Historic Landmarks Foundation of Indiana Inc (EIN 351162873) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Phone

3176394534

Tax Period

2023-09-01 to 2024-08-31

Historic Landmarks Foundation of Indiana Inc, founded in 1960, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $13.4M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.4M, a strong 25% operating margin.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,088,901

Program Service Revenue $654,368

Investment Income $5,350,730

Other Revenue $329,625

TOTAL REVENUE $13,423,624

Expense Breakdown

Grants Paid $1,084,641

Salaries & Benefits $3,690,228

Fundraising Expenses $355,952

Program Expenses $8,663,378

Other Expenses $5,252,681

TOTAL EXPENSES $10,027,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,423,624	$17,060,045	-0.2%
Expenses	$10,027,550	$6,722,576	+0.5%
Net Income	$3,396,074	$10,337,469	-0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

162

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$402,458

Total Directors

$263,740

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRETT MCKAMEY	TREASURER	0.5	Officer Director	$0	$0	$0
DORIS ANNE SADLER	BOARD CHAIR	0.5	Officer Director	$0	$0	$0
GREG FEHRIBACH	VICE CHAIR	0.5	Officer Director	$0	$0	$0
HILARY BARNES	SECRETARY	0.5	Officer Director	$0	$0	$0
J MARSHALL DAVIS	PRESIDENT	50.0	Officer Director	$229,791	$33,949	$263,740
SARA EDGERTON	PAST CHAIR	0.3	Officer Director	$0	$0	$0
A'LELIA BUNDLES	DIRECTOR	0.3	Director	$0	$0	$0
BEAU ZOELLER	DIRECTOR	0.3	Director	$0	$0	$0
BRUCE BUCHANAN	DIRECTOR	0.3	Director	$0	$0	$0
CANDACE CHAPMAN	DIRECTOR	0.3	Director	$0	$0	$0
CHARLITTA WINSTON	DIRECTOR	0.3	Director	$0	$0	$0
CHERI DICK	DIRECTOR	0.3	Director	$0	$0	$0
DAVID HAIST	DIRECTOR	0.3	Director	$0	$0	$0
DAVID RESNICK	DIRECTOR	0.3	Director	$0	$0	$0
ELLEN SWISHER CRABB	DIRECTOR	0.3	Director	$0	$0	$0
EMILY HARRISON	DIRECTOR	0.3	Director	$0	$0	$0
JAMES RENNE	DIRECTOR	0.3	Director	$0	$0	$0
JENNIFER BASKERVILLE-BURROWS	DIRECTOR	0.3	Director	$0	$0	$0
KERT TOLER	DIRECTOR	0.3	Director	$0	$0	$0
MARTIN RAHE	DIRECTOR	0.3	Director	$0	$0	$0
MELISSA GLAZE	DIRECTOR	0.3	Director	$0	$0	$0
MIKE CORBETT	DIRECTOR	0.3	Director	$0	$0	$0
MORRIE MAURER	DIRECTOR	0.5	Director	$0	$0	$0
OLON DOTSON	DIRECTOR	0.3	Director	$0	$0	$0
PETER SACOPULOS	DIRECTOR	0.3	Director	$0	$0	$0
RANDALL SHEPARD	HONORARY CHAIR	0.5	Director	$0	$0	$0
RAY ONTKO	DIRECTOR	0.3	Director	$0	$0	$0
ROB SANTA	DIRECTOR	0.3	Director	$0	$0	$0
RON BATEMAN	DIRECTOR	0.3	Director	$0	$0	$0
SALLIE ROWLAND	DIRECTOR	0.3	Director	$0	$0	$0
SARAH EVANS BARKER	DIRECTOR	0.3	Director	$0	$0	$0
SARAH LECHLEITER	DIRECTOR	0.3	Director	$0	$0	$0
SHELBY MORAVEC	DIRECTOR	0.3	Director	$0	$0	$0
THOMAS ENGLE	ASSISTANT SECRETARY	0.5	Director	$0	$0	$0
TRACY HADDAD	DIRECTOR	0.3	Director	$0	$0	$0
TYRELL ANDERSON	DIRECTOR	0.3	Director	$0	$0	$0
MADONNA WAGNER	VP & CFO	50.0	Officer	$129,488	$9,230	$138,718
MARK DOLLASE	VP OF PRESERVATION SERVICES	50.0	Highest	$127,406	$20,463	$147,869

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$13,423,624	$10,027,550	$120,714,045	$3,396,074
2023	$17,060,045	$6,722,576	$107,173,176	$10,337,469
2022	$11,879,556	$6,731,323	$92,679,775	$5,148,233
2021	$11,102,156	$5,917,373	$104,118,390	$5,184,783
2020	$4,551,431	$6,087,444	$87,349,554	$-1,536,013
2019	$5,195,835	$6,604,370	$82,733,284	$-1,408,535
2018	$8,721,091	$6,678,102	$84,015,772	$2,042,989

Historic Landmarks Foundation of Indiana Inc