Civic Intelligence

Freedom 22 Foundation XXX-XX-XXXX

990PF • Fiscal year 2017 • EIN 35-6653987

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 17, 2018

Organization Profile
6376 Dawson Lake DriveIndianapolis, IN 46220

(574) 235-0022

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

6th percentile

-85%

Higher net margin than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$10,811

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

49th percentile

2.2%

Faster asset growth than 49% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

103%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,252,713

Up $48,750 (+2.2%) from 2016

Net Assets

Up

$2,252,713

Up $48,750 (+2.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Up

$65,403

Up $33,118 (+103%) from 2016

Expenses

Down

$121,262

Down $69,613 (-36%) from 2016

Net Income

Up

-$55,859

Up $102,731 (+65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $835,946Liabilities 2010: $0Net Assets 2010: $835,9462010Assets 2011: $1,167,001Liabilities 2011: $0Net Assets 2011: $1,167,0012011Assets 2012: $881,396Liabilities 2012: $0Net Assets 2012: $881,3962012Assets 2013: $1,493,009Liabilities 2013: $0Net Assets 2013: $1,493,0092013Assets 2014: $2,307,617Liabilities 2014: $0Net Assets 2014: $2,307,6172014Assets 2015: $2,259,158Liabilities 2015: $0Net Assets 2015: $2,259,1582015Assets 2016: $2,203,963Liabilities 2016: $0Net Assets 2016: $2,203,9632016Assets 2017: $2,252,713Liabilities 2017: $0Net Assets 2017: $2,252,7132017Assets 2018: $2,357,999Liabilities 2018: $0Net Assets 2018: $2,357,9992018Assets 2019: $2,468,483Liabilities 2019: $4,204Net Assets 2019: $2,464,2792019Assets 2020: $2,390,454Liabilities 2020: $0Net Assets 2020: $2,390,4542020Assets 2021: $2,462,202Liabilities 2021: $0Net Assets 2021: $2,462,2022021Assets 2022: $2,384,824Liabilities 2022: $0Net Assets 2022: $2,384,8242022Assets 2023: $2,376,010Liabilities 2023: $0Net Assets 2023: $2,376,0102023Assets 2024: $2,130,617Liabilities 2024: $0Net Assets 2024: $2,130,6172024

Highlighted filing

2017

Assets$2,252,713
Liabilities$0
Net Assets$2,252,713
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $385,6942010Expenses 2011: $410,6582011Expenses 2012: $448,5692012Revenue 2013: $384,352Expenses 2013: $290,219Net Income 2013: $94,1332013Revenue 2014: $900,912Expenses 2014: $194,077Net Income 2014: $706,8352014Revenue 2015: $54,325Expenses 2015: $195,905Net Income 2015: -$141,5802015Revenue 2016: $32,285Expenses 2016: $190,875Net Income 2016: -$158,5902016Revenue 2017: $65,403Expenses 2017: $121,262Net Income 2017: -$55,8592017Revenue 2018: $205,396Expenses 2018: $101,060Net Income 2018: $104,3362018Revenue 2019: $196,760Expenses 2019: $90,480Net Income 2019: $106,2802019Revenue 2020: $115,718Expenses 2020: $193,746Net Income 2020: -$78,0282020Revenue 2021: $247,199Expenses 2021: $178,214Net Income 2021: $68,9852021Revenue 2022: $156,088Expenses 2022: $163,954Net Income 2022: -$7,8662022Revenue 2023: $247,730Expenses 2023: $149,607Net Income 2023: $98,1232023Revenue 2024: $164,245Expenses 2024: $411,256Net Income 2024: -$247,0112024

Highlighted filing

2017

Revenue$65,403
Expenses$121,262
Net Income-$55,859
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 17, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OXFORDTrustee-$10,811-$10,811
CHARLES BARBARA ASHERFoundation Managers-$0--
Filing and Contact Details

Filer

Filer Name
Freedom 22 Foundation 112697
EIN
35-6653987
Phone
5742350022
Address
6376 DAWSON LAKE DRIVE, INDIANAPOLIS, IN 46220

Signing Officer

Name
Charles Asher
Title
President
Phone
5742350022
Signed
2018-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Kruggel Lawton & Company LLC
Address
210 S MICHIGAN ST SUITE 200, SOUTH BEND, IN 46601
Preparer
Andrea King
Phone
5742894011
Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY LONG TERM
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.083292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.319299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.221469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02256784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02128968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02196423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02203185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0895399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0942869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0110000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.792483
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0110000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt0110000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0110000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE TRUST COMPANY OF OXFORD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 40856
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INDIANAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0462400856
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08007222289
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.UPTOPARENTS.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt0110000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0110000
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHARLES BARBARA ASHER
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0110000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0111756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01756
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt074368
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt075257
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt085180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0242216
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0162792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01756
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0161036
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0477021
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt074368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt075257
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt085180
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0242216
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0110000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0638057
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0639813
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUND TRANSFER TO FREEDOM 22 OPERATING FOUNDATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110000
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02521
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FIDELITY OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02521
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02521
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0104609
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN UNREALIZED GAIN (LOSS)
TaxesSchedule/TaxesDetail/Amt0451
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0451
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES ASHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05742350022
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREEDOM 22 FOUNDATION 112697
ReturnHeader/Filer/BusinessNameControlTxt0FREE
ReturnHeader/Filer/EIN0356653987
ReturnHeader/Filer/PhoneNum05742350022
ReturnHeader/Filer/USAddress/AddressLine1Txt06376 DAWSON LAKE DRIVE
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046220
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EB9A0B2BE5340B0FDF652C1D6B937EED8378AEA5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId058457FA140FF7D9EFB669B6036DC6D1B1CC02360
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0199.58.74.130
ReturnHeader/FilingSecurityInformation/IPDt02018-10-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:13:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351307701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRUGGEL LAWTON & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 S MICHIGAN ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046601
ReturnHeader/PreparerPersonGrp/PhoneNum05742894011
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA KING
ReturnHeader/ReturnTs02018-10-25T09:25:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,252,713
Liabilities
$0
Net assets
$2,252,713
Revenue
$65,403
Expenses
$121,262
Net income
-$55,859
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.16$0.41$0.25
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.25$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.16$0.16$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.25$0.18$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.12$0.19$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.46$0.20$0.09$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.21$0.10$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.07$0.12$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.03$0.19$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.05$0.20$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.90$0.19$0.71
2013Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.38$0.29$0.09
2012Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.45
2011Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.41
2010Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.39