Civic Intelligence

Jefferson County Public Education Foundation

990 • Fiscal year 2018 • EIN 61-1021128

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileN/A
PO Box 35368Louisville, KY 40202

(502) 212-3112

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-93%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

4th percentile

-28%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,284,936

Down $883,900 (-28%) from 2017

Net Assets

Down

$2,284,936

Down $883,900 (-28%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin3rd percentile

Revenue

Down

$990,433

Down $2,471,117 (-71%) from 2017

Expenses

Up

$1,907,583

Up $400,315 (+27%) from 2017

Net Income

Down

-$917,150

Down $2,871,432 (-147%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$30M$20M$10M$0Assets 2010: $1,798,753Liabilities 2010: $0Net Assets 2010: $1,798,7532010Assets 2011: $2,035,401Liabilities 2011: $0Net Assets 2011: $2,035,4012011Assets 2012: $1,995,308Liabilities 2012: $0Net Assets 2012: $1,995,3082012Assets 2013: $1,582,351Liabilities 2013: $0Net Assets 2013: $1,582,3512013Assets 2014: $1,625,514Liabilities 2014: $0Net Assets 2014: $1,625,5142014Assets 2015: $1,358,972Liabilities 2015: $0Net Assets 2015: $1,358,9722015Assets 2016: $1,214,554Liabilities 2016: $0Net Assets 2016: $1,214,5542016Assets 2017: $3,168,836Liabilities 2017: $0Net Assets 2017: $3,168,8362017Assets 2018: $2,284,936Liabilities 2018: $0Net Assets 2018: $2,284,9362018Assets 2019: $2,331,850Liabilities 2019: $0Net Assets 2019: $2,331,8502019Assets 2020: $1,989,673Liabilities 2020: $0Net Assets 2020: $1,989,6732020Assets 2021: $2,278,942Liabilities 2021: $0Net Assets 2021: $2,278,9422021Assets 2022: $1,993,627Liabilities 2022: $0Net Assets 2022: $1,993,6272022Assets 2023: $21,584,986Liabilities 2023: $0Net Assets 2023: $21,584,9862023Assets 2024: $22,154,827Liabilities 2024: $0Net Assets 2024: $22,154,8272024Assets 2025: $22,207,932Liabilities 2025: $0Net Assets 2025: $22,207,9322025

Highlighted filing

2018

Assets$2,284,936
Liabilities$0
Net Assets$2,284,936
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $1,161,3322010Expenses 2011: $1,134,2382011Revenue 2012: $1,574,927Expenses 2012: $1,615,020Net Income 2012: -$40,0932012Revenue 2013: $588,015Expenses 2013: $1,000,972Net Income 2013: -$412,9572013Revenue 2014: $870,861Expenses 2014: $827,698Net Income 2014: $43,1632014Revenue 2015: $1,073,266Expenses 2015: $1,339,808Net Income 2015: -$266,5422015Revenue 2016: $847,744Expenses 2016: $992,162Net Income 2016: -$144,4182016Revenue 2017: $3,461,550Expenses 2017: $1,507,268Net Income 2017: $1,954,2822017Revenue 2018: $990,433Expenses 2018: $1,907,583Net Income 2018: -$917,1502018Revenue 2019: $729,732Expenses 2019: $771,585Net Income 2019: -$41,8532019Revenue 2020: $398,320Expenses 2020: $759,662Net Income 2020: -$361,3422020Revenue 2021: $267,739Expenses 2021: $344,425Net Income 2021: -$76,6862021Revenue 2022: $266,340Expenses 2022: $313,503Net Income 2022: -$47,1632022Revenue 2023: $20,886,826Expenses 2023: $1,531,884Net Income 2023: $19,354,9422023Revenue 2024: $979,621Expenses 2024: $2,407,263Net Income 2024: -$1,427,6422024Revenue 2025: $1,279,351Expenses 2025: $3,425,643Net Income 2025: -$2,146,2922025

Highlighted filing

2018

Revenue$990,433
Expenses$1,907,583
Net Income-$917,150
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$1,047,744
Mission and Program Overview

Mission

Support of jefferson county, kentucky public schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$1,312,075-
Savings and Temporary Cash Investments$3,168,836$972,861▼ $2,195,975
Total Assets$3,168,836$2,284,936▼ $883,900
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,988,347$1,119,020▼ $869,327
Permanently Rstr Net Assets$1,068,505$1,112,536▲ $44,031
Unrestricted Net Assets$111,984$53,380▼ $58,604
Total Net Assets Fund Balance$3,168,836$2,284,936▼ $883,900
Total Liabilities and Net Assets / Fund Balance$3,168,836$2,284,936▼ $883,900

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,068,519$163▲ $43,854-$1,112,536
2016-$1,068,505▲ $14-$1,068,519
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
James R AllenChairman
Franklin JelsmaVice Chairman
Sam CorbettExecutive Director
Al CornishMember
Audwin HeltonMember
Carl ThomasMember
Carol TimmonsMember
Dr Alex Gerassimides MdMember
Elizabeth MaysMember
Henry Heuser JrMember
Jannie BroussardMember
Jeff UligianMember
Joseph SeilerMember
Ken SelvaggiMember
Kevin JoyntMember
Kevin ShurnMember
Malcolm B Chancey JrMember
Mark ShirknessMember
Meredith EricksonMember
Mitch RueMember
Robert J ArnoldMember
Vik ChadhaMember
Lynn HuetherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$969,691
Program Service Revenue
$0
Investment Income
$20,742
Other Revenue
$0
All Other Contributions
$969,691
Change in Net Assets
$-917,150

Audited Revenue Reconciliation

Revenue per Audited Statements
$990,433
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$33,250
Total Revenue per Audited Statements
$1,023,683
Total Revenue per Form 990
$990,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,771,688
Other Expenses$135,895
Total Fundraising Expense$45,396
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,771,688--$1,771,688
Fees for Services Management$45,396$22,698$45,396$113,490
Fees for Service Investment Mgmnt Fees-$9,548-$9,548
Fees for Services Accounting-$6,685-$6,685
Office Expenses-$4,250-$4,250
Insurance-$1,922-$1,922
Total Functional Expenses$1,817,084$45,103$45,396$1,907,583

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,907,583
Total Expenses per Audited Statements$1,907,583
Total Expenses per Form 990$1,907,583
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jefferson County Public SchoolsLouisville, KY-To Fund Various Educational Programs$1,438,186
Spalding UniversityLouisville, KY-Scholarships$53,330
Community FoundationLouisville, KY-Reading and Scholarship Programs$48,901
JctcLouisville, KY-Scholarships$14,835
Wilt ElementaryLouisville, KY-Metro Govt Grants$12,279
Dollywood FoundationPigeon Forge, TN-Imagination Library$11,672
New Albany - Floyd County Edu FoundationNew Albany, IN-Imagination Library$9,000
Cochran ElementaryLouisville, KY-Teacher Excellence Awards$5,000
Morehead State UniversityMorehead, KY-Scholarships$5,000
St Matthews ElementaryLouisville, KY-Metro Govt Grants$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
Audit committee
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
No
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

“The secretary/treasurer reviews the 990 before filing and the board reviews a copy of the 990 after it is filed.”

Form 990, Part VI, Section C, Line 19

“These documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Jefferson County Public Education
EIN
61-1021128
Phone
5022123112
Address
PO BOX 35368, LOUISVILLE, KY 40202

Signing Officer

Name
Lynn Huether
Title
Secretary/treasurer
Phone
5022123112
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Huether
Formed
1983
Legal Domicile
Ky
Voting Board Members
25
Independent Board Members
25
Employees
0
Volunteers
0

Preparer

Firm
MONROE SHINE & CO INC CPA'S
Address
PO BOX 22039, LOUISVILLE, KY 40252-9804
Preparer
Jeremy M Finn CPA
Phone
5024230311
Supplemental Narrative

Additional Explanations

Part XII, Line C

“This purpose has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“To fund scholarship programs”

PART X, LINE 2:

“The foundation has implemented the accounting guidance for uncertainty in income taxes. Under that guidance, tax positions need to be recognized in the financial statements when it is more-likely-than-not the position will be sustained upon examination by the tax authorities. As of june 30, 2017, the foundation has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The foundation files federal income tax returns. Returns filed for the tax years ended on or after june 30, 2016 are subject to examination. The foundation is not currently being examined and management believes its tax-exempt status would be upheld under examination.”

Raw XML AppendixShowing 400 of 562 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT OF JEFFERSON COUNTY, KENTUCKY PUBLIC SCHOOLS
IRS990/AllOtherContributionsAmt0969691
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LYNN HUETHER TREASURER
IRS990/BooksInCareOfDetail/PhoneNum05022123112
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03620 FERN VALLEY ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040219
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0969691
IRS990/CYGrantsAndSimilarPaidAmt01771688
IRS990/CYInvestmentIncomeAmt020742
IRS990/CYOtherExpensesAmt0135895
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-917150
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01907583
IRS990/CYTotalFundraisingExpenseAmt045396
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0990433
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANTS AND ALLOCATIONS TO THE JEFFERSON COUNTY PUBLIC SCHOOL SYSTEM IN KENTUCKY AND INDIVIDUALS TO PROMOTE EDUCATIONAL IMPROVEMENTS IN ELEMENTARY, MIDDLE, AND HIGH SCHOOLS AND EARLY CHILDHOOD EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01817084
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06685
IRS990/FeesForServicesAccountingGrp/TotalAmt06685
IRS990/FeesForServicesManagementGrp/FundraisingAmt045396
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt022698
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt045396
IRS990/FeesForServicesManagementGrp/TotalAmt0113490
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09548
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09548
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt93.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
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/PersonNm0JAMES R ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANKLIN JELSMA
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH SEILER
IRS990/Form990PartVIISectionAGrp/PersonNm3AUDWIN HELTON
IRS990/Form990PartVIISectionAGrp/PersonNm4HENRY HEUSER JR
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK SHIRKNESS
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN SHURN
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFF ULIGIAN
IRS990/Form990PartVIISectionAGrp/PersonNm8AL CORNISH
IRS990/Form990PartVIISectionAGrp/PersonNm9LYNN HUETHER
IRS990/Form990PartVIISectionAGrp/PersonNm10KEN SELVAGGI
IRS990/Form990PartVIISectionAGrp/PersonNm11MALCOLM B CHANCEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT J ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm13VIK CHADHA
IRS990/Form990PartVIISectionAGrp/PersonNm14DR ALEX GERASSIMIDES MD
IRS990/Form990PartVIISectionAGrp/PersonNm15KEVIN JOYNT
IRS990/Form990PartVIISectionAGrp/PersonNm16MITCH RUE
IRS990/Form990PartVIISectionAGrp/PersonNm17CAROL TIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm18JANNIE BROUSSARD
IRS990/Form990PartVIISectionAGrp/PersonNm19MEREDITH ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm20CARL THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm21ELIZABETH MAYS
IRS990/Form990PartVIISectionAGrp/PersonNm22SAM CORBETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01515
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt01771688
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01771688
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01771688
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt058826
IRS990/GrossReceiptsAmt01047744
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01922
IRS990/InsuranceGrp/TotalAmt01922
IRS990/InvestmentIncomeGrp/ExclusionAmt019227
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019227
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01312075
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt057311
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT OF JEFFERSON COUNTY, KENTUCKY PUBLIC SCHOOLS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03168836
IRS990/NetAssetsOrFundBalancesEOYAmt02284936
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01515
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01515
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt033250
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04250
IRS990/OfficeExpensesGrp/TotalAmt04250
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01068505
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01112536
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LYNN HUETHER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03461275
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01317235
IRS990/PYInvestmentIncomeAmt0275
IRS990/PYOtherExpensesAmt0190033
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01954282
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01507268
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03461550
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-917150
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03168836
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0972861
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0969691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03461275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0847608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01073124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0870698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt07222396
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt020742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0142
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0163
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021458
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.49120
IRS990ScheduleA/PublicSupportPY170Pct00.51470
IRS990ScheduleA/PublicSupportTotal170Amt03557996
IRS990ScheduleA/SubstantialContributorsTotAmt03664400
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0969691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03461275
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0847608
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01073124
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0870698
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07222396
IRS990ScheduleA/TotalSupportAmt07243854
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01068519
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0163
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01112536
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt043854
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01068505
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01068519
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01907583
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt033250
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt033250
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0990433
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO FUND SCHOLARSHIP PROGRAMS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES. UNDER THAT GUIDANCE, TAX POSITIONS NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2017, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES FEDERAL INCOME TAX RETURNS. RETURNS FILED FOR THE TAX YEARS ENDED ON OR AFTER JUNE 30, 2016 ARE SUBJECT TO EXAMINATION. THE FOUNDATION IS NOT CURRENTLY BEING EXAMINED AND MANAGEMENT BELIEVES ITS TAX-EXEMPT STATUS WOULD BE UPHELD UNDER EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01907583
IRS990ScheduleD/TotalRevenuePerForm990Amt0990433
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01023683
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01907583
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01438186
IRS990ScheduleI/RecipientTable/CashGrantAmt153330
IRS990ScheduleI/RecipientTable/CashGrantAmt248901
IRS990ScheduleI/RecipientTable/CashGrantAmt314835
IRS990ScheduleI/RecipientTable/CashGrantAmt412279
IRS990ScheduleI/RecipientTable/CashGrantAmt511672
IRS990ScheduleI/RecipientTable/CashGrantAmt69000
IRS990ScheduleI/RecipientTable/CashGrantAmt75000
IRS990ScheduleI/RecipientTable/CashGrantAmt85000
IRS990ScheduleI/RecipientTable/CashGrantAmt95000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND VARIOUS EDUCATIONAL PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2READING AND SCHOLARSHIP PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4METRO GOVT GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5IMAGINATION LIBRARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6IMAGINATION LIBRARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7TEACHER EXCELLENCE AWARDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8METRO GOVT GRANTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JEFFERSON COUNTY PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SPALDING UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3JCTC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4WILT ELEMENTARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5DOLLYWOOD FOUNDATION

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,284,936
Liabilities
$0
Net assets
$2,284,936
Revenue
$990,433
Expenses
$1,907,583
Net income
-$917,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$0.00$22.2$1.28$3.43$2.15
2024Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$0.98$2.41$1.43
2023Detailed filing. Detailed filing data is available for this year.$21.6$0.00$21.6$20.9$1.53$19.4
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.27$0.31$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.27$0.34$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.40$0.76$0.36
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.73$0.77$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.99$1.91$0.92
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$3.46$1.51$1.95
2016Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.85$0.99$0.14
2015Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$1.07$1.34$0.27
2014Summary only. Only limited summary data is available for this year.$1.63$0.00$1.63$0.87$0.83$0.04
2013Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$0.59$1.00$0.41
2012Summary only. Only limited summary data is available for this year.$2.00$0.00$2.00$1.57$1.62$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$1.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$1.16