Civic Intelligence

Togethered Inc

EIN 83-1092624 • 501(c)3 • Zionsville, IN

Zionsville, IN
Siviq Scores

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

Liabilities / Assets

95th percentile

1.05x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

94th percentile

4.58x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

18th percentile

-9.9%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

22nd percentile

-2.7%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

30th percentile

-1.4%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Assets

Down

$10,443,173

Down $455,751 (-4.2%) from 2024

Liabilities

Down

$11,006,336

Down $215,710 (-1.9%) from 2024

Net Assets

Down

-$563,163

Down $240,041 (-74%) from 2024

Revenue

Down

$2,403,205

Down $96,958 (-3.9%) from 2024

Expenses

Up

$2,640,246

Up $197,729 (+8.1%) from 2024

Net Income

Down

-$237,041

Down $294,687 (-511%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0-$5.0MAssets 2018: $174,867Liabilities 2018: $1,859Net Assets 2018: $173,0082018Assets 2019: $11,958,815Liabilities 2019: $11,691,559Net Assets 2019: $267,2562019Assets 2020: $11,832,362Liabilities 2020: $11,691,859Net Assets 2020: $140,5032020Assets 2021: $12,097,839Liabilities 2021: $12,029,785Net Assets 2021: $68,0542021Assets 2022: $11,425,691Liabilities 2022: $11,612,548Net Assets 2022: -$186,8572022Assets 2023: $11,032,106Liabilities 2023: $11,396,196Net Assets 2023: -$364,0902023Assets 2024: $10,898,924Liabilities 2024: $11,222,046Net Assets 2024: -$323,1222024Assets 2025: $10,443,173Liabilities 2025: $11,006,336Net Assets 2025: -$563,1632025

Highlighted filing

2025

Assets$10,443,173
Liabilities$11,006,336
Net Assets-$563,163

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $422,295Expenses 2018: $249,286Net Income 2018: $173,0092018Revenue 2019: $1,083,106Expenses 2019: $972,213Net Income 2019: $110,8932019Revenue 2020: $879,402Expenses 2020: $1,005,854Net Income 2020: -$126,4522020Revenue 2021: $2,040,965Expenses 2021: $2,113,414Net Income 2021: -$72,4492021Revenue 2022: $2,252,415Expenses 2022: $2,507,326Net Income 2022: -$254,9112022Revenue 2023: $2,471,701Expenses 2023: $2,638,835Net Income 2023: -$167,1342023Revenue 2024: $2,500,163Expenses 2024: $2,442,517Net Income 2024: $57,6462024Revenue 2025: $2,403,205Expenses 2025: $2,640,246Net Income 2025: -$237,0412025

Highlighted filing

2025

Revenue$2,403,205
Expenses$2,640,246
Net Income-$237,041

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 11, 2025
Return Version
2024v5.2
Gross Receipts
$2,403,205
Mission and Program Overview

Mission

The organization provides cost-effective financial, operational and state reporting services to charter schools and innovative network schools and their leaders. By ensuring that these schools have effective support services, the organization maximizes the time that school personnel can focus on the classroom, fueling the development of school leaders, and saving schools valuable resources that can be reinvested in the schools' educational programs.

The organization provides cost-effective, non-instructional servcies to charter schools and innovative network schools. In addition, the organization provides professional development, technical assistance and training to administrative staff in these schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,464,718$9,107,901▼ $356,817
Cash and Non-Interest-Bearing Accounts$836,714$718,635▼ $118,079
Savings and Temporary Cash Investments$324,413$398,541▲ $74,128
Intangible Assets$201,579$193,596▼ $7,983
Accounts Receivable$71,500$24,500▼ $47,000
Total Assets$10,898,924$10,443,173▼ $455,751
Liabilities
Tax Exempt Bond Liabilities$11,130,000$10,945,000▼ $185,000
Other Liabilities$91,610$54,834▼ $36,776
Accounts Payable and Accrued Expenses$436$6,502▲ $6,066
Total Liabilities$11,222,046$11,006,336▼ $215,710
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-323,122$-563,163▼ $240,041
Total Net Assets Fund Balance$-323,122$-563,163▼ $240,041
Total Liabilities and Net Assets / Fund Balance$10,898,924$10,443,173▼ $455,751

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,176,389$2,007,127$10,183,516
Land$931,512-$931,512
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian AndersonCFOFT$174,158$36,688$210,846
Kimberly TarinDirector of Grant ServicesFT$135,403$27,854$163,257

Board Members and Trustees

NameTitle
Joe WhitePresident
Luke LennonDirector
Jason DudichSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,776
Program Service Revenue
$2,342,951
Investment Income
$23,478
Other Revenue
$0
Change in Net Assets
$-237,041
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,423,894
Salaries, Compensation, and Employee Benefits$1,216,352
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$747,585$64,982-$812,567
Interest$720,525--$720,525
Depreciation Depletion$364,800--$364,800
Current Officers, Directors, Trustees, and Key Employees$199,739$15,931-$215,670
Fees for Services Other$115,776$15,834-$131,610
Pension Plan Contributions$86,896$2,941-$89,837
Payroll Taxes$74,156$2,509-$76,665
Fees for Services Management$62,150--$62,150
Other Expenses$36,776--$36,776
Other Employee Benefits$20,906$707-$21,613
Office Expenses$11,909$6,887-$18,796
Insurance$982$5,798-$6,780
Fees for Services Accounting$2,920$3,000-$5,920
Fees for Services Legal$3,987$1,570-$5,557
Information Technology$2,196--$2,196
Travel$284--$284
Total Functional Expenses$2,520,087$120,159$0$2,640,246
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserved Funds$54,834

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIndiana Finance Authority2019-09-25$11,305,000Educational facilities revenue bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$11,305,000$10,356,431$360,000$226,098

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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 8B

The organization does not have committees with authority to act on behalf of the governing body.

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

The form 990 was circulated to the organization's board president for review. Once the board president preliminarily approved the form, it was circulated to each director for final approval before submission.

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

The bylaws require that directors, officers and key employees inform the board of any direct or indirect conflict of interest to any transaction existing or contemplated. These individuals are also required to fill out a conflict of interest disclosure statement annually.

Form 990, Part VI, Section B, Line 15

Compensation of the organization's officers is reviewd and approved by the board of directors.

Form 990, Part VI, Section C, Line 19

Both hard and electronic copies of the organization's governing documents, conflict of interest statements, and financial statements are kept at the organization's place of business, as well as the attorney's office, and are available to any member of the public upon request.

Filing and Contact Details

Filer

Filer Name
Togethered Inc
EIN
83-1092624
Phone
2197717840
Address
111 MONUMENT CIRCLE STE 900, INDIANAPOLIS, IN 46204

Signing Officer

Name
Joe White
Title
Board Chair
Phone
3174181898
Signed
2025-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe White
Formed
2018
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
10
Volunteers
3

Preparer

Firm
Donovan Pc
Address
5151 E US HWY 36, AVON, IN 46123
Preparer
Abigail Hedges CPA
Phone
3177456411
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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/PYTotalExpensesAmt02442517
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02500163
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-237041
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
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IRS990/RelatedOrganizationsAmt036776
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0324413
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0398541
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0324000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0235426
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070825
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08873
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0478
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0401
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02342951
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02138828
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0478
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0401
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IRS990ScheduleA/PublicSupportPY509Pct00.99740
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02251937
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02040564
IRS990ScheduleA/Total509Grp/TotalAmt011618407
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02403205
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02500163
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02471701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02252415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02040965
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt011668449
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt02007127
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010183516
IRS990ScheduleD/LandGrp/BookValueAmt0931512
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0931512
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt054834
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVED FUNDS
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IRS990ScheduleD/TotalLiabilityAmt054834
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1135403
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt17022
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRIAN ANDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KIMBERLY TARIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR OF GRANT SERVICES
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1163257
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IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS APPROVES THE OFFICER'S COMPENSATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
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IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02019-09-25
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
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IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt011305000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0INDIANA FINANCE AUTHORITY
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd00
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PurposeDesc0EDUCATIONAL FACILITIES REVENUE BONDS
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd00
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd01
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd01
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd01
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IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt0600000
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IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd01
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IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt010356431
IRS990ScheduleK/TaxExemptBondsProceedsGrp/RefundingTaxableBondsInd00

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