Civic Intelligence

William D Mattingly Education Center Inc

EIN 61-1114534 • 501(c)3 • Louisville, KY

Profile

The organization is established exclusively for the charitable purpose of establishing a christian school for under privileged children and for providing support to 501(c)(3) organizations whose exempt purpose is to prevent cruelty to animals.

7917 Hall Farm DriveLouisville, KY 40291
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

2nd percentile

-146%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

70th percentile

$108,000

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

1277%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$0

Down $2,977,850 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $2,977,850 (-100%) from 2024

Revenue

Up

$2,038,597

Up $1,890,521 (+1277%) from 2024

Expenses

Up

$5,016,447

Up $4,965,360 (+9719%) from 2024

Net Income

Down

-$2,977,850

Down $3,074,839 (-3170%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,191,439Liabilities 2015: $84,735Net Assets 2015: $3,106,7042015Assets 2016: $3,170,610Liabilities 2016: $54,643Net Assets 2016: $3,115,9672016Assets 2017: $3,133,375Liabilities 2017: $54,969Net Assets 2017: $3,078,4062017Assets 2018: $3,108,616Liabilities 2018: $47,361Net Assets 2018: $3,061,2552018Assets 2019: $3,102,846Liabilities 2019: $41,991Net Assets 2019: $3,060,8552019Assets 2020: $3,129,473Liabilities 2020: $105,515Net Assets 2020: $3,023,9582020Assets 2021: $3,090,332Liabilities 2021: $68,100Net Assets 2021: $3,022,2322021Assets 2022: $3,000,204Liabilities 2022: $8,072Net Assets 2022: $2,992,1322022Assets 2023: $2,880,861Liabilities 2023: $0Net Assets 2023: $2,880,8612023Assets 2024: $2,977,850Liabilities 2024: $0Net Assets 2024: $2,977,8502024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2015: $200,423Expenses 2015: $221,859Net Income 2015: -$21,4362015Revenue 2016: $474,039Expenses 2016: $464,776Net Income 2016: $9,2632016Revenue 2017: $444,086Expenses 2017: $481,647Net Income 2017: -$37,5612017Revenue 2018: $460,492Expenses 2018: $477,643Net Income 2018: -$17,1512018Revenue 2019: $487,129Expenses 2019: $487,529Net Income 2019: -$4002019Revenue 2020: $471,241Expenses 2020: $508,138Net Income 2020: -$36,8972020Revenue 2021: $523,327Expenses 2021: $525,053Net Income 2021: -$1,7262021Revenue 2022: $550,145Expenses 2022: $580,245Net Income 2022: -$30,1002022Revenue 2023: $162,957Expenses 2023: $274,228Net Income 2023: -$111,2712023Revenue 2024: $148,076Expenses 2024: $51,087Net Income 2024: $96,9892024Revenue 2025: $2,038,597Expenses 2025: $5,016,447Net Income 2025: -$2,977,8502025

Highlighted filing

2025

Revenue$2,038,597
Expenses$5,016,447
Net Income-$2,977,850

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 15, 2025
Return Version
2024v5.2
Gross Receipts
$4,812,932
Mission and Program Overview

Mission

The organization is established exclusively for the charitable purpose of establishing a christian school for under privileged children and for providing support to 501(c)(3) organizations whose exempt purpose is to prevent cruelty to animals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,977,850--
Land, Buildings, and Equipment, Net$2,767,420--
Cash and Non-Interest-Bearing Accounts$210,430--
Total Assets$2,977,850$0▼ $2,977,850
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,977,850$0▼ $2,977,850
Total Liabilities and Net Assets / Fund Balance$2,977,850$0▼ $2,977,850
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Shawn S FugatePresidentPT$108,000$108,000
Shawn S FugateSecretaryPT$108,000$108,000
Jp K FugateVice-presidentPT$12,000$12,000

Highest Paid Contractors

ContractorServicesLocationCompensation
Anthony J FugateManagement Servs7917 HALL FARM DRIVE, Louisville, KY 40291$108,000
Revenue and Support

Revenue Composition

Contributions and Grants
$296
Program Service Revenue
$0
Investment Income
$1,883,216
Other Revenue
$155,085
Change in Net Assets
$-2,977,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,652,627
Salaries, Compensation, and Employee Benefits$228,000
Other Expenses$135,820
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,652,627--$4,652,627
Current Officers, Directors, Trustees, and Key Employees$12,000$216,000-$228,000
Fees for Services Management-$108,000-$108,000
Fees for Services Accounting$2,700--$2,700
Other Expenses$1,050$56-$56
Total Functional Expenses$4,692,377$324,070$0$5,016,447
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Fugatemattingly Foundation IncPineville, KY501Undesignated$3,200,766
Derek Anthony Foundation IncLouisville, KY501Undesignated$1,451,861
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Brenda FugateSpouse of Orgs Vice-presidentCompensation for Records ManagementNo-
Jp FugateVice-presidentdirectorSeverance PayNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

The organizations president, shawn fugate, is the nephew of the organizations vice-president, jp fugate, and the father of the organizations secretary, shawn fugate ii.the organizations vice-president, jp fugate, is the uncle of the organizations president, shawn fugate, and is the great-uncle of the organizations secretary, shawn fuage ii.the organizations secretary, shawn fugate ii, is the son of the organizations president, shawn fugate, and is the great-nephew of the organizations vice-president, jp fugate.

Form 990 governing body review Part VI line 11

After the organizations annual form 990 is completed by the organizations tax preparer, a board meeting is held requiring all officers of the organization to be in attendance. At the meeting, a copy of the form 990 is passed out to all officers and a review of the form 990 is completed at the board meeting. After review, all board members vote to file the form 990 as prepared. If approved for filing, the form 990 is then filed with the irs. If changes are requested by any officer, the form 990 is sent back to the tax preparer and the changes are made if needed. After the changes are made, the board meets again to review the changes and have a vote to file the revised form 990.

Governing documents etc available to public Part VI line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public during the tax year by maintaining copies of these documents at the vice-presidents home located in louisville, ky. Anyone requesting these documents is referred to the vice-president and he forwards any documents requested to the requesting entity. Such a request for documents is never denied. The organization also files a copy of its annual form 990 and required schedules with the kentucky attorney generals office where a copy of the organizations annual form 990 is kept for public viewing.

Filing and Contact Details

Filer

Filer Name
William D Mattingly Education Center Inc
EIN
61-1114534
In Care Of
% SHAWN FUGATE
Phone
5022393345
Address
7917 HALL FARM DRIVE, LOUISVILLE, KY 40291

Signing Officer

Name
Shawn Fugate Mc
Title
President
Phone
6062696666
Signed
2025-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shawn S Fugate
Formed
1986
Legal Domicile
Ky
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Cook & Cheek Cpas
Address
302 FALLS STREET, London, KY 40741
Preparer
Michael Cheek
Phone
6068772654
Supplemental Narrative

Additional Explanations

Cessation of or significant change to any program service Part III line 3

On december 31, 2022 the organization permanently closed the private school it had been operating for several years. The organization does not intend on reopening the private school in the future. The organization was dissolved on june 30, 2025. During the fye june 30, 2025 all remaining assets were sold and distributed to other qualified charities as outlined in the organizations governing document.

General explanation attachment

Schedule e, part i, line 3:the organization advertises on its brochures and periodically over local radio and local newspaper. In each advertisement the organization discloses its nondiscriminatory policy by stating that the organization does not discriminate against any employee, applicant, student, or any other participant on the basis of sex, race, ethnicity, or national origin.

Raw XML Appendix379 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATION IS ESTABLISHED EXCLUSIVELY FOR THE CHARITABLE PURPOSE OF ESTABLISHING A CHRISTIAN SCHOOL FOR UNDER PRIVILEGED CHILDREN AND FOR PROVIDING SUPPORT TO 501(C)(3) ORGANIZATIONS WHOSE EXEMPT PURPOSE IS TO PREVENT CRUELTY TO ANIMALS.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JP K FUGATE
IRS990/BooksInCareOfDetail/PhoneNum05025528888
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07917 HALL FARM DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040291
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0210430
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0216000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt012000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0228000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0108000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07917 HALL FARM DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOUISVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0KY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd040291
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0ANTHONY J FUGATE
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT SERVS
IRS990/ContractTerminationInd0X
IRS990/ContriRptFundraisingEventAmt0296
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0296
IRS990/CYGrantsAndSimilarPaidAmt04652627
IRS990/CYInvestmentIncomeAmt01883216
IRS990/CYOtherExpensesAmt0135820
IRS990/CYOtherRevenueAmt0155085
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2977850
IRS990/CYSalariesCompEmpBnftPaidAmt0228000
IRS990/CYTotalExpensesAmt05016447
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02038597
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0OPERATE A PRIVATE CHRISTIAN SCHOOL FOR ELEMENTARY STUDENTS GRADES K - 12.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt04692377
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02700
IRS990/FeesForServicesAccountingGrp/TotalAmt02700
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0108000
IRS990/FeesForServicesManagementGrp/TotalAmt0108000
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0SHAWN S FUGATE
IRS990/Form990PartVIISectionAGrp/PersonNm1SHAWN S FUGATE
IRS990/Form990PartVIISectionAGrp/PersonNm2JP K FUGATE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0108000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1108000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt212000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingAmt0296
IRS990/GainOrLossGrp/OtherAmt01883184
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04652627
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04652627
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04650604
IRS990/GrossReceiptsAmt04812932
IRS990/GrossRentsGrp/RealAmt0162000
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt032
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02767420
IRS990/LegalDomicileStateCd0KY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt02767420
IRS990/LessRentalExpensesGrp/RealAmt06915
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION IS ESTABLISHED EXCLUSIVELY FOR THE CHARITABLE PURPOSE OF ESTABLISHING A CHRISTIAN SCHOOL FOR UNDER PRIVILEGED CHILDREN AND FOR PROVIDING SUPPORT TO 501(C)(3) ORGANIZATIONS WHOSE EXEMPT PURPOSE IS TO PREVENT CRUELTY TO ANIMALS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02977850
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01883184
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01883184
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0155085
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0155085
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Records Management
IRS990/OtherExpensesGrp/Desc1Bank Service Charges
IRS990/OtherExpensesGrp/Desc2Telephone
IRS990/OtherExpensesGrp/Desc3Filing Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt156
IRS990/OtherExpensesGrp/ProgramServicesAmt024000
IRS990/OtherExpensesGrp/ProgramServicesAmt11050
IRS990/OtherExpensesGrp/TotalAmt024000
IRS990/OtherExpensesGrp/TotalAmt114
IRS990/OtherExpensesGrp/TotalAmt21050
IRS990/OtherExpensesGrp/TotalAmt356
IRS990/PartialLiquidationInd0true
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SHAWN S FUGATE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt015
IRS990/PYOtherExpensesAmt039087
IRS990/PYOtherRevenueAmt0148061
IRS990/PYRevenuesLessExpensesAmt096989
IRS990/PYSalariesCompEmpBnftPaidAmt012000
IRS990/PYTotalExpensesAmt051087
IRS990/PYTotalRevenueAmt0148076
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2977850
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0155085
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02038597
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02977850
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt01451861
IRS990ScheduleI/RecipientTable/CashGrantAmt13200766
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt06000000
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0REAL ESTATE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNDESIGNATED
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1UNDESIGNATED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DEREK ANTHONY FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE FUGATEMATTINGLY FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0814360958
IRS990ScheduleI/RecipientTable/RecipientEIN1822640947
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07917 HALL FARM DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1424 TENNESSEE AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PINEVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040291
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd140977
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0INDEPENDENT APPRAISAL
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JP FUGATE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1BRENDA FUGATE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0VICE-PRESIDENTDIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SPOUSE OF ORGS VICE-PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEVERANCE PAY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1COMPENSATION FOR RECORDS MANAGEMENT
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0true
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessor2Ind0true
IRS990ScheduleN/EmployeeOfSuccessorInd0true
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0SCHOOL BLDG & 32 ACRES AT 11501 SCHLATTER RD LOUISVILLE KY 40291
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1OUTER LOOP SHOPPING CENTER OLD K-MART BUILDING
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0LIGHTHOUSE PROMISE INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt1THE FUGATE MATTINGLY FOUNDATION INC
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02024-11-07
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12025-05-08
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0611362760
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1822640947
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt04650604
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt16000000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501C3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501C3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0SALES PRICE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1QUALIFIEDAPPRAISAL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt05312 SHEPHERDSVILLE RD
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1424 TENNESSEE AVE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0LOUISVILLE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1Pineville
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0KY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1KY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd040228
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd140977
IRS990ScheduleN/OwnerOfSuccessor2Ind0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS PRESIDENT, SHAWN FUGATE, IS THE NEPHEW OF THE ORGANIZATIONS VICE-PRESIDENT, JP FUGATE, AND THE FATHER OF THE ORGANIZATIONS SECRETARY, SHAWN FUGATE II.THE ORGANIZATIONS VICE-PRESIDENT, JP FUGATE, IS THE UNCLE OF THE ORGANIZATIONS PRESIDENT, SHAWN FUGATE, AND IS THE GREAT-UNCLE OF THE ORGANIZATIONS SECRETARY, SHAWN FUAGE II.THE ORGANIZATIONS SECRETARY, SHAWN FUGATE II, IS THE SON OF THE ORGANIZATIONS PRESIDENT, SHAWN FUGATE, AND IS THE GREAT-NEPHEW OF THE ORGANIZATIONS VICE-PRESIDENT, JP FUGATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER THE ORGANIZATIONS ANNUAL FORM 990 IS COMPLETED BY THE ORGANIZATIONS TAX PREPARER, A BOARD MEETING IS HELD REQUIRING ALL OFFICERS OF THE ORGANIZATION TO BE IN ATTENDANCE. AT THE MEETING, A COPY OF THE FORM 990 IS PASSED OUT TO ALL OFFICERS AND A REVIEW OF THE FORM 990 IS COMPLETED AT THE BOARD MEETING. AFTER REVIEW, ALL BOARD MEMBERS VOTE TO FILE THE FORM 990 AS PREPARED. IF APPROVED FOR FILING, THE FORM 990 IS THEN FILED WITH THE IRS. IF CHANGES ARE REQUESTED BY ANY OFFICER, THE FORM 990 IS SENT BACK TO THE TAX PREPARER AND THE CHANGES ARE MADE IF NEEDED. AFTER THE CHANGES ARE MADE, THE BOARD MEETS AGAIN TO REVIEW THE CHANGES AND HAVE A VOTE TO FILE THE REVISED FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR BY MAINTAINING COPIES OF THESE DOCUMENTS AT THE VICE-PRESIDENTS HOME LOCATED IN LOUISVILLE, KY. ANYONE REQUESTING THESE DOCUMENTS IS REFERRED TO THE VICE-PRESIDENT AND HE FORWARDS ANY DOCUMENTS REQUESTED TO THE REQUESTING ENTITY. SUCH A REQUEST FOR DOCUMENTS IS NEVER DENIED. THE ORGANIZATION ALSO FILES A COPY OF ITS ANNUAL FORM 990 AND REQUIRED SCHEDULES WITH THE KENTUCKY ATTORNEY GENERALS OFFICE WHERE A COPY OF THE ORGANIZATIONS ANNUAL FORM 990 IS KEPT FOR PUBLIC VIEWING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ON DECEMBER 31, 2022 THE ORGANIZATION PERMANENTLY CLOSED THE PRIVATE SCHOOL IT HAD BEEN OPERATING FOR SEVERAL YEARS. THE ORGANIZATION DOES NOT INTEND ON REOPENING THE PRIVATE SCHOOL IN THE FUTURE. THE ORGANIZATION WAS DISSOLVED ON JUNE 30, 2025. DURING THE FYE JUNE 30, 2025 ALL REMAINING ASSETS WERE SOLD AND DISTRIBUTED TO OTHER QUALIFIED CHARITIES AS OUTLINED IN THE ORGANIZATIONS GOVERNING DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHEDULE E, PART I, LINE 3:THE ORGANIZATION ADVERTISES ON ITS BROCHURES AND PERIODICALLY OVER LOCAL RADIO AND LOCAL NEWSPAPER. IN EACH ADVERTISEMENT THE ORGANIZATION DISCLOSES ITS NONDISCRIMINATORY POLICY BY STATING THAT THE ORGANIZATION DOES NOT DISCRIMINATE AGAINST ANY EMPLOYEE, APPLICANT, STUDENT, OR ANY OTHER PARTICIPANT ON THE BASIS OF SEX, RACE, ETHNICITY, OR NATIONAL ORIGIN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Cessation of or significant change to any program service Part III line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4General explanation attachment
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0true
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt02977850
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt02977850
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0296
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0324070
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04692377
IRS990/TotalFunctionalExpensesGrp/TotalAmt05016447
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02977850
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04692377
IRS990/TotalReportableCompFromOrgAmt0228000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02038301
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02038597
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02977850
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0424 W TENNESSEE AVE
IRS990/USAddress/CityNm0PINEVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040977
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHAWN FUGATE MC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06062696666
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM D MATTINGLY EDUCATION CENTER INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0611114534
ReturnHeader/Filer/InCareOfNm0% SHAWN FUGATE
ReturnHeader/Filer/PhoneNum05022393345
ReturnHeader/Filer/USAddress/AddressLine1Txt07917 HALL FARM DRIVE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040291
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203869958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOK & CHEEK CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 FALLS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0London
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040741
ReturnHeader/PreparerPersonGrp/PhoneNum06068772654
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL CHEEK
ReturnHeader/ReturnTs02025-08-11T07:51:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.