Audit committee
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
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, Page 6, Part VI, Line 11B

“The form 990 is reviewed and signed by the treasurer before the return is filed”

Form 990, Page 6, Part VI, Line 19

“Upon request, copies of governing documents at the schools main office”

Filing and Contact Details

Filer

Filer Name
South Dearborn Schools
EIN
35-2022778
Phone
8129262090
Address
6109 SQUIRE PLACE, AURORA, IN 47001

Signing Officer

Name
Judy Hizer
Title
President
Phone
8129262090
Signed
2018-01-23

Organization Details

Principal Officer
Judy Hizer
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Sherman Barber & Mullikin Pc
Address
210 W 3RD ST, MADISON, IN 47250-3339
Preparer
Julia R Barber CPA
Phone
8122655312
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The intended use of the investment funds is to provide scholarships.”

Raw XML Appendix330 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE INVESTMENT FUNDS IS TO PROVIDE SCHOLARSHIPS.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART II, COLUMN H THE ENDOWMENT MAKES GRANTS TO COVER ADDITIONAL EXPENSES OF THE SCHOOL SYSTEM RELATED TO SCHOLARSHIPS, SOFTWARE, STUDENTS FEES, TEXTBOOKS, SPECIAL PROGRAMS, EQUIPMENT, ETC... BASED ON THE NEEDS OF THE SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND SIGNED BY THE TREASURER BEFORE THE RETURN IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST, COPIES OF GOVERNING DOCUMENTS AT THE SCHOOLS MAIN OFFICE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0234512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0253870
IRS990/TotalProgramServiceExpensesAmt0474299
IRS990/TotalRevenueGrp/ExclusionAmt012902
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-170
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0500115
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0435907
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0401040
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0107032
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0117225
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05708 JANDEL DRIVE
IRS990/USAddress/CityNm0AURORA
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047001
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY HIZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08129262090
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH DEARBORN SCHOOLS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT CORP
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0352022778
ReturnHeader/Filer/PhoneNum08129262090
ReturnHeader/Filer/USAddress/AddressLine1Txt06109 SQUIRE PLACE
ReturnHeader/Filer/USAddress/CityNm0AURORA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AC4DBA24EA2BE5743A49E2BF41F80369EDE5E034
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AC4DBA24EA2BE5743A49E2BF41F80369EDE5E034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351900977
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHERMAN BARBER & MULLIKIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 W 3RD ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0472503339
ReturnHeader/PreparerPersonGrp/PhoneNum08122655312
ReturnHeader/PreparerPersonGrp/PreparationDt02018-01-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA R BARBER CPA
ReturnHeader/ReturnTs02018-01-30T07:39:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$401,040
Liabilities
$147,170
Net assets
$253,870
Revenue
$500,115
Expenses
$487,749
Net income
$12,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.66$0.27$6.39$2.26$1.21$1.04
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.69$5.24$2.34$2.00$0.34
2023Detailed filing. Detailed filing data is available for this year.$5.27$0.46$4.81$2.28$1.32$0.96
2022Detailed filing. Detailed filing data is available for this year.$5.07$1.36$3.71$4.82$4.26$0.56
2021Detailed filing. Detailed filing data is available for this year.$4.61$1.27$3.34$4.71$3.87$0.83
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$1.72$2.24$4.58$4.88$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.17$1.46$2.71$4.85$4.68$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.01$1.44$2.57$5.06$5.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.01$1.47$2.54$5.00$4.88$0.12
2016Detailed filing. Detailed filing data is available for this year.$4.36$2.01$2.35$4.88$5.04$0.16