Civic Intelligence

Tesh Wickard Endowment Inc.

990 • Fiscal year 2023 • EIN 81-2992328

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 17, 2024

Organization ProfileN/A
205 Locust Lane PO Box 8Nashville, IN 47448

(812) 929-6411

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

108%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,657,522

Up $215,458 (+8.8%) from 2022

Net Assets

Up

$2,657,522

Up $215,458 (+8.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin66th percentile

Revenue

Up

$144,444

Up $75,158 (+108%) from 2022

Expenses

Down

$125,864

Down $16,070 (-11%) from 2022

Net Income

Up

$18,580

Up $91,228 (+126%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $2,438,466Liabilities 2017: $0Net Assets 2017: $2,438,4662017Assets 2018: $2,260,098Liabilities 2018: $0Net Assets 2018: $2,260,0982018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $2,611,491Liabilities 2020: $0Net Assets 2020: $2,611,4912020Assets 2021: $2,937,052Liabilities 2021: $0Net Assets 2021: $2,937,0522021Assets 2022: $2,442,064Liabilities 2022: $0Net Assets 2022: $2,442,0642022Assets 2023: $2,657,522Liabilities 2023: $0Net Assets 2023: $2,657,5222023Assets 2024: $2,935,399Liabilities 2024: $0Net Assets 2024: $2,935,3992024

Highlighted filing

2023

Assets$2,657,522
Liabilities$0
Net Assets$2,657,522
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $2,461,649Expenses 2017: $38,072Net Income 2017: $2,423,5772017Revenue 2018: $71,540Expenses 2018: $43,577Net Income 2018: $27,9632018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $170,793Expenses 2020: $71,063Net Income 2020: $99,7302020Revenue 2021: $239,235Expenses 2021: $173,519Net Income 2021: $65,7162021Revenue 2022: $69,286Expenses 2022: $141,934Net Income 2022: -$72,6482022Revenue 2023: $144,444Expenses 2023: $125,864Net Income 2023: $18,5802023Revenue 2024: $299,218Expenses 2024: $42,622Net Income 2024: $256,5962024

Highlighted filing

2023

Revenue$144,444
Expenses$125,864
Net Income$18,580
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 17, 2024
Return Version
2023v5.1
Gross Receipts
$626,625
Mission and Program Overview

Mission

To receive and administer a bequest from the estate of tesh wickard under the terms of his will.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,437,079$2,652,852▲ $215,773
Cash and Non-Interest-Bearing Accounts$4,985$4,670▼ $315
Total Assets$2,442,064$2,657,522▲ $215,458
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,442,064$2,657,522▲ $215,458
Total Net Assets Fund Balance$2,442,064$2,657,522▲ $215,458
Total Liabilities and Net Assets / Fund Balance$2,442,064$2,657,522▲ $215,458

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,652,852--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,437,079-▲ $330,460-$2,652,852
2022$2,922,645-▼ $354,386-$2,437,079
2021$2,594,437-▲ $497,796-$2,922,645
2020$2,537,596-▲ $108,999-$2,594,437
2019$2,260,098-▲ $353,697-$2,537,596
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Kathleen C RobertsChairperson and Director
Michael FultonDirector
Brian GalmSecretary and Director
James R OliverTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$144,444
Other Revenue
$0
Change in Net Assets
$18,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$95,393
Other Expenses$26,721
Salaries, Compensation, and Employee Benefits$3,750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,393--$95,393
Fees for Service Investment Mgmnt Fees-$20,859-$20,859
Fees for Services Accounting-$4,550-$4,550
Current Officers, Directors, Trustees, and Key Employees-$3,750-$3,750
Other Expenses-$1,312-$1,312
Total Functional Expenses$95,393$30,471$0$125,864
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Brown County Public LibraryNashville, IN-Capital Expenditures D&o Insurance-
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
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

Form 990 governing body review Part VI line 11

“The governing body is given the opportunity to review the form 990 before filing.”

Conflict of interest policy compliance Part VI line 12C

“Officers and directors sign a disclosure of conflict document annually.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents, conflicts of interest policy and its books and records available upon request.”

Filing and Contact Details

Filer

Filer Name
Tesh Wickard Endowment Inc
EIN
81-2992328
Address
205 LOCUST LANE PO BOX 8, Nashville, IN 47448

Signing Officer

Name
James Oliver
Title
Treasurer
Phone
8129296411
Signed
2024-01-17
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Zieg Ledoux & Associates Inc
Address
PO BOX 565, Nashville, IN 47448
Preparer
Bruce S Ledoux CPA
Phone
8129882865
Raw XML Appendix329 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RECEIVE AND ADMINISTER A BEQUEST FROM THE ESTATE OF TESH WICKARD UNDER THE TERMS OF HIS WILL.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JAMES R OLIVER
IRS990/BooksInCareOfDetail/PhoneNum08129296411
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01191 ANNANDALE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Nashville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047448
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04985
IRS990/CashNonInterestBearingGrp/EOYAmt04670
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03750
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03750
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt095393
IRS990/CYInvestmentIncomeAmt0144444
IRS990/CYOtherExpensesAmt026721
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt018580
IRS990/CYSalariesCompEmpBnftPaidAmt03750
IRS990/CYTotalExpensesAmt0125864
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0144444
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CAPITAL EXPENDITURES, AND DIRECTORS AND OFFICERS INSURANCE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02442064
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02657522
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt095393
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04550
IRS990/FeesForServicesAccountingGrp/TotalAmt04550
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt020859
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020859
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL FULTON
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN GALM
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHLEEN C ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES R OLIVER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRPERSON AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER AND DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt074342
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt095393
IRS990/GrantsToDomesticOrgsGrp/TotalAmt095393
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0556523
IRS990/GrossReceiptsAmt0626625
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt070102
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt070102
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02437079
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02652852
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt04
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0482181
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO RECEIVE AND ADMINISTER A BEQUEST FROM THE ESTATE OF TESH WICKARD UNDER THE TERMS OF HIS WILL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02442064
IRS990/NetAssetsOrFundBalancesEOYAmt02657522
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt074342
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt074342
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0196878
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01312
IRS990/OtherExpensesGrp/TotalAmt01312
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0112210
IRS990/PYInvestmentIncomeAmt069286
IRS990/PYOtherExpensesAmt026224
IRS990/PYRevenuesLessExpensesAmt0-72648
IRS990/PYSalariesCompEmpBnftPaidAmt03500
IRS990/PYTotalExpensesAmt0141934
IRS990/PYTotalRevenueAmt069286
IRS990/ReconcilationRevenueExpnssAmt018580
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0356005114
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BROWN COUNTY PUBLIC LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt020859
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02437079
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02652852
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt093828
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0330460
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt021392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02922645
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02437079
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0109788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-354386
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt023204
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02594437
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02922645
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0146384
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0497796
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05884
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02537596
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02594437
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt046274
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108999
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt029271
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02260098
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02537596
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt046928
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0353697
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02652852
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MARKETABLE SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueSecuritiesAmt02652852
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CAPITAL EXPENDITURES D&O INSURANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BROWN COUNTY PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientEIN0356005114
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0205 LOCUST LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Nashville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047448
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY IS GIVEN THE OPPORTUNITY TO REVIEW THE FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OFFICERS AND DIRECTORS SIGN A DISCLOSURE OF CONFLICT DOCUMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND ITS BOOKS AND RECORDS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02442064
IRS990/TotalAssetsEOYAmt02657522
IRS990/TotalAssetsGrp/BOYAmt02442064
IRS990/TotalAssetsGrp/EOYAmt02657522
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030471
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt095393
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125864
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02442064
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02657522
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt095393
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0144444
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0144444
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02442064
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02657522
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES OLIVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08129296411
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TESH WICKARD ENDOWMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0TESH
ReturnHeader/Filer/EIN0812992328
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 LOCUST LANE PO BOX 8
ReturnHeader/Filer/USAddress/CityNm0Nashville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047448
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273016527
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZIEG LEDOUX & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 565
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047448
ReturnHeader/PreparerPersonGrp/PhoneNum08129882865
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE S LEDOUX CPA
ReturnHeader/ReturnTs02024-10-31T15:28:58-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,657,522
Liabilities
$0
Net assets
$2,657,522
Revenue
$144,444
Expenses
$125,864
Net income
$18,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.30$0.04$0.26
2023Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.14$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.07$0.14$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.24$0.17$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.00$2.61$0.17$0.07$0.10
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$2.26$0.00$2.26$0.07$0.04$0.03
2017Summary only. Only limited summary data is available for this year.$2.44$0.00$2.44$2.46$0.04$2.42