Civic Intelligence

William H & Brenda L Culpepper

EIN 35-2062881 • Zionsville, IN

3290 S US Highway 421Zionsville, IN 46077
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

20th percentile

-3.9%

Faster asset growth than 20% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1500%

Faster revenue growth than 99% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$836,809

Down $34,035 (-3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$836,809

Down $34,035 (-3.9%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$8,202,478

Up $7,689,666 (+1500%) from 2023

Expenses

Up

$171,796

Up $79,304 (+86%) from 2023

Net Income

Up

$8,030,682

Up $7,610,362 (+1811%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$1.0M$500K$0Assets 2010: $336,046Liabilities 2010: $0Net Assets 2010: $336,0462010Assets 2011: $306,920Liabilities 2011: $0Net Assets 2011: $306,9202011Assets 2012: $275,273Liabilities 2012: $0Net Assets 2012: $275,2732012Assets 2013: $261,775Liabilities 2013: $0Net Assets 2013: $261,7752013Assets 2014: $185,997Liabilities 2014: $0Net Assets 2014: $185,9972014Assets 2015: $308,795Liabilities 2015: $0Net Assets 2015: $308,7952015Assets 2016: $214,230Liabilities 2016: $0Net Assets 2016: $214,2302016Assets 2017: $165,626Liabilities 2017: $0Net Assets 2017: $165,6262017Assets 2018: $160,845Liabilities 2018: $0Net Assets 2018: $160,8452018Assets 2019: $343,562Liabilities 2019: $0Net Assets 2019: $343,5622019Assets 2021: $297,049Liabilities 2021: $0Net Assets 2021: $297,0492021Assets 2022: $387,183Liabilities 2022: $0Net Assets 2022: $387,1832022Assets 2023: $870,844Liabilities 2023: $0Net Assets 2023: $870,8442023Assets 2024: $836,809Liabilities 2024: $0Net Assets 2024: $836,8092024

Highlighted filing

2024

Assets$836,809
Liabilities$0
Net Assets$836,809
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $44,5772010Expenses 2011: $96,9152011Expenses 2012: $66,6002012Revenue 2013: $130,458Expenses 2013: $72,570Net Income 2013: $57,8882013Revenue 2014: -$1,603Expenses 2014: $74,175Net Income 2014: -$75,7782014Revenue 2015: $281,858Expenses 2015: $22,410Net Income 2015: $259,4482015Revenue 2016: $105,858Expenses 2016: $200,423Net Income 2016: -$94,5652016Revenue 2017: $6,014Expenses 2017: $108,948Net Income 2017: -$102,9342017Revenue 2018: $351,319Expenses 2018: $8,670Net Income 2018: $342,6492018Revenue 2019: $1,782,347Expenses 2019: $2,021,116Net Income 2019: -$238,7692019Revenue 2021: $23,407Expenses 2021: $48,004Net Income 2021: -$24,5972021Revenue 2022: $292,183Expenses 2022: $70,840Net Income 2022: $221,3432022Revenue 2023: $512,812Expenses 2023: $92,492Net Income 2023: $420,3202023Revenue 2024: $8,202,478Expenses 2024: $171,796Net Income 2024: $8,030,6822024

Highlighted filing

2024

Revenue$8,202,478
Expenses$171,796
Net Income$8,030,682
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$836,809
Liabilities
$0
Net assets
$836,809
Revenue
$8,202,478
Expenses
$171,796
Net income
$8,030,682
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$8.20$0.17$8.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.51$0.09$0.42
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.29$0.07$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.02$0.05$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$1.78$2.02$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.00$0.16$0.35$0.01$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.00$0.17$0.01$0.11$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.11$0.20$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.28$0.02$0.26
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.07$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.13$0.07$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.07
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.00$0.31$0.10
2010Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President & Director-$0--
-Director-$0--
-Secretary & Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCarmel Symphony OrchestraGeneralPCCarmel, IN, US$100,380
Paid GrantSecond Presbyterian ChurchGeneralPCIndianapolis, IN, US$15,010
Paid GrantThe North Carolina Agricultural Foundation IncGeneralPCRaleigh, NC, US$10,145
Paid GrantHuntington's Disease Society (HDSA)GeneralPCNew York, NY, US$10,002
Paid GrantBev Hartig Hungtingtons Disease FoundationGeneralPCFishers, IN, US$10,000
Paid GrantSamaritans PurseGeneralPCBoone, NC, US$10,000
Paid GrantAmerican Red CrossGeneralPCWashington, DC, US$2,000
Paid GrantJudicial WatchGeneralPCWashington, DC, US$2,000
Paid GrantHeritage FoundationGeneralPCWashington, DC, US$1,500
Paid GrantHuntington's Disease Society (HDSA)GeneralPCNew York, NY, US$1,000
Paid GrantMy Faith VotesGeneralPCParker, CO, US$350
Paid GrantNLPCGeneralPCFalls Church, VA, US$350
Paid GrantAlzheimers AssociationGeneralPCNew York, NY, US$300
Paid GrantSalvation ArmyGeneralPCIndianapolis, IN, US$300
Paid GrantUS Justice Charitable Foundation IncGeneralPCWashington, DC, US$300
Paid GrantHillsdale CollegeGeneralPCHillsdale, MI, US$250
Paid GrantSoutheastern Legal FoundationGeneralPCRoswell, GA, US$250
Paid GrantTunnel to TowersGeneralPCStaten Island, NY, US$250
Paid GrantWounded Warrior ProjectGeneralPCJacksonville, FL, US$200
Paid GrantVeterans of Foreign WarsGeneralPCKansas City, MO, US$175
Paid GrantAmerican Cancer SocGeneralPCAtlanta, GA, US$150
Paid GrantAmerican Heart AssociationGeneralPCDallas, TX, US$150
Paid GrantLeadership InstituteGeneralPCArlington, VA, US$150
Paid GrantLeukemia & Lymphoma SocietyGeneralPCRye Brook, NY, US$150
Paid GrantShriners Hospital for ChildrenGeneralPCTampa, FL, US$140
Paid GrantDisabled American VeteransGeneralPCCold Spring, KY, US$125
Paid GrantConservative Partnership InstituteGeneralPCWashington, DC, US$100
Paid GrantFamily Research CouncilGeneralPCWashington, DC, US$100
Paid GrantUSOGeneralPCArlington, VA, US$100
Paid GrantWheeler MissionGeneralPCIndianapolis, IN, US$100
Paid GrantWWII Veterans CommitteeGeneralPCArlington, VA, US$100
Paid GrantNew Hope Friends ChurchGeneralPCGoldsboro, NC, US$100
Paid GrantSt Jude Children's Research HospitalGeneralPCMemphis, TN, US$75
Paid GrantNational Center for Public PolicyGeneralPCWashington, DC, US$75
Paid GrantCarmel Symphony OrchestraGeneralPCCarmel, IN, US$50
Paid GrantCenter for Freedom and Prosperity FoundationGeneralPCAlexandria, VA, US$50
Paid GrantAmerican Parkinson Disease AssociationGeneralPCStaten Island, NY, US$50
Paid GrantProEnglishGeneralPCWashington, DC, US$50
Paid GrantHumane Society of IndianapolisGeneralPCIndianapolis, IN, US$35
Paid GrantIndiana Sheriffs AssociationGeneralPCAvon, IN, US$35
Filing and Contact Details

Filer

Filer Name
William H & Brenda L Culpepper Family Foundation
EIN
35-2062881
Phone
3179735264
Address
3290 S US Highway 421, Zionsville, IN 46077

Signing Officer

Name
William H Culpepper
Title
President
Phone
3175808283
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
990 Exempt Vision
Address
820 Massachusetts Ave Suite 1370, Indianapolis, IN 46204
Preparer
Jeffrey Bodkin
Phone
3173834000
Raw XML AppendixShowing 400 of 769 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
AccountingFeesSchedule/AccountingFeesDetail/Amt05150
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05150
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02006-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Boston Scientific Corp
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1FIRST TRUST INTERMEDIATE DURATION PFD & INCOME
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt06554
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt13840
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0fmv
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt1fmv
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt025043
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt12965
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt0Sold
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt1Sold
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt018489
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SHS First Trust
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt037587
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt027360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0132391
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5892432
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9644620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm05858 SHS Boston Scientific Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1299 SHS Corteva Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2124 SHS Dow Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3469 SHS Elanco Animal Health Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4SHS Intl Flavor & Fragrances
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51,156 SHS Eli Lilly & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6675 SHS Eli Lilly & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm710,250 SHS Eli Lilly & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81,081 SHS Eli Lilly & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9835 SHS Eli Lilly & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10451 SHS Elanco Animal Health Inc
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt022984
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017614
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt040608
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05150
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017604
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0166646
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt08161870
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022984
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0194929
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0564
IRS990PF/DistributableAmountGrp/TotalTaxAmt0564
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0407
IRS990PF/FMVAssetsEOYAmt011412148
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07978
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022719
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt042117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt037587
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1J Scott Culpepper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2Brenda L Culpepper
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13290 S US Highway 421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23290 S US Highway 421
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Zionsville
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0William H Culpepper
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30General
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37General
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Alzheimers Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1American Cancer Soc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2American Heart Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3American Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Carmel Symphony Orchestra

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