Nonprofit · EIN 23-7394320
SOUTH BEND HERITAGE FOUNDATION INC
Tax-exempt · SOUTH BEND, IN 46616
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,734,595 | $4,809,531 | -$74,936 | $23,238,600 | $9,753,780 | $13,484,820 |
| December 31, 2023 | 990 | $5,382,300 | $4,836,987 | $545,313 | $23,496,568 | $9,940,320 | $13,556,248 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,660,548
- of which government grants
- $1,468,253
- Program service revenue
- $2,388,498
- Investment income
- $212,828
- Net gain from sales of assets
- $32,520
- Other revenue
- $472,721
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,188,920
- Salaries, compensation and benefits (total)
- $1,411,966
- Professional fundraising fees
- $0
- Legal fees
- $1,575
- Occupancy
- $1,388,778
- Travel
- $4,286
- Depreciation
- $989,321
- Program services (functional)
- $4,585,102
- Management and general (functional)
- $224,429
Balance sheet and other
- Total assets, start of year
- $23,496,568
- Total assets, end of year
- $23,238,600
- Total liabilities, end of year
- $9,753,780
- Net assets, end of year
- $13,484,820
- Land, buildings and equipment
- $15,028,594
- Net assets without donor restrictions
- $13,374,906
- Net assets with donor restrictions
- $109,914
- Gross receipts
- $4,734,595
- Employees
- 33
- Volunteers
- 250
- Year formed
- 1974
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCO MARIANI | EXECUTIVE DIRECTOR Officer | 2 | $104,622 |
| JONATHAN WINGFIELD | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KARL EDMONSON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| TIM MEHALL | CHAIR Trustee or director, Officer | 2 | $0 |
| MATTHEW J GRAY | TREASURER Trustee or director | 2 | $0 |
| DEBRA M STANLEY | SECRETARY Trustee or director | 2 | $0 |
| MARGUERITE A TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 |
| SOLOMON L ANDERSON | BOARD MEMBER Trustee or director | 2 | $0 |
| LYNN COLEMAN | BOARD MEMBER Trustee or director | 2 | $0 |
| REBECCA BONHAM | BOARD MEMBER Trustee or director | 2 | $0 |
| PASTOR CANNETH LEE | BOARD MEMBER Trustee or director | 2 | $0 |
| JO ANN G MACKENZIE | BOARD MEMBER Trustee or director | 2 | $0 |
| TOY VILLA | BOARD MEMBER Trustee or director | 2 | $0 |
| DEBRA WALKER | BOARD MEMBER Trustee or director | 2 | $0 |
| ANDRE WADDELL | BOARD MEMBER Trustee or director | 2 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A WELSHEIMER JR | BOARD MEMBER Trustee or director | 2 | $0 |
| MARCIA JONES | BOARD MEMBER Trustee or director | 2 | $0 |
| CHARLES F LEHMAN | BOARD MEMBER Trustee or director | 2 | $0 |
| BAYE SLYVESTER | BOARD MEMBER Trustee or director | 2 | $0 |
| SHANON BUARI | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCO MARIANI | EXECUTIVE DIRECTOR Officer | 2 | $86,661 |
| JONATHAN WINGFIELD | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KARL EDMONSON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| TIM MEHALL | CHAIR Trustee or director, Officer | 2 | $0 |
| MATTHEW J GRAY | TREASURER Trustee or director | 2 | $0 |
| DEBRA M STANLEY | SECRETARY Trustee or director | 2 | $0 |
| MARGUERITE A TAYLOR | BOARD MEMBER Trustee or director | 2 | $0 |
| SOLOMON L ANDERSON | BOARD MEMBER Trustee or director | 2 | $0 |
| LYNN COLEMAN | BOARD MEMBER Trustee or director | 2 | $0 |
| REBECCA BONHAM | BOARD MEMBER Trustee or director | 2 | $0 |
| PASTOR CANNETH LEE | BOARD MEMBER Trustee or director | 2 | $0 |
| JO ANN G MACKENZIE | BOARD MEMBER Trustee or director | 2 | $0 |
| TOY VILLA | BOARD MEMBER Trustee or director | 2 | $0 |
| DEBRA WALKER | BOARD MEMBER Trustee or director | 2 | $0 |
| ANDRE WADDELL | BOARD MEMBER Trustee or director | 2 | $0 |
| WILLIAM A WELSHEIMER JR | BOARD MEMBER Trustee or director | 2 | $0 |
| MARCIA JONES | BOARD MEMBER Trustee or director | 2 | $0 |
| CHARLES F LEHMAN | BOARD MEMBER Trustee or director | 2 | $0 |
| BAYE SLYVESTER | BOARD MEMBER Trustee or director | 2 | $0 |
| SHANON BUARI | BOARD MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 803 LINCOLNWAY WEST, SOUTH BEND, IN 46616-1125
- Principal officer (990 for 2024)
- JONATHAN WINGFIELD, 803 LINCOLNWAY WEST, SOUTH BEND, IN 46616
- Signed the 990
- JONATHAN WINGFIELD, PRESIDENT
- Phone
- (574) 289-1066
- Website
- SBHERITAGE.ORG
- Return prepared by
- DAUBY O'CONNOR & ZALESKI LLC
Mission
TO ENHANCE THE BEAUTY AND VALUE OF URBAN NEIGHBORHOODS AND EMPOWER RESIDENTS, THROUGH COLLABORATION, PHYSICAL TRANSFORMATION, ADVOCACY AND EDUCATION.
Program accomplishments
- THE OVERLYING GOAL OF THE ORGANIZATION IS COMMUNITY DEVELOPMENT. AS SUCH, ATTENTION IS GIVEN TO ALL ASPECTS/NEEDS IN AN AREA TO FURTHER THIS GOAL. THE ACTIVITITES INITIATE, SUPPORT AND/OR ENCOURAGE URBAN RESIDENTIAL ANC COMMERCIAL REVITALIZATION THROUGH AWARENESS OF AND ATTENTION TO COMMUNITY CHALLENGES. BECAUSE OF THE INTERRELATIONSHIP OF THESE ACTIVIIES, THEY ARE TREATED AS A UNIT FOR BOOKKEEPING PURPOSES. THESE ACTIVITIES INCLUDE BUY/RHEAB/SALE OF PROBLEM PROPERTIES, NEW CONSTRUCTION REHABILITATION AND FINANCIAL ASSISTANCE, EDUCATIONAL PROGRAMS, PROVIDING AFFORDABLE HOUSING, COMMUNITY ORGANIZING AND OTHER COMMUNITY OUTREACH INITIATIES. RESIDENTIAL AND COMMERCIAL FOCUS IS PROVIDED ON A CITY-WIDE BASIS.Expenses $4,585,102 · revenue $2,421,018
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7394320
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S200)
- Assets (IRS master file)
- $23,238,600
- Income (IRS master file)
- $4,734,595
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,734,595 | $4,809,531 | $23,238,600 | IRS |
| 990 | December 2023 | $5,382,300 | $4,836,987 | $23,496,568 | XML |
| 990 | December 2022 | $6,242,150 | $4,650,840 | $23,586,794 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7394320).
Questions about SOUTH BEND HERITAGE FOUNDATION INC
- What is the EIN of SOUTH BEND HERITAGE FOUNDATION INC?
- The employer identification number (EIN) of SOUTH BEND HERITAGE FOUNDATION INC is 23-7394320.
- Is SOUTH BEND HERITAGE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to SOUTH BEND HERITAGE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH BEND HERITAGE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH BEND HERITAGE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH BEND HERITAGE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTH BEND HERITAGE FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names JONATHAN WINGFIELD.
- Who are the officers and directors of SOUTH BEND HERITAGE FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 20 people; 1 received compensation from the organization, the highest $104,622 (MARCO MARIANI, EXECUTIVE DIRECTOR).
- How much revenue does SOUTH BEND HERITAGE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,734,595, expenses of $4,809,531 and total assets of $23,238,600 at year end.
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All nonprofits in SOUTH BEND · Indiana · Community improvement and capacity building