Civic Intelligence

The Hermitage Charitable Foundation

EIN 46-2695048 • 501(c)3 • Indianapolis, IN

Profile

Support franciscan hermitage, inc. And its programs.

3650 E 46th StreetIndianapolis, IN 46205

n/A

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 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

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 2024

Asset Growth

56th percentile

5.6%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$607,885

Up $32,068 (+5.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$607,885

Up $32,068 (+5.6%) from 2023

Revenue

Down

$32,068

Down $53,557 (-63%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Down

$32,068

Down $53,557 (-63%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2015: $132,185Liabilities 2015: $650Net Assets 2015: $131,5352015Assets 2016: $142,291Net Assets 2016: $142,2912016Assets 2017: $204,015Net Assets 2017: $204,0152017Assets 2018: $198,383Net Assets 2018: $198,3832018Assets 2019: $250,745Net Assets 2019: $250,7452019Assets 2020: $507,390Liabilities 2020: $0Net Assets 2020: $507,3902020Assets 2021: $644,991Liabilities 2021: $0Net Assets 2021: $644,9912021Assets 2022: $490,192Net Assets 2022: $490,1922022Assets 2023: $575,817Liabilities 2023: $0Net Assets 2023: $575,8172023Assets 2024: $607,885Liabilities 2024: $0Net Assets 2024: $607,8852024

Highlighted filing

2024

Assets$607,885
Liabilities$0
Net Assets$607,885

Operations Trend

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

$400K$200K$0-$200KRevenue 2015: $30,530Expenses 2015: $78,578Net Income 2015: -$48,0482015Revenue 2016: $10,826Expenses 2016: $70Net Income 2016: $10,7562016Revenue 2017: $62,548Expenses 2017: $824Net Income 2017: $61,7242017Revenue 2018: $20,904Expenses 2018: $26,536Net Income 2018: -$5,6322018Revenue 2019: $53,435Expenses 2019: $1,073Net Income 2019: $52,3622019Revenue 2020: $261,882Expenses 2020: $5,237Net Income 2020: $256,6452020Revenue 2021: $160,232Expenses 2021: $22,631Net Income 2021: $137,6012021Revenue 2022: $19,577Expenses 2022: $174,376Net Income 2022: -$154,7992022Revenue 2023: $85,625Expenses 2023: $0Net Income 2023: $85,6252023Revenue 2024: $32,068Expenses 2024: $0Net Income 2024: $32,0682024

Highlighted filing

2024

Revenue$32,068
Expenses$0
Net Income$32,068

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$32,068
Mission and Program Overview

Mission

Support franciscan hermitage, inc. And its programs

Support franciscan hermitage, inc. And its programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$575,817$593,731▲ $17,914
Cash and Non-Interest-Bearing Accounts-$14,154-
Total Assets$575,817$607,885▲ $32,068
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$575,817$607,885▲ $32,068
Total Net Assets Fund Balance$575,817$607,885▲ $32,068
Total Liabilities and Net Assets / Fund Balance$575,817$607,885▲ $32,068
Compensation and Service Providers

Board Members and Trustees

NameTitle
Garry ChilluffoChairman
Lulu KinnettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$32,068
Other Revenue
$0
Change in Net Assets
$32,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
No
Backup withholding compliance
No
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
No
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
The Hermitage Charitable Foundation
EIN
46-2695048
Phone
3176385551
Address
3650 E 46TH STREET, INDIANAPOLIS, IN 46205

Signing Officer

Name
Lulu Kinnett
Title
Treasurer
Phone
3176385551
Signed
2025-11-13

Organization Details

Principal Officer
Lulu Kinnett
Formed
2012
Voting Board Members
2
Independent Board Members
2
Employees
0

Preparer

Firm
Private Consulting & CPA Group LLC
Address
9951 CROSSPOINT BLVD SUITE 100, INDIANAPOLIS, IN 46256
Preparer
Kyle a Platt CPA
Phone
3178459200
Raw XML Appendix233 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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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
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