HERITAGE CHRISTIAN SCHOOLS INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE CHRISTIAN SCHOOLS INC (EIN 35-1111818)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201441349349306494
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T17:56:44-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352123203 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462400857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351111818 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE CHRISTIAN SCHOOLS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HERI | NameControl |
| Phone | 3178493441 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6401 EAST 75TH STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46250 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT D SHAW | Name |
| Title | CONTROLLER | Title |
| Phone | 3178493441 | Phone |
| Date Signed | 2014-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT A SCHUSTER | Name |
| PTIN | P00019243 | PTIN |
| Phone | 3175802000 | Phone |
| Date Prepared | 2014-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFFREY FREEMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6401 EAST 75TH STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13740480 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.HERITAGECHRISTIAN.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF HERITAGE CHRISTIAN SCHOOL IS TO GLORIFY GOD THROUGH THE DISCIPLESHIP OF STUDENTS AND THE PURSUIT OF EXCELLENCE IN EDUCATION WITH THE BIBLE AS THE FOUNDATION AND JESUS CHRIST AS OUR FOCUS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 366 | TotalNbrEmployees |
| Total Nbr Volunteers | 271 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 620646 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 947155 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13241410 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12467077 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 216 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2213 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 206310 | OtherRevenuePriorYear |
| Other Revenue Current Year | 98977 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14068582 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13515422 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1610285 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1420152 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8725559 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8668584 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 114589 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4363671 | OtherExpensePriorYear |
| Other Expenses Current Year | 3995331 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14699515 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14084067 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -630933 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -568645 | RevenuesLessExpensesCY |
| Total Assets BOY | 21309537 | TotalAssetsBOY |
| Total Assets EOY | 20344456 | TotalAssetsEOY |
| Total Liabilities BOY | 8272976 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7754053 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13036561 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12590403 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF HERITAGE CHRISTIAN SCHOOL IS TO GLORIFY GOD THROUGH THE DISCIPLESHIP OF STUDENTS AND THE PURSUIT OF EXCELLENCE IN EDUCATION WITH THE BIBLE AS THE FOUNDATION AND JESUS CHRIST AS OUR FOCUS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11654200 | Expense |
| Grants | 1420152 | Grants |
| Revenue | 12508986 | Revenue |
| Description | PROVIDE CHRISTIAN-BASED EDUCATION TO STUDENTS IN PREKINDERGARTEN THROUGH 12TH GRADE ALONG WITH RELATED SERVICES AND EDUCATIONAL OPPORTUNITIES TYPICALLY ASSOCIATED WITH PRIMARY AND SECONDARY SCHOOLS. | Description |
| Total Program Service Expense | 11654200 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 366 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT D SHAW | NamePerson |
| Telephone Number | 3178133886 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6401 E 75TH STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46250 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| DOUG WALTZ | |||||||
| CHAIRMAN | 5.00 | 0.00 | X | X | 0 | 0 | 0 |
| MAX ANDERS | |||||||
| VICE CHAIRMAN | 2.00 | 0.00 | X | X | 0 | 0 | 0 |
| DANIEL SCHLEGEL | |||||||
| TREASURER | 4.00 | 0.00 | X | X | 0 | 0 | 0 |
| MELISA CROSLEY | |||||||
| SECRETARY | 3.00 | 0.00 | X | X | 0 | 0 | 0 |
| RICHARD FAIRWEATHER | |||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| ANNE ESTES | |||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| WES MATTHIAS | |||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| ELIZABETH ALLEN | |||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| TRACY HUFF | |||||||
| BOARD MEMBER | 2.00 | 0.00 | X | 0 | 0 | 0 | |
| JEFFREY WILCOX | |||||||
| SUPERINTENDENT | 50.00 | 0.00 | X | 134843 | 0 | 0 | |
| JEFFREY FREEMAN | |||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | 0.00 | X | 73674 | 0 | 0 | |
| ROBERT SHAW | |||||||
| CONTROLLER | 50.00 | 0.00 | X | 68826 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 277343 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DIVERSIFIED BUILDING GROUP | |||||
| 8070 CASTLETON ROAD SUITE 200 | INDIANAPOLIS | IN | 46250 | CLEANING SERVICE | 416355 |
| GORDON FOOD SERVICE | |||||
| PAYMENT PROCESSING CENTER DEPT CH | PALATINE | IL | 60055 | FOOD SERVICES | 172789 |
| CONNER INSURANCE INC | |||||
| 8445 KEYSTONE CROSSING BLVD SUITE | INDIANAPOLIS | IN | 46240 | INSURANCE | 168061 |
| ELECTRONIC STRATEGIES INC | |||||
| 6855 HILLSDALE COURT | INDIANAPOLIS | IN | 46250 | IT SERVICES | 106255 |
| BADEN RETIREMENT PLAN SERVICES | |||||
| 23693 NETWORK PLACE | CHICAGO | IL | 60673 | 401(K) SERVICES | 101802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 92970 | FundraisingEvents |
| All Other Contributions | 854185 | AllOtherContributions |
| Noncash Contributions | 16651 | NoncashContributions |
| Total Contributions | 947155 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611110 | 11451250 | 11451250 |
| AUXILIARY SERVICES | 611110 | 1015827 | 1015827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12467077 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2213 | TotalRevenueColumn |
| Exclusion | $2,213 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 250778 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 92970 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 193710 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57068 | TotalRevenueColumn |
| Exclusion | $57,068 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 27665 | GrossSalesOfInventory |
| Cost Of Goods Sold | 31348 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3683 | TotalRevenueColumn |
| Related Or Exempt Function Income | -3683 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 611110 | BusinessCode |
| Total Revenue Column | 45592 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45592 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 45592 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13515422 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12508986 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $59,281 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53251 | Total |
| Program Services | 53251 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1366901 | Total |
| Program Services | 1366901 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277343 | Total |
| Program Services | 20851 | ProgramServices |
| Management And General | 242020 | ManagementAndGeneral |
| Fundraising | 14472 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6585197 | Total |
| Program Services | 5575225 | ProgramServices |
| Management And General | 952191 | ManagementAndGeneral |
| Fundraising | 57781 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104507 | Total |
| Program Services | 93043 | ProgramServices |
| Management And General | 11464 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1227162 | Total |
| Program Services | 1104092 | ProgramServices |
| Management And General | 119053 | ManagementAndGeneral |
| Fundraising | 4017 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 474375 | Total |
| Program Services | 390169 | ProgramServices |
| Management And General | 78801 | ManagementAndGeneral |
| Fundraising | 5405 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58613 | Total |
| Management And General | 58613 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33000 | Total |
| Management And General | 33000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12320 | Total |
| Management And General | 11435 | ManagementAndGeneral |
| Fundraising | 885 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28912 | Total |
| Program Services | 475 | ProgramServices |
| Management And General | 27527 | ManagementAndGeneral |
| Fundraising | 910 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26848 | Total |
| Management And General | 24553 | ManagementAndGeneral |
| Fundraising | 2295 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96751 | Total |
| Program Services | 6027 | ProgramServices |
| Management And General | 77648 | ManagementAndGeneral |
| Fundraising | 13076 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75415 | Total |
| Program Services | 2614 | ProgramServices |
| Management And General | 72801 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902090 | Total |
| Program Services | 864403 | ProgramServices |
| Management And General | 22515 | ManagementAndGeneral |
| Fundraising | 15172 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5786 | Total |
| Program Services | 2910 | ProgramServices |
| Management And General | 2778 | ManagementAndGeneral |
| Fundraising | 98 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26691 | Total |
| Program Services | 16815 | ProgramServices |
| Management And General | 9876 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262240 | Total |
| Management And General | 262240 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 989678 | Total |
| Program Services | 879364 | ProgramServices |
| Management And General | 109883 | ManagementAndGeneral |
| Fundraising | 431 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153941 | Total |
| Program Services | 80715 | ProgramServices |
| Management And General | 73226 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| AUXILIARY SERVICES EXPE | 473867 | 473867 | ||
| SUPPLIES AND CURRICULUM | 434367 | 434367 | ||
| REPAIRS, EQUIPMENT AND | 353819 | 273696 | 80123 | |
| OTHER EXPENSES | 49159 | 3581 | 45531 | 47 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11834 | Total |
| Program Services | 11834 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14084067 | Total |
| Program Services | 11654200 | ProgramServices |
| Management And General | 2315278 | ManagementAndGeneral |
| Fundraising | 114589 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1651458 | BOY |
| EOY | 1648571 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34534 | BOY |
| EOY | 34513 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45820 | BOY |
| EOY | 25160 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200067 | BOY |
| EOY | 161370 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13908 | BOY |
| EOY | 6446 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83086 | BOY |
| EOY | 27517 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 31970228 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13693220 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19101987 | BOY |
| EOY | 18277008 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118458 | BOY |
| EOY | 103652 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60219 | BOY |
| EOY | 60219 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21309537 | BOY |
| EOY | 20344456 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1186337 | BOY |
| EOY | 912237 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1099592 | BOY |
| EOY | 1544405 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5575000 | BOY |
| EOY | 5025000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59888 | BOY |
| EOY | 42739 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352159 | BOY |
| EOY | 229672 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8272976 | BOY |
| EOY | 7754053 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12577302 | BOY |
| EOY | 12132403 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352770 | BOY |
| EOY | 351511 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106489 | BOY |
| EOY | 106489 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13036561 | BOY |
| EOY | 12590403 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21309537 | BOY |
| EOY | 20344456 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -568645 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 122487 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 60219 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106489 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5 | AdministrativeExpenses |
| End Of Year Balance | 106489 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106489 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4 | InvestmentEarningsOrLosses |
| Administrative Expenses | 4 | AdministrativeExpenses |
| End Of Year Balance | 106489 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106489 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 28 | InvestmentEarningsOrLosses |
| Administrative Expenses | 28 | AdministrativeExpenses |
| End Of Year Balance | 106489 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106489 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 6 | InvestmentEarningsOrLosses |
| Administrative Expenses | 6 | AdministrativeExpenses |
| End Of Year Balance | 106489 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106489 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 566 | InvestmentEarningsOrLosses |
| Administrative Expenses | 566 | AdministrativeExpenses |
| End Of Year Balance | 106489 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 948032 | OtherCostOrOtherBasis |
| Book Value | 948032 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27168797 | OtherCostOrOtherBasis |
| Depreciation | 11992327 | Depreciation |
| Book Value | 15176470 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 834725 | OtherCostOrOtherBasis |
| Depreciation | 368448 | Depreciation |
| Book Value | 466277 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3018674 | OtherCostOrOtherBasis |
| Depreciation | 1332445 | Depreciation |
| Book Value | 1686229 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18277008 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DERIVATIVE CONTRACT | Description |
| Amount | $229,672 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 229672 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13240068 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 347545 | OtherRevenues |
| Revenue Not Rptd F990 | 347545 | RevenueNotRptdF990 |
| Revenue Subtotal | 12892523 | RevenueSubtotal |
| Other Revenues Not Included | 622899 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 622899 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13515422 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13686226 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 225058 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 225058 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13461168 | ExpensesSubtotal |
| Other Expenses Not Included | 622899 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 622899 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14084067 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | TWO BRONZE EAGLES ARE ON DISPLAY SINCE THAT IS THE SCHOOL MASCOT. ONE ON TOP OF THE EXTERIOR SIGN AND THE OTHER ON DISPLAY INSIDE THE MAIN ENTRY AREA. A MEMORIAL BENCH SITS OUTSIDE IN FRONT OF THE HIGH SCHOOL GYM AS A REMINDER OF THE COURAGEOUS STRUGGLE ENDURED BY A FORMER STUDENT. A STATUE OF TWO CHILDREN SITS OUTSIDE THE FRONT ENTRANCE OF THE ELEMENTARY SCHOOL TO MEMORIALIZE A FORMER ELEMENTARY PRINCIPAL AND TO SYMBOLIZE OUR COMMITTMENT TO TEACHING. | |
| PART V, LINE 4: | EARNINGS FROM THE 'TEACHER ENDOWMENT FUND' ASSETS ARE TO HELP OFFSET THE COST OF TEACHER SALARIES. THE ASSETS IN THE SCOOBY GERBIG FUND ARE USED TO FUND ANNUAL COLLEGE SCHOLARSHIP AWARDS TO THE MALE AND FEMALE ATHLETES OF THE YEAR. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | HERITAGE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A CORRESPONDING STATE TAX LAW. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, HERITAGE HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR FISCAL YEARS 2013 AND 2012. HERITAGE FILES U.S. FEDERAL AND STATE OF INDIANA TAX RETURNS. HERITAGE IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE FISCAL YEAR 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| COST OF GOODS SOLD 31,348. FUNDRAISING EXPENSES 193,710. CHANGE IN FAIR VALUE OF DERIVATIVE 122,487. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS SHOWN NET OF REVENUE ON FINANCIAL STATEMENTS 653,233. GROUPING DIFFERENCES BETWEEN FINANCIAL STATEMENTS AND FORM 990 -30,334. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD 31,348. FUNDRAISING EXPENSES 193,710. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SCHOLARSHIPS SHOWN NET OF REVENUE ON FINANCIAL STATEMENTS 653,233. GROUPING DIFFERENCES BETWEEN FINANCIAL STATEMENTS AND FORM 990 -30,334. | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | HERITAGE CHRISTIAN SCHOOL ANNUALLY PUBLICIZED AN ADVERTISEMENT ABOUT ITS NON-DISCRIMINATORY POLICY. IT STATES "HERITAGE CHRISTIAN SCHOOL ADMITS ELIGIBLE STUDENTS OF ANY RACE, COLOR, AND NATIONAL OR ETHNIC ORIGIN". THIS IS ALSO PRINTED ON BROCHURES AND APPLICATIONS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | JOGATHON | NameOfEvent1 |
| Gross Receipts Event1 | 92970 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 92970 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 9147 | OtherDirectExpensesEvent1 |
| Name Of Event2 | DISCOVER INDY | NameOfEvent2 |
| Gross Receipts Event2 | 46755 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 46755 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 52299 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 204023 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 204023 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 132264 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 343748 | GrossReceiptsTotal |
| Charitable Contributions Total | 92970 | CharitableContributionsTotal |
| Gross Revenue Total Events | 250778 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 193710 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 193710 | DirectExpenseSummaryEvents |
| Net Income Summary | 57068 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN FOUNDATION OF INDIANA INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8445 KEYSTONE CROSSING BLVD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 356048268 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 53251 | AmountOfCashGrant |
| Purpose Of Grant | TUITION ASSISTANCE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TUITION ASSISTANCE | TypeOfGrant |
| Number Of Recipients | 314 | NumberOfRecipients |
| Amount Of Cash Grant | 1366901 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: TUITION ASSISTANCE FOR ATTENDING THE SCHOOL IS GRANTED ON THE BASIS OF FINANCIAL NEED. SCHOLARSHIPS FOR COLLEGE ATTENDANCE ARE GRANTED ON THE BASIS OF FINANCIAL NEED, ACADEMIC PERFORMANCE, AND ATHLETIC ACCOMPLISHMENTS. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA DEVELOPMENT FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 351602316 | IssuerEIN |
| Date Issued | 2010-01-04 | DateIssued |
| Issue Price | 6890000 | IssuePrice |
| Description Of Purpose | EDUCATIONAL FACILITIES | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 6890000 | TotalProceeds |
| Capital Expenditures | 6890000 | CapitalExpenditures |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEY BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CEO, CONTROLLER, & MEMBERS OF BOARD FINANCE COMMITTEE REVIEW THE FORM 990 BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR ALL EMPLOYEES AND BOARD MEMBERS RENDER A SIGNED STATEMENT DISCLOSING ANY CONFLICTS AND IF THERE ARE NONE, CERTIFYING THAT NONE EXIST. THE HR STAFF REVIEWS THE SIGNED STATEMENTS AND ADVISES THE CEO OF ANY CONFLICTS INVOLVING EMPLOYEES AND BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS DETERMINE THE COMPENSATION OF THE CEO. THAT IS A NEGOTIATED PROCESS THAT DOES INCLUDE COMPARATIVE DATA FROM OTHER ENTITIES SUCH AS OURS. THE DIRECTORS ARE NOT EMPLOYEES, AND ARE INDEPENDENT AND AT A LEVEL ABOVE THE CEO. | |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE USUALLY NOT AVAILABLE TO THE PUBLIC. THEY ARE AVAILABLE ON AN INDIVIDUAL BASIS AS REQUESTED. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF DERIVATIVE CONTRACT 122,487. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF A INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |