Skip to content
ProPublica Donate
ProPublica Donate

Rolls Royce Heritage Tr Allison Branch Inc

  • Indianapolis, IN
  • Tax-exempt since July 2002
  • EIN: 35-2059574

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / Museum, Museum Activities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$255k (2024)

Expenses
$190k (2024)

Total Assets
$655k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$254,609
Expenses
$190,433
Net Income
$64,176
Net Assets
$655,026
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $252,371
99.1%
Interest Revenue $68
0.0%
Dividends $0
Sales of Assets $0
Other Income $250
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $186,452
97.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $655,026
Total Liabilities $0
Net Assets $655,026
Compensation
Key Employees and Officers Compensation Other
Philip V Cagle (President) $0 $0
Rodney E Vogel (Vice President) $0 $0
Ross Beloni (Chairman) $0 $0
Daniel Jensen (Secretary) $0 $0
Nancy Price (Treasurer) $0 $0
Laurence Levan (Chief Technology Officer) $0 $0
Cathy Welch (Appointed Director At Large) $0 $0
+ View more people

Document Links

990-PF
Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$255,899
Expenses
$176,808
Net Income
$79,091
Net Assets
$590,850
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $252,787
98.8%
Interest Revenue $61
0.0%
Dividends $0
Sales of Assets $0
Other Income $625
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $172,112
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $590,850
Total Liabilities $0
Net Assets $590,850
Compensation
Key Employees and Officers Compensation Other
Donna Hurtman (Director (Thru 03/2023)) $0 $0
Ross Beloni (Chairman) $0 $0
Nancy Price (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0
Philip V Cagle (President) $0 $0
Rodney E Vogel (Vice President) $0 $0
Cathy Welch (Appointed Director At Large) $0 $0
Lauren Levan (Chief Technology Officer) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$210,106
Expenses
$146,761
Net Income
$63,345
Net Assets
$511,759
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $206,363
98.2%
Interest Revenue $0
Dividends $55
0.0%
Sales of Assets $0
Other Income $245
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $140,548
95.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $511,759
Total Liabilities $0
Net Assets $511,759
Compensation
Key Employees and Officers Compensation Other
Nancy Price (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0
Philip V Cagle (President) $0 $0
Rodney E Vogel (Vice President) $0 $0
John Shade (Chairman (Through Jan 2022)) $0 $0
Donna Hurtman (Director) $0 $0
Ross Beloni (Chairman (Began Jan 2022)) $0 $0
+ View more people

Document Links

990-PF
Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$205,670
Expenses
$153,585
Net Income
$52,085
Net Assets
$448,414
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $201,000
97.7%
Interest Revenue $0
Dividends $57
0.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $102,300
66.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $448,414
Total Liabilities $0
Net Assets $448,414
Compensation
Key Employees and Officers Compensation Other
Nancy Price (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0
Philip V Cagle (President) $0 $0
Rodney E Vogel (Vice President) $0 $0
John Shade (Chairman) $0 $0
Donna Hurtman (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$287,373
Expenses
$152,308
Net Income
$135,065
Net Assets
$396,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $250,143
87.0%
Interest Revenue $0
Dividends $184
0.1%
Sales of Assets $0
Other Income $180
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $111,508
73.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $396,329
Total Liabilities $1
Net Assets $396,328
Compensation
Key Employees and Officers Compensation Other
Nancy Price (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0
Philip V Cagle (President) $0 $0
Rodney E Vogel (Vice President) $0 $0
John Shade (Chairman) $0 $0
Donna Hurtman (Director) $0 $0
Laurence E Levan (Treasurer (Partial Year)) $0 $0
+ View more people

Document Links

990-PF
Filed on June 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$254,176
Expenses
$164,599
Net Income
$89,577
Net Assets
$261,263
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $250,823
98.7%
Interest Revenue $0
Dividends $243
0.1%
Sales of Assets $0
Other Income $200
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,861
96.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $261,264
Total Liabilities $1
Net Assets $261,263
Compensation
Key Employees and Officers Compensation Other
Laurence E Levan (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0
Philip V Cagle (President) $0 $0
Rodney E Vogel (Vice President) $0 $0
John Shade (Chairman) $0 $0
Donna Hurtman (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$303,872
Expenses
$154,234
Net Income
$149,638
Net Assets
$171,687
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $301,099
99.1%
Interest Revenue $0
Dividends $160
0.1%
Sales of Assets $0
Other Income $1,516
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $141,248
91.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $171,687
Total Liabilities $0
Net Assets $171,687
Compensation
Key Employees and Officers Compensation Other
Laurence E Levan (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0
Philip V Cagle (President) $0 $0
Rodney E Vogel (Vice President) $0 $0
John Shade (Chairman (Partial Year)) $0 $0
George Mc Laren (Director (Partial Year)) $0 $0
Brandon P Elward (Director (Partial Year)) $0 $0
+ View more people

Document Links

990-PF
Filed on July 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,522
Expenses
$5,955
Net Income
$19,567
Net Assets
$22,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $23,817
93.3%
Interest Revenue $0
Dividends $4
0.0%
Sales of Assets $0
Other Income $346
1.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,358
90.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,002
Total Liabilities $0
Net Assets $22,002
Compensation
Key Employees and Officers Compensation Other
Laurence Levan (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0
Phil Cagle (President) $0 $0
Rod Vogel (Vice President) $0 $0
Dan Newill (Director Partial Year) $0 $0
Joel Reuter (Director Partial Year) $0 $0
Mark Rhodes (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$7,480
Expenses
$4,127
Net Income
-$11,607
Net Assets
$2,386
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,555
Interest Revenue $9
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,386
Total Liabilities $0
Net Assets $2,386
Compensation
Key Employees and Officers Compensation Other
David Newill (President) $0 $0
Laurence Levan (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0
Joel Reuter (Director) $0 $0
Mark C Rhodes (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 25, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,335
Expenses
$7,516
Net Income
$2,819
Net Assets
$13,993
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,314
70.8%
Interest Revenue $9
0.1%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,479
99.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,993
Total Liabilities $0
Net Assets $13,993
Compensation
Key Employees and Officers Compensation Other
David Newill (President) $0 $0
Laurence Levan (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0

Document Links

990-PF
Filed on April 25, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,931
Expenses
$2,891
Net Income
-$960
Net Assets
$11,174
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,430
74.1%
Interest Revenue $6
0.3%
Dividends $0
Sales of Assets $0
Other Income $495
25.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,291
79.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,174
Total Liabilities $0
Net Assets $11,174
Compensation
Key Employees and Officers Compensation Other
David Newill (President) $0 $0
Robert Titlow (Treasurer) $0 $0
Daniel Jensen (Secretary) $0 $0

Document Links

990-PF
Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,923
Expenses
$3,300
Net Income
-$1,377
Net Assets
$12,134
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000
52.0%
Interest Revenue $18
0.9%
Dividends $0
Sales of Assets $0
Other Income $905
47.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,300
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,134
Total Liabilities $0
Net Assets $12,134
Compensation
Key Employees and Officers Compensation Other
David Newill (President) $0 $0
Daniel Jensen (Secretary) $0 $0
Robert Titlow (Treasurer) $0 $0

Document Links

990-PF
Filed on Nov. 18, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2000

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
1999

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
1998

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated