Civic Intelligence

Jefferson County Public Education Foundation

990 • Fiscal year 2021 • EIN 61-1021128

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 29, 2021

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

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

60th percentile

15%

Faster asset growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-33%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,278,942

Up $289,269 (+15%) from 2020

Net Assets

Up

$2,278,942

Up $289,269 (+15%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin8th percentile

Revenue

Down

$267,739

Down $130,581 (-33%) from 2020

Expenses

Down

$344,425

Down $415,237 (-55%) from 2020

Net Income

Up

-$76,686

Up $284,656 (+79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2021

Assets$2,278,942
Liabilities$0
Net Assets$2,278,942
Open 2021 Filing

Operations Trend

Revenue Growth9th 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

2021

Revenue$267,739
Expenses$344,425
Net Income-$76,686
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 29, 2021
Return Version
2020v4.1
Gross Receipts
$710,542
Mission and Program Overview

Mission

Support of jefferson county, kentucky public schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,274,871$1,654,250▲ $379,379
Savings and Temporary Cash Investments$714,802$624,692▼ $90,110
Total Assets$1,989,673$2,278,942▲ $289,269
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,965,124$2,259,748▲ $294,624
Net Assets Without Donor Restrictions$24,549$19,194▼ $5,355
Total Net Assets Fund Balance$1,989,673$2,278,942▲ $289,269
Total Liabilities and Net Assets / Fund Balance$1,989,673$2,278,942▲ $289,269

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,251,703-▲ $398,119-$1,559,522
2019$1,216,488-▲ $35,215-$1,251,703
2018$1,112,536-▲ $103,952-$1,216,488
2017$1,068,519$163▲ $43,854-$1,112,536
2016-$1,068,505▲ $14-$1,068,519
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Franklin JelsmaChairman
James R AllenImmediate Past Chair
Audwin HeltonVice Chairman
Alex CornishMember
Carl ThomasMember
Carol TimmonsMember
Cynthia BenedictMember
Dr Alex Gerassimides MdMember
Elizabeth MaysMember
Henry Heuser JrMember
John MarshallMember
Ken SelvaggiMember
Kevin JoyntMember
Kevin ShurnMember
Malcom Chancey JrMember
Mark ShirknessMember
Meredith EricksonMember
Mitch RueMember
Robert J ArnoldMember
Tiffany RobinsonMember
Vidya RavichandranMember
Lynn HuetherSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$198,748
Program Service Revenue
$0
Investment Income
$68,991
Other Revenue
$0
All Other Contributions
$198,748
Change in Net Assets
$-76,686

Audited Revenue Reconciliation

Revenue per Audited Statements
$253,918
Revenue Not Reported on Financial Statements
$13,821
Revenue Not Reported on Form 990
$365,955
Total Revenue per Audited Statements
$619,873
Total Revenue per Form 990
$267,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$260,317
Other Expenses$84,108
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$179,210--$179,210
Grants to Domestic Orgs$81,107--$81,107
Fees for Service Investment Mgmnt Fees-$13,821-$13,821
Fees for Services Accounting-$10,419-$10,419
Insurance-$9,041-$9,041
Other Expenses$1,200$3,064-$1,200
All Other Expenses$781--$781
Conferences and Meetings$100--$100
Total Functional Expenses$308,080$36,345$0$344,425

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$344,425
Expenses per Audited Statements$330,604
Total Expenses per Audited Statements$330,604
Expenses Not Reported on Financial Statements$13,821
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jefferson County Public SchoolsLouisville, KY-To Fund Various Educational Programs$48,883
Community FoundationLouisville, KY-Reading and Scholarship Programs$13,715
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 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
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
2021-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Huether
Formed
1983
Legal Domicile
Ky
Voting Board Members
21
Independent Board Members
21
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, 2021, 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. The foundation is not currently being examined and management believes its tax-exempt status would be upheld under examination.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST CHAIR
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0SUPPORT OF JEFFERSON COUNTY, KENTUCKY PUBLIC SCHOOLS
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt043445
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1DUES AND FEES
IRS990/OtherExpensesGrp/Desc2BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/Desc3JUDGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03064
IRS990/OtherExpensesGrp/ProgramServicesAmt037750
IRS990/OtherExpensesGrp/ProgramServicesAmt17932
IRS990/OtherExpensesGrp/ProgramServicesAmt21200
IRS990/OtherExpensesGrp/TotalAmt037750
IRS990/OtherExpensesGrp/TotalAmt17932
IRS990/OtherExpensesGrp/TotalAmt23064
IRS990/OtherExpensesGrp/TotalAmt31200
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LYNN HUETHER
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0398320
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-76686
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0714802
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0693954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0969691
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IRS990ScheduleA/TotalSupportAmt05847776
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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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, 2021, 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. 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:
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IRS990ScheduleD/TotalRevenuePerForm990Amt0267739

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,278,942
Liabilities
$0
Net assets
$2,278,942
Revenue
$267,739
Expenses
$344,425
Net income
-$76,686
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