Civic Intelligence

Hamilton Southeastern Schools

EIN 35-2146295 • 501(c)3 • Fishers, IN

Profile

To secure tax-deductible gifts, grants, and bequests to provide resources to improve, enhance, and support educational opportunities for the hamilton southeastern schools community.

13485 Cumberland RoadFishers, IN 46038

www.hsefoundation.org

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

85th percentile

50%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$2,524,717

Up $284,763 (+13%) from 2024

Liabilities

Down

$0

Down $3,975 (-100%) from 2024

Net Assets

Up

$2,524,717

Up $288,738 (+13%) from 2024

Revenue

Up

$1,072,238

Up $353,908 (+49%) from 2024

Expenses

Up

$783,500

Up $230,918 (+42%) from 2024

Net Income

Up

$288,738

Up $122,990 (+74%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $819,243Liabilities 2011: $97,578Net Assets 2011: $721,6652011Assets 2021: $2,007,755Liabilities 2021: $50,926Net Assets 2021: $1,956,8292021Assets 2022: $2,105,341Liabilities 2022: $2,626Net Assets 2022: $2,102,7152022Assets 2023: $2,075,108Liabilities 2023: $4,877Net Assets 2023: $2,070,2312023Assets 2024: $2,239,954Liabilities 2024: $3,975Net Assets 2024: $2,235,9792024Assets 2025: $2,524,717Liabilities 2025: $0Net Assets 2025: $2,524,7172025

Highlighted filing

2025

Assets$2,524,717
Liabilities$0
Net Assets$2,524,717

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $223,8322011Revenue 2021: $847,644Expenses 2021: $389,418Net Income 2021: $458,2262021Revenue 2022: $653,347Expenses 2022: $507,461Net Income 2022: $145,8862022Revenue 2023: $473,506Expenses 2023: $505,990Net Income 2023: -$32,4842023Revenue 2024: $718,330Expenses 2024: $552,582Net Income 2024: $165,7482024Revenue 2025: $1,072,238Expenses 2025: $783,500Net Income 2025: $288,7382025

Highlighted filing

2025

Revenue$1,072,238
Expenses$783,500
Net Income$288,738

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 14, 2025
Return Version
2024v5.0
Gross Receipts
$1,179,374
Mission and Program Overview

Mission

To secure tax-deductible gifts, grants, and bequests to provide resources to improve, enhance, and support educational opportunities for the hamilton southeastern schools community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,235,979$2,524,717▲ $288,738
Investments Other Securities$1,370,257$1,474,528▲ $104,271
Cash and Non-Interest-Bearing Accounts$869,528$1,050,189▲ $180,661
Accounts Receivable$169--
Total Assets$2,239,954$2,524,717▲ $284,763
Liabilities
Other Liabilities$3,975--
Total Liabilities$3,975$0▼ $3,975
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,235,979$2,524,717▲ $288,738
Total Liabilities and Net Assets / Fund Balance$2,239,954$2,524,717▲ $284,763

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$15,173--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lloyd LeePresident
Anthony BusackBoard Member
Beth LawrenceBoard Member
Bethany ThomsonBoard Member
Brooke LawsonBoard Member
Chad HightowerBoard Member
David GrecoBoard Member
Jeena SielaBoard Member
Jordan HowardBoard Member
Josh RattrayBoard Member
Julie MillerBoard Member
Kate ZiinoBoard Member
Laura ColeBoard Member
Michael FutchBoard Member
Ron KrausBoard Member
Sarah DonsbachBoard Member
Sri VenkatramBoard Member
Aimee BastinEx-officio
Michael TealEx-officio
Patrick MapesEx-officio
Sarah Parks-reeseEx-officio
Suzanne ThomasEx-officio
Rob EmmersonPast Preside
Josh MorrisSecretary
Eliott SomersTreasurer
Beth ParsonsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$807,654
Program Service Revenue
$0
Investment Income
$109,025
Other Revenue
$155,559
All Other Contributions
$807,654
Change in Net Assets
$288,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$313,736
Grants and Similar Amounts Paid$273,566
Salaries, Compensation, and Employee Benefits$196,198
Total Fundraising Expense$72,449
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$273,566--$273,566
Other Salaries and Wages$85,534$52,270$52,270$190,074
Occupancy-$45,311-$45,311
Advertising--$20,179$20,179
All Other Expenses$13,672$3,034-$16,706
Other Expenses$7,546--$7,546
Other Employee Benefits$6,124--$6,124
Insurance$5,723--$5,723
Fees for Services Accounting-$5,000-$5,000
Office Expenses$4,414$492-$4,906
Fees for Services Other$600--$600
Total Functional Expenses$604,944$106,107$72,449$783,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$262,695
Fundraising Direct Expenses$107,136
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Event$190,479$190,479$24,948$165,531
Mudsock Footbal$72,216$72,216$6,350$65,866
Total Events$262,695$262,695$107,136$155,559
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 return is reviewed by the treasurer and the executive director.

Form 990, Page 6, Part VI, Line 12C

At the beginning of each year, each board member is required to sign a conflict of interest statement.

Form 990, Page 6, Part VI, Line 15A

Annual review by executive committee of executive director, including comparable information for compensation and job duties.

Form 990, Page 6, Part VI, Line 19

All documents, records and tax returns are available upon request at the hse foundation office.

Filing and Contact Details

Filer

Filer Name
Hamilton Southeastern Schools
EIN
35-2146295
Phone
3175944100
Address
13485 CUMBERLAND ROAD, FISHERS, IN 46038
Doing Business As
Hse Schools Foundation Inc

Signing Officer

Name
Lloyd Lee
Title
President
Phone
3175944100
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lloyd Lee
Formed
2001
Legal Domicile
In
Voting Board Members
28
Independent Board Members
28
Employees
4
Volunteers
60

Preparer

Firm
Long & Associates Pc
Address
8388 E 116TH ST SUITE A, FISHERS, IN 46038-9370
Preparer
Thomas R Long CPA
Phone
3175775975
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Money is invested through the cicf who administers the fund and funds can be withdrawn from the endowment funds to fund scholarships. No more than 5% of fund balance can be withdrawn in any one year for scholarships.

Raw XML AppendixShowing 400 of 478 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/AccountsReceivableGrp/BOYAmt0169
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SECURE TAX-DEDUCTIBLE GIFTS, GRANTS, AND BEQUESTS TO PROVIDE RESOURCES TO IMPROVE, ENHANCE, AND SUPPORT EDUCATIONAL OPPORTUNITIES FOR THE HAMILTON SOUTHEASTERN SCHOOLS COMMUNITY.
IRS990/AdvertisingGrp/FundraisingAmt020179
IRS990/AdvertisingGrp/TotalAmt020179
IRS990/AllOtherContributionsAmt0807654
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03034
IRS990/AllOtherExpensesGrp/ProgramServicesAmt013672
IRS990/AllOtherExpensesGrp/TotalAmt016706
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LONG & ASSOCIATES PC
IRS990/BooksInCareOfDetail/PhoneNum03175775975
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08388 E 116TH STREET
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE A
IRS990/BooksInCareOfDetail/USAddress/CityNm0FISHERS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046038
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0869528
IRS990/CashNonInterestBearingGrp/EOYAmt01050189
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0807654
IRS990/CYGrantsAndSimilarPaidAmt0273566
IRS990/CYInvestmentIncomeAmt0109025
IRS990/CYOtherExpensesAmt0313736
IRS990/CYOtherRevenueAmt0155559
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0288738
IRS990/CYSalariesCompEmpBnftPaidAmt0196198
IRS990/CYTotalExpensesAmt0783500
IRS990/CYTotalFundraisingExpenseAmt072449
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01072238
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SECURE TAX-DEDUCTIBLE GIFTS, GRANTS AND BEQUESTS TO PROVIDE RESOURCES TO IMPROVE, ENHANCE AND SUPPORT EDUCATIONAL OPPORTUNITIES FOR THE HAMILTON SOUTHEASTERN SCHOOLS COMMUNITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0HSE SCHOOLS FOUNDATION INC
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0604944
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05000
IRS990/FeesForServicesAccountingGrp/TotalAmt05000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0600
IRS990/FeesForServicesOtherGrp/TotalAmt0600
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/PersonNm0ANTHONY BUSACK
IRS990/Form990PartVIISectionAGrp/PersonNm1LAURA COLE
IRS990/Form990PartVIISectionAGrp/PersonNm2SARAH DONSBACH
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL FUTCH
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID GRECO
IRS990/Form990PartVIISectionAGrp/PersonNm5CHAD HIGHTOWER
IRS990/Form990PartVIISectionAGrp/PersonNm6JORDAN HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm7RON KRAUS
IRS990/Form990PartVIISectionAGrp/PersonNm8BETH LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm9BROOKE LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm10JULIE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSH RATTRAY
IRS990/Form990PartVIISectionAGrp/PersonNm12JEENA SIELA
IRS990/Form990PartVIISectionAGrp/PersonNm13BETHANY THOMSON
IRS990/Form990PartVIISectionAGrp/PersonNm14SRI VENKATRAM
IRS990/Form990PartVIISectionAGrp/PersonNm15KATE ZIINO
IRS990/Form990PartVIISectionAGrp/PersonNm16AIMEE BASTIN
IRS990/Form990PartVIISectionAGrp/PersonNm17ROB EMMERSON
IRS990/Form990PartVIISectionAGrp/PersonNm18LLOYD LEE
IRS990/Form990PartVIISectionAGrp/PersonNm19PATRICK MAPES
IRS990/Form990PartVIISectionAGrp/PersonNm20JOSH MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm21SARAH PARKS-REESE
IRS990/Form990PartVIISectionAGrp/PersonNm22BETH PARSONS
IRS990/Form990PartVIISectionAGrp/PersonNm23ELIOTT SOMERS
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHAEL TEAL
IRS990/Form990PartVIISectionAGrp/PersonNm25SUZANNE THOMAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt17PAST PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt22VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt24EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt25EX-OFFICIO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0107136
IRS990/FundraisingGrossIncomeAmt0262695
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantAmt0273566
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0273566
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0273566
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01179374
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt028
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt05723
IRS990/InsuranceGrp/TotalAmt05723
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0109025
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0109025
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01370257
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01474528
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SECURE TAX-DEDUCTIBLE GIFTS, GRANTS, AND BEQUESTS TO PROVIDE RESOURCES TO IMPROVE, ENHANCE, AND SUPPORT EDUCATIONAL OPPORTUNITIES FOR THE HAMILTON SOUTHEASTERN SCHOOLS COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02235979
IRS990/NetAssetsOrFundBalancesEOYAmt02524717
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0155559
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0155559
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt045311
IRS990/OccupancyGrp/TotalAmt045311
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0492
IRS990/OfficeExpensesGrp/ProgramServicesAmt04414
IRS990/OfficeExpensesGrp/TotalAmt04906
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06124
IRS990/OtherEmployeeBenefitsGrp/TotalAmt06124
IRS990/OtherExpensesGrp/Desc0EVENT ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc1E TAPESTRY SOFTWARE
IRS990/OtherExpensesGrp/Desc2ALUMNI EXPENSE
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0180612
IRS990/OtherExpensesGrp/ProgramServicesAmt117608
IRS990/OtherExpensesGrp/ProgramServicesAmt29545
IRS990/OtherExpensesGrp/ProgramServicesAmt37546
IRS990/OtherExpensesGrp/TotalAmt0180612
IRS990/OtherExpensesGrp/TotalAmt117608
IRS990/OtherExpensesGrp/TotalAmt29545
IRS990/OtherExpensesGrp/TotalAmt37546
IRS990/OtherLiabilitiesGrp/BOYAmt03975
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt052270
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt052270
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt085534
IRS990/OtherSalariesAndWagesGrp/TotalAmt0190074
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LLOYD LEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0385541
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0306922
IRS990/PYInvestmentIncomeAmt0157747
IRS990/PYOtherExpensesAmt064315
IRS990/PYOtherRevenueAmt0175042
IRS990/PYRevenuesLessExpensesAmt0165748
IRS990/PYSalariesCompEmpBnftPaidAmt0181345
IRS990/PYTotalExpensesAmt0552582
IRS990/PYTotalRevenueAmt0718330
IRS990/ReconcilationRevenueExpnssAmt0288738
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02235979
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02524717
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0978,524
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0807654
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0385541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0314040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0387334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0334622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02229191
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0666060
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0262695
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0253452
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0266463
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0252427
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0206182
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01241219
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.64230
IRS990ScheduleA/PublicSupportPY170Pct00.59220
IRS990ScheduleA/PublicSupportTotal170Amt02229191
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0807654
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0385541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0314040
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0387334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0334622
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02229191
IRS990ScheduleA/TotalSupportAmt03470410
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01459355
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt115173
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LEGACY FUND INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CLASS WALLET
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MONEY IS INVESTED THROUGH THE CICF WHO ADMINISTERS THE FUND AND FUNDS CAN BE WITHDRAWN FROM THE ENDOWMENT FUNDS TO FUND SCHOLARSHIPS. NO MORE THAN 5% OF FUND BALANCE CAN BE WITHDRAWN IN ANY ONE YEAR FOR SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueSecuritiesAmt01474528
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0107136
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt04185
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt04185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MUDSOCK FOOTBAL
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt048808
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt010014
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt058822
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0190479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt072216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0262695
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0190479
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt072216
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0262695
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0155559
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt031298
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt024948
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt06350
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02831
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012831
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0156416
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1117150
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HSE STAFF MEMBERS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1HSE STUDENTS
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN IS REVIEWED BY THE TREASURER AND THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT THE BEGINNING OF EACH YEAR, EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.