Civic Intelligence

Jefferson County Public Education Foundation

990 • Fiscal year 2023 • EIN 61-1021128

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 09, 2023

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

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

100th percentile

983%

Faster asset growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

7742%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$21,584,986

Up $19,591,359 (+983%) from 2022

Net Assets

Up

$21,584,986

Up $19,591,359 (+983%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin98th percentile

Revenue

Up

$20,886,826

Up $20,620,486 (+7742%) from 2022

Expenses

Up

$1,531,884

Up $1,218,381 (+389%) from 2022

Net Income

Up

$19,354,942

Up $19,402,105 (+41138%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2023

Assets$21,584,986
Liabilities$0
Net Assets$21,584,986
Open 2023 Filing

Operations Trend

Revenue Growth100th 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

2023

Revenue$20,886,826
Expenses$1,531,884
Net Income$19,354,942
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 9, 2023
Return Version
2022v5.0
Gross Receipts
$45,128,496
Mission and Program Overview

Mission

Support of jefferson county, kentucky public schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,396,498$12,583,151▲ $11,186,653
Savings and Temporary Cash Investments$597,129$9,001,835▲ $8,404,706
Total Assets$1,993,627$21,584,986▲ $19,591,359
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$34,183$19,431,147▲ $19,396,964
Net Assets With Donor Restrictions$1,959,444$2,153,839▲ $194,395
Total Net Assets Fund Balance$1,993,627$21,584,986▲ $19,591,359
Total Liabilities and Net Assets / Fund Balance$1,993,627$21,584,986▲ $19,591,359

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,324,469-▲ $188,356-$1,491,825
2021$1,559,522-▼ $185,053-$1,324,469
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
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Franklin JelsmaChairman
James R AllenImmediate Past Chair
Elizabeth MaysVice Chair
Alex CornishMember
Audwin HeltonMember
Brigitte OwensMember
Carl ThomasMember
Carol TimmonsMember
Chrisiti Lanier-robinsonMember
Cynthia BenedictMember
Dr Alex Gerassimides MdMember
Henry Heuser JrMember
John MarshallMember
Justin MorrisMember
Ken SelvaggiMember
Kevin JoyntMember
Kevin ShurnMember
Mark ShirknessMember
Marty PollioMember
Meredith EricksonMember
Mitch RueMember
Robert J ArnoldMember
Ryan JonesMember
Seema ShethMember
Vidya RavichandranMember
Lynn HuetherSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,273,891
Program Service Revenue
$0
Investment Income
$580,238
Other Revenue
$32,697
All Other Contributions
$20,273,891
Change in Net Assets
$19,354,942

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,814,518
Revenue Not Reported on Financial Statements
$72,308
Revenue Not Reported on Form 990
$236,417
Total Revenue per Audited Statements
$21,050,935
Total Revenue per Form 990
$20,886,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,390,650
Other Expenses$141,234
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,260,919--$1,260,919
Grants to Domestic Individuals$129,731--$129,731
Fees for Service Investment Mgmnt Fees-$72,308-$72,308
Fees for Services Accounting-$11,800-$11,800
Conferences and Meetings$2,691--$2,691
Insurance-$2,054-$2,054
Other Expenses$1,438$2,952-$1,438
All Other Expenses$600--$600
Total Functional Expenses$1,442,770$89,114$0$1,531,884

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,531,884
Expenses per Audited Statements$1,459,576
Total Expenses per Audited Statements$1,459,576
Expenses Not Reported on Financial Statements$72,308
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jefferson County Public SchoolsLouisville, KY501c3To Fund Various Educational Programs$1,204,880
Community Foundation of LouisvilleLouisville, KY-2023 State of the District Scholarship - Jcps Employee Sponsored Student Scholarship Fund$47,264
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,616
Fundraising Direct Expenses$16,919
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
State of the District$49,616$49,616$3,847$45,769
Total Events$49,616$49,616$16,919$32,697
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
2023-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Huether
Formed
1983
Legal Domicile
Ky
Voting Board Members
22
Independent Board Members
22
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, 2023, 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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IRS990/FundraisingDirectExpensesAmt016919
IRS990/FundraisingGrossIncomeAmt049616
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IRS990/IRPDocumentCnt00
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
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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/NoListedPersonsCompensatedInd0X
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,584,986
Liabilities
$0
Net assets
$21,584,986
Revenue
$20,886,826
Expenses
$1,531,884
Net income
$19,354,942
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