Civic Intelligence

The Sam Schubert Foundation

990T • Fiscal year 2024 • EIN 20-0447577

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 30, 2025

Organization Profile
333 East Main Street Ste 300Louisville, KY 40202

(713) 320-9835

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $743,387Liabilities 2011: $02011Assets 2012: $707,070Liabilities 2012: $02012Assets 2013: $700,583Liabilities 2013: $0Net Assets 2013: $700,5832013Assets 2014: $682,840Liabilities 2014: $0Net Assets 2014: $682,8402014Assets 2015: $709,723Liabilities 2015: $0Net Assets 2015: $709,7232015Assets 2016: $699,448Liabilities 2016: $0Net Assets 2016: $699,4482016Assets 2017: $874,246Liabilities 2017: $0Net Assets 2017: $874,2462017Assets 2018: $1,376,237Liabilities 2018: $0Net Assets 2018: $1,376,2372018Assets 2019: $2,380,522Liabilities 2019: $0Net Assets 2019: $2,380,5222019Assets 2020: $2,280,334Liabilities 2020: $1,285Net Assets 2020: $2,279,0492020Assets 2021: $2,867,957Liabilities 2021: $1,285Net Assets 2021: $2,866,6722021Assets 2022: $2,379,330Liabilities 2022: $0Net Assets 2022: $2,379,3302022Assets 2023: $2,756,038Liabilities 2023: $0Net Assets 2023: $2,756,0382023Assets 2024: $3,056,967Liabilities 2024: $0Net Assets 2024: $3,056,9672024

Latest loaded filing

2024

Assets$3,056,967
Liabilities$0
Net Assets$3,056,967
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $24,069Expenses 2011: $54,561Net Income 2011: -$30,4922011Revenue 2012: $26,277Expenses 2012: $60,185Net Income 2012: -$33,9082012Revenue 2013: $56,784Expenses 2013: $63,688Net Income 2013: -$6,9042013Revenue 2014: $57,733Expenses 2014: $76,840Net Income 2014: -$19,1072014Revenue 2015: $100,150Expenses 2015: $65,137Net Income 2015: $35,0132015Revenue 2016: $60,350Expenses 2016: $71,127Net Income 2016: -$10,7772016Revenue 2017: $338,602Expenses 2017: $94,496Net Income 2017: $244,1062017Revenue 2018: $290,349Expenses 2018: $171,133Net Income 2018: $119,2162018Revenue 2019: $274,637Expenses 2019: $139,027Net Income 2019: $135,6102019Revenue 2020: $65,290Expenses 2020: $50,553Net Income 2020: $14,7372020Revenue 2021: $311,674Expenses 2021: $119,022Net Income 2021: $192,6522021Revenue 2022: $128,625Expenses 2022: $137,093Net Income 2022: -$8,4682022Revenue 2023: $305,997Expenses 2023: $181,621Net Income 2023: $124,3762023Revenue 2024: $365,328Expenses 2024: $167,206Net Income 2024: $198,1222024

Latest loaded filing

2024

Revenue$365,328
Expenses$167,206
Net Income$198,122
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
The Sam Schubert Foundation
EIN
20-0447577
Phone
7133209835
Address
333 EAST MAIN STREET STE 300, LOUISVILLE, KY 40202

Signing Officer

Name
Marjorie B Schubert
Title
President
Phone
7133209835
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
435 N WHITTINGTON PKWY STE 400, LOUISVILLE, KY 40222
Preparer
Melissa Hicks
Phone
5025896050
Raw XML Appendix82 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0R ALLEN SCHUBERT
IRS990T/BooksInCareOfDetail/PhoneNum07133209835
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0333 E MAIN STREET STE 300
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd040202
IRS990T/BookValueAssetsEOYAmt03065962
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0255
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/NetOperatingLossDeductionAmt057
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt071
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt071
IRS990TScheduleA/TotUnrltTrdBusIncmAmt071
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0FLOWTHROUGH INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt071
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt014
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt014
IRS990T/TotalUBTIBeforeSection199AAmt014
IRS990T/TotalUBTIComputedAmt014
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARJORIE B SCHUBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07133209835
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAM SCHUBERT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMS
ReturnHeader/Filer/EIN0200447577
ReturnHeader/Filer/PhoneNum07133209835
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 EAST MAIN STREET STE 300
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273858252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEAN DORTON ALLEN FORD PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0435 N WHITTINGTON PKWY STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040222
ReturnHeader/PreparerPersonGrp/PhoneNum05025896050
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA HICKS
ReturnHeader/ReturnTs02025-10-01T10:55:39-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.37$0.17$0.20
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.00$2.76$0.31$0.18$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.13$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.31$0.12$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.07$0.05$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.27$0.14$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.29$0.17$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.34$0.09$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.06$0.07$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.10$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.06$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.06$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.71$0.00$0.03$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$0.74$0.00$0.02$0.05$0.03