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Nonprofiteer
← HISTORIC LANDMARKS FOUNDATION OF INDIANA INC

Form 990 for tax year 2022

Filed by HISTORIC LANDMARKS FOUNDATION OF INDIANA INC.

Totals

Total revenue
$17,060,045
Total expenses
$6,722,576
Contributions and grants received
$12,808,169
Grants paid
$393,912
Program service revenue
$482,747
Investment income
$3,438,809
Other revenue
$330,320
Total assets, end of year
$107,173,176
Total liabilities, end of year
$682,823
Net assets or fund balances, end of year
$106,490,353
Program services expenses (Part IX)
$5,419,782
Management and general expenses
$939,610
Fundraising expenses
$363,184
Program service expenses (Part III)
$5,419,782

Program services were 80.6% 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.

  • 1b · Membership dues

    $119,765

  • 1f · All other contributions, gifts and grants

    $12,688,404

  • 1g · Noncash contributions included above

    $700,570

  • 2a · Program service revenue: TOUR INCOME

    total $204,403 · related or exempt $204,403

  • 2b · Program service revenue: CONSULTING INCOME

    total $95,209 · related or exempt $95,209

  • 2c · Program service revenue: TICKET SALES

    total $107,930 · related or exempt $107,930

  • 2d · Program service revenue: OTHER

    total $75,205 · related or exempt $75,205

  • 3 · Investment income

    total $1,984,530 · excluded $1,984,530

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $216,445

  • 6c · Rental income or loss

    real property $216,445 · personal property $0

  • 6d · Net rental income or loss

    total $216,445 · excluded $216,445

  • 7a · Gross sales of assets other than inventory

    securities $3,927,273 · other assets $2,712,794

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

    securities $3,008,257 · other assets $2,177,531

  • 7c · Gain or loss

    securities $919,016 · other assets $535,263

  • 7d · Net gain or loss

    total $1,454,279 · related or exempt $535,263 · excluded $919,016

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $229,141

  • 10b · Cost of goods sold

    $115,941

  • 10c · Net income from sales of inventory

    total $113,200 · related or exempt $9,153 · unrelated business $104,047

  • 11a · Other revenue: ADVERTISING

    total $675 · unrelated business $675

  • 11e · Other revenue, total

    $675

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $381,554 · program services $381,554

  • 2 · Grants to domestic individuals

    total $12,358 · program services $12,358

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $350,154 · program services $100,712 · management and general $173,908 · fundraising $75,534

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,382,850 · program services $2,071,512 · management and general $207,249 · fundraising $104,089

  • 8 · Pension plan contributions

    total $121,691 · program services $100,656 · management and general $15,344 · fundraising $5,691

  • 9 · Other employee benefits

    total $331,869 · program services $249,197 · management and general $52,015 · fundraising $30,657

  • 10 · Payroll taxes

    total $193,965 · program services $146,167 · management and general $35,678 · fundraising $12,120

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $74,923 · program services $74,923

  • 11c · Fees: accounting

    total $79,942 · management and general $79,942

  • 11d · Fees: lobbying

    total $26,017 · program services $26,017

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $150,727 · management and general $150,727

  • 11g · Fees: other

    total $127,963 · program services $45,215 · management and general $59,107 · fundraising $23,641

  • 12 · Advertising and promotion

    total $100,938 · program services $82,090 · management and general $1,507 · fundraising $17,341

  • 13 · Office expenses

    total $87,341 · program services $33,635 · management and general $44,824 · fundraising $8,882

  • 14 · Information technology

    total $25,984 · program services $21,206 · management and general $983 · fundraising $3,795

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $193,903 · program services $189,416 · management and general $4,487

  • 17 · Travel

    total $386,294 · program services $290,516 · management and general $14,344 · fundraising $81,434

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $14,424 · program services $14,204 · management and general $220

  • 20 · Interest

    total $1,151 · management and general $1,151

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $675,394 · program services $637,867 · management and general $37,527

  • 23 · Insurance

    total $196,016 · program services $152,912 · management and general $43,104

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $714,164 · program services $709,907 · management and general $4,257

  • 24b · Other expenses: TOURS & EXHIBITS

    total $18,867 · program services $18,867

  • 24c · Other expenses: SALES TAX

    total $21,946 · program services $21,946

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $19,573 · program services $8,114 · management and general $11,459

  • 24e · All other expenses

    total $32,568 · program services $30,791 · management and general $1,777

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $3,971,316 · end of year $2,415,533

  • 3 · Pledges and grants receivable

    beginning of year $349,967 · end of year $801,400

  • 4 · Accounts receivable

    beginning of year $133,632 · end of year $14,660

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $705,495 · end of year $450,497

  • 8 · Inventories for sale or use

    beginning of year $73,886 · end of year $78,844

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,759 · end of year $16,427

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

    $23,691,469

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

    $9,395,821

  • 10c · Land, buildings and equipment, net

    beginning of year $14,877,502 · end of year $14,295,648

  • 11 · Investments: publicly traded securities

    beginning of year $65,073,486 · end of year $82,172,869

  • 12 · Investments: other securities

    beginning of year $3,711,371 · end of year $3,902,913

  • 13 · Investments: program-related

    beginning of year $3,494,629 · end of year $2,735,944

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $285,732 · end of year $288,441

  • 17 · Accounts payable and accrued expenses

    beginning of year $709,515 · end of year $541,057

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $150,023 · end of year $141,766

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    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 $30,709,706 · end of year $32,076,807

  • 28 · Net assets with donor restrictions

    beginning of year $61,110,531 · end of year $74,413,546

Mission and programs · 2022

Mission

INDIANA LANDMARKS ADVANCES THE PRESERVATION OF HISTORICAL AND ARCHITECTURALLY SIGNIFICANT SITES AND STRUCTURES THROUGHOUT INDIANA. THROUGH ITS NETWORK OF REGIONAL OFFICES THE ORGANIZATION PROVIDES EDUCATION AND ADVOCACY AT THE LOCAL LEVEL, AND WORKS TO PRESERVE HISTORIC PLACES, REVITALIZE HISTORIC NEIGHBORHOODS, AND ENRICH THE HERITAGE OF INDIANA.

Activities or mission (Part I)

INDIANA LANDMARKS REVITALIZES COMMUNITIES, RECONNECTS US TO OUR HERITAGE, AND SAVES MEANINGFUL PLACES.

  • INDIANA LANDMARKS' PRIMARY MISSION IS THE EDUCATION AND ADVOCATION OF PRESERVATION OF HISTORIC SITES IN THE STATE OF INDIANA. THIS IS CARRIED OUT THROUGH REGIONAL OFFICES LOCATED THROUGHOUT THE STATE, THROUGH OUR BLACK HERITAGE PRESERVATION PROGRAM AND OUR SACRED PLACES INDIANA PROGRAM. THESE PROGRAMS FOCUS ON NURTURING LOCAL PRESERVATION INITIATIVES. INDIANA LANDMARKS' STAFF PROVIDE EXPERTISE IN RESTORATION TECHNIQUES, REAL ESTATE AND ECONOMIC DEVELOPMENT, ORGANIZATIONAL AND LEADERSHIP DEVELOPMENT, FUNDRAISING AND ZONING. THE ORGANIZATION ENDEAVORS TO PROMOTE A PRESERVATION ETHIC BY PARTNERING WITH AND ENGAGING CITIZENS AT THE LOCAL LEVEL, EMPOWERING THEM TO PROTECT AND PRESERVE THEIR HERITAGE AND THE FUTURE OF THEIR COMMUNITIES.

    Expenses $2,865,957 · Grants $393,912 · Revenue $718,398

  • INDIANA LANDMARKS OWNS SEVEN HISTORIC PROPERTIES LOCATED THROUGHOUT THE STATE OF INDIANA. THE 1865 MORRIS BUTLER HOUSE IN INDIANAPOLIS HIGHLIGHTS ARCHITECTURE OF THE NINETEENTH CENTURY. VERAESTAU IN AURORA, INDIANA, IS A HISTORIC HOME SET HIGH ABOVE THE OHIO RIVER. PORTIONS OF THIS BUILDING DATE TO 1837. IN ADDITION TO THESE PROPERTIES, INDIANA LANDMARKS OWNS AND MAINTAINS FIVE OTHER HISTORIC BUILDINGS WHICH HAVE BEEN RESTORED AND FUNCTION AS OFFICE FOR THE ORGANIZATION. ALL THESE PROPERTIES SERVE TO INCREASE PUBLIC AWARENESS OF THE ORGANIZATION AND TO EDUCATE THE PUBLIC REGARDING INDIANA'S HISTORY AND THE DESIRABILITY OF RESTORING AND PRESERVING HISTORIC PROPERTIES.

    Expenses $1,340,981

  • INDIANA LANDMARKS PROVIDES A YEAR ROUND SCHEDULE OF EVENTS, TOURS, LECTURES THROUGHOUT THE STATE. THE INDIANA LANDMARKS CENTER IN INDIANAPOLIS, LOCATED IN A HISTORIC FORMER CHURCH, PROVIDES A UNIQUE SPACE FOR VARIOUS FUNCTIONS, INCLUDING SPECIAL EVENTS, LECTURES, FILMS, THEATER PRODUCTIONS, DIY CLASSES AND WORKSHOPS. IN ORANGE COUNTRY, INDIANA, INDIANA LANDMARKS PROVIDES TOURS OF THE HISTORIC WEST BADEN SPRINGS HOTEL AND THE FRENCH LICK SPRINGS HOTEL. THE TOURS OF THE HOTELS AND THE SURROUNDING GARDENS HIGHLIGHT THE HISTORIC ARCHITECTURE, THE HOTELS' ORIGINS, AND THEIR DECLINE AND REBIRTH THROUGH AWARD-WINNING RESTORATION. TWO GIFT SHOPS WITHIN THE HOTEL PROPERTIES CARRY MERCHANDISE INSPIRED BY THE PAST,INCLUDING BOOKS AND MATERIALS PERTAINING TO THE HISTORY OF INDIANA, ARCHITECTURES, AND HISTORIC PRESERVATION.

    Expenses $725,111 · Revenue $308,765

  • INDIANA LANDMARKS PRODUCES SEVERAL

    Expenses $487,733

  • PUBLICATIONS WHICH ARE GENERATED SIX

  • TIMES A YEAR. THESE PUBLICATIONS AND

  • OTHER TOOLS SUCH AS THE WEBSITE, ARE

  • INTENDED TO PROVIDE INFORMATIVE AND

  • EDUCATIONAL SERVICES TO MEMBERS OF

  • INDIANA LANDMARKS AND TO THE GENERAL

  • PUBLIC.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • J Marshall Davis

    PRESIDENT

    Total calculated
    $251,780
    From this org
    $214,975
    From related orgs
    $0
    Other
    $36,805
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $208,975
    Bonus
    $0
    Other
    $6,000
    Deferred
    $17,255
    Nontaxable benefits
    $19,550
    Filer's total
    $251,780

  • Mark Dollase

    VP of Preservation Services

    Total calculated
    $143,299
    From this org
    $123,643
    From related orgs
    $0
    Other
    $19,656
    Hours/week
    50

  • Madonna Wagner

    VP & CFO

    Total calculated
    $98,374
    From this org
    $91,504
    From related orgs
    $0
    Other
    $6,870
    Hours/week
    50 + 1 related

  • Doris Anne Sadler

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • GREG FEHRIBACH Beg 9122

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Sara Edgerton

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • Brett McKamey

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Hilary Barnes

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Randall Shepard

    HONORARY CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas Engle

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • TYRELL ANDERSON Beg 9122

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Sarah Evans Barker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Jennifer Baskerville-Burrows

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • RON BATEMAN Beg 9122

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Bruce Buchanan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • A'LELIA BUNDLES Beg 9122

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • CANDACE CHAPMAN End 83123

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Mike Corbett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Ellen Swisher Crabb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Cheri Dick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Olon Dotson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Tracy Haddad

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • David Haist

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Emily Harrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • SARAH LECHLEITEREnd 83123

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Shelby Moravec

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Ray Ontko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Martin Rahe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • James Renne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • David Resnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Bruce Rippe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Sallie Rowland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Peter Sacopulos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Rob Santa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Charlitta Winston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Beau Zoeller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • Kert Toler Beg 9122

    Director

    Total calculated
    $0
    Hours/week
    0.25

  • Melissa Glaze

    Director

    Total calculated
    $0
    Hours/week
    0.25

  • Morrie Maurer Beg 9122

    Director

    Total calculated
    $0
    Hours/week
    0.5

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

  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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 1A
ACCOMMODATIONS PROVIDED TO INDIVIDUALS LISTED ON SCHEDULE J: THE PRESIDENT IS REQUIRED TO SERVE AS A RESIDENT OF A HOUSE LOCATED AT 1028 DELAWARE, INDIANAPOLIS, IN. HE IS REQUIRED TO HOST VARIOUS EVENTS FOR BOARD MEMBERS, DONORS, AND COMMUNITY LEADERS. HE PROVIDES OVERNIGHT ACCOMMODATIONS FOR OUT OF TOWN BOARD MEMBERS AND OTHER GUESTS OF THE ORGANIZATION. HE PROVIDES SECURITY FOR THE PROPERTY AND MAINTAINS THE PROPERTY AND GROUNDS AT HIS OWN EXPENSE. MOST OF THESE RESPONSIBILITIES ARE OUTSIDE OF REGULAR BUSINESS HOURS. THIS BENEFIT IS NOT TAXABLE TO HIM. SOCIAL CLUB MEMBERSHIP IS PROVIDED TO PROMOTE AWARENESS OF THE ORGANIZATION AND TO PROVIDE A VENUE FOR BUSINESS FUNCTIONS. ANY PERSONAL EXPENDITURES RELATED TO THE USE OF THE SOCIAL CLUB ARE PROMPTLY REIMBURSED.
FORM 990, SCHEDULE J, PART I, LINE 3
METHODS TO ESTABLISH COMPENSATION: THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT IS EVALUATED BY AN EXECUTIVE COMPENSATION COMMITTEE. THE SALARY AND BENEFITS ARE APPROVED BY THE BOARD OF DIRECTORS BASED ON THE RECOMMENDATION OF THE COMPENSATION COMMITTEE.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 July 2024
IRS schema version
2022v5.0
Source object
202401059349301210

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