Civic Intelligence

Transformation Trust Inc

EIN 35-2024586 • Indianapolis, IN

PO Box 80007Indianapolis, IN 46280
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$75,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

25th percentile

-1.9%

Faster asset growth than 25% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

14%

Faster revenue growth than 59% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$21,856,502

Down $422,627 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$21,856,502

Down $422,627 (-1.9%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin10th percentile

Revenue

Up

$1,126,317

Up $139,858 (+14%) from 2023

Expenses

Down

$1,520,925

Down $4,372 (-0.3%) from 2023

Net Income

Up

-$394,608

Up $144,230 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$40M$30M$20M$10M$0Assets 2010: $27,818,898Liabilities 2010: $0Net Assets 2010: $27,818,8982010Assets 2011: $31,798,521Liabilities 2011: $0Net Assets 2011: $31,798,5212011Assets 2012: $31,062,578Liabilities 2012: $0Net Assets 2012: $31,062,5782012Assets 2013: $29,526,585Liabilities 2013: $3,777Net Assets 2013: $29,522,8082013Assets 2014: $29,319,499Liabilities 2014: $0Net Assets 2014: $29,319,4992014Assets 2015: $28,270,066Liabilities 2015: $0Net Assets 2015: $28,270,0662015Assets 2016: $27,406,930Liabilities 2016: $0Net Assets 2016: $27,406,9302016Assets 2017: $26,646,724Liabilities 2017: $0Net Assets 2017: $26,646,7242017Assets 2019: $25,079,739Liabilities 2019: $0Net Assets 2019: $25,079,7392019Assets 2020: $23,459,956Liabilities 2020: $0Net Assets 2020: $23,459,9562020Assets 2021: $23,182,828Liabilities 2021: $0Net Assets 2021: $23,182,8282021Assets 2022: $22,818,280Liabilities 2022: $0Net Assets 2022: $22,818,2802022Assets 2023: $22,279,129Liabilities 2023: $0Net Assets 2023: $22,279,1292023Assets 2024: $21,856,502Liabilities 2024: $0Net Assets 2024: $21,856,5022024

Highlighted filing

2024

Assets$21,856,502
Liabilities$0
Net Assets$21,856,502
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $893,3682010Expenses 2011: $1,763,8882011Expenses 2012: $1,801,3352012Revenue 2013: $894,384Expenses 2013: $1,822,668Net Income 2013: -$928,2842013Revenue 2014: $1,383,420Expenses 2014: $1,503,174Net Income 2014: -$119,7542014Revenue 2015: $680,303Expenses 2015: $1,747,262Net Income 2015: -$1,066,9592015Revenue 2016: $818,691Expenses 2016: $1,689,101Net Income 2016: -$870,4102016Revenue 2017: $1,102,485Expenses 2017: $1,776,885Net Income 2017: -$674,4002017Revenue 2019: $658,188Expenses 2019: $1,745,729Net Income 2019: -$1,087,5412019Revenue 2020: $600,285Expenses 2020: $2,203,719Net Income 2020: -$1,603,4342020Revenue 2021: $1,253,752Expenses 2021: $1,526,311Net Income 2021: -$272,5592021Revenue 2022: $806,450Expenses 2022: $1,171,055Net Income 2022: -$364,6052022Revenue 2023: $986,459Expenses 2023: $1,525,297Net Income 2023: -$538,8382023Revenue 2024: $1,126,317Expenses 2024: $1,520,925Net Income 2024: -$394,6082024

Highlighted filing

2024

Revenue$1,126,317
Expenses$1,520,925
Net Income-$394,608
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,856,502
Liabilities
$0
Net assets
$21,856,502
Revenue
$1,126,317
Expenses
$1,520,925
Net income
-$394,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$1.13$1.52$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$0.99$1.53$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$0.00$22.8$0.81$1.17$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.00$23.2$1.25$1.53$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.00$23.5$0.60$2.20$1.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$0.66$1.75$1.09
2017Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.10$1.78$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$0.82$1.69$0.87
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$0.00$28.3$0.68$1.75$1.07
2014Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$1.38$1.50$0.12
2013Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$0.89$1.82$0.93
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$1.80
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.00$31.8$1.76
2010Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$0.89
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA KLINKBoard MemberPT$75,000-$75,000
ELIZABETH HAMILTONBoard MemberPT$22,000-$22,000
JEANNE PAQUETTEBoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINSTITUTE OF HEARTMATHWEBSITE UPGRADE, DESIGNPCBOULDER CREEK, CA, US$256,000
Paid GrantINSTITUTE OF BIOENERGETICS INCMASTERING THE MATRIX DOCUMENTARYPCKAMAS, UT, US$200,000
Paid GrantPROTECTION OF THE EDUCATIONAL RIGHTS OF KIDSGENERAL OPERATIONS FOR EDUCATIONAL PURPOSESPCNEWBURY PARK, CA, US$200,000
Paid GrantGIVE TO GIVE FOUNDATIONDOCUMENTARYPCNEW YORK, NY, US$136,000
Paid GrantINDIANA STATE SYMPHONY SOCIETY INC DBA INDIANAPOLIS SYMPHONY ORCHESTRAMETROPOLITAN YOUTH ORCHESTRA - BUILDING HUMAN POTENTIALPCINDIANAPOLIS, IN, US$100,000
Paid GrantINSTITUTE OF NATURAL LAW INCEXPERIENTIAL LEARNING PLATFORMPCCHARLOTTESVILLE, VA, US$100,000
Paid GrantINSTITUTE OF BIOENERGETICS INCANNUAL CONFERENCEPCKAMAS, UT, US$70,000
Paid Grant500 FESTIVAL FOUNDATIONEXPANDING ACCESS TO NUTRITIONAL INFORMATION FOR INDIANA SCHOOLS - KIDSFIT PROGRAMSO 1INDIANAPOLIS, IN, US$40,000
Paid GrantDRESS FOR SUCCESS INDIANAPOLIS INCGENERAL OPERATIONSPCINDIANAPOLIS, IN, US$30,000
Paid GrantY12 INCGENERAL OPERATIONSPCINDIANAPOLIS, IN, US$25,000
Paid GrantINDIANAPOLIS ART CENTERGENERAL OPERATIONSPCINDIANAPOLIS, IN, US$20,000
Paid GrantGIVE TO GIVE FOUNDATIONVETERANS PROGRAMSPCNEW YORK, NY, US$15,000
Paid GrantPOSITIVE ACTION COMMUNITY THEATRE (PACT)PERFORMING ARTS FOR AUTISMPCENCINITAS, CA, US$15,000
Filing and Contact Details

Filer

Filer Name
Transformation Trust Inc
EIN
35-2024586
Phone
3175802002
Address
PO BOX 80007, INDIANAPOLIS, IN 46280

Signing Officer

Name
Sheila Klink
Title
Officer
Phone
3176843150
Signed
2025-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Casse Tate
Phone
3175802000
Raw XML AppendixShowing 400 of 681 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/FormAndLineReferenceDesc0FORM 990-PF, PART VI-B, LINES 1A(3),1A(4) AND 1B
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE BOTH SHEILA KLINK AND ELIZABETH HAMILTON PROVIDE "SERVICES" TO THE ORGANIZATION BY SERVING ON ITS BOARD. LINE 1A(4) HAS BEEN ANSWERED "YES" BECAUSE THESE BOARD MEMBERS RECEIVE FAIR COMPENSATION FOR THEIR SERVICES FOR EVALUATION AND MAKING GRANTS AND ARE THEREFORE DISQUALIFIED PERSONS. LINE 1B IS ANSWERED "NO" BECAUSE THESE CIRCUMSTANCES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33IMPAX SUSTAINABLE ALLOCATION INVESTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34INTERCONTINENTAL EXCHANGE IN COM (ICE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INVESTOR AB SER B NPV ISIN #SE0015811963 SEDOL #BMV7PQ4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JAPAN EXCHANGE GROUP NPV ISIN #JP3183200009 SEDOL #6743882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JENSEN PORTFOLIO CLASS I (JENIX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38KOPERNIK GLOBAL ALL CAP FUND INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LANDBRIDGE COMPANY LLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40LAZARD GLOBAL LISTED INFRASTRUCTE INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41LIBERTY MEDIA CORP DELAWARE COM SER C (FWONK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LONDON SOTCK EXCHANGE GROUP ORD (LDNXF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MADISON SQUARE GARDEN ENTERTNMNT CL A (MSGE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MADISON SQUARE GARDEN SPRT CORP CL A (MSGS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NASDAQ INC COM STK (NDAQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46OSHKOSH CORP (OSK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47POLAR CAPITAL EMERG MARKET STARS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PRAIRIESKY RTY LTD COM (PREKF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PZENA EMERGING MRKTS FOCUSED VAL INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ROYAL CARIBIAN CRUISES LTD (RCL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51S&P GLOBAL INC COM (SPGI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52SEAPORT ENTMT GROUP INC COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SPHERE ENTERTAINMENT CO COM USD0.01 CLASS A (SPHR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TEXAS PACIFIC LAND TRUST (TPL )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TOEI ANIMATION NPV ISIN #JP3560200002 SEDOL #6301871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56URBANA CORP COM CL A NON-VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VANGUARD 500 INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VIMEO INC COMMON STOCK (VMEO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59WABTEC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WHEATON PRECIOUS METALS CORP COM (WPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WHITE MTNS INS GROUP LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WILLIAMS COS INC (WMB )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WISDOMTREE INVESTMENTS (WT)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0203073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2246299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3130424
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4182937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5104017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6113024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt79624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AVANTIS US SMALL CAP VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DIGITALBRIDGE GROUP INC CL A NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ETF SER SOLUTIONS DISTILLATE US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES TR RUSSELL 1000 VALUE INDEX FD (IWD)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4LISTED FD TR HORIZON KINETICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MESABI TRUST CTF BEN INT (MSB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7XBT PROVIDER AB BITCOIN TRACKER CTF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0217193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2262316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3391920
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4213819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5132398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6108215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt743369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0769934
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0326237
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt030146
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01126317
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01126317
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt019750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0326237
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt048500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt097000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01207000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01207000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0769934
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0769934
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-394608
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05912207
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0326237
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0978277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0563
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt030146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt030146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0140414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0166565
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03711
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07626
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01302961
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0148040
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01520925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01126317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01126317
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt095961
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0148040
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0313925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05585970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-71473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1397710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-71473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1397710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05514497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1397710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0326237
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-394608
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt028019
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021884521
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022279129
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt021856502
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01355499
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01355499
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01355499
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01369097
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013598
IRS990PF/DistributableAmountGrp/TotalTaxAmt013598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012341
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt018000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013598
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt030341
IRS990PF/FMVAssetsEOYAmt027655835
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt067954
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025945
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt012111731
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt07974603
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07116659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06632832
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010370888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016651748
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0479401
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01004916
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01381333
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt022279129
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt021856502
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02987211
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02480150
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02480150
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022279129
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt021856502
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027655835
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022279129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt021856502
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022279129
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt021856502
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt027798916
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt063508
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt027735408
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0416984
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01369097
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027381932
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt027798916
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0OXFORD FINANCIAL GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0139750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt011711 N MERIDIAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd046032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt075000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt122000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHEILA KLINK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH HAMILTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 80007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 80007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 80007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2INDIANAPOLIS

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