Civic Intelligence

Lincoln Foundation

990 • Fiscal year 2020 • EIN 61-0449631

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

4322 Bishop LaneLouisville, KY 40218

(502) 585-4733

Siviq Scores

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

Liabilities / Assets

29th percentile

0.06x

Higher debt load relative to assets than 29% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

64th percentile

0.47x

Higher debt load relative to revenue than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

61st percentile

8.6%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$226,022

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

48th percentile

6.2%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$13,282,627

Up $772,241 (+6.2%) from 2019

Net Assets

Up

$12,449,430

Up $797,017 (+6.8%) from 2019

Liabilities

Down

$833,197

Down $24,776 (-2.9%) from 2019

Revenue

Up

$1,755,208

Up $424,937 (+32%) from 2019

Expenses

Down

$1,604,850

Down $156,532 (-8.9%) from 2019

Net Income

Up

$150,358

Up $581,469 (+135%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $7,505,685Liabilities 2010: $447,969Net Assets 2010: $7,057,7162010Assets 2011: $7,589,959Liabilities 2011: $383,980Net Assets 2011: $7,205,9792011Assets 2012: $7,619,798Liabilities 2012: $375,920Net Assets 2012: $7,243,8782012Assets 2013: $8,630,687Liabilities 2013: $414,174Net Assets 2013: $8,216,5132013Assets 2014: $8,747,778Liabilities 2014: $422,653Net Assets 2014: $8,325,1252014Assets 2015: $9,625,836Liabilities 2015: $409,954Net Assets 2015: $9,215,8822015Assets 2016: $11,204,413Liabilities 2016: $446,301Net Assets 2016: $10,758,1122016Assets 2017: $12,327,925Liabilities 2017: $454,016Net Assets 2017: $11,873,9092017Assets 2018: $12,027,185Liabilities 2018: $1,065,267Net Assets 2018: $10,961,9182018Assets 2019: $12,510,386Liabilities 2019: $857,973Net Assets 2019: $11,652,4132019Assets 2020: $13,282,627Liabilities 2020: $833,197Net Assets 2020: $12,449,4302020Assets 2021: $13,936,058Liabilities 2021: $712,296Net Assets 2021: $13,223,7622021Assets 2022: $12,050,462Liabilities 2022: $697,178Net Assets 2022: $11,353,2842022Assets 2023: $12,628,186Liabilities 2023: $650,785Net Assets 2023: $11,977,4012023Assets 2024: $13,257,400Liabilities 2024: $704,365Net Assets 2024: $12,553,0352024

Highlighted filing

2020

Assets$13,282,627
Liabilities$833,197
Net Assets$12,449,430

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,003,7882010Revenue 2011: $1,030,641Expenses 2011: $1,045,123Net Income 2011: -$14,4822011Expenses 2012: $1,126,2542012Revenue 2013: $1,762,846Expenses 2013: $1,225,089Net Income 2013: $537,7572013Revenue 2014: $1,351,171Expenses 2014: $1,297,444Net Income 2014: $53,7272014Revenue 2015: $2,417,027Expenses 2015: $1,330,486Net Income 2015: $1,086,5412015Revenue 2016: $2,835,416Expenses 2016: $1,485,486Net Income 2016: $1,349,9302016Revenue 2017: $1,959,706Expenses 2017: $1,531,959Net Income 2017: $427,7472017Revenue 2018: $1,543,601Expenses 2018: $1,692,867Net Income 2018: -$149,2662018Revenue 2019: $1,330,271Expenses 2019: $1,761,382Net Income 2019: -$431,1112019Revenue 2020: $1,755,208Expenses 2020: $1,604,850Net Income 2020: $150,3582020Revenue 2021: $1,848,566Expenses 2021: $1,572,320Net Income 2021: $276,2462021Revenue 2022: $1,599,362Expenses 2022: $1,644,780Net Income 2022: -$45,4182022Revenue 2023: $1,482,343Expenses 2023: $1,890,857Net Income 2023: -$408,5142023Revenue 2024: $2,002,482Expenses 2024: $1,951,320Net Income 2024: $51,1622024

Highlighted filing

2020

Revenue$1,755,208
Expenses$1,604,850
Net Income$150,358
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.1
Gross Receipts
$3,340,542
Mission and Program Overview

Mission

To provide educational enrichment programs that develop and support youth in overcoming barriers to achievement. This mission is accomplished through non-traditional after school programs. The signature program is the whitney m. Young scholars program which serves approximately 400 students in grades 7-12. Other programs include the math & science program, project build, portland library reading program, western library reading program, and the educational opportunity scholarship fund.

To provide educational enrichment programs that develop and support youth in overcoming barriers to achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,722,129$9,300,661▲ $578,532
Land, Buildings, and Equipment, Net$2,189,938$2,124,792▼ $65,146
Cash and Non-Interest-Bearing Accounts$786,970$1,264,247▲ $477,277
Pledges and Grants Receivable$583,834$310,944▼ $272,890
Accounts Receivable$99,425$150,242▲ $50,817
Prepaid Expenses and Deferred Charges$7,916$11,892▲ $3,976
Total Assets$12,510,386$13,282,627▲ $772,241
Other Assets Total$120,174$119,849▼ $325
Liabilities
Mortgage Notes Payable Secured by Investment Property$540,018$522,464▼ $17,554
Other Liabilities$145,281$148,216▲ $2,935
Accounts Payable and Accrued Expenses$125,879$120,931▼ $4,948
Deferred Revenue$46,795$41,586▼ $5,209
Total Liabilities$857,973$833,197▼ $24,776
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,284,061$7,579,643▲ $295,582
Net Assets Without Donor Restrictions$4,368,352$4,869,787▲ $501,435
Total Net Assets Fund Balance$11,652,413$12,449,430▲ $797,017
Total Liabilities and Net Assets / Fund Balance$12,510,386$13,282,627▲ $772,241

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,300,262$1,765,349$3,065,611
Other Land Buildings$565,538$209,469$775,007
Land$256,639-$256,639
Equipment$2,353$106,387$108,740

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,936,651$6,413▲ $704,703$151,607$7,496,160
2019$6,106,114$25,842▲ $954,144$149,449$6,936,651
2018$6,213,621$324,922▼ $318,889$113,540$6,106,114
2017$5,204,250$460,325▲ $651,801$102,755$6,213,621
2016$3,927,520$1,186,298▲ $172,292$81,860$5,204,250
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marshall Bradley JrPresidentFT$157,255$68,767$226,022
Theresa FellerVP Finance and OperationsFT$119,069$34,402$153,471
Revenue and Support

Revenue Composition

Contributions and Grants
$847,701
Program Service Revenue
$466,489
Investment Income
$300,398
Other Revenue
$140,620
All Other Contributions
$698,001
Change in Net Assets
$150,358

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$58,910Fair Market Value
Other Non Cash Contri Table9$1,000Fair Market Value
Total Noncash Contributions11$59,910-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,713,777
Revenue Not Reported on Financial Statements
$41,431
Revenue Not Reported on Form 990
$655,715
Total Revenue per Audited Statements
$2,369,492
Total Revenue per Form 990
$1,755,208
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,032,139
Other Expenses$464,970
Total Fundraising Expense$215,682
Grants and Similar Amounts Paid$107,741
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$365,256$50,130$101,348$516,734
Current Officers, Directors, Trustees, and Key Employees$268,248$36,815$74,431$379,494
Grants to Domestic Individuals$107,741--$107,741
Depreciation Depletion$64,181$16,719-$80,900
Payroll Taxes$51,116$7,015$14,184$72,315
Occupancy$26,313$16,586$166$43,065
Fees for Service Investment Mgmnt Fees-$41,431-$41,431
Other Employee Benefits$25,734$3,532$7,140$36,406
Information Technology$20,762$10,602-$31,364
Insurance$17,221$13,156-$30,377
Pension Plan Contributions$19,219$2,638$5,333$27,190
Office Expenses$15,382$10,608$769$26,759
Advertising$15,297$422$10,723$26,442
Interest$9,821$14,466-$24,287
All Other Expenses$15,584$5,531$595$21,710
Fees for Services Accounting$7,418$11,182-$18,600
Fees for Services Other$8,020$9,650-$17,670
Other Expenses$4,749$2,715$834$8,298
Fees for Services Legal-$2,441-$2,441
Travel$1,088$152-$1,240
Total Functional Expenses$1,130,399$258,769$215,682$1,604,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,604,850
Total Expenses per Audited Statements$1,572,475
Expenses per Audited Statements$1,563,419
Expenses Not Reported on Financial Statements$41,431
Expenses Not Reported on Form 990$9,056
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,130
Fundraising Direct Expenses$75
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Give for Good Day$41,640$41,640$75$41,565
Ky Gives Day$7,490$7,490-$7,490
Total Events$49,130$49,130$75$49,055
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Comp. Liability$148,216
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
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Form 990 is reviewed in detail at a finance committee meeting and a member of the accounting firm that prepares the return is at the meeting to answer any questions about the content of the return. This is done prior to filing the return. Also prior to the return being filed, the full board of trustees is provided with a full copy of the return and it is presented to them by a member of the accounting firm that prepares the return and the board members are encouraged to ask any questions about the return that they may have.

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

Policy is provided to all board and staff members annually. Board and staff members sign an acknowledgement that there are no conflicts or disclose any potential conflicts. The board of trustees reviews any board disclosures that could give rise to conflicts. Management reviews any staff disclosures that could give rise to conflicts.

Form 990, Part VI, Section B, Line 15

Organization determines compensation by using comparability data and by consulting the executive committee of the board of trustees, whose findings are contemporaneously documented.

Form 990, Part VI, Section C, Line 19

Documents are available upon request at no charge.

Filing and Contact Details

Filer

Filer Name
Lincoln Foundation
EIN
61-0449631
Phone
5025854733
Address
4322 BISHOP LANE, LOUISVILLE, KY 40218

Signing Officer

Name
Marshall Bradley Jr
Title
President
Phone
5025854733
Signed
2021-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marshall Bradley Jr
Formed
1910
Legal Domicile
Ky
Voting Board Members
23
Independent Board Members
23
Employees
52
Volunteers
185

Preparer

Firm
Mcm Cpas & Advisors 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, PART XI, LINE 9:

Change in fair value of funds held in trust by others 6,417.

FORM 990, PART XII, LINE 2C:

The process has not changed from prior year. The finance committee continues to select the independent accountant and their recommendation is ratified by the full board of trustees. The audit firm reports their findings to both the finance committee and the full board of trustees.

Financial Statement Notes

PART V, LINE 4:

The endowment funds are used for a variety of purposes. They are used for scholarships, educational programs, the maintenance and upkeep of the birthplace of whitney m. Young and other purposes as stipulated by the donors.

PART X, LINE 2:

The foundation is exempt from federal income taxes pursuant to section 501(c)(3) of the internal revenue code. The foundation has also been classified as an entity that is not a private foundation within the meaning of section 509(a) of the internal revenue code. 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 recorded in the accompanying financial statements.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in fair value of funds held in trust by others 6,417.

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IRS990/Desc0THE WHITNEY M. YOUNG SCHOLARS PROGRAM IS A COLLEGE READINESS PROGRAM FOR PROMISING YOUTH FROM UNDER-RESOURCED COMMUNITIES THROUGHOUT THE LOUISVILLE AREA. THE PROGRAM PROVIDES SCHOLARS AN ALTERNATIVE PATH, RAISING THEIR SIGHTS AND FOSTERING THE DEVELOPMENT OF A NEW GENERATION OF THOUGHT-LEADERS, CHANGE MAKERS AND TRAILBLAZERS. STUDENTS COMMIT TO PARTICIPATE IN EXPERIENTIAL SATURDAY MORNING AND SUMMER PROGRAMS THAT PREPARE THEM ACADEMICALLY, SOCIALLY AND EMOTIONALLY FOR HIGH SCHOOL GRADUATION AND THE RIGORS OF COLLEGE. ELIGIBLE STUDENTS MUST HAVE A MINIMUM GRADE POINT AVERAGE OF 3.0 AND QUALIFY FOR FREE OR REDUCED LUNCH. APPROXIMATELY 450 STUDENTS ARE SERVED BY THIS PROGRAM ANNUALLY.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/PersonNm0MARSHALL BRADLEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm1THERESA FELLER
IRS990/Form990PartVIISectionAGrp/PersonNm2DR DARYL C WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3DEBORAH BENBERRY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY CARUSO
IRS990/Form990PartVIISectionAGrp/PersonNm5ANGELA LOGAN EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS BALMER
IRS990/Form990PartVIISectionAGrp/PersonNm7LOUIS DEFREEZE
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRISTINE KOENIG
IRS990/Form990PartVIISectionAGrp/PersonNm9LAURA DOUGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm10HERMAN DUBOSE JR
IRS990/Form990PartVIISectionAGrp/PersonNm11ANDREW CHARLES COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm12DOUGLAS EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm13DR ALEXANDRA GERASSIMIDES
IRS990/Form990PartVIISectionAGrp/PersonNm14DR GEORGIA L HAMPTON
IRS990/Form990PartVIISectionAGrp/PersonNm15CHARLES HOPKINS II
IRS990/Form990PartVIISectionAGrp/PersonNm16DR TA'NEKA C LINDSAY
IRS990/Form990PartVIISectionAGrp/PersonNm17GREG NEWBERN
IRS990/Form990PartVIISectionAGrp/PersonNm18VIVIAN WARREN OVERALL
IRS990/Form990PartVIISectionAGrp/PersonNm19JENNY SAWYER
IRS990/Form990PartVIISectionAGrp/PersonNm20GWENDOLYN M YOUNG
IRS990/Form990PartVIISectionAGrp/PersonNm21JASON WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm22DR SHAWN L PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHN A JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm24DR SAMUEL ROBINSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0203741
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1136047
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP FINANCE AND OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE - EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE - EMERITUS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01910
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt075
IRS990/FundraisingGrossIncomeAmt049130
IRS990/GainOrLossGrp/SecuritiesAmt03782
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt0149700
IRS990/GrantAmt0107741
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0107741
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0107741
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01589041
IRS990/GrossReceiptsAmt03340542
IRS990/GrossRentsGrp/RealAmt066208
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010602
IRS990/InformationTechnologyGrp/ProgramServicesAmt020762
IRS990/InformationTechnologyGrp/TotalAmt031364
IRS990/InsuranceGrp/ManagementAndGeneralAmt013156
IRS990/InsuranceGrp/ProgramServicesAmt017221
IRS990/InsuranceGrp/TotalAmt030377
IRS990/InterestGrp/ManagementAndGeneralAmt014466
IRS990/InterestGrp/ProgramServicesAmt09821
IRS990/InterestGrp/TotalAmt024287
IRS990/InvestmentIncomeGrp/ExclusionAmt0296616
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0296616
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08722129
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09300661
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02081205
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02189938
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02124792
IRS990/LandBldgEquipCostOrOtherBssAmt04205997
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01585259
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL ENRICHMENT PROGRAMS THAT DEVELOP AND SUPPORT YOUTH IN OVERCOMING BARRIERS TO ACHIEVEMENT. THIS MISSION IS ACCOMPLISHED THROUGH OUTSIDE OF SCHOOL ACADEMIC ENRICHMENT AND COLLEGE READINESS PROGRAMS. THE SIGNATURE PROGRAM IS THE WHITNEY M. YOUNG SCHOLARS PROGRAM WHICH SERVES APPROXIMATELY 400 STUDENTS. OTHER PROGRAMS INCLUDE THE MATH & SCIENCE PROGRAM, PROJECT BUILD, AND THE EDUCATIONAL OPPORTUNITY SCHOLARSHIP FUND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0540018
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0522464
IRS990/NetAssetsOrFundBalancesBOYAmt011652413
IRS990/NetAssetsOrFundBalancesEOYAmt012449430
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03782
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03782
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt049055
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt049055
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt066208
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt066208
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0640242
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04368352
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04869787
IRS990/NoncashContributionsAmt059910
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0166
IRS990/OccupancyGrp/ManagementAndGeneralAmt016586
IRS990/OccupancyGrp/ProgramServicesAmt026313
IRS990/OccupancyGrp/TotalAmt043065
IRS990/OfficeExpensesGrp/FundraisingAmt0769
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010608
IRS990/OfficeExpensesGrp/ProgramServicesAmt015382
IRS990/OfficeExpensesGrp/TotalAmt026759
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0120174
IRS990/OtherAssetsTotalGrp/EOYAmt0119849
IRS990/OtherChangesInNetAssetsAmt06417
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07140
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03532
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025734
IRS990/OtherEmployeeBenefitsGrp/TotalAmt036406
IRS990/OtherExpensesGrp/Desc0IN-KIND EXPENSES
IRS990/OtherExpensesGrp/Desc1NEW HIRE EXPENSE
IRS990/OtherExpensesGrp/Desc2SUMMER INSTITUTES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0159
IRS990/OtherExpensesGrp/FundraisingAmt1834
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02803
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1175
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22715
IRS990/OtherExpensesGrp/ProgramServicesAmt056949
IRS990/OtherExpensesGrp/ProgramServicesAmt119034
IRS990/OtherExpensesGrp/ProgramServicesAmt211266
IRS990/OtherExpensesGrp/ProgramServicesAmt34749
IRS990/OtherExpensesGrp/TotalAmt059911
IRS990/OtherExpensesGrp/TotalAmt119209
IRS990/OtherExpensesGrp/TotalAmt211266
IRS990/OtherExpensesGrp/TotalAmt38298
IRS990/OtherLiabilitiesGrp/BOYAmt0145281
IRS990/OtherLiabilitiesGrp/EOYAmt0148216
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt025357
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt025357
IRS990/OtherRevenueTotalAmt025357
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0101348

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.3$0.70$12.6$2.00$1.95$0.05
2023Detailed filing. Detailed filing data is available for this year.$12.6$0.65$12.0$1.48$1.89$0.41
2022Detailed filing. Detailed filing data is available for this year.$12.1$0.70$11.4$1.60$1.64$0.05
2021Detailed filing. Detailed filing data is available for this year.$13.9$0.71$13.2$1.85$1.57$0.28
2020Detailed filing. Detailed filing data is available for this year.$13.3$0.83$12.4$1.76$1.60$0.15
2019Detailed filing. Detailed filing data is available for this year.$12.5$0.86$11.7$1.33$1.76$0.43
2018Detailed filing. Detailed filing data is available for this year.$12.0$1.07$11.0$1.54$1.69$0.15
2017Detailed filing. Detailed filing data is available for this year.$12.3$0.45$11.9$1.96$1.53$0.43
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.45$10.8$2.84$1.49$1.35
2015Detailed filing. Detailed filing data is available for this year.$9.63$0.41$9.22$2.42$1.33$1.09
2014Detailed filing. Detailed filing data is available for this year.$8.75$0.42$8.33$1.35$1.30$0.05
2013Detailed filing. Detailed filing data is available for this year.$8.63$0.41$8.22$1.76$1.23$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.38$7.24$1.13
2011Summary only. Only limited summary data is available for this year.$7.59$0.38$7.21$1.03$1.05$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$0.45$7.06$1.00