Civic Intelligence

South Dearborn Schools Endowment Corporation

990 • Fiscal year 2019 • EIN 35-2022778

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 02, 2020

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

87th percentile

0.35x

Higher debt load relative to assets than 87% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

90th percentile

0.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

4.0%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

42nd percentile

-4.2%

Faster revenue growth than 42% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$416,950

Up $15,874 (+4.0%) from 2018

Net Assets

Up

$270,735

Up $13,844 (+5.4%) from 2018

Liabilities

Up

$146,215

Up $2,030 (+1.4%) from 2018

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin51st percentile

Revenue

Down

$485,060

Down $21,390 (-4.2%) from 2018

Expenses

Down

$467,724

Down $35,410 (-7.0%) from 2018

Net Income

Up

$17,336

Up $14,020 (+423%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2019

Assets$416,950
Liabilities$146,215
Net Assets$270,735
Open 2019 Filing

Operations Trend

Revenue Growth42nd 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

2019

Revenue$485,060
Expenses$467,724
Net Income$17,336
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 2, 2020
Return Version
2018v3.2
Gross Receipts
$488,048
Mission and Program Overview

Mission

Granting funds for educational purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$193,606$206,223▲ $12,617
Investments in Publicly Traded Securities$146,206$150,881▲ $4,675
Savings and Temporary Cash Investments$443$432▼ $11
Total Assets$401,075$416,950▲ $15,875
Other Assets Total$60,820$59,414▼ $1,406
Liabilities
Grants Payable$144,185$146,215▲ $2,030
Total Liabilities$144,185$146,215▲ $2,030
Net Assets / Fund Balance
Temporarily Rstr Net Assets$140,633$147,297▲ $6,664
Unrestricted Net Assets$116,257$123,438▲ $7,181
Total Net Assets Fund Balance$256,890$270,735▲ $13,845
Total Liabilities and Net Assets / Fund Balance$401,075$416,950▲ $15,875

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$59,414--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$146,648-▲ $7,664-$151,312
2017$142,661-▲ $7,987-$146,648
2016$134,496-▲ $13,165-$142,661
2015$139,895-▲ $268-$134,496
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Judy HizerPresident
Brent CaseboltMember
Eric LowsMember
Dave LusbySec/treas
Judy UllrichVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$471,930
Program Service Revenue
$0
Investment Income
$13,130
Other Revenue
$0
Change in Net Assets
$17,336

Audited Revenue Reconciliation

Revenue per Audited Statements
$485,060
Revenue Not Reported on Form 990
$-3,491
Total Revenue per Audited Statements
$481,569
Total Revenue per Form 990
$485,060
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$452,706
Other Expenses$15,018
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$451,706--$451,706
Fees for Services Accounting-$9,520-$9,520
Grants to Domestic Individuals$1,000--$1,000
Other Expenses-$15-$15
Total Functional Expenses$452,706$15,018$0$467,724

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$467,724
Total Expenses per Audited Statements$467,724
Total Expenses per Form 990$467,724
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South Dearborn SchoolsAurora, IN-See Part Iv$451,706
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
Dave Lusby
Title
Sec/treas
Phone
8129262090
Signed
2020-02-02

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
Christine D Dattilo 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 Appendix348 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0GRANTING FUNDS FOR EDUCATIONAL PURPOSES
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVE LUSBY
IRS990/BooksInCareOfDetail/PhoneNum08129262090
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08461 MARTIN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0DILLSBORO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047018
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0193606
IRS990/CashNonInterestBearingGrp/EOYAmt0206223
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0471930
IRS990/CYGrantsAndSimilarPaidAmt0452706
IRS990/CYInvestmentIncomeAmt013130
IRS990/CYOtherExpensesAmt015018
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt017336
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0467724
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0485060
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ENRICHING THE EDUCATIONAL EXPERIENCE OF THE STUDENTS OF THE SOUTH DEARBORN SCHOOL CORP. BY FUNDING PROGRAMS BEYOND THE REGULAR SCHOOL BUDGET AND PROVIDING SCHOLARSHIPS TO INDIVIDUALS TO FURTHER THEIR EDUCATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0452706
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09520
IRS990/FeesForServicesAccountingGrp/TotalAmt09520
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIC LOWS
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENT CASEBOLT
IRS990/Form990PartVIISectionAGrp/PersonNm2JUDY HIZER
IRS990/Form990PartVIISectionAGrp/PersonNm3JUDY ULLRICH
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE LUSBY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SEC/TREAS
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-177
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0471930
IRS990/GrantAmt0452706
IRS990/GrantsPayableGrp/BOYAmt0144185
IRS990/GrantsPayableGrp/EOYAmt0146215
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0451706
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0451706
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02811
IRS990/GrossReceiptsAmt0488048
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt013307
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013307
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0146206
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0150881
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02988
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GRANTING FUNDS FOR EDUCATIONAL PURPOSES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0256890
IRS990/NetAssetsOrFundBalancesEOYAmt0270735
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-177
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-177
IRS990/NetUnrlzdGainsLossesInvstAmt0-3491
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt060820
IRS990/OtherAssetsTotalGrp/EOYAmt059414
IRS990/OtherExpensesGrp/Desc0TREASURER STIPEND
IRS990/OtherExpensesGrp/Desc1OTHER MISCELLANEOUS EXPEN
IRS990/OtherExpensesGrp/Desc2SERVICE CHARGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1483
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215
IRS990/OtherExpensesGrp/TotalAmt05000
IRS990/OtherExpensesGrp/TotalAmt1483
IRS990/OtherExpensesGrp/TotalAmt215
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JUDY HIZER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0492583
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0488762
IRS990/PYInvestmentIncomeAmt013867
IRS990/PYOtherExpensesAmt014372
IRS990/PYRevenuesLessExpensesAmt03316
IRS990/PYTotalExpensesAmt0503134
IRS990/PYTotalRevenueAmt0506450
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt017336
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0443
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0432
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0471930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0492583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0487383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0479543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0575449
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02506888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013307
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013772
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07450
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt055449
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97840
IRS990ScheduleA/PublicSupportPY170Pct00.97530
IRS990ScheduleA/PublicSupportTotal170Amt02506888
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0471930
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0492583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0487383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0479543
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0575449
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02506888
IRS990ScheduleA/TotalSupportAmt02562337
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0146648
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0151312
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0-3000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07664
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0142661
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0146648
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-4000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07987
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0134496
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0142661
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-5000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt013165
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-667
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0139895
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0134496
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0-5000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0268
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0147297
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0467724
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3491
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt059414
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSET HELD BY DEARBORN COUNTY COMMUN
IRS990ScheduleD/RevenueNotReportedAmt0-3491
IRS990ScheduleD/RevenueSubtotalAmt0485060
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE INVESTMENT FUNDS IS TO PROVIDE SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt059414
IRS990ScheduleD/TotalExpensesPerForm990Amt0467724
IRS990ScheduleD/TotalRevenuePerForm990Amt0485060
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0481569
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0467724
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0451706
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTH DEARBORN SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0351150150
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06109 SQUIRE PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AURORA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047001
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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0140633
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0147297
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0401075
IRS990/TotalAssetsEOYAmt0416950
IRS990/TotalAssetsGrp/BOYAmt0401075
IRS990/TotalAssetsGrp/EOYAmt0416950
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0471930
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015018
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0452706
IRS990/TotalFunctionalExpensesGrp/TotalAmt0467724
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0144185
IRS990/TotalLiabilitiesEOYAmt0146215
IRS990/TotalLiabilitiesGrp/BOYAmt0144185
IRS990/TotalLiabilitiesGrp/EOYAmt0146215
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0256890
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0270735
IRS990/TotalProgramServiceExpensesAmt0452706
IRS990/TotalRevenueGrp/ExclusionAmt013307
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-177
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0485060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0401075
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0416950
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0116257
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0123438
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05708 JANDEL DRIVE
IRS990/USAddress/CityNm0AURORA
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047001
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE LUSBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum08129262090
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-02
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/AtSubmissionCreationDeviceId0C4A7A40226FF16DEF43DC80B546024A3F54AC515
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD0A6391B3274C46CEB943BF68C65F094BAD7A4F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.174.133.146
ReturnHeader/FilingSecurityInformation/IPDt02020-02-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm007:36:33
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/PreparationDt02020-02-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE D DATTILO CPA
ReturnHeader/ReturnTs02020-02-11T07:36:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$416,950
Liabilities
$146,215
Net assets
$270,735
Revenue
$485,060
Expenses
$467,724
Net income
$17,336
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