Civic Intelligence

Lucy Burns Institute Inc

EIN 20-8036372 • 501(c)3 • Middleton, WI

Profile

Through online communications, aggregate and publicize information about elected officials, judges, offices, ballot measures, and elections.

Refreshing map…

8383 Greenway Blvd Suite 600Middleton, WI 53562

www.lucyburns.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.07x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.05x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

30th percentile

-2.9%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

79th percentile

$193,400

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

19th percentile

-4.7%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

2.3%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,600,859

Down $276,817 (-4.7%) from 2023

Liabilities

Down

$403,460

Down $19,946 (-4.7%) from 2023

Net Assets

Down

$5,197,399

Down $256,871 (-4.7%) from 2023

Revenue

Up

$8,927,064

Up $198,533 (+2.3%) from 2023

Expenses

Up

$9,183,935

Up $526,518 (+6.1%) from 2023

Net Income

Down

-$256,871

Down $327,985 (-461%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $409,770Liabilities 2011: $30,870Net Assets 2011: $378,9002011Assets 2012: $792,127Liabilities 2012: $61,536Net Assets 2012: $730,5912012Assets 2013: $1,451,550Liabilities 2013: $118,808Net Assets 2013: $1,332,7422013Assets 2014: $1,430,383Liabilities 2014: $49,646Net Assets 2014: $1,380,7372014Assets 2015: $1,804,316Liabilities 2015: $126,597Net Assets 2015: $1,677,7192015Assets 2016: $1,179,982Liabilities 2016: $85,891Net Assets 2016: $1,094,0912016Assets 2017: $1,583,778Liabilities 2017: $142,114Net Assets 2017: $1,441,6642017Assets 2018: $1,227,639Liabilities 2018: $136,443Net Assets 2018: $1,091,1962018Assets 2019: $1,933,871Liabilities 2019: $195,303Net Assets 2019: $1,738,5682019Assets 2020: $3,815,559Liabilities 2020: $298,822Net Assets 2020: $3,516,7372020Assets 2021: $4,314,081Liabilities 2021: $353,490Net Assets 2021: $3,960,5912021Assets 2022: $5,978,813Liabilities 2022: $595,657Net Assets 2022: $5,383,1562022Assets 2023: $5,877,676Liabilities 2023: $423,406Net Assets 2023: $5,454,2702023Assets 2024: $5,600,859Liabilities 2024: $403,460Net Assets 2024: $5,197,3992024

Highlighted filing

2024

Assets$5,600,859
Liabilities$403,460
Net Assets$5,197,399

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $912,8092011Expenses 2012: $1,235,5842012Revenue 2013: $2,881,865Expenses 2013: $2,279,714Net Income 2013: $602,1512013Revenue 2014: $3,054,365Expenses 2014: $3,003,640Net Income 2014: $50,7252014Revenue 2015: $4,190,227Expenses 2015: $3,889,659Net Income 2015: $300,5682015Revenue 2016: $4,429,328Expenses 2016: $5,010,647Net Income 2016: -$581,3192016Revenue 2017: $5,035,469Expenses 2017: $4,687,551Net Income 2017: $347,9182017Revenue 2018: $4,607,131Expenses 2018: $4,952,895Net Income 2018: -$345,7642018Revenue 2019: $5,370,976Expenses 2019: $4,725,490Net Income 2019: $645,4862019Revenue 2020: $8,077,749Expenses 2020: $6,305,547Net Income 2020: $1,772,2022020Revenue 2021: $6,584,157Expenses 2021: $6,133,418Net Income 2021: $450,7392021Revenue 2022: $9,266,167Expenses 2022: $7,825,584Net Income 2022: $1,440,5832022Revenue 2023: $8,728,531Expenses 2023: $8,657,417Net Income 2023: $71,1142023Revenue 2024: $8,927,064Expenses 2024: $9,183,935Net Income 2024: -$256,8712024

Highlighted filing

2024

Revenue$8,927,064
Expenses$9,183,935
Net Income-$256,871

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.40$5.20$8.93$9.18$0.26
2023Summary only. Only limited summary data is available for this year.$5.88$0.42$5.45$8.73$8.66$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.98$0.60$5.38$9.27$7.83$1.44
2021Summary only. Only limited summary data is available for this year.$4.31$0.35$3.96$6.58$6.13$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.30$3.52$8.08$6.31$1.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.20$1.74$5.37$4.73$0.65
2018Summary only. Only limited summary data is available for this year.$1.23$0.14$1.09$4.61$4.95$0.35
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.14$1.44$5.04$4.69$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.09$1.09$4.43$5.01$0.58
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.13$1.68$4.19$3.89$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.05$1.38$3.05$3.00$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.45$0.12$1.33$2.88$2.28$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.06$0.73$1.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.03$0.38$0.91
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$9,266,167
Mission and Program Overview

Mission

Through online communications, aggregate and publicize information about elected officials, judges, offices, ballot measures, and elections.

The mission of the lucy burns institute is to empower our audience to engage in democracy by delivering exceptionally high quality information. We strive to equip our readers with information so that it can be used in positive, powerful, and unforeseen ways. Informed voters are the foundation of democracy and positive change starts with them. We believe that the online environment is an extraordinary opportunity to reach voters with comprehensive facts, information, and context. With your help, we have created and continue to build ballotpedia, the encyclopedia of american politics. With more than 390,000 original articles, ballotpedia's goal is to inform people about politics by providing accurate and objective information about politics at all levels of government.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,548,111$4,805,598▲ $1,257,487
Cash and Non-Interest-Bearing Accounts$392,354$759,871▲ $367,517
Investments Other Securities$270,891$255,687▼ $15,204
Prepaid Expenses and Deferred Charges$79,581$98,546▲ $18,965
Accounts Receivable$23,144$59,111▲ $35,967
Total Assets$4,314,081$5,978,813▲ $1,664,732
Liabilities
Accounts Payable and Accrued Expenses$353,490$416,317▲ $62,827
Other Liabilities$0$179,340▲ $179,340
Total Liabilities$353,490$595,657▲ $242,167
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,683,690$5,282,156▲ $1,598,466
Net Assets With Donor Restrictions$276,901$101,000▼ $175,901
Total Net Assets Fund Balance$3,960,591$5,383,156▲ $1,422,565
Total Liabilities and Net Assets / Fund Balance$4,314,081$5,978,813▲ $1,664,732
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie GravesPresident/CEOFT$185,000$8,400$193,400
Ken CarbullidoVP Election Product & Tech StrategyFT$141,500-$141,500
Alison PrangeVP External RelationsFT$129,229-$129,229
Gwen BeattieCOOFT$118,258$10,331$128,589
Matthew LatourelleDirector of Technology OperationsFT$126,290-$126,290
Daniel AndersonManaging Editor-electionsFT$116,369$7,499$123,868
Geoff PallayEditor in ChiefFT$114,000-$114,000
Meghann OlshefskiDirector-operationsFT$103,126-$103,126

Board Members and Trustees

NameTitle
Mike BarnhartChairman
Tim DunnVice Chairman
Ana Zablah-monroeBoard Member
Todd GravesBoard Member
Dan LiljenquistSecretary
Steven NemerovskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,730,268
Program Service Revenue
$2,765,881
Investment Income
$60,302
Other Revenue
$709,716
All Other Contributions
$5,730,268
Change in Net Assets
$1,440,583

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,266,167
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-18,019
Total Revenue per Audited Statements
$9,248,148
Total Revenue per Form 990
$9,266,167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,480,015
Other Expenses$2,345,569
Total Fundraising Expense$467,748
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,991,141$94,282$124,484$4,209,907
Fees for Services Other$1,024,889$30,728$157,845$1,213,462
Information Technology$450,664$24,734$5,625$481,023
Other Employee Benefits$441,249$22,485$13,161$476,895
Current Officers, Directors, Trustees, and Key Employees$227,720$118,709$68,355$414,784
Payroll Taxes$344,577$19,307$14,545$378,429
Travel$183,678$8,704$27,872$220,254
Office Expenses$51,676$24,780$27,962$104,418
Fees for Services Accounting$2,625$49,978-$52,603
Insurance-$32,756-$32,756
Advertising$2,031$2,620$7,899$12,550
Fees for Services Legal$4,160$7,164-$11,324
Other Expenses$9,115$1,195$20,000$10,310
Total Functional Expenses$6,777,354$580,482$467,748$7,825,584

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,825,584
Total Expenses per Audited Statements$7,825,584
Total Expenses per Form 990$7,825,584
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
COLIN O'KEEFESon of Ceo/former COO1099 CompensationNo$90,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Revenue$179,340
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared jointly by the board president, mission first operations and an independent cpa firm. After the board president's review and approval of the completed form 990 copies are electronically sent to each member of the board of directors for their review and reference.

Form 990, Part VI, Section B, Line 12C

An annual review is conducted to ascertain that persons to whom the conflict of interest policy applies have disclosed interests that could give rise to conflicts.

Form 990, Part VI, Section B, Line 15A

The compensation of the ceo, and any enacted changes to it, including bonuses, are reviewed and approved by the board of directors.

Form 990, Part VI, Section C, Line 19

The articles of incorporation are publicly available through the wisconsin department of financial institutions. The governing documents, form 1023 and annual forms 990 are available in the organization's office by prior appointment.

Filing and Contact Details

Filer

Filer Name
Lucy Burns Institute Inc
EIN
20-8036372
Phone
6082550688
Address
8383 GREENWAY BLVD SUITE 600, MIDDLETON, WI 53562
Doing Business As
Ballotpedia

Signing Officer

Name
Gwen Beattie
Title
Chief Operating Officer
Phone
6082550688
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gwen Beattie
Formed
2006
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
109
Volunteers
146

Preparer

Firm
Uhy Advisors Mi Inc
Address
7171 STADIUM DRIVE, KALAMAZOO, MI 49009
Preparer
Rhonda L Newman
Phone
2693817600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll service: program service expenses 0. Management and general expenses 27,319. Fundraising expenses 0. Total expenses 27,319. Contract services: program service expenses 1,024,889. Management and general expenses 3,409. Fundraising expenses 157,845. Total expenses 1,186,143.

Schedule B

The organization declines to provide specific identifying information on its donors on the grounds that such disclosure may chill the donors' first amendment right to associate in private with the organization. Naacp v. Alabama, 357 u.s. 449 (1958); international union uaw v. National right to work, 590 f. 2d 1139, 1152 (d.c. Cir. 1978). While other required information is being provided on schedule b, actual identities have been protected by assigning a number to each donor listed.

Raw XML AppendixShowing 400 of 573 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
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IRS990/ActivityOrMissionDesc0THE MISSION OF THE LUCY BURNS INSTITUTE IS TO EMPOWER OUR AUDIENCE TO ENGAGE IN DEMOCRACY BY DELIVERING EXCEPTIONALLY HIGH QUALITY INFORMATION. WE STRIVE TO EQUIP OUR READERS WITH INFORMATION SO THAT IT CAN BE USED IN POSITIVE, POWERFUL, AND UNFORESEEN WAYS. INFORMED VOTERS ARE THE FOUNDATION OF DEMOCRACY AND POSITIVE CHANGE STARTS WITH THEM. WE BELIEVE THAT THE ONLINE ENVIRONMENT IS AN EXTRAORDINARY OPPORTUNITY TO REACH VOTERS WITH COMPREHENSIVE FACTS, INFORMATION, AND CONTEXT. WITH YOUR HELP, WE HAVE CREATED AND CONTINUE TO BUILD BALLOTPEDIA, THE ENCYCLOPEDIA OF AMERICAN POLITICS. WITH MORE THAN 390,000 ORIGINAL ARTICLES, BALLOTPEDIA'S GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT.
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IRS990/Desc0THE INSTITUTE MAINTAINS BALLOTPEDIA, WHICH IS THE ONLINE ENCYCLOPEDIA OF AMERICAN POLITICS AND ELECTIONS. OUR GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. WE ARE FIRMLY COMMITTED TO FACTUALITY. BALLOTPEDIA COVERS LOCAL, STATE AND FEDERAL POLITICS. OUR CONTENT INCLUDES NEUTRAL, ACCURATE, AND VERIFIABLE INFORMATION ON GOVERNMENT OFFICIALS AND THE OFFICES THEY HOLD, POLITICAL ISSUES AND PUBLIC POLICY, ELECTIONS, CANDIDATES, AND THE INFLUENCERS OF POLITICS. BALLOTPEDIA CURRENTLY HAS OVER 390,000 ENCYCLOPEDIC ARTICLES.
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