Civic Intelligence

Mcmillen Foundation Inc.

990PF • Fiscal year 2015 • EIN 35-6021003

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profile
6610 Mutual DriveFort Wayne, IN 46825

(260) 484-8631

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

12th percentile

0.00x

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

3rd percentile

-159%

Higher net margin than 3% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

17th percentile

$27,500

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

24th percentile

-3.1%

Faster asset growth than 24% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$33,520,584

Down $1,056,794 (-3.1%) from 2014

Net Assets

Down

$33,520,584

Down $1,056,794 (-3.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin3rd percentile

Revenue

Down

$663,161

Down $6,771,478 (-91%) from 2014

Expenses

Down

$1,719,955

Down $368,386 (-18%) from 2014

Net Income

Down

-$1,056,794

Down $6,403,092 (-120%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$40M$30M$20M$10M$0Assets 2011: $29,493,156Liabilities 2011: $0Net Assets 2011: $29,493,1562011Assets 2012: $28,817,058Liabilities 2012: $0Net Assets 2012: $28,817,0582012Assets 2013: $29,238,827Liabilities 2013: $0Net Assets 2013: $29,238,8272013Assets 2014: $34,577,378Liabilities 2014: $0Net Assets 2014: $34,577,3782014Assets 2015: $33,520,584Liabilities 2015: $0Net Assets 2015: $33,520,5842015Assets 2016: $30,752,313Liabilities 2016: $0Net Assets 2016: $30,752,3132016Assets 2017: $32,563,321Liabilities 2017: $0Net Assets 2017: $32,563,3212017Assets 2018: $29,990,804Liabilities 2018: $0Net Assets 2018: $29,990,8042018Assets 2019: $29,998,314Liabilities 2019: $0Net Assets 2019: $29,998,3142019Assets 2020: $30,751,418Liabilities 2020: $0Net Assets 2020: $30,751,4182020Assets 2021: $31,760,477Liabilities 2021: $0Net Assets 2021: $31,760,4772021Assets 2022: $30,097,914Liabilities 2022: $0Net Assets 2022: $30,097,9142022Assets 2023: $28,527,200Liabilities 2023: $0Net Assets 2023: $28,527,2002023Assets 2024: $29,161,554Liabilities 2024: $0Net Assets 2024: $29,161,5542024

Highlighted filing

2015

Assets$33,520,584
Liabilities$0
Net Assets$33,520,584
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $1,718,7952011Expenses 2012: $1,735,5152012Revenue 2013: $2,336,172Expenses 2013: $1,909,827Net Income 2013: $426,3452013Revenue 2014: $7,434,639Expenses 2014: $2,088,341Net Income 2014: $5,346,2982014Revenue 2015: $663,161Expenses 2015: $1,719,955Net Income 2015: -$1,056,7942015Revenue 2016: -$568,409Expenses 2016: $1,926,488Net Income 2016: -$2,494,8972016Revenue 2017: $2,082,891Expenses 2017: $2,021,826Net Income 2017: $61,0652017Revenue 2018: $1,432,532Expenses 2018: $2,010,749Net Income 2018: -$578,2172018Revenue 2019: $1,582,484Expenses 2019: $2,289,151Net Income 2019: -$706,6672019Revenue 2020: $2,664,984Expenses 2020: $2,018,758Net Income 2020: $646,2262020Revenue 2021: $3,266,305Expenses 2021: $2,690,107Net Income 2021: $576,1982021Revenue 2022: $501,691Expenses 2022: $2,437,886Net Income 2022: -$1,936,1952022Revenue 2023: $739,998Expenses 2023: $2,374,655Net Income 2023: -$1,634,6572023Revenue 2024: $2,439,548Expenses 2024: $1,926,562Net Income 2024: $512,9862024

Highlighted filing

2015

Revenue$663,161
Expenses$1,719,955
Net Income-$1,056,794
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOROTHY ROBINSONSecretary/TreasurerPT$27,500-$27,500
THOMAS A IRMSCHERDirector-$0--
JOHN F MCMILLENPresident-$0--
DALE W MCMILLEN IIIDirector-$0--
THOMAS M SHOAFFVice President-$0--
N REED SILLIMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mcmillen Foundation Inc
EIN
35-6021003
In Care Of
% DOROTHY ROBINSON
Phone
2604848631
Address
6610 MUTUAL DRIVE, Fort Wayne, IN 46825

Signing Officer

Name
Dorthy Robinson
Title
Treasurer
Phone
2604848631
Signed
2016-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Joyce A Dulworth
Phone
2604604000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8491572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt041688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt198884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-9113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt46752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt557012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-5727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7146670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt864050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt109457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt041688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt198884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-9113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt46752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt557012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-5727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7146670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt864050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0563045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1276544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2369943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3269148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4277837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5343155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt650000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7343926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8555622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BARCLAYS - UNIPLAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BARCLAY - CLEARBRIDGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BARCLAYS - DIAMOND HILL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BARCLAYS - DOLAN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BARCLAYS - EARNEST PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BARCLAYS - FIDICIARY MANAGEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BARCLAYS - GUIDED BROKERAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BARCLAYS - MONARCH CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BARCLAYS - RICE HALL JAMES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FREEDOM OIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0388714
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1056794
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033520584
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt034577378
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt033520584
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01676304
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01676304
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01676304
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01689017
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012713
IRS990PF/DistributableAmountGrp/TotalTaxAmt012713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt022950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05791
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt022950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt035791
IRS990PF/FMVAssetsEOYAmt032910691
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt016435304
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt016435304
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02490418
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0109291
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0109291
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt017183743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018080823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016779492
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt01453076
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt01545360
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt092284
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt092284
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0175000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt013665167
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014343896
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014952618
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt018142074
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017085280
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01145766
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0894290
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0894290
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt034577378
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt033520584
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032910691
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt034577378
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt033520584
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt034577378
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt033520584
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt034294758
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01390505
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt032729253
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0514421
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0175000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01689017
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033780337
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt034294758
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt510.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt527500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS A IRMSCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN F MCMILLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DALE W MCMILLEN III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS M SHOAFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4N REED SILLIMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DOROTHY ROBINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06610 MUTUAL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16610 MUTUAL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26610 MUTUAL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36610 MUTUAL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46610 MUTUAL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt56610 MUTUAL DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Fort Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Fort Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Fort Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Fort Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Fort Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Fort Wayne
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd246825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd346825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd446825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd546825
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01765360
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01771716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01897204
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01754136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01570387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01583558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01419161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06356
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt033780337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt035467473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt032748518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt030188092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt030691122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt028032390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01599506
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.261298

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,520,584
Liabilities
$0
Net assets
$33,520,584
Revenue
$663,161
Expenses
$1,719,955
Net income
-$1,056,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$2.44$1.93$0.51
2023Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$0.74$2.37$1.63
2022Detailed filing. Detailed filing data is available for this year.$30.1$0.00$30.1$0.50$2.44$1.94
2021Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$3.27$2.69$0.58
2020Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$2.66$2.02$0.65
2019Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$1.58$2.29$0.71
2018Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$1.43$2.01$0.58
2017Detailed filing. Detailed filing data is available for this year.$32.6$0.00$32.6$2.08$2.02$0.06
2016Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$0.57$1.93$2.49
2015Detailed filing. Detailed filing data is available for this year.$33.5$0.00$33.5$0.66$1.72$1.06
2014Detailed filing. Detailed filing data is available for this year.$34.6$0.00$34.6$7.43$2.09$5.35
2013Detailed filing. Detailed filing data is available for this year.$29.2$0.00$29.2$2.34$1.91$0.43
2012Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$1.74
2011Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$1.72