Civic Intelligence

Pediatric Endowment Fund Inc.

990 • Fiscal year 2023 • EIN 61-1313520

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 07, 2024

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

15th percentile

0.02x

Higher debt load relative to assets than 15% of similar nonprofits.

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

Liabilities / Revenue

57th percentile

0.39x

Higher debt load relative to revenue than 57% of similar nonprofits.

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

Net Margin

61st percentile

8.4%

Higher net margin than 61% 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

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$25,442,055

Up $2,778,920 (+12%) from 2022

Net Assets

Up

$25,038,400

Up $2,375,265 (+10%) from 2022

Liabilities

Up

$403,655

Up $403,655 from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin61st percentile

Revenue

Down

$1,024,450

Down $346,492 (-25%) from 2022

Expenses

Down

$938,593

Down $78,165 (-7.7%) from 2022

Net Income

Down

$85,857

Down $268,327 (-76%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th 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 2023: $25,442,055Liabilities 2023: $403,655Net Assets 2023: $25,038,4002023Assets 2024: $27,151,387Liabilities 2024: $4,224Net Assets 2024: $27,147,1632024

Highlighted filing

2023

Assets$25,442,055
Liabilities$403,655
Net Assets$25,038,400
Open 2023 Filing

Operations Trend

Revenue Growth14th 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 2023: $1,024,450Expenses 2023: $938,593Net Income 2023: $85,8572023Revenue 2024: $1,814,638Expenses 2024: $1,194,731Net Income 2024: $619,9072024

Highlighted filing

2023

Revenue$1,024,450
Expenses$938,593
Net Income$85,857
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 7, 2024
Return Version
2023v5.1
Gross Receipts
$7,421,986
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$21,851,790$25,191,005▲ $3,339,215
Savings and Temporary Cash Investments$811,345$251,050▼ $560,295
Total Assets$22,663,135$25,442,055▲ $2,778,920
Liabilities
Grants Payable$0$400,000▲ $400,000
Accounts Payable and Accrued Expenses$0$3,655▲ $3,655
Total Liabilities$0$403,655▲ $403,655
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,663,135$25,038,400▲ $2,375,265
Total Net Assets Fund Balance$22,663,135$25,038,400▲ $2,375,265
Total Liabilities and Net Assets / Fund Balance$22,663,135$25,442,055▲ $2,778,920
Compensation and Service Providers
Top Officer Pay9th 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
$1,024,450
Other Revenue
$0
Change in Net Assets
$85,857

Audited Revenue Reconciliation

Revenue per Audited Statements
$906,507
Revenue Not Reported on Financial Statements
$117,943
Revenue Not Reported on Form 990
$2,289,408
Total Revenue per Audited Statements
$3,195,915
Total Revenue per Form 990
$1,024,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$800,000
Other Expenses$138,593
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$800,000--$800,000
Fees for Service Investment Mgmnt Fees-$117,943-$117,943
Fees for Services Accounting-$14,514-$14,514
Insurance-$4,505-$4,505
Fees for Services Other-$1,586-$1,586
Other Expenses-$15-$15
Total Functional Expenses$800,000$138,593$0$938,593

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$938,593
Expenses per Audited Statements$820,650
Total Expenses per Audited Statements$820,650
Expenses Not Reported on Financial Statements$117,943
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$800,000
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
2024-10-07
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
Lbmc Pc
Address
325 WEST MAIN STREET STE 1600, LOUISVILLE, KY 40202
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 Appendix380 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/SupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UNIVERSITY PEDIATRICS FOUNDATION INC (DISSOLVED)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0800000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0117943
IRS990ScheduleD/ExpensesSubtotalAmt0820650
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0117943
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0117943
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02289408
IRS990ScheduleD/RevenueNotReportedAmt02289408
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0117943
IRS990ScheduleD/RevenueSubtotalAmt0906507
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/TotalExpensesPerForm990Amt0938593
IRS990ScheduleD/TotalRevenuePerForm990Amt01024450
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03195915
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0820650
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0800000
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/TotalAssetsBOYAmt022663135
IRS990/TotalAssetsEOYAmt025442055
IRS990/TotalAssetsGrp/BOYAmt022663135
IRS990/TotalAssetsGrp/EOYAmt025442055
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0138593
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0800000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0938593
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0403655
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0403655
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022663135
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt025038400
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0800000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01024450
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01024450
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt022663135
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt025442055
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 0877
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd0402010877
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR KIM BOLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05028528600
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-07
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/PreparerFirmEIN0621199757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LBMC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0325 WEST MAIN STREET STE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040202
ReturnHeader/PreparerPersonGrp/PhoneNum05025851600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES STEVISON
ReturnHeader/ReturnTs02024-11-04T09:05:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,442,055
Liabilities
$403,655
Net assets
$25,038,400
Revenue
$1,024,450
Expenses
$938,593
Net income
$85,857
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
2023Detailed filing. Detailed filing data is available for this year.$25.4$0.40$25.0$1.02$0.94$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$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