Civic Intelligence

Pediatric Endowment Fund Inc.

990 • Fiscal year 2022 • EIN 61-1313520

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 26, 2023

Organization ProfileN/A
571 S Floyd Street Suite 432Louisville, KY 40202

(502) 852-8600

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

6th percentile

-19%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-58%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$22,663,135

Down $5,319,866 (-19%) from 2021

Net Assets

Down

$22,663,135

Down $4,919,866 (-18%) from 2021

Liabilities

Down

$0

Down $400,000 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin76th percentile

Revenue

Down

$1,370,942

Down $1,881,615 (-58%) from 2021

Expenses

Up

$1,016,758

Up $20,270 (+2.0%) from 2021

Net Income

Down

$354,184

Down $1,901,885 (-84%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$40M$30M$20M$10M$0Assets 2010: $35,297,756Liabilities 2010: $0Net Assets 2010: $35,297,7562010Assets 2012: $33,875,646Liabilities 2012: $0Net Assets 2012: $33,875,6462012Assets 2013: $35,005,175Liabilities 2013: $0Net Assets 2013: $35,005,1752013Assets 2014: $35,499,921Liabilities 2014: $0Net Assets 2014: $35,499,9212014Assets 2015: $35,080,984Liabilities 2015: $0Net Assets 2015: $35,080,9842015Assets 2016: $24,636,877Liabilities 2016: $0Net Assets 2016: $24,636,8772016Assets 2017: $20,847,183Liabilities 2017: $0Net Assets 2017: $20,847,1832017Assets 2018: $19,284,801Liabilities 2018: $0Net Assets 2018: $19,284,8012018Assets 2019: $23,109,948Liabilities 2019: $0Net Assets 2019: $23,109,9482019Assets 2020: $24,847,811Liabilities 2020: $0Net Assets 2020: $24,847,8112020Assets 2021: $27,983,001Liabilities 2021: $400,000Net Assets 2021: $27,583,0012021Assets 2022: $22,663,135Liabilities 2022: $0Net Assets 2022: $22,663,1352022Assets 2024: $27,151,387Liabilities 2024: $4,224Net Assets 2024: $27,147,1632024

Highlighted filing

2022

Assets$22,663,135
Liabilities$0
Net Assets$22,663,135
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$20M$10M$0-$10M-$20MExpenses 2010: $93,3172010Expenses 2012: $2,907,4502012Revenue 2013: $1,522,829Expenses 2013: $4,021,664Net Income 2013: -$2,498,8352013Revenue 2014: $3,185,652Expenses 2014: $1,592,607Net Income 2014: $1,593,0452014Revenue 2015: $1,227,605Expenses 2015: $402,982Net Income 2015: $824,6232015Revenue 2016: $1,321,491Expenses 2016: $12,086,496Net Income 2016: -$10,765,0052016Revenue 2017: $1,263,854Expenses 2017: $6,534,867Net Income 2017: -$5,271,0132017Revenue 2018: $1,303,315Expenses 2018: $967,080Net Income 2018: $336,2352018Revenue 2019: $1,240,157Expenses 2019: $516,846Net Income 2019: $723,3112019Revenue 2020: $1,805,474Expenses 2020: $916,633Net Income 2020: $888,8412020Revenue 2021: $3,252,557Expenses 2021: $996,488Net Income 2021: $2,256,0692021Revenue 2022: $1,370,942Expenses 2022: $1,016,758Net Income 2022: $354,1842022Revenue 2024: $1,814,638Expenses 2024: $1,194,731Net Income 2024: $619,9072024

Highlighted filing

2022

Revenue$1,370,942
Expenses$1,016,758
Net Income$354,184
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 26, 2023
Return Version
2022v5.0
Gross Receipts
$6,637,542
Mission and Program Overview

Mission

NONE

Care, teaching, and funding of residents for pediatric patients

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$27,171,759$21,851,790▼ $5,319,969
Savings and Temporary Cash Investments$811,242$811,345▲ $103
Total Assets$27,983,001$22,663,135▼ $5,319,866
Liabilities
Grants Payable$400,000$0▼ $400,000
Total Liabilities$400,000$0▼ $400,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,583,001$22,663,135▼ $4,919,866
Total Net Assets Fund Balance$27,583,001$22,663,135▼ $4,919,866
Total Liabilities and Net Assets / Fund Balance$27,983,001$22,663,135▼ $5,319,866
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Kim BolandPresident
Jennifer ElliottVice President
Edmund NasiefDirector
George MoorinDirector
Larry CookDirector
Gerald R TonerSecretary
Orson OliverTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,370,942
Other Revenue
$0
Change in Net Assets
$354,184

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,256,443
Revenue Not Reported on Financial Statements
$114,499
Revenue Not Reported on Form 990
$-5,274,050
Total Revenue per Audited Statements
$-4,017,607
Total Revenue per Form 990
$1,370,942
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$881,609
Other Expenses$135,149
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$881,609--$881,609
Fees for Service Investment Mgmnt Fees-$114,499-$114,499
Fees for Services Accounting-$14,500-$14,500
Insurance-$4,520-$4,520
Fees for Services Other-$1,584-$1,584
Other Expenses-$15-$15
Total Functional Expenses$881,609$135,149$0$1,016,758

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,016,758
Expenses per Audited Statements$902,259
Total Expenses per Audited Statements$902,259
Expenses Not Reported on Financial Statements$114,499
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Louisville Research Foundation Inc Cc University of LouisLouisville, KY501c(3)Support Pediatric Care and Research Programs$881,609
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

“Form 990 is reviewed by the president and treasurer before signing and filing, then later submitted to the entire board for their files.”

Form 990, Part VI, Section C, Line 18

“Available upon written request from the organization at 571 s. Floyd street, suite 432, louisville, ky 40202.”

Form 990, Part VI, Section C, Line 19

“Available upon written request from the organization at 571 s. Floyd street, suite 432, louisville, ky 40202.”

Filing and Contact Details

Filer

Filer Name
Pediatric Endowment Fund Inc
EIN
61-1313520
Phone
5028528600
Address
571 S FLOYD STREET SUITE 432, LOUISVILLE, KY 40202

Signing Officer

Name
Dr Kim Boland
Title
President
Phone
5028528600
Signed
2023-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Kim Boland
Formed
1996
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Strothman & Company Psc
Address
325 W MAIN ST SUITE 1600, LOUISVILLE, KY 40202-4251
Preparer
James Stevison
Phone
5025851600
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

“No changes from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. The organization is subject to a tax on income from unrelated business income. The organization is required to file federal form 990, return of organizations exempt from income tax, which is an informational return only.”

Raw XML Appendix384 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY PEDIATRICS FOUNDATION INC (DISSOLVED)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0114499
IRS990ScheduleD/ExpensesSubtotalAmt0902259
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0114499
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0114499
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-5274050
IRS990ScheduleD/RevenueNotReportedAmt0-5274050
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0114499
IRS990ScheduleD/RevenueSubtotalAmt01256443
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM UNRELATED BUSINESS INCOME. THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990, RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt01016758
IRS990ScheduleD/TotalRevenuePerForm990Amt01370942
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-4017607
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0902259
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0881609
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PEDIATRIC CARE AND RESEARCH PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC CC UNIVERSITY OF LOUIS
IRS990ScheduleI/RecipientTable/RecipientEIN0611029626
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02301 S THIRD STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040202
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE PRESIDENT AND TREASURER BEFORE SIGNING AND FILING, THEN LATER SUBMITTED TO THE ENTIRE BOARD FOR THEIR FILES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON WRITTEN REQUEST FROM THE ORGANIZATION AT 571 S. FLOYD STREET, SUITE 432, LOUISVILLE, KY 40202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON WRITTEN REQUEST FROM THE ORGANIZATION AT 571 S. FLOYD STREET, SUITE 432, LOUISVILLE, KY 40202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGES FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027983001
IRS990/TotalAssetsEOYAmt022663135
IRS990/TotalAssetsGrp/BOYAmt027983001
IRS990/TotalAssetsGrp/EOYAmt022663135
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0135149
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0881609
IRS990/TotalFunctionalExpensesGrp/TotalAmt01016758
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0400000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0400000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt027583001
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022663135
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0881609
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01370942
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01370942
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027983001
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022663135
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/AddressLine1Txt0PO BOX 0877
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IRS990/USAddress/ZIPCd0402010877
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR KIM BOLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05028528600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEDIATRIC ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0PEDI
ReturnHeader/Filer/EIN0611313520
ReturnHeader/Filer/PhoneNum05028528600
ReturnHeader/Filer/USAddress/AddressLine1Txt0571 S FLOYD STREET SUITE 432
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611191655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STROTHMAN & COMPANY PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 W MAIN ST SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402024251
ReturnHeader/PreparerPersonGrp/PhoneNum05025851600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES STEVISON
ReturnHeader/ReturnTs02023-11-09T09:49:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KIM BOLAND
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,663,135
Liabilities
$0
Net assets
$22,663,135
Revenue
$1,370,942
Expenses
$1,016,758
Net income
$354,184
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$0.00$27.1$1.81$1.19$0.62
2022Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$1.37$1.02$0.35
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.0$0.40$27.6$3.25$1.00$2.26
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$0.00$24.8$1.81$0.92$0.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.1$0.00$23.1$1.24$0.52$0.72
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.00$19.3$1.30$0.97$0.34
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$0.00$20.8$1.26$6.53$5.27
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.6$0.00$24.6$1.32$12.1$10.8
2015Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$1.23$0.40$0.82
2014Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$3.19$1.59$1.59
2013Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$1.52$4.02$2.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.9$0.00$33.9$2.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.3$0.00$35.3$0.09