Civic Intelligence

Hamilton Southeastern Schools Foundation Inc.

990 • Fiscal year 2022 • EIN 35-2146295

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 15, 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

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

73rd percentile

22%

Higher net margin than 73% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

58th percentile

4.9%

Faster asset growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-23%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,105,341

Up $97,586 (+4.9%) from 2021

Net Assets

Up

$2,102,715

Up $145,886 (+7.5%) from 2021

Liabilities

Down

$2,626

Down $48,300 (-95%) from 2021

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin73rd percentile

Revenue

Down

$653,347

Down $194,297 (-23%) from 2021

Expenses

Up

$507,461

Up $118,043 (+30%) from 2021

Net Income

Down

$145,886

Down $312,340 (-68%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

2022

Assets$2,105,341
Liabilities$2,626
Net Assets$2,102,715
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

2022

Revenue$653,347
Expenses$507,461
Net Income$145,886
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 15, 2022
Return Version
2021v4.0
Gross Receipts
$719,561
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$1,956,829$2,102,715▲ $145,886
Investments Other Securities$1,208,972$1,263,360▲ $54,388
Cash and Non-Interest-Bearing Accounts$798,557$841,810▲ $43,253
Accounts Receivable$215$160▼ $55
Savings and Temporary Cash Investments$11$11→ $0
Total Assets$2,007,755$2,105,341▲ $97,586
Liabilities
Unsecured Notes Loans Payable$28,030--
Grants Payable$20,302--
Other Liabilities$2,594$2,626▲ $32
Total Liabilities$50,926$2,626▼ $48,300
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,956,829$2,102,715▲ $145,886
Total Liabilities and Net Assets / Fund Balance$2,007,755$2,105,341▲ $97,586

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$24,094--

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
Compensation and Service Providers
Top Officer Pay39th percentile

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
$387,334
Program Service Revenue
$0
Investment Income
$37,109
Other Revenue
$228,904
All Other Contributions
$387,334
Change in Net Assets
$145,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$298,681
Salaries, Compensation, and Employee Benefits$148,950
Other Expenses$59,830
Total Fundraising Expense$41,403
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$298,681--$298,681
Other Salaries and Wages$65,336$39,927$39,927$145,190
All Other Expenses$7,116$7,947-$15,063
Other Employee Benefits$3,760--$3,760
Other Expenses$3,348$5,943-$3,348
Insurance$3,269--$3,269
Advertising--$1,476$1,476
Office Expenses-$415-$415
Occupancy-$296-$296
Total Functional Expenses$411,530$54,528$41,403$507,461
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$252,427
Fundraising Direct Expenses$66,214
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Event$207,287$207,287$26,617$180,670
Mudsock Footbal$45,140$45,140$9,872$35,268
Total Events$252,427$252,427$66,214$186,213
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$2,626
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
2022-12-15
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/InvestmentsOtherSecuritiesGrp/EOYAmt01263360
IRS990/IRPDocumentCnt02
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/NetAssetsOrFundBalancesBOYAmt01956829
IRS990/NetAssetsOrFundBalancesEOYAmt02102715
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0186213
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0186213
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0296
IRS990/OccupancyGrp/TotalAmt0296
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0415
IRS990/OfficeExpensesGrp/TotalAmt0415
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03760
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03760
IRS990/OtherExpensesGrp/Desc0ALUMNI EXPENSE
IRS990/OtherExpensesGrp/Desc1E TAPESTRY SOFTWARE
IRS990/OtherExpensesGrp/Desc2PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05943
IRS990/OtherExpensesGrp/ProgramServicesAmt018555
IRS990/OtherExpensesGrp/ProgramServicesAmt111465
IRS990/OtherExpensesGrp/ProgramServicesAmt23348
IRS990/OtherExpensesGrp/TotalAmt018555
IRS990/OtherExpensesGrp/TotalAmt111465
IRS990/OtherExpensesGrp/TotalAmt25943
IRS990/OtherExpensesGrp/TotalAmt33348
IRS990/OtherLiabilitiesGrp/BOYAmt02594
IRS990/OtherLiabilitiesGrp/EOYAmt02626
IRS990/OtherRevenueMiscGrp/Desc0PPP DEBT FORGIVENESS
IRS990/OtherRevenueMiscGrp/Desc1ERC CREDIT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt028030
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt114661
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt028030
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt114661
IRS990/OtherRevenueTotalAmt042691
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt039927
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt039927
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt065336
IRS990/OtherSalariesAndWagesGrp/TotalAmt0145190
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILL BRYAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0334622
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0182375
IRS990/PYInvestmentIncomeAmt0313427
IRS990/PYOtherExpensesAmt070731
IRS990/PYOtherRevenueAmt0199595
IRS990/PYRevenuesLessExpensesAmt0458226
IRS990/PYSalariesCompEmpBnftPaidAmt0136312
IRS990/PYTotalExpensesAmt0389418
IRS990/PYTotalRevenueAmt0847644
IRS990/ReconcilationRevenueExpnssAmt0145886
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01956829
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02102715
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0720,534
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0387334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0334622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0296119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0321466
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0304878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01644419
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0502711
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0252427
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0206182
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0204495
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0162546
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0147311
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0972961
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.62830
IRS990ScheduleA/PublicSupportPY170Pct00.63960
IRS990ScheduleA/PublicSupportTotal170Amt01644419
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0387334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0334622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0296119
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0321466
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0304878
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01644419
IRS990ScheduleA/TotalSupportAmt02617380
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08732
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0894383
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0863841
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt028642
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05832
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt052712
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0886035
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0894383
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt012352
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt072412
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0788879
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt056800
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0886035
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt010000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050356
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02626
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01239266
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt124094
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/TotalBookValueSecuritiesAmt01263360
IRS990ScheduleD/TotalLiabilityAmt02626
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066214
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03596
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03596

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,105,341
Liabilities
$2,626
Net assets
$2,102,715
Revenue
$653,347
Expenses
$507,461
Net income
$145,886
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