Civic Intelligence

Kiwanis Indiana Foundation Inc.

990 • Fiscal year 2014 • EIN 35-6044312

Oct 01, 2013 to Sep 30, 2014 • Filed on Feb 16, 2015

6525 East 82nd Street No 10946250

(317) 875-8755

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

24th percentile

-6.9%

Higher net margin than 24% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

32nd percentile

-2.5%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Down

$758,185

Down $19,594 (-2.5%) from 2013

Net Assets

Down

$758,185

Down $19,594 (-2.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$311,075

No earlier filing loaded for comparison.

Expenses

Down

$332,654

Down $13,672 (-3.9%) from 2013

Net Income

-$21,579

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $613,469Liabilities 2010: $0Net Assets 2010: $613,4692010Assets 2013: $777,779Liabilities 2013: $0Net Assets 2013: $777,7792013Assets 2014: $758,185Liabilities 2014: $0Net Assets 2014: $758,1852014Assets 2015: $740,927Liabilities 2015: $0Net Assets 2015: $740,9272015Assets 2016: $782,412Liabilities 2016: $0Net Assets 2016: $782,4122016Assets 2017: $818,628Liabilities 2017: $0Net Assets 2017: $818,6282017Assets 2018: $887,347Liabilities 2018: $0Net Assets 2018: $887,3472018Assets 2019: $862,701Liabilities 2019: $0Net Assets 2019: $862,7012019Assets 2020: $866,692Liabilities 2020: $0Net Assets 2020: $866,6922020Assets 2021: $976,736Liabilities 2021: $0Net Assets 2021: $976,7362021Assets 2022: $864,376Liabilities 2022: $0Net Assets 2022: $864,3762022Assets 2023: $967,208Liabilities 2023: $0Net Assets 2023: $967,2082023

Highlighted filing

2014

Assets$758,185
Liabilities$0
Net Assets$758,185

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $277,4402010Expenses 2013: $346,3262013Revenue 2014: $311,075Expenses 2014: $332,654Net Income 2014: -$21,5792014Revenue 2015: $418,178Expenses 2015: $403,381Net Income 2015: $14,7972015Revenue 2016: $283,444Expenses 2016: $267,960Net Income 2016: $15,4842016Revenue 2017: $306,172Expenses 2017: $286,997Net Income 2017: $19,1752017Revenue 2018: $335,984Expenses 2018: $284,684Net Income 2018: $51,3002018Revenue 2019: $264,484Expenses 2019: $293,144Net Income 2019: -$28,6602019Revenue 2020: $235,219Expenses 2020: $274,242Net Income 2020: -$39,0232020Revenue 2021: $269,336Expenses 2021: $244,701Net Income 2021: $24,6352021Revenue 2022: $316,271Expenses 2022: $221,584Net Income 2022: $94,6872022Revenue 2023: $285,909Expenses 2023: $201,597Net Income 2023: $84,3122023

Highlighted filing

2014

Revenue$311,075
Expenses$332,654
Net Income-$21,579
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Feb 16, 2015
Return Version
2013v4.0
Gross Receipts
$591,184
Mission and Program Overview

Mission

The foundation is operated for charitable, educational and humanitarian purposes. Their programs include but are not limited to: fundraiser and supporter of riley children's hospital and related programs and to provide scholarships to worthy high-school and college-age students.

The foundation is operated for charitable, educational and humanitarian purposes. Grants are made for education and educational materials, for scholarships to high school age and college-age students, to support programs for children, and to assist in the funding and promoting programs sponsored by kiwanis international, the indiana district of kiwanis and kiwanis clubs and members located in the state of indiana. The foundation has made a continuous effort to support riley children's hospital and related programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$363,329$487,695▲ $124,366
Savings and Temporary Cash Investments$414,450$270,490▼ $143,960
Total Assets$777,779$758,185▼ $19,594
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$419,108$401,903▼ $17,205
Permanently Rstr Net Assets$206,050$206,800▲ $750
Unrestricted Net Assets$152,621$149,482▼ $3,139
Total Net Assets Fund Balance$777,779$758,185▼ $19,594
Total Liabilities and Net Assets / Fund Balance$777,779$758,185▼ $19,594

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$302,304$750▲ $50,667-$340,110
2012$247,744$1,650▲ $62,224-$302,304
2011$211,351$1,755▲ $43,088-$247,744
2010$226,308$1,250▼ $7,376-$211,351
2009$212,701$500▲ $21,754-$226,308
Compensation and Service Providers

Board Members and Trustees

NameTitle
Misty HollisPresident
Bill FalesVice President
Vanessa McclaryGovernor
James SmithGovernor-elect
Warren SullivanImmediate Past Governor
David DixonMember
Don RamseyMember
Earlene NofzigerMember
James ColeMember
James WruckMember
Jerald MillerMember
Jim GreenMember
Phillip ZookMember
Ron JumpsMember
Stephen PageMember
Tom AnthonySecretary
William ParkerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$257,336
Program Service Revenue
$0
Investment Income
$53,714
Other Revenue
$25
All Other Contributions
$221,032
Change in Net Assets
$-21,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$322,870
Other Expenses$9,784
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$291,270--$291,270
Grants to Domestic Individuals$31,600--$31,600
Fees for Service Investment Mgmnt Fees-$3,835-$3,835
Office Expenses-$1,332-$1,332
Insurance-$1,073-$1,073
Other Expenses$200$361-$200
Total Functional Expenses$323,653$9,001$0$332,654
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
35-0868147-501(c)(3)CHILDREN'S HOSPITAL$274,221
36-6072039-501(c)(3)Eliminate Project$6,250
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The governing body receives a draft copy of the information return electronically for their review. The treasurer coordinates the approval of the governing body. After approval is received, the information return is submitted to the irs.

Form 990, Part VI, Section C, Line 19

The foundation makes available upon request copies of the application of exemption and the past three years' information returns for public inspection at their office.

Filing and Contact Details

Filer

EIN
35-6044312
Phone
3178758755

Signing Officer

Name
William Parker
Title
Treasurer
Phone
3178758755
Signed
2015-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Parker
Formed
1941
Legal Domicile
In
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Preparer
Yvonne B De Calonne
Phone
3174690169
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

MODIFIED CASH

FORM 990, PART XII, LINE 2C:

The oversight or selection process did not change during the fiscal year.

Financial Statement Notes

PART V, LINE 4:

The permanent endowment is funded by contributions. Investment earnings from the endowment are used for future unrestricted projects of the foundation.

PART X, LINE 2:

The foundation files annual returns in the u.s. Federal and indiana jurisdictions. Currently the three prior tax years are open and subject to examination by the internal revenue service and the indiana department of revenue. However, the foundation is not currently under audit nor has it been contacted by these jurisdictions. Based on the evaluation of the foundation's tax positions, management believes all significant positions taken would be upheld under an examination.

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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION IS OPERATED FOR CHARITABLE, EDUCATIONAL AND HUMANITARIAN PURPOSES. THEIR PROGRAMS INCLUDE BUT ARE NOT LIMITED TO: FUNDRAISER AND SUPPORTER OF RILEY CHILDREN'S HOSPITAL AND RELATED PROGRAMS AND TO PROVIDE SCHOLARSHIPS TO WORTHY HIGH-SCHOOL AND COLLEGE-AGE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0777779
IRS990/NetAssetsOrFundBalancesEOYAmt0758185
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt040632
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040632
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt025
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01985
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01332
IRS990/OfficeExpensesGrp/TotalAmt01332
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/Desc1SCHOLARSHIP EXPENSE
IRS990/OtherExpensesGrp/Desc2AWARDS
IRS990/OtherExpensesGrp/Desc3HOOSIER KIWANIAN EXPENS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02400
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1361
IRS990/OtherExpensesGrp/ProgramServicesAmt0583
IRS990/OtherExpensesGrp/ProgramServicesAmt1200
IRS990/OtherExpensesGrp/TotalAmt02400
IRS990/OtherExpensesGrp/TotalAmt1583
IRS990/OtherExpensesGrp/TotalAmt2361
IRS990/OtherExpensesGrp/TotalAmt3200
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0206050
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0206800
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM PARKER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0305716
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0329582
IRS990/PYInvestmentIncomeAmt023124
IRS990/PYOtherExpensesAmt016744
IRS990/PYOtherRevenueAmt040912
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt023426
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0346326
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0369752
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-21579
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt036304
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt025
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0414450
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0270490
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0257336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0305716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0331815
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0235264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0291594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01421725
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013082
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07379
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023417
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010190
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt061357
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt025
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95860
IRS990ScheduleA/PublicSupportPY170Pct00.96030
IRS990ScheduleA/PublicSupportTotal170Amt01421725
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0257336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0305716
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0331815
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0235264
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0291594
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01421725
IRS990ScheduleA/TotalSupportAmt01483082
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0302304
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0750
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0340110
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt013611
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt050667
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0247744
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01650
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0302304
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt09314
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt062224
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0211351
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01755
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0247744
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt08450
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt043088
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0226308
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0211351
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt08831
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-7376
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0212701
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0226308
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt08647
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021754
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.60800
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PERMANENT ENDOWMENT IS FUNDED BY CONTRIBUTIONS. INVESTMENT EARNINGS FROM THE ENDOWMENT ARE USED FOR FUTURE UNRESTRICTED PROJECTS OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION FILES ANNUAL RETURNS IN THE U.S. FEDERAL AND INDIANA JURISDICTIONS. CURRENTLY THE THREE PRIOR TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS IT BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL SIGNIFICANT POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.39200
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt031600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0NOT APPLICABLE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt032
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt0274221
IRS990ScheduleI/RecipientTable/CashGrantAmt16250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHILDREN'S HOSPITAL

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