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← THOMAS P AND SONDRA D SHEEHAN CHARITABLE FOUNDATION

Form 990 for tax year 2023

Filed by THOMAS P AND SONDRA D SHEEHAN CHARITABLE FOUNDATION.

Totals

Total revenue
$216,496
Total expenses
$437,897
Contributions and grants received
$0
Grants paid
$373,375
Program service revenue
$0
Investment income
$216,496
Other revenue
$0
Total assets, end of year
$6,319,916
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,319,916
Program services expenses (Part IX)
$411,756
Management and general expenses
$26,141
Fundraising expenses
$0
Program service expenses (Part III)
$411,756

Program services were 94.0% 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.

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $37,064 · excluded $37,064

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,043,033

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

    securities $863,601

  • 7c · Gain or loss

    securities $179,432 · other assets $0

  • 7d · Net gain or loss

    total $179,432 · excluded $179,432

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $373,375 · program services $373,375

  • 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 $21,337 · program services $13,442 · management and general $7,895

  • 6 · Compensation of disqualified persons

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $0 · program services $0

  • 11a · Fees: management

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

  • 11c · Fees: accounting

    total $3,598 · program services $0 · management and general $3,598 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $12,976 · program services $8,174 · management and general $4,802 · fundraising $0

  • 11g · Fees: other

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

  • 12 · Advertising and promotion

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

  • 13 · Office expenses

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

  • 14 · Information technology

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

  • 16 · Occupancy

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

  • 24a · Other expenses: OPERATING SUPPORT FEES

    total $26,611 · program services $16,765 · management and general $9,846

  • 24e · All other expenses

    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 $86,483 · end of year $81,206

  • 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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,807,828 · end of year $4,152,003

  • 12 · Investments: other securities

    beginning of year $2,195,267 · end of year $2,086,707

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    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

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $6,089,578 · end of year $6,319,916

Mission and programs · 2023

Mission

OUR MISSION IS TO IMPROVE THE LIVES OF UNDER INSURED CHILDREN WITH PHYSICAL DEFORMITIES AND OTHER MEDICAL ISSUES.

  • OUR GOAL IS TO SUPPORT AND EXPAND THE WORKS OF THE HAMILTON COUNTY COMMUNITY FOUNDATION'S MISSION TO HELP FAMILIES OVERCOME THE OBSTACLES THEY FACE IN PROVIDING MEDICAL TREATMENTS FOR THE UNDER INSURED CHILDREN WITH PHYSICAL DEFORMITIES AND OTHER MEDICAL ISSUES BY PROVIDING FINANCIAL ASSISTANCE FOR MEDICAL TREATMENTS, PROCEDURES, PROSTHESES, EQUIPMENT, TRAVEL, CAREGIVERS, EDUCATION, AND OTHER RELATED EXPENSES.

    Expenses $411,756 · Grants $373,375

As filed on the 2023 return.

Listed in Part VII

  • Jennifer Bartenbach

    ASSISTANT TREASURER

    Total calculated
    $386,928
    From this org
    $10,168
    From related orgs
    $328,766
    Other
    $47,994
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $10,168 + $328,766 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,420 + $45,910 related
    Nontaxable benefits
    $20 + $644 related
    Filer's total
    $11,608 + $375,320 related

  • Sondra Sheehan

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Thomas Kilian

    SECRETARY

    Total calculated
    $324,331
    From this org
    $9,308
    From related orgs
    $300,957
    Other
    $14,066
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $9,308 + $300,957 related
    Bonus
    $0
    Other
    $0
    Deferred
    $402 + $13,014 related
    Nontaxable benefits
    $19 + $631 related
    Filer's total
    $9,729 + $314,602 related

  • Thomas P Sheehan

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Tracey L Sheehan

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • C William Hanke MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Rechin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Gottschalk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

None.

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

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.

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
4 September 2024
IRS schema version
2023v5.1
Source object
202442489349301784

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