Civic Intelligence

Catherine Peachey Fund Inc.

EIN 36-5076360 • 501(c)3 • Carmel, IN

Pub. 78 Eligible

Profile

To promote and strive for continued advances in breast cancer research, prevention, treatment, care and awareness. To provide financial support to research programs believed to be positioned to move from bench to clinic.

13839 Royal Saddle DriveCarmel, IN 46032
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

24th percentile

-7.8%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-68%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$662,016

Down $55,684 (-7.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$662,016

Down $55,684 (-7.8%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin15th percentile

Revenue

Down

$258,328

Down $554,606 (-68%) from 2024

Expenses

Up

$314,012

Up $218,778 (+230%) from 2024

Net Income

Down

-$55,684

Down $773,384 (-108%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2024: $717,700Liabilities 2024: $0Net Assets 2024: $717,7002024Assets 2025: $662,016Liabilities 2025: $0Net Assets 2025: $662,0162025

Highlighted filing

2025

Assets$662,016
Liabilities$0
Net Assets$662,016
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2024: $812,934Expenses 2024: $95,234Net Income 2024: $717,7002024Revenue 2025: $258,328Expenses 2025: $314,012Net Income 2025: -$55,6842025

Highlighted filing

2025

Revenue$258,328
Expenses$314,012
Net Income-$55,684
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$662,016
Liabilities
$0
Net assets
$662,016
Revenue
$258,328
Expenses
$314,012
Net income
-$55,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.62$0.00$6.62$2.58$3.14$0.56
2024Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$8.13$0.95$7.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Nov 3, 2025
Return Version
2024v5.2
Gross Receipts
$258,328
Mission and Program Overview

Mission

To promote and strive for continued advances in breast cancer research, prevention, treatment, care and awareness. To provide financial support to research programs believed to be positioned to move from bench to clinic.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$600,022$588,782▼ $11,240
Cash and Non-Interest-Bearing Accounts$117,678$73,234▼ $44,444
Total Assets$717,700$662,016▼ $55,684
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$717,700$662,016▼ $55,684
Total Net Assets Fund Balance$717,700$662,016▼ $55,684
Total Liabilities and Net Assets / Fund Balance$717,700$662,016▼ $55,684
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
STEVEN PEACHEY JrPresident
Anna Maria StornioloBoard Member
Carrie CagnassolaBoard Member
Marci JonesBoard Member
Namita AgrawalBoard Member
Wendy Esterline TimpeBoard Member
Connie RufenbargerEmeritus Board Member
STEVEN PEACHEY SrEmeritus Board Member
Mary QuinnSecretary
Heather Hogan PirowskiVP of Advocacy
Stephanie Rufenbarger LesherVP of Development
Miriam DantVP of Governance
Stepahnie Judge CripeVP of Marketing and Communications
Revenue and Support

Revenue Composition

Contributions and Grants
$229,579
Program Service Revenue
$0
Investment Income
$28,749
Other Revenue
$0
Change in Net Assets
$-55,684
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$291,425
Other Expenses$22,587
Total Fundraising Expense$11,214
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$291,425--$291,425
Other Expenses--$9,932$9,932
Fees for Service Investment Mgmnt Fees-$7,967-$7,967
Information Technology-$1,141$82$1,223
Advertising--$1,200$1,200
Insurance-$1,050-$1,050
Office Expenses-$965-$965
Fees for Services Accounting-$250-$250
Total Functional Expenses$291,425$11,373$11,214$314,012
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Notre DameNotre Dame, IN--$148,500
Indiana University FoundationIndianapolis, IN-To Advance Research for Treatment$107,925
Purdue UniversityWest Lafayette, IN501c3To Advance Research for Treatment$30,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
1----
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
Backup withholding compliance
Yes
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
No
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

Officer directors etc family relationship Part VI line 2

“Steven peachey jr., president, is the son of steven peachey sr., an emeritus board member. Neither member recieves any compensation. Connie rufenbarger, an emeritus board member, is the daughter of stephanie lesher, vp of development. Neither member receives any compensation”

Governing body meeting documentation Part VI line 8A

“Minutes were maintained during board meetings.”

Form 990 governing body review Part VI line 11

“Stephen peachey jr., president, and stephanie lesher, vp of development, review and approve form 990 prior to filing the return.”

Conflict of interest policy compliance Part VI line 12C

“The fund has a conflict of interest policy. Board members are asked to sign it upon joining the board. Policy is referenced and monitored throughout the year as needed.”

Governing documents etc available to public Part VI line 19

“The organizations governing documents, financial statements, etc... Are made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
Catherine Peachey Fund Inc
EIN
36-5076360
In Care Of
% STEVEN PEACHEY JR
Phone
3174105791
Address
13839 ROYAL SADDLE DRIVE, CARMEL, IN 46032

Signing Officer

Name
Steven Peachey Jr
Title
President
Phone
3174105791
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Formed
2023
Legal Domicile
In
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
19

Preparer

Firm
Timpe CPAs LLC
Address
4801 Northwestern Drive, Zionsville, IN 46077
Preparer
Gary M Timpe CPA Attorney
Phone
3172171660
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IRS990ScheduleI/RecipientTable/CashGrantAmt1107925
IRS990ScheduleI/RecipientTable/CashGrantAmt2148500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ADVANCE RESEARCH FOR TREATMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO ADVANCE RESEARCH FOR TREATMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PURDUE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INDIANA UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF NOTRE DAME
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IRS990ScheduleI/RecipientTable/RecipientEIN1356018940
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02550 NORTHWESTERN AVE STE 1100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 7072
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2257 FITZPATRICK HALL OF ENGINEERING
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WEST LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NOTRE DAME
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PERIODICALLY MEETS WITH ORGANIZATIONS TO DISCUSS USE OF FUNDS AND PROGRESS TOWARDS GOALS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STEVEN PEACHEY JR., PRESIDENT, IS THE SON OF STEVEN PEACHEY SR., AN EMERITUS BOARD MEMBER. NEITHER MEMBER RECIEVES ANY COMPENSATION. CONNIE RUFENBARGER, AN EMERITUS BOARD MEMBER, IS THE DAUGHTER OF STEPHANIE LESHER, VP OF DEVELOPMENT. NEITHER MEMBER RECEIVES ANY COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MINUTES WERE MAINTAINED DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STEPHEN PEACHEY JR., PRESIDENT, AND STEPHANIE LESHER, VP OF DEVELOPMENT, REVIEW AND APPROVE FORM 990 PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND HAS A CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE ASKED TO SIGN IT UPON JOINING THE BOARD. POLICY IS REFERENCED AND MONITORED THROUGHOUT THE YEAR AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATIONS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, ETC... ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0314012
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0258328
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN PEACHEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03174105791
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHERINE PEACHEY FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0365076360
ReturnHeader/Filer/InCareOfNm0% STEVEN PEACHEY JR
ReturnHeader/Filer/PhoneNum03174105791
ReturnHeader/Filer/USAddress/AddressLine1Txt013839 ROYAL SADDLE DRIVE
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271315948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timpe CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 Northwestern Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Zionsville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046077
ReturnHeader/PreparerPersonGrp/PhoneNum03172171660
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY M TIMPE CPA ATTORNEY
ReturnHeader/ReturnTs02025-11-13T19:19:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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