Civic Intelligence

Carmel-Clay Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 35-6066912

Jan 01, 2017 to Dec 31, 2017 • Filed on May 02, 2018

Organization ProfileWWW1.CCS.K12.IN.US/FOUNDATION/HOME
515 E Main Street 124Carmel, IN 46032

(317) 844-9961

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

7.7%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,110,306

Up $150,527 (+7.7%) from 2016

Net Assets

Up

$2,110,306

Up $150,527 (+7.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin88th percentile

Revenue

Up

$392,172

Up $115,318 (+42%) from 2016

Expenses

Up

$241,645

Up $4,619 (+1.9%) from 2016

Net Income

Up

$150,527

Up $110,699 (+278%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $1,919,951Liabilities 2015: $0Net Assets 2015: $1,919,9512015Assets 2016: $1,959,779Liabilities 2016: $0Net Assets 2016: $1,959,7792016Assets 2017: $2,110,306Liabilities 2017: $0Net Assets 2017: $2,110,3062017Assets 2018: $2,013,824Liabilities 2018: $0Net Assets 2018: $2,013,8242018Assets 2019: $2,240,283Liabilities 2019: $0Net Assets 2019: $2,240,2832019Assets 2020: $2,377,064Liabilities 2020: $38,172Net Assets 2020: $2,338,8922020Assets 2021: $2,374,932Liabilities 2021: $26,627Net Assets 2021: $2,348,3052021Assets 2022: $2,261,920Liabilities 2022: $27,152Net Assets 2022: $2,234,7682022Assets 2023: $2,242,333Liabilities 2023: $9,786Net Assets 2023: $2,232,5472023Assets 2024: $2,536,849Liabilities 2024: $8,884Net Assets 2024: $2,527,9652024

Highlighted filing

2017

Assets$2,110,306
Liabilities$0
Net Assets$2,110,306
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $209,633Expenses 2015: $244,403Net Income 2015: -$34,7702015Revenue 2016: $276,854Expenses 2016: $237,026Net Income 2016: $39,8282016Revenue 2017: $392,172Expenses 2017: $241,645Net Income 2017: $150,5272017Revenue 2018: $262,709Expenses 2018: $237,891Net Income 2018: $24,8182018Revenue 2019: $298,632Expenses 2019: $227,757Net Income 2019: $70,8752019Revenue 2020: $275,234Expenses 2020: $260,792Net Income 2020: $14,4422020Revenue 2021: $307,366Expenses 2021: $355,221Net Income 2021: -$47,8552021Revenue 2022: $156,752Expenses 2022: $270,343Net Income 2022: -$113,5912022Revenue 2023: $367,192Expenses 2023: $382,233Net Income 2023: -$15,0412023Revenue 2024: $382,812Expenses 2024: $527,756Net Income 2024: -$144,9442024

Highlighted filing

2017

Revenue$392,172
Expenses$241,645
Net Income$150,527
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 2, 2018
Return Version
2017v2.3
Gross Receipts
$688,667
Mission and Program Overview

Mission

The organization's primary exempt purpose is to promote, sponsor, and carry out educational, scientific, cultural, and charitable purposes through scholarships and grants to students and teachers in the carmel-clay community.

To provide scholarships and grants to students and teachers in the carmel- clay community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,638,943$1,806,832▲ $167,889
Savings and Temporary Cash Investments$318,527$298,822▼ $19,705
Cash and Non-Interest-Bearing Accounts$2,309$4,652▲ $2,343
Total Assets$1,959,779$2,110,306▲ $150,527
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,139,631$1,251,073▲ $111,442
Unrestricted Net Assets$699,801$752,135▲ $52,334
Temporarily Rstr Net Assets$120,347$107,098▼ $13,249
Total Net Assets Fund Balance$1,959,779$2,110,306▲ $150,527
Total Liabilities and Net Assets / Fund Balance$1,959,779$2,110,306▲ $150,527

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$98,268--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,139,631$25,220▲ $160,882-$1,251,073
2016$1,149,196$4,970▲ $60,821-$1,139,631
2015$1,189,613$34,026▲ $3,707-$1,149,196
2014$1,135,440$53,004▲ $78,764-$1,189,613
2013$972,422$86,192▲ $140,748-$1,135,440
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Kara KapkePresident
Ann ArmstrongDirector
Anne ArroyoDirector
Courtney TaylorDirector
Greg OsborneDirector
Jan ViarsDirector
Janet CorbinDirector
Jason KingDirector
Jennifer RobbinsDirector
Laura DonahueDirector
Melissa PuckettDirector
Paul MccarthyDirector
Sheri GladdenDirector
Dana GreenPast Preside
Lynne PayneSecretary
Kyle HarlemertTreasurer
Margaret HolliesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$104,529
Program Service Revenue
$0
Investment Income
$234,029
Other Revenue
$53,614
All Other Contributions
$104,529
Change in Net Assets
$150,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$138,400
Salaries, Compensation, and Employee Benefits$57,547
Other Expenses$45,698
Total Fundraising Expense$35,488
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$94,460--$94,460
Other Salaries and Wages$23,980$11,192$18,119$53,291
Grants to Domestic Orgs$43,940--$43,940
Fees for Service Investment Mgmnt Fees$10,696$4,991$8,082$23,769
Office Expenses$2,245$1,048$1,695$4,988
Payroll Taxes$1,915$894$1,447$4,256
Fees for Services Accounting-$3,981-$3,981
Fees for Services Other--$3,520$3,520
Insurance-$1,718-$1,718
All Other Expenses$635$296$480$1,411
Other Expenses$541$253$408$1,202
Total Functional Expenses$180,711$25,446$35,488$241,645
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grants - Domestic Organizations--Educational Grants$43,940
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$75,201
Fundraising Direct Expenses$21,587
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ghost and Gobli$49,176$49,176$21,587$27,589
Telethon$26,025$26,025-$26,025
Total Events$75,201$75,201$21,587$53,614
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
No
Annual disclosure for covered persons
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
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 board of directors review the form 990 at a board meeting prior to filing the return.”

Form 990, Page 6, Part VI, Line 12C

“Each board member and staff person must sign an annual statement which discloses any actual or potential conflicts. Minutes of all meeting will record all recusal from discussion and voting due to conflicts of interest. The governance committee is charged with the responsibility to ensure that the organization operates in a manner consistent with its tax-exempt status. The governance committee reviews the conflict of interest policy to ensure that its direction and record-keeping requirements are being met.”

Form 990, Page 6, Part VI, Line 15A

“The executive compensation and review policy currently in place requires a review of comparable compensation date (such as collected nu the indiana assoc. Of public education foundations) and/or the 990s of other organizations. Compensation decisions are also guided by such considerations as the desire to retain staff, review of staff achievement of specific goals and objectives financial position of the organization, etc.”

Form 990, Page 6, Part VI, Line 19

“All required documents are available for public inspection at all board meetings and upon request.”

Filing and Contact Details

Filer

Filer Name
Carmel Clay Educational Foundation
EIN
35-6066912
Phone
3178449961
Address
515 E MAIN STREET 124, CARMEL, IN 46032
Doing Business As
Carmel Education Foundation

Signing Officer

Name
Kyle Harlemert
Title
Treasurer
Phone
3178849961
Signed
2018-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kyle Harlemert
Formed
1966
Legal Domicile
In
Voting Board Members
17
Independent Board Members
17
Employees
3
Volunteers
374

Preparer

Firm
Precision Accounting LLC
Address
PO BOX 40216, INDIANAPOLIS, IN 46240-0216
Preparer
Brad a Mcgaha
Phone
3179877413
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's primary exempt purpose is to promote, sponsor, and carry out educational, scientific, cultural, and charitable purposes through scholarships and grants to students and teachers in the carmel-clay community.”

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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROMOTE, SPONSOR, AND CARRY OUT EDUCATIONAL, SCIENTIFIC, CULTURAL, AND CHARITABLE PURPOSES THROUGH SCHOLARSHIPS AND GRANTS TO STUDENTS AND TEACHERS IN THE CARMEL-CLAY COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01959779
IRS990/NetAssetsOrFundBalancesEOYAmt02110306
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt088594
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt088594
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt053614
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt053614
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt01695
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01048
IRS990/OfficeExpensesGrp/ProgramServicesAmt02245
IRS990/OfficeExpensesGrp/TotalAmt04988
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0COMMUNITY INVOLVEMENT
IRS990/OtherExpensesGrp/Desc1PAYROLL PROCESSING FEES
IRS990/OtherExpensesGrp/Desc2BANK, CREDIT CARD, PAYPAL
IRS990/OtherExpensesGrp/Desc3BOARD EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0903
IRS990/OtherExpensesGrp/FundraisingAmt1419
IRS990/OtherExpensesGrp/FundraisingAmt2415
IRS990/OtherExpensesGrp/FundraisingAmt3408
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0558
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1259
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2256
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3253
IRS990/OtherExpensesGrp/ProgramServicesAmt01194
IRS990/OtherExpensesGrp/ProgramServicesAmt1555
IRS990/OtherExpensesGrp/ProgramServicesAmt2550
IRS990/OtherExpensesGrp/ProgramServicesAmt3541
IRS990/OtherExpensesGrp/TotalAmt02655
IRS990/OtherExpensesGrp/TotalAmt11233
IRS990/OtherExpensesGrp/TotalAmt21221
IRS990/OtherExpensesGrp/TotalAmt31202
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018119
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011192
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt023980
IRS990/OtherSalariesAndWagesGrp/TotalAmt053291
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01447
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0894
IRS990/PayrollTaxesGrp/ProgramServicesAmt01915
IRS990/PayrollTaxesGrp/TotalAmt04256
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01139631
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01251073
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0KYLE HARLEMERT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION AWARDS EDUCATIONAL GRANTS TO FURTHER THE DEVELOPMENT OF EXCELLENCE IN INSTRUCTION AND STUDENT ACHIEVEMENT. DURING THE YEAR, THE ORGANIZATION AWARDED GRANTS TOTALING 43,940.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050603
IRS990/ProgSrvcAccomActy2Grp/GrantAmt043940
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0121585
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0142663
IRS990/PYInvestmentIncomeAmt0102951
IRS990/PYOtherExpensesAmt038643
IRS990/PYOtherRevenueAmt052318
IRS990/PYRevenuesLessExpensesAmt039828
IRS990/PYSalariesCompEmpBnftPaidAmt055720
IRS990/PYTotalExpensesAmt0237026
IRS990/PYTotalRevenueAmt0276854
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0150527
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0318527
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0298822
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 147,374
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PART 11, SECTION B, LINE 10: INCOME RECEIVED FROM FUNDRAISING EVENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0104529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0121585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0154819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0109389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0234001
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0724323
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0145435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt086968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0-39503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt062316
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025956
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0281172
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt075201
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt072173
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0147374
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55810
IRS990ScheduleA/PublicSupportPY170Pct00.63570
IRS990ScheduleA/PublicSupportTotal170Amt0643385
IRS990ScheduleA/SubstantialContributorsTotAmt080938
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0104529
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0121585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0154819
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0109389
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0234001
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0724323
IRS990ScheduleA/TotalSupportAmt01152869
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt018550
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01139631
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt025220
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01251073
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt056110
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160882
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt018506
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01149196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04970
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01139631
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt056850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060821
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt019900
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01189613
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt034026
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01149196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt058250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03707
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt020973
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01135440
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt053004
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01189613
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt056622
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt078764
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt015321
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0972422
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt086192
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01135440
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt048601
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140748
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01251073
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1457491
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt298268
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LEGACY FUND - CICF
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ENDOWED GRANT ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ENDOWED OPERATING ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/TotalBookValueSecuritiesAmt01806832
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021587
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GHOST AND GOBLI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0TELETHON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt049176
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026025
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075201

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,110,306
Liabilities
$0
Net assets
$2,110,306
Revenue
$392,172
Expenses
$241,645
Net income
$150,527
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.01$2.53$0.38$0.53$0.14
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.23$0.37$0.38$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.26$0.03$2.23$0.16$0.27$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.37$0.03$2.35$0.31$0.36$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.04$2.34$0.28$0.26$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.30$0.23$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.26$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.39$0.24$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.28$0.24$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.21$0.24$0.03