Civic Intelligence

The Pkp Permanent Scholastic Educational Charitable and Fraternal Fund Inc

990 • Fiscal year 2020 • EIN 83-0575410

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization ProfileN/A
5395 Emerson WayIndianapolis, IN 46226

(415) 810-2664

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.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

13th percentile

0.00x

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

2020 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2020

Net Margin

84th percentile

98%

Higher net margin than 84% of similar nonprofits.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)2 • $5M-$10M nonprofits • Source year 2020

Asset Growth

85th percentile

6.2%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-57%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • 501(c)2 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$5,805,896

Up $339,655 (+6.2%) from 2019

Net Assets

Up

$5,805,896

Up $339,655 (+6.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin84th percentile

Revenue

Down

$429,526

Down $576,375 (-57%) from 2019

Expenses

Down

$6,678

Down $136,610 (-95%) from 2019

Net Income

Down

$422,848

Down $439,765 (-51%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2018: $4,603,627Liabilities 2018: $0Net Assets 2018: $4,603,6272018Assets 2019: $5,466,241Liabilities 2019: $0Net Assets 2019: $5,466,2412019Assets 2020: $5,805,896Liabilities 2020: $0Net Assets 2020: $5,805,8962020Assets 2021: $6,604,513Liabilities 2021: $0Net Assets 2021: $6,604,5132021Assets 2022: $5,360,253Liabilities 2022: $0Net Assets 2022: $5,360,2532022Assets 2023: $6,257,745Liabilities 2023: $0Net Assets 2023: $6,257,7452023Assets 2024: $6,913,484Liabilities 2024: $0Net Assets 2024: $6,913,4842024

Highlighted filing

2020

Assets$5,805,896
Liabilities$0
Net Assets$5,805,896
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$6.0M$4.0M$2.0M$0Revenue 2018: $5,761,049Expenses 2018: $350,142Net Income 2018: $5,410,9072018Revenue 2019: $1,005,901Expenses 2019: $143,288Net Income 2019: $862,6132019Revenue 2020: $429,526Expenses 2020: $6,678Net Income 2020: $422,8482020Revenue 2021: $386,238Expenses 2021: $6,969Net Income 2021: $379,2692021Revenue 2022: $168,703Expenses 2022: $6,570Net Income 2022: $162,1332022Revenue 2023: $140,533Expenses 2023: $7,200Net Income 2023: $133,3332023Revenue 2024: $275,493Expenses 2024: $37,418Net Income 2024: $238,0752024

Highlighted filing

2020

Revenue$429,526
Expenses$6,678
Net Income$422,848
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$6,129,573
Mission and Program Overview

Mission

The corporation is organized for the exclusive purpose of holding title to property, collecting income therefrom, and turning over the entire amount thereof, less expenses, to its sole member, the phi kappa psi fraternity, inc., an indiana nonprofit corporation which is recognized as exempt under internal revenue code section 501(c)(7)

The corporation is organized for the exclusive purpose of holding title to property of the phi kappa psi fraternity, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,357,200$5,719,030▲ $361,830
Savings and Temporary Cash Investments$49,316$68,196▲ $18,880
Accounts Receivable$59,725$18,670▼ $41,055
Total Assets$5,466,241$5,805,896▲ $339,655
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,466,241$5,805,896▲ $339,655
Total Net Assets Fund Balance$5,466,241$5,805,896▲ $339,655
Total Liabilities and Net Assets / Fund Balance$5,466,241$5,805,896▲ $339,655
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Paul J OblonPresident
J Smith HarrisonVice President
Richard D StarrSecretary
Enrico a HernandezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,256
Program Service Revenue
$0
Investment Income
$428,270
Other Revenue
$0
All Other Contributions
$1,256
Change in Net Assets
$422,848

Audited Revenue Reconciliation

Revenue per Audited Statements
$400,029
Revenue Not Reported on Financial Statements
$29,497
Revenue Not Reported on Form 990
$356,160
Total Revenue per Audited Statements
$756,189
Total Revenue per Form 990
$429,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,678
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal---$5,000
Travel---$1,256
Office Expenses---$400
Other Expenses---$22
Total Functional Expenses$0$0$0$6,678

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,678
Total Expenses per Audited Statements$6,678
Total Expenses per Form 990$6,678
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Part VI, Section A, Line 6

“The sole member of the corporation shall be phi kappa psi fraternity, inc. An indiana nonprofit corporation.”

Form 990, Part VI, Section A, Line 7A

“Each of the founding directors shall serve for a term as determined by the member. The directors shall be nominated by the president of the fraternity ("swgp") with the consent of the fraternity's executive council ("executive council") coincident with each odd-numbered-year national meeting of the fraternity. Any director nominated by the swgp with the consent of the executive council to fill a vacancy shall serve for the unexpired term of the director whom he is replacing. A director or officer may be removed for cause as determined by the member or by a majority vote of the board.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is distribted to the board for review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“All board members are required to sign an annual declaration of any conflicts of interest. If there is a conflict, one is not allowed to vote. The policy is regularly monitored to ensure compliance.”

Form 990, Part VI, Section B, Line 15

“Available upon request by contacting the treasurer”

Form 990, Part VI, Section C, Line 19

“They are available upon reqest by contacting the treasurer.”

Filing and Contact Details

Filer

Filer Name
The Pkp Permanent Scholastic Educational
EIN
83-0575410
Phone
4158102664
Address
5395 EMERSON WAY, INDIANAPOLIS, IN 46226
Doing Business As
The Permanent Fund Inc

Signing Officer

Name
Paul Oblon
Title
President
Phone
4158102664
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Oblon
Formed
2018
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
4

Preparer

Firm
Vonlehman & Company Inc
Address
5975 CASTLE CREEK PARKWAY N DR STE, 400, INDIANAPOLIS, IN 46250
Preparer
Bryan Pautsch
Phone
3174690169
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfers in and transfers out to phi kappa psi national fraternity, inc. -409,856.”

FORM 990, PART XII, LINE 2C:

“No change in the oversight and slection process.”

Financial Statement Notes

PART X, LINE 2:

“Pfi is a nonprofit corporation as described in section 501(c)(2) of the internal revenue code and is exempt from federal and state income taxes on related income pursuant to the internal revenue code. All income and realized gains are passed through to pkp. Pfi has adopted the provisions of the accounting pronouncement related to accounting for uncertainty in income taxes. Pfi recognized no interest or penalties in the statement of activities and change in net assets for the year ended december 31, 2020. If the situation arose in which pfi would have interest to recognize, it would recognize this as interest expense and penalties would be recognized in other expenses. Currently, the prior three years are open under federal and state statutes of limitations and remain subject to review and change. Pfi is not currently under audit nor has pfi been contacted by these jurisdictions. Based on the evaluation of pfi's tax positions, management believes all positions taken would be upheld under an examination. Therefore, no provision for the effects of uncertain tax positions has been recorded for the year ended december 31, 2020.”

Raw XML Appendix332 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
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IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
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IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL J OBLON
IRS990/Form990PartVIISectionAGrp/PersonNm1J SMITH HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD D STARR
IRS990/Form990PartVIISectionAGrp/PersonNm3ENRICO A HERNANDEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02018
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt06129573
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt096847
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt096847
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt05357200
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE CORPORATION IS ORGANIZED FOR THE EXCLUSIVE PURPOSE OF HOLDING TITLE TO PROPERTY, COLLECTING INCOME THEREFROM, AND TURNING OVER THE ENTIRE AMOUNT THEREOF, LESS EXPENSES, TO ITS SOLE MEMBER, THE PHI KAPPA PSI FRATERNITY, INC., AN INDIANA NONPROFIT CORPORATION WHICH IS RECOGNIZED AS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(7)
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt05805896
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990ScheduleD/RevenueSubtotalAmt0400029
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PFI IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO THE INTERNAL REVENUE CODE. ALL INCOME AND REALIZED GAINS ARE PASSED THROUGH TO PKP. PFI HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. PFI RECOGNIZED NO INTEREST OR PENALTIES IN THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2020. IF THE SITUATION AROSE IN WHICH PFI WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL AND STATE STATUTES OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. PFI IS NOT CURRENTLY UNDER AUDIT NOR HAS PFI BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF PFI'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED DECEMBER 31, 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE MEMBER OF THE CORPORATION SHALL BE PHI KAPPA PSI FRATERNITY, INC. AN INDIANA NONPROFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH OF THE FOUNDING DIRECTORS SHALL SERVE FOR A TERM AS DETERMINED BY THE MEMBER. THE DIRECTORS SHALL BE NOMINATED BY THE PRESIDENT OF THE FRATERNITY ("SWGP") WITH THE CONSENT OF THE FRATERNITY'S EXECUTIVE COUNCIL ("EXECUTIVE COUNCIL") COINCIDENT WITH EACH ODD-NUMBERED-YEAR NATIONAL MEETING OF THE FRATERNITY. ANY DIRECTOR NOMINATED BY THE SWGP WITH THE CONSENT OF THE EXECUTIVE COUNCIL TO FILL A VACANCY SHALL SERVE FOR THE UNEXPIRED TERM OF THE DIRECTOR WHOM HE IS REPLACING. A DIRECTOR OR OFFICER MAY BE REMOVED FOR CAUSE AS DETERMINED BY THE MEMBER OR BY A MAJORITY VOTE OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS DISTRIBTED TO THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL BOARD MEMBERS ARE REQUIRED TO SIGN AN ANNUAL DECLARATION OF ANY CONFLICTS OF INTEREST. IF THERE IS A CONFLICT, ONE IS NOT ALLOWED TO VOTE. THE POLICY IS REGULARLY MONITORED TO ENSURE COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST BY CONTACTING THE TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THEY ARE AVAILABLE UPON REQEST BY CONTACTING THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRANSFERS IN AND TRANSFERS OUT TO PHI KAPPA PSI NATIONAL FRATERNITY, INC. -409,856.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO CHANGE IN THE OVERSIGHT AND SLECTION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362362161
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL ORDER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05395 EMERSON WAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046226
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05466241
IRS990/TotalAssetsEOYAmt05805896
IRS990/TotalAssetsGrp/BOYAmt05466241
IRS990/TotalAssetsGrp/EOYAmt05805896
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01256
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IRS990/TotalFunctionalExpensesGrp/TotalAmt06678
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05805896
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05805896
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IRS990/USAddress/ZIPCd046226
IRS990/VotingMembersGoverningBodyCnt03
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IRS990/WhistleblowerPolicyInd01
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL OBLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04158102664
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PKP PERMANENT SCHOLASTIC EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE AND FRATERNAL FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0PKPP
ReturnHeader/Filer/EIN0830575410
ReturnHeader/Filer/PhoneNum04158102664
ReturnHeader/Filer/USAddress/AddressLine1Txt05395 EMERSON WAY
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046226
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310905417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VONLEHMAN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05975 CASTLE CREEK PARKWAY N DR STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046250
ReturnHeader/PreparerPersonGrp/PhoneNum03174690169
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN PAUTSCH
ReturnHeader/ReturnTs02021-11-15T14:36:08-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBLON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,805,896
Liabilities
$0
Net assets
$5,805,896
Revenue
$429,526
Expenses
$6,678
Net income
$422,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.91$0.00$6.91$0.28$0.04$0.24
2023Summary only. Only limited summary data is available for this year.$6.26$0.00$6.26$0.14$0.01$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.36$0.00$5.36$0.17$0.01$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$0.00$6.60$0.39$0.01$0.38
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.43$0.01$0.42
2019Summary only. Only limited summary data is available for this year.$5.47$0.00$5.47$1.01$0.14$0.86
2018Summary only. Only limited summary data is available for this year.$4.60$0.00$4.60$5.76$0.35$5.41
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)2 • $5M-$10M nonprofits