Civic Intelligence

Hamilton Southeastern Schools Foundation Inc.

990 • Fiscal year 2021 • EIN 35-2146295

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

Organization ProfileWWW.HSEFOUNDATION.ORG
13485 Cumberland RoadFishers, IN 46038

(317) 594-4100

Siviq Scores

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

Liabilities / Assets

38th percentile

0.03x

Higher debt load relative to assets than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.06x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

88th percentile

54%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$2,007,755

Up $1,188,512 (+145%) from 2011

Net Assets

Up

$1,956,829

Up $1,235,164 (+171%) from 2011

Liabilities

Down

$50,926

Down $46,652 (-48%) from 2011

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin88th percentile

Revenue

$847,644

No earlier filing loaded for comparison.

Expenses

Up

$389,418

Up $165,586 (+74%) from 2011

Net Income

$458,226

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$2,007,755
Liabilities$50,926
Net Assets$1,956,829
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$847,644
Expenses$389,418
Net Income$458,226
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.0
Gross Receipts
$877,931
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$1,498,603$1,956,829▲ $458,226
Investments Other Securities$886,041$1,208,972▲ $322,931
Cash and Non-Interest-Bearing Accounts$665,144$798,557▲ $133,413
Accounts Receivable$110$215▲ $105
Savings and Temporary Cash Investments$11$11→ $0
Total Assets$1,551,306$2,007,755▲ $456,449
Liabilities
Unsecured Notes Loans Payable$23,700$28,030▲ $4,330
Grants Payable$24,701$20,302▼ $4,399
Other Liabilities$4,302$2,594▼ $1,708
Total Liabilities$52,703$50,926▼ $1,777
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,498,603$1,956,829▲ $458,226
Total Liabilities and Net Assets / Fund Balance$1,551,306$2,007,755▲ $456,449

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$20,302--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$894,383$1,000▲ $5,832-$863,841
2018$886,035$1,000▲ $72,412-$894,383
2017$788,879$56,800▲ $50,356-$886,035
2016$718,337$9,235▲ $76,217-$788,879
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Will BryanPresident
Aimee AshBoard Member
Allison OestreichBoard Member
Angela OstrowskiBoard Member
Anthony BusackBoard Member
Bob EllisBoard Member
Chad HightowerBoard Member
Char BennettBoard Member
Cindy OrrisBoard Member
Dr Meeta PradhanBoard Member
Jenni DillonBoard Member
Jill MceldowneyBoard Member
Jill SchwarzBoard Member
John MoriarityBoard Member
Jordan HowardBoard Member
Kyle MaloneBoard Member
Nancy BielefeldBoard Member
Rob EmmersonBoard Member
Teresa LeonBoard Member
Tim HardinBoard Member
Dr Yvonne StokesEx-officio
Michelle FullhartEx-officio
Julie RagsdalePast Preside
Greg SchrageSecretary
Heidi LeonardTreasurer
Brad BanksVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$334,622
Program Service Revenue
$0
Investment Income
$313,427
Other Revenue
$199,595
All Other Contributions
$334,622
Change in Net Assets
$458,226
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$182,375
Salaries, Compensation, and Employee Benefits$136,312
Other Expenses$70,731
Total Fundraising Expense$37,076
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$182,375--$182,375
Other Salaries and Wages$59,705$36,487$36,487$132,679
All Other Expenses$3,978$7,976-$11,954
Other Expenses$4,626$34,550-$4,626
Other Employee Benefits$3,633--$3,633
Insurance$3,201--$3,201
Advertising--$589$589
Office Expenses-$380-$380
Occupancy-$-466-$-466
Total Functional Expenses$273,415$78,927$37,076$389,418
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$206,182
Fundraising Direct Expenses$30,287
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Event$176,584$176,584$7,158$169,426
Mudsock Footbal$29,598$29,598$6,506$23,092
Total Events$206,182$206,182$30,287$175,895
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$2,594
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
Will Bryan
Title
President
Phone
3175944100
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Will Bryan
Formed
2001
Legal Domicile
In
Voting Board Members
23
Independent Board Members
23
Employees
3
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.”

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IRS990/IndependentVotingMemberCnt023
IRS990/IndoorTanningServicesInd0false
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IRS990/InsuranceGrp/TotalAmt03201
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0313427
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0886041
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01208972
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/NetAssetsOrFundBalancesBOYAmt01498603
IRS990/NetAssetsOrFundBalancesEOYAmt01956829
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0175895
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0175895
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0-466
IRS990/OccupancyGrp/TotalAmt0-466
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0380
IRS990/OfficeExpensesGrp/TotalAmt0380
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03633
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03633
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1LEGACY FEES
IRS990/OtherExpensesGrp/Desc2PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc3PRINTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt034550
IRS990/OtherExpensesGrp/ProgramServicesAmt09374
IRS990/OtherExpensesGrp/ProgramServicesAmt16523
IRS990/OtherExpensesGrp/ProgramServicesAmt24626
IRS990/OtherExpensesGrp/TotalAmt034550
IRS990/OtherExpensesGrp/TotalAmt19374
IRS990/OtherExpensesGrp/TotalAmt26523
IRS990/OtherExpensesGrp/TotalAmt34626
IRS990/OtherLiabilitiesGrp/BOYAmt04302
IRS990/OtherLiabilitiesGrp/EOYAmt02594
IRS990/OtherRevenueMiscGrp/Desc0PPP DEBT FORGIVENESS
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023700
IRS990/OtherRevenueTotalAmt023700
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt036487
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt036487
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt059705
IRS990/OtherSalariesAndWagesGrp/TotalAmt0132679
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILL BRYAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0296119
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0192482
IRS990/PYInvestmentIncomeAmt06832
IRS990/PYOtherExpensesAmt061198
IRS990/PYOtherRevenueAmt0163384
IRS990/PYRevenuesLessExpensesAmt077071
IRS990/PYSalariesCompEmpBnftPaidAmt0135584
IRS990/PYTotalExpensesAmt0389264
IRS990/PYTotalRevenueAmt0466335
IRS990/ReconcilationRevenueExpnssAmt0458226
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01498603
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01956829
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0645,417
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0334622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0296119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0321466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0304878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0254446
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01511531
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0422911
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0206182
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0204495
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0162546
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0147311
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0131065
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0851599
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63960
IRS990ScheduleA/PublicSupportPY170Pct00.67130
IRS990ScheduleA/PublicSupportTotal170Amt01511531
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0334622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0296119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0321466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0304878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0254446
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01511531
IRS990ScheduleA/TotalSupportAmt02363130
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08732
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0894383
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0863841
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt028642
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt052712
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0886035
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0894383
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt012352
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt072412
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0788879
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt056800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0886035
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050356
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0718337
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt09235
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0788879
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt014910
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt076217
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02594
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01188670
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt120302
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.

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,007,755
Liabilities
$50,926
Net assets
$1,956,829
Revenue
$847,644
Expenses
$389,418
Net income
$458,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$1.07$0.78$0.29
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.72$0.55$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.07$0.47$0.51$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.10$0.65$0.51$0.15
2021Detailed filing. Detailed filing data is available for this year.$2.01$0.05$1.96$0.85$0.39$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.10$0.72$0.22