Civic Intelligence

George W and Lolita D Kern Educational Assistance Fund

990PF • Fiscal year 2023 • EIN 61-1240355

Jun 01, 2022 to May 31, 2023 • Filed on Oct 13, 2023

P O Box 952Winchester, KY 40392-0952

(859) 744-6803

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

13th percentile

-49%

Higher net margin than 13% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

34th percentile

-1.8%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

584%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,145,335

Down $20,571 (-1.8%) from 2022

Net Assets

$1,145,335

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$41,899

Up $35,770 (+584%) from 2022

Expenses

Down

$62,470

Down $19,869 (-24%) from 2022

Net Income

Up

-$20,571

Up $55,639 (+73%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,193,855Liabilities 2011: $02011Assets 2012: $1,153,739Liabilities 2012: $02012Assets 2013: $1,117,799Liabilities 2013: $02013Assets 2014: $1,072,183Liabilities 2014: $02014Assets 2015: $1,033,918Liabilities 2015: $02015Assets 2018: $930,588Liabilities 2018: $02018Assets 2019: $889,054Liabilities 2019: $02019Assets 2020: $934,454Liabilities 2020: $02020Assets 2021: $1,242,116Liabilities 2021: $02021Assets 2022: $1,165,906Liabilities 2022: $02022Assets 2023: $1,145,335Liabilities 2023: $0Net Assets 2023: $1,145,3352023Assets 2024: $1,074,818Liabilities 2024: $0Net Assets 2024: $1,074,8182024Assets 2025: $1,020,450Liabilities 2025: $0Net Assets 2025: $1,020,4502025

Highlighted filing

2023

Assets$1,145,335
Liabilities$0
Net Assets$1,145,335

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $25,490Expenses 2011: $49,229Net Income 2011: -$23,7392011Revenue 2012: $20,260Expenses 2012: $60,376Net Income 2012: -$40,1162012Revenue 2013: $31,847Expenses 2013: $67,787Net Income 2013: -$35,9402013Revenue 2014: $15,475Expenses 2014: $61,091Net Income 2014: -$45,6162014Revenue 2015: $14,621Expenses 2015: $52,886Net Income 2015: -$38,2652015Revenue 2018: $24,282Expenses 2018: $36,106Net Income 2018: -$11,8242018Revenue 2019: $32,572Expenses 2019: $74,106Net Income 2019: -$41,5342019Revenue 2020: $130,516Expenses 2020: $85,116Net Income 2020: $45,4002020Revenue 2021: $387,330Expenses 2021: $79,668Net Income 2021: $307,6622021Revenue 2022: $6,129Expenses 2022: $82,339Net Income 2022: -$76,2102022Revenue 2023: $41,899Expenses 2023: $62,470Net Income 2023: -$20,5712023Revenue 2024: $31,816Expenses 2024: $102,333Net Income 2024: -$70,5172024Revenue 2025: $58,414Expenses 2025: $112,782Net Income 2025: -$54,3682025

Highlighted filing

2023

Revenue$41,899
Expenses$62,470
Net Income-$20,571
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 13, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE H MCCREADYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBOWDOIN COLLEGESCHOLARSHIPSPUBLICBRUNSWICK, ME, US$14,000
Paid GrantCOLLEGIATE SCHOOLSCHOLARSHIPSPUBLICNEW YORK, NY, US$10,000
Paid GrantGREENWICH ACADEMYSCHOLARSHIPSPUBLICGREENWICH, CT, US$6,000
Paid GrantSAYRE SCHOOLSCHOLARSHIPSPUBLICLEXINGTON, KY, US$5,000
Paid GrantGREENWICH COUNTRY DAY SCHOOLSCHOLARSHIPSPUBLICGREENWICH, CT, US$4,000
Paid GrantBOSTON UNIVERSITYSCHOLARSHIPSPUBLICBOSTON, MA, US$3,000
Paid GrantLINDSEY WILSON COLLEGESCHOLARSHIPSPUBLICCOLUMBIA, KY, US$3,000
Paid GrantSAINT ANDREWS-SEWANEE SCHOOLSCHOLARSHIPSPUBLICSAINT ANDREWS, TN, US$3,000
Paid GrantUNIVERSITY OF PENNSYLVANIASCHOLARSHIPSPUBLICPHILADELPHIA, PA, US$2,500
Paid GrantUNIVERSITY OF VIRGINIASCHOLARSHIPSPUBLICCHARLOTTESVILLE, VA, US$2,000
Paid GrantTHE CHAPIN SCHOOLSCHOLARSHIPSPUBLICNEW YORK, NY, US$250
Filing and Contact Details

Filer

Filer Name
George W and Lolita D Kern
EIN
61-1240355
Phone
8597446803
Address
P O BOX 952, WINCHESTER, KY 40392-0952

Signing Officer

Name
Jane H Mccready
Title
Trustee
Phone
8597446803
Signed
2023-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Lynch & Associates Psc
Address
PO BOX 952, WINCHESTER, KY 40392-0952
Preparer
Thomas M Lynch Ii
Phone
8597451237
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.

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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JANE H MCCREADY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum08597446803
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THE CHAPIN SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GREENWICH COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10SAYRE SCHOOL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14100 COLLEGE STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2260 W 78TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53451 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6100 EAST END AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8200 N MAPLE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9401 OLD CHURCH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10194 N LIMESTONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9GREENWICH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd906830
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1040517
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt039161
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013589
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt059784
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052750
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020623
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013589
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UCA SYNDICATE CARNES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PUBLIC NOTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6REINSTATEMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06013
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01183
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16013
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3600
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UCA SYNDICATE CARNES
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0195
TaxesSchedule/TaxesDetail/Amt0250
TaxesSchedule/TaxesDetail/Amt1188
TaxesSchedule/TaxesDetail/Amt2475
TaxesSchedule/TaxesDetail/CategoryTxt0NY STATE TAX FILING
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0475
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE H MCCREADY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08597446803
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE W AND LOLITA D KERN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL ASSISTANCE FUND
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0611240355
ReturnHeader/Filer/PhoneNum08597446803
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 952
ReturnHeader/Filer/USAddress/CityNm0WINCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0403920952
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611361216
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LYNCH & ASSOCIATES PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 952
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0403920952
ReturnHeader/PreparerPersonGrp/PhoneNum08597451237
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M LYNCH II
ReturnHeader/ReturnTs02023-10-13T12:08:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCREADY
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

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