Civic Intelligence

Felix E Martin Jr Foundation Inc.

990 • Fiscal year 2016 • EIN 26-2193468

Jul 01, 2015 to Jun 30, 2016 • Filed on May 06, 2017

325 West Main Street No 1110Louisville, KY 40202

(502) 562-7505

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.06x

Higher debt load relative to assets than 20% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

1.12x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

28th percentile

-2.1%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

6th percentile

$105,033

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

22nd percentile

-3.3%

Faster asset growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

44th percentile

0.9%

Faster revenue growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Down

$54,740,683

Down $1,853,856 (-3.3%) from 2015

Net Assets

Down

$51,388,444

Down $2,632,594 (-4.9%) from 2015

Liabilities

Up

$3,352,239

Up $778,738 (+30%) from 2015

Revenue

Up

$2,991,777

Up $26,922 (+0.9%) from 2015

Expenses

Up

$3,055,500

Up $785,804 (+35%) from 2015

Net Income

Down

-$63,723

Down $758,882 (-109%) from 2015

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $44,966,459Liabilities 2010: $2,286,826Net Assets 2010: $42,679,6332010Assets 2011: $52,568,943Liabilities 2011: $3,184,972Net Assets 2011: $49,383,9712011Assets 2012: $51,487,812Liabilities 2012: $3,759,397Net Assets 2012: $47,728,4152012Assets 2013: $57,217,420Liabilities 2013: $5,198,369Net Assets 2013: $52,019,0512013Assets 2014: $57,908,991Liabilities 2014: $4,682,419Net Assets 2014: $53,226,5722014Assets 2015: $56,594,539Liabilities 2015: $2,573,501Net Assets 2015: $54,021,0382015Assets 2016: $54,740,683Liabilities 2016: $3,352,239Net Assets 2016: $51,388,4442016Assets 2017: $59,011,980Liabilities 2017: $2,577,004Net Assets 2017: $56,434,9762017Assets 2018: $60,647,506Liabilities 2018: $2,622,950Net Assets 2018: $58,024,5562018Assets 2019: $63,126,775Liabilities 2019: $5,229,008Net Assets 2019: $57,897,7672019Assets 2020: $59,689,667Liabilities 2020: $1,536,465Net Assets 2020: $58,153,2022020Assets 2021: $76,641,628Liabilities 2021: $1,031,305Net Assets 2021: $75,610,3232021Assets 2022: $65,415,827Liabilities 2022: $2,361,209Net Assets 2022: $63,054,6182022Assets 2023: $71,185,748Liabilities 2023: $2,244,144Net Assets 2023: $68,941,6042023Assets 2024: $79,376,583Liabilities 2024: $2,116,488Net Assets 2024: $77,260,0952024

Highlighted filing

2016

Assets$54,740,683
Liabilities$3,352,239
Net Assets$51,388,444

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,294,6952010Expenses 2011: $3,276,6552011Expenses 2012: $2,659,5522012Expenses 2013: $4,059,1942013Revenue 2014: $3,881,211Expenses 2014: $7,626,945Net Income 2014: -$3,745,7342014Revenue 2015: $2,964,855Expenses 2015: $2,269,696Net Income 2015: $695,1592015Revenue 2016: $2,991,777Expenses 2016: $3,055,500Net Income 2016: -$63,7232016Revenue 2017: $3,127,150Expenses 2017: $1,881,039Net Income 2017: $1,246,1112017Revenue 2018: $4,508,973Expenses 2018: $2,343,714Net Income 2018: $2,165,2592018Revenue 2019: $2,768,913Expenses 2019: $5,424,012Net Income 2019: -$2,655,0992019Revenue 2020: $2,364,514Expenses 2020: $1,907,349Net Income 2020: $457,1652020Revenue 2021: $5,817,946Expenses 2021: $1,997,998Net Income 2021: $3,819,9482021Revenue 2022: $9,441Expenses 2022: $4,221,984Net Income 2022: -$4,212,5432022Revenue 2023: $2,785,040Expenses 2023: $2,712,159Net Income 2023: $72,8812023Revenue 2024: $4,796,331Expenses 2024: $2,999,423Net Income 2024: $1,796,9082024

Highlighted filing

2016

Revenue$2,991,777
Expenses$3,055,500
Net Income-$63,723
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 6, 2017
Return Version
2015v3.0
Gross Receipts
$10,329,743
Mission and Program Overview

Mission

The felix e. Martin, jr. Foundation seeks to enrich the lives of the citizens of muhlenberg county, kentucky by providing support to qualified organizations to meet educational, civic and cultural needs of the county, both today and for generations to come.

The felix e. Martin jr. Foundation seeks to enrich the lives of the citizens of muhlenberg county, kentucky by providing support to qualified organizations to meet educational, civic and cultural needs of the county, both today and for generations to come.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$55,317,073$53,655,256▼ $1,661,817
Cash and Non-Interest-Bearing Accounts$763,331$650,617▼ $112,714
Other Notes and Loans Receivable, Net$400,000$325,000▼ $75,000
Land, Buildings, and Equipment, Net$114,135$109,810▼ $4,325
Total Assets$56,594,539$54,740,683▼ $1,853,856
Liabilities
Grants Payable$2,573,501$3,352,239▲ $778,738
Total Liabilities$2,573,501$3,352,239▲ $778,738
Net Assets / Fund Balance
Unrestricted Net Assets$54,021,038$51,388,444▼ $2,632,594
Total Net Assets Fund Balance$54,021,038$51,388,444▼ $2,632,594
Total Liabilities and Net Assets / Fund Balance$56,594,539$54,740,683▼ $1,853,856

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$97,310$19,462$116,772
Land$12,500-$12,500

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$54,021,038$0▲ $422,906$243,599$51,388,444
2014$53,226,572-▲ $3,064,161$178,994$54,021,038
2013$52,019,051$7,380▲ $8,827,086$258,648$53,226,572
2012$47,728,415$17▲ $8,349,813$122,722$52,019,051
2011$49,383,971$32,347▲ $971,649$147,072$47,728,415
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathy B JacobiPresident/treasurerFT-$105,033$105,033
C Dennis RiggsVice Chair of the Board-$5,000-$5,000

Board Members and Trustees

NameTitle
L Rush HuntChair of the Board
Gary CarverMember at Large
Sara HemingwayMember at Large(began Term 1/1/2016)
Dr Judith L RhoadsMember at Large(term Ended 12/31/15)
Peggy WilliamsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,991,777
Other Revenue
$0
Change in Net Assets
$-63,723
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,280,715
Other Expenses$769,785
Salaries, Compensation, and Employee Benefits$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,280,715--$2,280,715
Fees for Services Management-$275,000-$275,000
Fees for Service Investment Mgmnt Fees-$184,724-$184,724
Fees for Services Other-$32,100-$32,100
Other Expenses$13,500--$13,500
Travel-$12,346-$12,346
All Other Expenses$6,813$3,227-$10,040
Office Expenses-$5,180-$5,180
Current Officers, Directors, Trustees, and Key Employees-$5,000-$5,000
Occupancy-$4,368-$4,368
Depreciation Depletion-$4,325-$4,325
Conferences and Meetings-$3,715-$3,715
Insurance-$920-$920
Advertising-$281-$281
Total Functional Expenses$2,524,314$531,186$0$3,055,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Muhlenberg Parks & Recreation SystemGreenville, KY501(c)(3)Recreation & Sports$1,038,500
Muhlenberg County Board of EducationPowderly, KYGovtEducation$820,720
Pennyroyal Regional Mental Health Mental Retardation BoardGreenville, KY501(c)(3)Community Grants$131,872
Madisonville Community CollegeMadisonville, KY501(c)(3)Education$44,000
Muhlenberg County Public Library SystemGreenville, KYGovtArts, Culture & Humanities$38,200
City of GreenvilleGreenville, KYGovtPublic & Societal Benefit$25,675
Muhlenberg County 4-h CouncilCentral City, KYGovtCommunity Grants$24,850
Muhlenberg County Opportunity Center IncGreenville, KY501(c)(3)Community Grants$22,829
Pathway of HopeGreenville, KY501(c)(3)Human Services$20,000
Sanctuary IncHopkinsville, KY501(c)(3)Human Services$12,000
Pennyrile Allied Community Services IncHopkinsville, KY501(c)(3)Community Improvement & Capacity Building$10,750
Muhlenburg Community Theatre IncGreenville, KY501(c)(3)Arts, Culture & Humanities$6,000
Happy Feet Equals Learning Feet IncMorganfield, KY501(c)(3)Human Services$5,000
Hope2all IncNortonville, KY501(c)(3)Human Services$5,000
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
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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 11

A draft of the return is reviewed first by internal management. After internal management has reviewed the return and any changes are made, a draft is provided to the finance committee for review and a copy is provided to the entire board. Once the comments from the board are reviewed, the final draft of the return is prepared and signed by the president/treasurer.

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

The officers, directors and key employees are required to submit a conflict of interest statement annually. These statements are reviewed by the president.

Form 990, Part VI, Section B, Line 15

The organization does not have any employees currently; however, they follow the policies and procedures for determining compensation as established by the community foundation of louisville, inc. The community foundation of louisville, inc. Has a compensation committee that reviews form 990's and compensation studies to determine a fair and reasonable compensation for the officers and key employees. The president's and officers' compensation is then approved by the compensation committee. Compensation for all employees is approved by the compensation committee and board of the community foundation of louisville.

Form 990, Part VI, Section C, Line 19

The organization makes its financial statements, conflict of interest policy, and governing documents available to the public upon request.

Form 990, Page 6, Part VI, Line 14

The organization currently relies on the whistleblower policy and written document retention and destruction policy of the community foundation of louisville. It intends to officially adopt the community foundation of louisville policies as their own in an upcoming tax year.

Filing and Contact Details

Filer

Filer Name
Felix E Martin Jr Foundation Inc
EIN
26-2193468
Phone
5025627505
Address
325 WEST MAIN STREET NO 1110, LOUISVILLE, KY 40202

Signing Officer

Name
Kathy B Steward Jacobi
Title
President
Phone
5025627505
Signed
2017-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy B Jacobi
Formed
2008
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
60

Preparer

Firm
Mountjoy Chilton Medley Llp
Address
462 S FOURTH ST SUITE 2600, LOUISVILLE, KY 40202-3445
Preparer
Rebecca L Phillips CPA
Phone
5027491900
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII Line 2C

The process has not changed from prior year. Felix e. Martin jr. Foundation, inc. Is audited as part of the community foundation of louisville, inc. Combined group. Felix e. Martin jr. Foundation, inc. Is included in the community foundation of louisville, inc. And affiliates combined financial statements. The community foundation of louisville, inc. Has an audit/finance committee that oversees the audit of the financial statments and the selection of the independent auditor for the combined group.

Financial Statement Notes

PART X, LINE 2:

The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (code). Additionally, the foundation has been determined by the internal revenue service not to be a private foundation within the context of section 509(a) of the code. When applicable, the foundation recognizes uncertain income tax positions using the "more-likely-than-not" approach as defined in the asc. No liability for uncertain tax positions has been reflected in the accompanying consolidated financial statements.

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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EARLY CHILDHOOD DEVELOP
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES- EDUCA
IRS990/OtherExpensesGrp/Desc2STRATEGIC PLANNING
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSES - PARK
IRS990/OtherExpensesGrp/ProgramServicesAmt0167131
IRS990/OtherExpensesGrp/ProgramServicesAmt136387
IRS990/OtherExpensesGrp/ProgramServicesAmt219768
IRS990/OtherExpensesGrp/ProgramServicesAmt313500
IRS990/OtherExpensesGrp/TotalAmt0167131
IRS990/OtherExpensesGrp/TotalAmt136387
IRS990/OtherExpensesGrp/TotalAmt219768
IRS990/OtherExpensesGrp/TotalAmt313500
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0400000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0325000
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATHY B JACOBI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SOAR (STRATEGIES, OPPORTUNITIES, ADVANTAGES, RESOURCES): EARLY CHILDHOOD DEVELOPMENT AND SCHOOL READINESS ARE CRITICAL ISSUES IN MUHLENBERG COUNTY. THE FOUNDATION MADE A MULTI-YEAR GRANT COMMITMENT TO SUPPORT A PROJECT MANAGER WHO OVERSEES PROGRAMS FOCUSED ON EARLY CHILDHOOD DEVELOPMENT AND LITERACY. THE SOAR PROJECT PARTNERS WITH HEAD START AND LOCAL DAYCARE CENTERS FOR EARLY LITERACY TRAINING FOR ALL PARENTS AND CHILDREN. SOAR HAS INITIATED SEVERAL PROGRAMS WHICH DISTRIBUTE FREE BOOKS TO PRE-SCHOOL AGE CHILDREN, INCLUDING PARTICIPATION IN THE "REACH OUT AND READ" PROGRAM THROUGH LOCAL PEDIATRICIANS AND DOLLY PARTON'S IMAGINATION LIBRARY THROUGH THE PUBLIC LIBRARY SYSTEM. THE PROGRAM ALSO PARTNERS WITH THE MUHLENBERG COUNTY BOARD OF EDUCATION TO PROVIDE PRE-KINDERGARTEN READINESS EVENTS AND TRAINING, AS WELL AS TRAINING FOR EARLY CHILDHOOD EDUCATORS. THE SOAR PROGRAM IS PROUD TO TAKE AN ACTIVE ROLE IN COMMUNITY EVENTS THROUGHOUT MUHLENBERG COUNTY, FOSTERING AN AWARENESS OF THE NEED FOR EARLY CHILDHOOD EDUCATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0167131
IRS990/ProgSrvcAccomActy3Grp/Desc0BRIDGES OUT OF POVERTY:PEOPLE IN POVERTY FACE CHALLENGES VIRTUALLY UNKNOWN TO THOSE IN MIDDLE CLASS OR WEALTH-CHALLENGES FROM BOTH OBVIOUS AND HIDDEN SOURCES. THE REALITY OF BEING POOR BRINGS OUT A SURVIVAL MENTALITY, AND TURNS ATTENTION AWAY FROM OPPORTUNITIES TAKEN FOR GRANTED BY EVERYONE ELSE. THE FELIX E. MARTIN, JR. FOUNDATION HAS MADE A MULTI-YEAR GRANT TO SUPPORT TRAINING AND PROGRAMS TO ADDRESS AND REDUCE POVERTY IN A COMPREHENSIVE WAY. CURRENT PROGRAMS ARE BASED ON THE RUBY K. PAYNE APPROACH OUTLINED IN A FRAMEWORK FOR UNDERSTANDING POVERTY, AND ARE BEING IMPLEMENTED WITHIN THE MUHLENBERG COUNTY SCHOOL SYSTEM. EDUCATORS RECEIVE TRAINING TO UNDERSTAND CLASS DIFFERENCES AND PRACTICAL TOOLS FOR TEACHING CHILDREN WHO ARE RAISED IN POVERTY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01567313
IRS990/PYInvestmentIncomeAmt02964855
IRS990/PYOtherExpensesAmt0670683
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0695159
IRS990/PYSalariesCompEmpBnftPaidAmt031700
IRS990/PYTotalExpensesAmt02269696
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02964855
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-63723
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FELIX E. MARTIN JR. FOUNDATION PROVIDES SUPPORT TO OTHER GOVERNMENTAL AND 501(C)(3) ORGANIZATIONS ON BEHALF OF THE COMMUNITY FOUNDATION OF LOUISVILLE, THE SUPPORTED ORGANIZATION. THE GRANTS PAID TO THESE ORGANIZATIONS ON BEHALF OF THE COMMUNITY FOUNDATION OF LOUISVILLE MEET THE OPERATIONAL TEST AS DESCRIBED IN TREAS. REG. 1.509(A)-4(E)(2).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 6
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310997017
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF LOUISVILLE INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt097310
IRS990ScheduleD/BuildingsGrp/DepreciationAmt019462
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0116772
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0531186
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt054021038
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt051388444
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02280715
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0422906
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0243599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0523388
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt053226572
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt054021038
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01567313
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03064161
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0178994
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0537623
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt052019051
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07380
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt053226572
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt06830674
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08827086
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0258648
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0550309
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt047728415
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt017
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt052019051
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03386163
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt08349813
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0122722
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0558234
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt049383971
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt032347
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt047728415
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt01954246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0971649
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0147072
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt012500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt012500
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE). ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE CONTEXT OF SECTION 509(A) OF THE CODE. WHEN APPLICABLE, THE FOUNDATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN REFLECTED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0109810
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0820720
IRS990ScheduleI/RecipientTable/CashGrantAmt138200
IRS990ScheduleI/RecipientTable/CashGrantAmt225675
IRS990ScheduleI/RecipientTable/CashGrantAmt31038500
IRS990ScheduleI/RecipientTable/CashGrantAmt4131872
IRS990ScheduleI/RecipientTable/CashGrantAmt522829
IRS990ScheduleI/RecipientTable/CashGrantAmt644000
IRS990ScheduleI/RecipientTable/CashGrantAmt724850
IRS990ScheduleI/RecipientTable/CashGrantAmt812000
IRS990ScheduleI/RecipientTable/CashGrantAmt95000
IRS990ScheduleI/RecipientTable/CashGrantAmt1020000
IRS990ScheduleI/RecipientTable/CashGrantAmt116000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt1310750
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVT
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOVT
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOVT
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7GOVT
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ARTS, CULTURE & HUMANITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PUBLIC & SOCIETAL BENEFIT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3RECREATION & SPORTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4COMMUNITY GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5COMMUNITY GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7COMMUNITY GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11ARTS, CULTURE & HUMANITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13COMMUNITY IMPROVEMENT & CAPACITY BUILDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MUHLENBERG COUNTY BOARD OF EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MUHLENBERG COUNTY PUBLIC LIBRARY SYSTEM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CITY OF GREENVILLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GREATER MUHLENBERG PARKS & RECREATION SYSTEM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4PENNYROYAL REGIONAL MENTAL HEALTH MENTAL RETARDATION BOARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MUHLENBERG COUNTY OPPORTUNITY CENTER INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6MADISONVILLE COMMUNITY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7MUHLENBERG COUNTY 4-H COUNCIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8SANCTUARY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9HAPPY FEET EQUALS LEARNING FEET INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10PATHWAY OF HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11MUHLENBURG COMMUNITY THEATRE INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12HOPE2ALL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13PENNYRILE ALLIED COMMUNITY SERVICES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0616001286
IRS990ScheduleI/RecipientTable/RecipientEIN1616013034
IRS990ScheduleI/RecipientTable/RecipientEIN2616001834
IRS990ScheduleI/RecipientTable/RecipientEIN3454955355
IRS990ScheduleI/RecipientTable/RecipientEIN4610662739
IRS990ScheduleI/RecipientTable/RecipientEIN5610665523
IRS990ScheduleI/RecipientTable/RecipientEIN6611320380
IRS990ScheduleI/RecipientTable/RecipientEIN7261433761
IRS990ScheduleI/RecipientTable/RecipientEIN8311070541
IRS990ScheduleI/RecipientTable/RecipientEIN9455231361
IRS990ScheduleI/RecipientTable/RecipientEIN10412134915
IRS990ScheduleI/RecipientTable/RecipientEIN11311087760
IRS990ScheduleI/RecipientTable/RecipientEIN12208274332
IRS990ScheduleI/RecipientTable/RecipientEIN13610862133
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0510 W MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1117 S MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2118 COURT ST PO BOX 289

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$79.4$2.12$77.3$4.80$3.00$1.80
2023Detailed filing. Detailed filing data is available for this year.$71.2$2.24$68.9$2.79$2.71$0.07
2022Detailed filing. Detailed filing data is available for this year.$65.4$2.36$63.1$0.01$4.22$4.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.6$1.03$75.6$5.82$2.00$3.82
2020Detailed filing. Detailed filing data is available for this year.$59.7$1.54$58.2$2.36$1.91$0.46
2019Detailed filing. Detailed filing data is available for this year.$63.1$5.23$57.9$2.77$5.42$2.66
2018Detailed filing. Detailed filing data is available for this year.$60.6$2.62$58.0$4.51$2.34$2.17
2017Detailed filing. Detailed filing data is available for this year.$59.0$2.58$56.4$3.13$1.88$1.25
2016Detailed filing. Detailed filing data is available for this year.$54.7$3.35$51.4$2.99$3.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$56.6$2.57$54.0$2.96$2.27$0.70
2014Detailed filing. Detailed filing data is available for this year.$57.9$4.68$53.2$3.88$7.63$3.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.2$5.20$52.0$4.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.5$3.76$47.7$2.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.6$3.18$49.4$3.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.0$2.29$42.7$2.29