Civic Intelligence

Lincoln Foundation

990 • Fiscal year 2021 • EIN 61-0449631

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

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

30th percentile

0.05x

Higher debt load relative to assets than 30% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

64th percentile

0.39x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

55th percentile

15%

Higher net margin than 55% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$224,435

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

36th percentile

4.9%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

5.3%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$13,936,058

Up $653,431 (+4.9%) from 2020

Net Assets

Up

$13,223,762

Up $774,332 (+6.2%) from 2020

Liabilities

Down

$712,296

Down $120,901 (-15%) from 2020

Revenue

Up

$1,848,566

Up $93,358 (+5.3%) from 2020

Expenses

Down

$1,572,320

Down $32,530 (-2.0%) from 2020

Net Income

Up

$276,246

Up $125,888 (+84%) from 2020

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

2021

Assets$13,936,058
Liabilities$712,296
Net Assets$13,223,762

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

2021

Revenue$1,848,566
Expenses$1,572,320
Net Income$276,246
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.2
Gross Receipts
$1,848,566
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 social and economic barriers to achievement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,300,661$10,279,868▲ $979,207
Land, Buildings, and Equipment, Net$2,124,792$2,132,963▲ $8,171
Cash and Non-Interest-Bearing Accounts$1,264,247$1,194,887▼ $69,360
Pledges and Grants Receivable$310,944$169,073▼ $141,871
Accounts Receivable$150,242$15,900▼ $134,342
Prepaid Expenses and Deferred Charges$11,892$13,485▲ $1,593
Total Assets$13,282,627$13,936,058▲ $653,431
Other Assets Total$119,849$129,882▲ $10,033
Liabilities
Mortgage Notes Payable Secured by Investment Property$522,464$532,357▲ $9,893
Accounts Payable and Accrued Expenses$120,931$91,895▼ $29,036
Other Liabilities$148,216$48,943▼ $99,273
Deferred Revenue$41,586$39,101▼ $2,485
Total Liabilities$833,197$712,296▼ $120,901
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,579,643$8,579,437▲ $999,794
Net Assets Without Donor Restrictions$4,869,787$4,644,325▼ $225,462
Total Net Assets Fund Balance$12,449,430$13,223,762▲ $774,332
Total Liabilities and Net Assets / Fund Balance$13,282,627$13,936,058▲ $653,431

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,271,960$1,827,372$3,099,332
Other Land Buildings$600,371$230,081$830,452
Land$256,639-$256,639
Equipment$3,993$107,365$111,358

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$7,496,160$243,434▲ $881,409$101,171$8,519,832
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marshall Bradley JrPresidentFT$152,308$72,127$224,435
Revenue and Support

Revenue Composition

Contributions and Grants
$684,642
Program Service Revenue
$467,014
Investment Income
$638,372
Other Revenue
$58,538
All Other Contributions
$609,290
Change in Net Assets
$276,246

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,802,708
Revenue Not Reported on Financial Statements
$45,858
Revenue Not Reported on Form 990
$548,061
Total Revenue per Audited Statements
$2,350,769
Total Revenue per Form 990
$1,848,566
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,009,818
Other Expenses$470,206
Total Fundraising Expense$248,587
Grants and Similar Amounts Paid$92,296
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$428,553$75,603$152,903$657,059
Current Officers, Directors, Trustees, and Key Employees$146,384$25,824$52,228$224,436
Grants to Domestic Individuals$92,296--$92,296
Depreciation Depletion$65,850$17,761-$83,611
Payroll Taxes$38,056$6,714$13,579$58,349
Occupancy$36,605$17,504$688$54,797
Other Employee Benefits$34,647$6,112$12,362$53,121
Fees for Service Investment Mgmnt Fees-$45,858-$45,858
Information Technology$25,307$14,990$427$40,724
Insurance$19,410$14,362-$33,772
Advertising$23,302-$9,202$32,504
Office Expenses$14,114$10,383$629$25,126
Interest$10,299$13,266-$23,565
Fees for Services Accounting$7,717$11,633-$19,350
All Other Expenses$11,220$6,130$1,369$18,719
Pension Plan Contributions$10,992$1,939$3,922$16,853
Fees for Services Other$10,429$1,237-$11,666
Other Expenses$7,820$216$1,075$8,036
Travel$1,492$459$203$2,154
Fees for Services Legal-$1,545-$1,545
Total Functional Expenses$1,048,478$275,255$248,587$1,572,320

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,576,437
Total Expenses per Form 990$1,572,320
Expenses per Audited Statements$1,526,462
Expenses Not Reported on Form 990$49,975
Expenses Not Reported on Financial Statements$45,858
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ky Gives Day$69,681---
Give for Good Day$5,671---
Total Events$75,352---
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$48,943
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
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marshall Bradley Jr
Formed
1910
Legal Domicile
Ky
Voting Board Members
17
Independent Board Members
17
Employees
38
Volunteers
47

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
462 SOUTH 4TH STREET SUITE 2600, LOUISVILLE, KY 40202
Preparer
Theresa Batliner CPA
Phone
5027491900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in fair value of funds held in trust by others 8,681.

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 II, LINE 9:

The conservation easement is included in land and improvements.

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 8,681.

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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 400 STUDENTS ARE SERVED BY THIS PROGRAM ANNUALLY.
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IRS990/Form990PartVIISectionAGrp/PersonNm1GENELLE FARLEY COCHRAN
IRS990/Form990PartVIISectionAGrp/PersonNm2LOUIS DEFREEZE
IRS990/Form990PartVIISectionAGrp/PersonNm3LAURA DOUGLAS
IRS990/Form990PartVIISectionAGrp/PersonNm4HERMAN DUBOSE JR
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUGLAS EDWARDS
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IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTINE KOENIG
IRS990/Form990PartVIISectionAGrp/PersonNm16ANGELA LOGAN EDWARDS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0190667
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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/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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01910
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt075352
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0136016
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt092296
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt092296
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt092296
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0136016
IRS990/GrossReceiptsAmt01848566
IRS990/GrossRentsGrp/RealAmt058538
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0427
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014990
IRS990/InformationTechnologyGrp/ProgramServicesAmt025307
IRS990/InformationTechnologyGrp/TotalAmt040724
IRS990/InsuranceGrp/ManagementAndGeneralAmt014362
IRS990/InsuranceGrp/ProgramServicesAmt019410
IRS990/InsuranceGrp/TotalAmt033772
IRS990/InterestGrp/ManagementAndGeneralAmt013266
IRS990/InterestGrp/ProgramServicesAmt010299
IRS990/InterestGrp/TotalAmt023565
IRS990/InvestmentIncomeGrp/ExclusionAmt0502356
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0502356
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09300661
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010279868
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02164818
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02124792
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02132963
IRS990/LandBldgEquipCostOrOtherBssAmt04297781
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
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 SOCIAL AND ECONOMIC 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, DIGITAL TRANSFORMATION ACADEMY, AND THE EDUCATIONAL OPPORTUNITY SCHOLARSHIP FUND.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0522464
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0532357
IRS990/NetAssetsOrFundBalancesBOYAmt012449430
IRS990/NetAssetsOrFundBalancesEOYAmt013223762
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0136016
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0136016
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt058538
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt058538
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0489405
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04869787
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04644325
IRS990/NoncashContributionsAmt013241
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0688
IRS990/OccupancyGrp/ManagementAndGeneralAmt017504
IRS990/OccupancyGrp/ProgramServicesAmt036605
IRS990/OccupancyGrp/TotalAmt054797
IRS990/OfficeExpensesGrp/FundraisingAmt0629
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010383
IRS990/OfficeExpensesGrp/ProgramServicesAmt014114
IRS990/OfficeExpensesGrp/TotalAmt025126
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0119849
IRS990/OtherAssetsTotalGrp/EOYAmt0129882
IRS990/OtherChangesInNetAssetsAmt08681
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012362
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06112
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034647
IRS990/OtherEmployeeBenefitsGrp/TotalAmt053121
IRS990/OtherExpensesGrp/Desc0EDUCATION PROGRAMS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2PROGRAM EVALUATIONS
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt01075
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03719
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1216
IRS990/OtherExpensesGrp/ProgramServicesAmt046537
IRS990/OtherExpensesGrp/ProgramServicesAmt18448
IRS990/OtherExpensesGrp/ProgramServicesAmt29000
IRS990/OtherExpensesGrp/ProgramServicesAmt37820
IRS990/OtherExpensesGrp/TotalAmt046537
IRS990/OtherExpensesGrp/TotalAmt113242
IRS990/OtherExpensesGrp/TotalAmt29000
IRS990/OtherExpensesGrp/TotalAmt38036
IRS990/OtherLiabilitiesGrp/BOYAmt0148216
IRS990/OtherLiabilitiesGrp/EOYAmt048943
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0152903
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt075603
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0428553
IRS990/OtherSalariesAndWagesGrp/TotalAmt0657059
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013579
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06714
IRS990/PayrollTaxesGrp/ProgramServicesAmt038056
IRS990/PayrollTaxesGrp/TotalAmt058349
IRS990/PensionPlanContributionsGrp/FundraisingAmt03922
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01939
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010992
IRS990/PensionPlanContributionsGrp/TotalAmt016853
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0310944
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0169073
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011892
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013485
IRS990/PrincipalOfficerNm0MARSHALL BRADLEY JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531190
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0462739
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14275
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0462739
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14275
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MATH & SCIENCE SUMMER PROGRAM HELD AT THE UOFL COLLEGE OF ARTS AND SCIENCES ENGAGES HIGH SCHOOL STUDENTS IN A REAL WORLD LABORATORY SETTING. APPROXIMATELY 100 HIGH SCHOOL STUDENTS IN GRADES 9-12 GATHER INFORMATION, CONDUCT SCIENTIFIC INVESTIGATIONS, SOLVE PROBLEMS, DESIGN PROJECTS, AND PRESENT SUSTAINABLE SOLUTIONS. THE PROGRAM UTILIZES STEM (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS) TEACHING STRATEGIES TO HELP STUDENTS RESEARCH THREE FOCUS AREAS OF BIODIVERSITY, WATER QUALITY, AND ENERGY. PROGRAM PARTNERS INCLUDE JEFFERSON COUNTY PUBLIC SCHOOLS, UOFL COLLEGE OF ARTS AND SCIENCES, UPS, GE, AND LG&E AND KU ENERGY LLC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt036344
IRS990/ProgSrvcAccomActy3Grp/Desc0DIGITAL TRANSFORMATION ACADEMY - PARTNERSHIP WITH THE UNIVERSITY OF LOUISVILLEEDUCATIONAL OPPORTUNITY SCHOLARSHIP FUNDWHITNEY M. YOUNG, JR. BIRTHPLACE (NATIONAL HISTORIC LANDMARK)SIMPSONVILLE PROPERTY (INCLUDES U.S. DEPT. OF LABOR LEASE INCOME).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0262801
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0463260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0847701
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0107741
IRS990/PYInvestmentIncomeAmt0300398
IRS990/PYOtherExpensesAmt0464970
IRS990/PYOtherRevenueAmt0140620
IRS990/PYProgramServiceRevenueAmt0466489
IRS990/PYRevenuesLessExpensesAmt0150358
IRS990/PYSalariesCompEmpBnftPaidAmt01032139
IRS990/PYTotalExpensesAmt01604850
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01755208
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0276246
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt058538
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03754
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0684642
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0847701
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0473556

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