Civic Intelligence

Lincoln Legacy Foundation Inc

990PF • Fiscal year 2019 • EIN 35-2052344

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 21, 2020

1121 E Main StreetPlainfield, IN 46168-1760

(317) 839-8670

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-140%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

18th percentile

-5.2%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-67%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,128,401

Down $61,914 (-5.2%) from 2018

Net Assets

Down

$1,128,401

Down $61,914 (-5.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$39,043

Down $78,909 (-67%) from 2018

Expenses

Down

$93,583

Down $5,947 (-6.0%) from 2018

Net Income

Down

-$54,540

Down $72,962 (-396%) from 2018

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 2016: $1,198,863Liabilities 2016: $0Net Assets 2016: $1,198,8632016Assets 2017: $1,173,285Liabilities 2017: $0Net Assets 2017: $1,173,2852017Assets 2018: $1,190,315Liabilities 2018: $0Net Assets 2018: $1,190,3152018Assets 2019: $1,128,401Liabilities 2019: $0Net Assets 2019: $1,128,4012019Assets 2020: $1,103,421Liabilities 2020: $0Net Assets 2020: $1,103,4212020Assets 2021: $1,077,415Liabilities 2021: $0Net Assets 2021: $1,077,4152021Assets 2022: $968,774Liabilities 2022: $0Net Assets 2022: $968,7742022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2019

Assets$1,128,401
Liabilities$0
Net Assets$1,128,401

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2016: $37,215Expenses 2016: $72,654Net Income 2016: -$35,4392016Revenue 2017: $52,040Expenses 2017: $84,707Net Income 2017: -$32,6672017Revenue 2018: $117,952Expenses 2018: $99,530Net Income 2018: $18,4222018Revenue 2019: $39,043Expenses 2019: $93,583Net Income 2019: -$54,5402019Revenue 2020: $44,388Expenses 2020: $77,348Net Income 2020: -$32,9602020Revenue 2021: $57,736Expenses 2021: $83,932Net Income 2021: -$26,1962021Revenue 2022: -$27,232Expenses 2022: $81,409Net Income 2022: -$108,6412022Revenue 2023: $6,553Expenses 2023: $1,444,509Net Income 2023: -$1,437,9562023

Highlighted filing

2019

Revenue$39,043
Expenses$93,583
Net Income-$54,540
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 21, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E MANSFIELDPresident-$0--
JOHN MILHOLLANDTrustee/Dire-$0--
JERRY R ENGLETrustee/Dire-$0--
LESTER N BERGUMTrustee/Dire-$0--
JERRY HOLIFIELDSecretary-$0--
JOHN L WYATTTrustee/Dire-$0--
PATRICK A SHERMANTrustee/Dire-$0--
JOHN M BAERTreasurer-$0--
JOSEPH R BUSERTrustee/Dire-$0--
JOHN B DITMARSTrustee/Dire-$0--
Filing and Contact Details

Filer

Filer Name
First Merchants Charitable
EIN
35-2052344
Phone
3178398670
Address
1121 E MAIN STREET, PLAINFIELD, IN 46168-1760

Signing Officer

Name
David E Mansfield
Title
President
Phone
3172722605
Signed
2020-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Compass Pointe Cpas Llp
Address
609 TREYBOURNE DR STE A, GREENWOOD, IN 46142
Preparer
Joseph R Paulson CPA
Phone
3178816670
Raw XML AppendixShowing 400 of 810 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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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt84
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION IS FUNDED WITH STOCK FROM ITS PRIMARY
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1CONTRIBUTOR, FIRST MERCHANTS CORP (F/K/A LINCOLN BANCORP).
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2THE DIVIDENDS PAID ON THIS STOCK, AS WELL AS THE INCOME
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3FROM ITS OTHER INVESTMENTS, PROVIDES THE FOUNDATION WITH
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4FUNDS WITH WHICH TO MAKE GRANTS AND OTHER GIFTS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt5THE FOUNDATION BEGAN A DIVERSIFICATION PROGRAM IN 2011 TO
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt6DECREASE RISK AND INCREASE YIELD.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt7THE FOUNDATION PROVIDES OPERATING SUPPORT IN
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt8THE AREAS OF INDIANA COVERED BY ITS FORMER LINCOLN
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt9BANCORP OPERATIONS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt10DURING 2019 THE FOUNDATION PROVIDED SUPPORT IN SIX
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt11COUNTIES IN CENTRAL INDIANA.
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01121 E MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PLAINFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0461681760

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