HAMILTON SOUTHEASTERN SCHOOLS FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAMILTON SOUTHEASTERN SCHOOLS FOUNDATION INC (EIN 35-2146295)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-09
- IRS object ID
- 202313139349302651
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T11:34:00-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352009629 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8388 E 116TH ST SUITE A | AddressLine1Txt |
| City | FISHERS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 460389370 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352146295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON SOUTHEASTERN SCHOOLS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMI | BusinessNameControlTxt |
| Phone | 3175944100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13485 CUMBERLAND ROAD | AddressLine1Txt |
| City | FISHERS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG SCHRAGE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3175944100 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILL | PersonFirstNm |
| Person Last | BRYAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS R LONG CPA | PreparerPersonNm |
| PTIN | P00043274 | PTIN |
| Phone | 3175775975 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HSE SCHOOLS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG SCHRAGE | PrincipalOfficerNm |
| Gross Receipts | $562,864 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HSEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO SECURE TAX-DEDUCTIBLE GIFTS, GRANTS, AND BEQUESTS TO PROVIDE RESOURCES TO IMPROVE, ENHANCE, AND SUPPORT EDUCATIONAL OPPORTUNITIES FOR THE HAMILTON SOUTHEASTERN SCHOOLS COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $387,334 | PYContributionsGrantsAmt |
| CY Contributions Grants | $314,040 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,109 | PYInvestmentIncomeAmt |
| CY Investment Income | -$17,639 | CYInvestmentIncomeAmt |
| PY Other Revenue | $228,904 | PYOtherRevenueAmt |
| CY Other Revenue | $177,105 | CYOtherRevenueAmt |
| PY Total Revenue | $653,347 | PYTotalRevenueAmt |
| CY Total Revenue | $473,506 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $298,681 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $273,592 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $148,950 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $160,780 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $49,310 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $59,830 | PYOtherExpensesAmt |
| CY Other Expenses | $71,618 | CYOtherExpensesAmt |
| PY Total Expenses | $507,461 | PYTotalExpensesAmt |
| CY Total Expenses | $505,990 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $145,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$32,484 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,105,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,075,108 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,877 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,102,715 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,070,231 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SECURE TAX-DEDUCTIBLE GIFTS, GRANTS, AND BEQUESTS TO PROVIDE RESOURCES TO IMPROVE, ENHANCE, AND SUPPORT EDUCATIONAL OPPORTUNITIES FOR THE HAMILTON SOUTHEASTERN SCHOOLS COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $404,763 | ExpenseAmt |
| Grant | $273,592 | GrantAmt |
| Desc | SECURE TAX-DEDUCTIBLE GIFTS, GRANTS AND BEQUESTS TO PROVIDE RESOURCES TO IMPROVE, ENHANCE AND SUPPORT EDUCATIONAL OPPORTUNITIES FOR THE HAMILTON SOUTHEASTERN SCHOOLS COMMUNITY. | Desc |
| Total Program Service Expenses | $404,763 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG & ASSOCIATES PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3175775975 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8388 E 116TH STREET | AddressLine1Txt |
| Address Line2 | SUITE A | AddressLine2Txt |
| City | FISHERS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|
| AIMEE ASH | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| TONY BAGATO | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| DOUG BATTAGLIA | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| CHAR BENNETT | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| NANCY BIELEFELD | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ANTHONY BUSACK | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JENNI DILLON | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| CHAD HIGHTOWER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| RON KRAUS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| BETH LAWRENCE | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| LLOYD LEE | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JULIE MILLER | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JOHN MORIARITY | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JOSH MORRIS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ALLISON OESTREICH | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| CINDY ORRIS | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| ANGELA OSTROWSKI | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| DR MEETA PRADHAN | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| JEENA SIELA | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| BETHANY THOMSON | |||||
| BOARD MEMBER | Yes (X) | $0 | $0 | $0 | |
| BRAD BANKS | |||||
| PAST PRESIDE | $0 | $0 | $0 | Yes (X) | |
| ROB EMMERSON | |||||
| VICE PRESIDE | $0 | $0 | $0 | Yes (X) | |
| JORDAN HOWARD | |||||
| TREASURER | $0 | $0 | $0 | Yes (X) | |
| JOHANNA KITCHELL | |||||
| EX-OFFICIO | $0 | $0 | $0 | Yes (X) | |
| AUDREY LASH | |||||
| EX-OFFICIO | $0 | $0 | $0 | Yes (X) | |
| THERESA LEON | |||||
| SECRETARY | $0 | $0 | $0 | Yes (X) | |
| GREG SCHRAGE | |||||
| PRESIDENT | $0 | $0 | $0 | Yes (X) | |
| DR YVONNE STOKES | |||||
| EX-OFFICIO | $0 | $0 | $0 | Yes (X) | |
| SUZANNE THOMAS | |||||
| EX-OFFICIO | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $314,040 | AllOtherContributionsAmt |
| Total Contributions | $314,040 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$17,639 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $266,463 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $89,358 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,105 | TotalRevenueColumnAmt |
| Exclusion | $177,105 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $473,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$17,639 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $177,105 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,592 | TotalAmt |
| Program Services | $273,592 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,820 | TotalAmt |
| Program Services | $70,568 | ProgramServicesAmt |
| Management And General | $43,126 | ManagementAndGeneralAmt |
| Fundraising | $43,126 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,960 | TotalAmt |
| Program Services | $3,960 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,184 | TotalAmt |
| Fundraising | $6,184 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,119 | TotalAmt |
| Program Services | $1,882 | ProgramServicesAmt |
| Management And General | $237 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,538 | TotalAmt |
| Program Services | $10,151 | ProgramServicesAmt |
| Management And General | $387 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,473 | TotalAmt |
| Program Services | $3,473 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ALUMNI EXPENSE | $18,695 | $18,695 | |
| E TAPESTRY SOFTWARE | $10,470 | $10,470 | |
| SUPPLIES | $9,306 | $9,306 | |
| BANK/CREDIT CARD CHARGES | $3,940 | $3,940 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,893 | TotalAmt |
| Program Services | $2,666 | ProgramServicesAmt |
| Management And General | $4,227 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,990 | TotalAmt |
| Program Services | $404,763 | ProgramServicesAmt |
| Management And General | $51,917 | ManagementAndGeneralAmt |
| Fundraising | $49,310 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $841,810 | BOYAmt |
| EOY | $863,766 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11 | BOYAmt |
| EOY | $11 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160 | BOYAmt |
| EOY | $123 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,263,360 | BOYAmt |
| EOY | $1,211,208 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,105,341 | BOYAmt |
| EOY | $2,075,108 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $726 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,626 | BOYAmt |
| EOY | $4,151 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,626 | BOYAmt |
| EOY | $4,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,102,715 | BOYAmt |
| EOY | $2,070,231 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,102,715 | BOYAmt |
| EOY | $2,070,231 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,105,341 | BOYAmt |
| EOY | $2,075,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$32,484 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $321,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $296,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $334,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $387,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,040 | CurrentTaxYearAmt |
| Total | $1,653,581 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $321,466 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $296,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $334,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $387,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,040 | CurrentTaxYearAmt |
| Total | $1,653,581 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,653,581 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $162,546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $204,495 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $206,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $252,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $266,463 | CurrentTaxYearAmt |
| Total | $1,092,113 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,745,694 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $434,716 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | 825,650 | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $894,383 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $5,832 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,642 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,732 | AdministrativeExpensesAmt |
| End Year Balance | $863,841 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $886,035 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $72,412 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,352 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $52,712 | AdministrativeExpensesAmt |
| End Year Balance | $894,383 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LEGACY FUND INVESTMENTS | $1,206,110 | F |
| CLASS WALLET | $5,098 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,211,208 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $4,151 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,151 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | MONEY IS INVESTED THROUGH THE CICF WHO ADMINISTERS THE FUND AND FUNDS CAN BE WITHDRAWN FROM THE ENDOWMENT FUNDS TO FUND SCHOLARSHIPS. NO MORE THAN 5% OF FUND BALANCE CAN BE WITHDRAWN IN ANY ONE YEAR FOR SCHOLARSHIPS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER EVENT | Event1Nm |
| Gross Receipts Event1 | $214,082 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $214,082 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $23,075 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,828 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $32,615 | OtherDirectExpensesEvent1Amt |
| Event2 | MUDSOCK FOOTBAL | Event2Nm |
| Gross Receipts Event2 | $52,381 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $52,381 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $19,020 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $11,820 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $266,463 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $266,463 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,020 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,075 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,828 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $44,435 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $89,358 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $177,105 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | Cash GrantCashGrantAmt |
|---|---|
| HSE STAFF MEMBERS | $195,392 |
| HSE STUDENTS | $78,200 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE RETURN IS REVIEWED BY THE TREASURER AND THE EXECUTIVE DIRECTOR. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AT THE BEGINNING OF EACH YEAR, EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | ANNUAL REVIEW BY EXECUTIVE COMMITTEE OF EXECUTIVE DIRECTOR, INCLUDING COMPARABLE INFORMATION FOR COMPENSATION AND JOB DUTIES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS, RECORDS AND TAX RETURNS ARE AVAILABLE UPON REQUEST AT THE HSE FOUNDATION OFFICE. |