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Nonprofiteer
← WILLIAM E ENGLISH FOUNDATION

Form 990 for tax year 2023

Filed by WILLIAM E ENGLISH FOUNDATION.

Totals

Total revenue
$938,446
Total expenses
$814,509
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$769,190
Investment income
$164,724
Other revenue
$4,532
Total assets, end of year
$6,715,744
Total liabilities, end of year
$190,793
Net assets or fund balances, end of year
$6,524,951
Program services expenses (Part IX)
$787,462
Management and general expenses
$27,047
Fundraising expenses
$0
Program service expenses (Part III)
$787,462

Program services were 96.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: RENTAL INCOME

    total $660,884 · related or exempt $660,884

  • 2b · Program service revenue: PARKING FEES

    total $108,306 · unrelated business $108,306

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $46,279 · excluded $46,279

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $778,383

  • 7b · Less cost or other basis and sales expenses

    securities $659,938

  • 7c · Gain or loss

    securities $118,445 · other assets $0

  • 7d · Net gain or loss

    total $118,445 · excluded $118,445

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $4,532 · related or exempt $4,532

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $4,532

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $34,697 · program services $34,697

  • 7 · Other salaries and wages

    total $101,598 · program services $101,598

  • 8 · Pension plan contributions

    total $0 · program services $0

  • 9 · Other employee benefits

    total $22,205 · program services $22,205

  • 10 · Payroll taxes

    total $10,419 · program services $10,419

  • 11c · Fees: accounting

    total $8,323 · management and general $8,323

  • 11f · Fees: investment management

    total $9,279 · program services $5,751 · management and general $3,528

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $316 · program services $316

  • 14 · Information technology

    total $2,885 · management and general $2,885

  • 16 · Occupancy

    total $389,901 · program services $389,901

  • 17 · Travel

    total $840 · program services $840

  • 22 · Depreciation, depletion and amortization

    total $201,651 · program services $201,651

  • 23 · Insurance

    total $32,395 · program services $20,084 · management and general $12,311

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 26 · Joint costs (an allocation of the lines above)

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $451,135 · end of year $635,060

  • 4 · Accounts receivable

    beginning of year $2,253 · end of year $3,960

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $12,661,159

  • 10b · Land, buildings and equipment: accumulated depreciation

    $11,258,749

  • 10c · Land, buildings and equipment, net

    beginning of year $1,474,651 · end of year $1,402,410

  • 11 · Investments: publicly traded securities

    beginning of year $2,731,792 · end of year $3,110,862

  • 12 · Investments: other securities

    beginning of year $1,574,991 · end of year $1,563,452

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $237,363 · end of year $190,793

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $3,160,851 · end of year $3,365,313

  • 28 · Net assets with donor restrictions

    beginning of year $2,836,608 · end of year $3,159,638

Mission and programs · 2023

Mission

THE WILLIAM E ENGLISH FOUNDATION'S MISSION IS TO PROVIDE RENTAL SPACE AT BELOW MARKET RATES TO NON-PROFIT ORGANIZATIONS SERVING THE COMMUNITY. TENANTS SHARE IN THE BUILDING'S OPERATING COSTS IN PROPORTION TO THE AMOUNT OF OFFICE SPACE OCCUPIED.

Activities or mission (Part I)

RENTAL OF OFFICE SPACE AT BELOW MARKET RATES TO NON-PROFIT ORGANIZATIONS SERVING THE COMMUNITY; RENTAL INCOME COVERS APPROX. 80% OF OPERATING COSTS; 20% FROM ENDOWMENT.

  • THE WILLIAM E. ENGLISH FOUNDATION RENTS OFFICE SPACE TO NON-PROFIT ORGANIZATIONS AT BELOW MARKET RATES. THE FOUNDATION SERVES 14 DIFFERENT NON-PROFIT ORGANIZATIONS WHICH EMPLOY APPROXIMATELY 265 INDIVIDUALS.

    Expenses $787,462 · Revenue $665,416

As filed on the 2023 return.

Listed in Part VII

  • Cynthia Simon Skjodt

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Milton O Thompson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Duane Ingram

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gregory F Hahn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John David Hoover

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kameelah Shaheed-Diallo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Katherine L Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lacy Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Molly Wilkinson Chavers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brian Payne

    PRESIDENT (END 06/2023)

    Total calculated
    $560,361
    From this org
    $12,977
    From related orgs
    $419,586
    Other
    $127,798
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $12,977 + $419,586 related
    Bonus
    $0
    Other
    $0
    Deferred
    $3,063 + $99,033 related
    Nontaxable benefits
    $771 + $24,931 related
    Filer's total
    $16,811 + $543,550 related

  • Jennifer Bartenbach

    EXECUTIVE VP AND CFO

    Total calculated
    $386,929
    From this org
    $10,168
    From related orgs
    $328,766
    Other
    $47,995
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $10,168 + $328,766 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,420 + $45,911 related
    Nontaxable benefits
    $20 + $644 related
    Filer's total
    $11,608 + $375,321 related

  • Lorenzo Esters

    PRESIDENT (BEG 07/2023)

    Total calculated
    $209,301
    From this org
    $5,294
    From related orgs
    $171,185
    Other
    $32,822
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $5,294 + $171,185 related
    Bonus
    $0
    Other
    $0
    Deferred
    $842 + $27,234 related
    Nontaxable benefits
    $142 + $4,604 related
    Filer's total
    $6,278 + $203,023 related

  • Brenda Delaney

    CONTROLLER

    Total calculated
    $141,720
    From this org
    $5,543
    From related orgs
    $105,320
    Other
    $30,857
    Hours/week
    2 + 38 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
COMPENSATION IS ESTABLISHED BY CENTRAL INDIANA COMMUNITY FOUNDATION, A RELATED ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • IMPACT CENTRAL INDIANA

    N/A · CHARITABLE · IN · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
3 October 2024
IRS schema version
2023v5.1
Source object
202412779349301516

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