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← THOMAS P AND SONDRA D SHEEHAN CHARITABLE FOUNDATION

Form 990 for tax year 2022

Filed by THOMAS P AND SONDRA D SHEEHAN CHARITABLE FOUNDATION.

Totals

Total revenue
$253,686
Total expenses
$376,296
Contributions and grants received
$0
Grants paid
$305,583
Program service revenue
$0
Investment income
$253,686
Other revenue
$0
Total assets, end of year
$6,089,578
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,089,578
Program services expenses (Part IX)
$348,071
Management and general expenses
$28,225
Fundraising expenses
$0
Program service expenses (Part III)
$348,071

Program services were 92.5% 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.

  • 3 · Investment income

    total $45,701 · excluded $45,701

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,236,290

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

    securities $1,028,305

  • 7c · Gain or loss

    securities $207,985

  • 7d · Net gain or loss

    total $207,985 · excluded $207,985

  • 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

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $305,583 · program services $305,583

  • 2 · Grants to domestic individuals

    total $0

  • 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 $21,393 · program services $13,477 · management and general $7,916

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $3,271 · management and general $3,271

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $13,927 · program services $8,774 · management and general $5,153

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: OPERATING SUPPORT FEES

    total $32,122 · program services $20,237 · management and general $11,885

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 $153,289 · end of year $86,483

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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 $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $4,566,858 · end of year $3,807,828

  • 12 · Investments: other securities

    beginning of year $2,482,822 · end of year $2,195,267

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 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 $7,202,969 · end of year $6,089,578

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

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 $348,071 · Grants $305,583

As filed on the 2022 return.

Listed in Part VII

  • JENNIFER BARTENBACH

    ASSISTANT TREASURER

    Total calculated
    $362,294
    From this org
    $9,480
    From related orgs
    $306,520
    Other
    $46,294
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $9,480 + $306,520 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,371 + $44,326 related
    Nontaxable benefits
    $18 + $579 related
    Filer's total
    $10,869 + $351,425 related

  • THOMAS KILIAN

    SECRETARY

    Total calculated
    $350,807
    From this org
    $9,689
    From related orgs
    $313,266
    Other
    $27,852
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $9,689 + $313,266 related
    Bonus
    $0
    Other
    $0
    Deferred
    $818 + $26,463 related
    Nontaxable benefits
    $17 + $554 related
    Filer's total
    $10,524 + $340,283 related

  • TRACEY L SHEEHAN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • THOMAS P SHEEHAN

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • SONDRA SHEEHAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD GORDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK GOTTSCHALK

    DIRECTOR

    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

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
ESTABLISHING COMPENSATION OF CEO/EXECUTIVE DIRECTOR: 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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202312349349300036

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