Civic Intelligence

Hamilton Southeastern Schools Foundation Inc.

990 • Fiscal year 2024 • EIN 35-2146295

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 09, 2024

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

7.9%

Faster asset growth than 60% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

52%

Faster revenue growth than 83% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$2,239,954

Up $164,846 (+7.9%) from 2023

Net Assets

Up

$2,235,979

Up $165,748 (+8.0%) from 2023

Liabilities

Down

$3,975

Down $902 (-18%) from 2023

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin76th percentile

Revenue

Up

$718,330

Up $244,824 (+52%) from 2023

Expenses

Up

$552,582

Up $46,592 (+9.2%) from 2023

Net Income

Up

$165,748

Up $198,232 (+610%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2024

Assets$2,239,954
Liabilities$3,975
Net Assets$2,235,979
Open 2024 Filing

Operations Trend

Revenue Growth83rd 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

2024

Revenue$718,330
Expenses$552,582
Net Income$165,748
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 9, 2024
Return Version
2023v5.0
Gross Receipts
$796,740
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$2,070,231$2,235,979▲ $165,748
Investments Other Securities$1,211,208$1,370,257▲ $159,049
Cash and Non-Interest-Bearing Accounts$863,766$869,528▲ $5,762
Accounts Receivable$123$169▲ $46
Savings and Temporary Cash Investments$11--
Total Assets$2,075,108$2,239,954▲ $164,846
Liabilities
Other Liabilities$4,151$3,975▼ $176
Grants Payable$726--
Total Liabilities$4,877$3,975▼ $902
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,070,231$2,235,979▲ $165,748
Total Liabilities and Net Assets / Fund Balance$2,075,108$2,239,954▲ $164,846

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$10,215--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$894,383$1,000▲ $5,832-$863,841
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Greg SchragePresident
Aimee AshBoard Member
Allison OestreichBoard Member
Angela OstrowskiBoard Member
Anthony BusackBoard Member
Beth LawrenceBoard Member
Bethany ThomsonBoard Member
Chad HightowerBoard Member
Char BennettBoard Member
Cindy OrrisBoard Member
Doug BattagliaBoard Member
Dr Meeta PradhanBoard Member
Jeena SielaBoard Member
Jenni DillonBoard Member
John MoriarityBoard Member
Josh MorrisBoard Member
Julie MillerBoard Member
Lloyd LeeBoard Member
Nancy BielefeldBoard Member
Ron KrausBoard Member
Tony BagatoBoard Member
Audrey LashEx-officio
Dr Yvonne StokesEx-officio
Johanna KitchellEx-officio
Suzanne ThomasEx-officio
Brad BanksPast Preside
Theresa LeonSecretary
Jordan HowardTreasurer
Rob EmmersonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$385,541
Program Service Revenue
$0
Investment Income
$157,747
Other Revenue
$175,042
All Other Contributions
$385,541
Change in Net Assets
$165,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$306,922
Salaries, Compensation, and Employee Benefits$181,345
Other Expenses$64,315
Total Fundraising Expense$50,766
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$306,922--$306,922
Other Salaries and Wages$79,730$48,723$48,723$177,176
All Other Expenses$7,294$5,147-$12,441
Office Expenses$7,841$1,390-$9,231
Other Expenses$6,809$6,669-$6,669
Other Employee Benefits$4,169--$4,169
Insurance$3,506--$3,506
Advertising--$2,043$2,043
Occupancy-$976-$976
Total Functional Expenses$438,911$62,905$50,766$552,582
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$253,452
Fundraising Direct Expenses$78,410
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner Event$177,973$177,973$20,942$157,031
Mudsock Footbal$75,479$75,479$4,822$70,657
Total Events$253,452$253,452$78,410$175,042
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$3,975
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
Greg Schrage
Title
President
Phone
3175944100
Signed
2024-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Schrage
Formed
2001
Legal Domicile
In
Voting Board Members
28
Independent Board Members
28
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/Form990PartVIISectionAGrp/TitleTxt22TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt23EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt24EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt25SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt26PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt27EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt28EX-OFFICIO
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt078410
IRS990/FundraisingGrossIncomeAmt0253452
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantAmt0306922
IRS990/GrantsPayableGrp/BOYAmt0726
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0306922
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0306922
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IRS990/GrantsToOrganizationsInd0false
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IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt028
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt03506
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0157747
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0157747
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01211208
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01370257
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
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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/NetAssetsOrFundBalancesBOYAmt02070231
IRS990/NetAssetsOrFundBalancesEOYAmt02235979
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0175042
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0976
IRS990/OccupancyGrp/TotalAmt0976
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01390
IRS990/OfficeExpensesGrp/ProgramServicesAmt07841
IRS990/OfficeExpensesGrp/TotalAmt09231
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04169
IRS990/OtherEmployeeBenefitsGrp/TotalAmt04169
IRS990/OtherExpensesGrp/Desc0E TAPESTRY SOFTWARE
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06669
IRS990/OtherExpensesGrp/ProgramServicesAmt011724
IRS990/OtherExpensesGrp/ProgramServicesAmt110916
IRS990/OtherExpensesGrp/ProgramServicesAmt26809
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IRS990/OtherExpensesGrp/TotalAmt110916
IRS990/OtherExpensesGrp/TotalAmt26809
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt048723
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt079730
IRS990/OtherSalariesAndWagesGrp/TotalAmt0177176
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GREG SCHRAGE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0314040
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0273592
IRS990/PYInvestmentIncomeAmt0-17639
IRS990/PYOtherExpensesAmt071618
IRS990/PYOtherRevenueAmt0177105
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IRS990/PYTotalExpensesAmt0505990
IRS990/PYTotalRevenueAmt0473506
IRS990/ReconcilationRevenueExpnssAmt0165748
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02070231
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02235979
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0929,567
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0385541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0314040
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0387334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0334622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0296119
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01717656
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0563867
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0253452
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0266463
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0252427
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0206182
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0204495
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01183019
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59220
IRS990ScheduleA/PublicSupportPY170Pct00.60220
IRS990ScheduleA/PublicSupportTotal170Amt01717656
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0385541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0314040
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0387334
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0334622
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0296119
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01717656
IRS990ScheduleA/TotalSupportAmt02900675
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08732
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0894383
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0863841
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt028642
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05832
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03975
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01360042
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt110215
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/TotalBookValueSecuritiesAmt01370257
IRS990ScheduleD/TotalLiabilityAmt03975
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt078410
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01425
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01425

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Filings

Displayed year

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

Open filing
Assets
$2,239,954
Liabilities
$3,975
Net assets
$2,235,979
Revenue
$718,330
Expenses
$552,582
Net income
$165,748
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