Civic Intelligence

Nell a Adams Charitable Foundation C/O Baird Trust Company

990PF • Fiscal year 2020 • EIN 61-1380390

Nov 01, 2019 to Oct 31, 2020 • Filed on Feb 01, 2021

Organization Profile
PO Box 32760Louisville, KY 40232-2760

(502) 588-8497

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

78th percentile

30%

Higher net margin than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$5,908

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

58th percentile

5.7%

Faster asset growth than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

90th percentile

60%

Faster revenue growth than 90% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$278,858

Up $15,018 (+5.7%) from 2019

Net Assets

$278,858

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin78th percentile

Revenue

Up

$49,833

Up $18,784 (+60%) from 2019

Expenses

Down

$34,815

Down $998 (-2.8%) from 2019

Net Income

Up

$15,018

Up $19,782 (+415%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$400K$300K$200K$100K$0Assets 2011: $275,001Liabilities 2011: $02011Assets 2012: $275,758Liabilities 2012: $02012Assets 2013: $277,488Liabilities 2013: $02013Assets 2014: $262,662Liabilities 2014: $02014Assets 2015: $271,971Liabilities 2015: $02015Assets 2019: $263,840Liabilities 2019: $02019Assets 2020: $278,858Liabilities 2020: $0Net Assets 2020: $278,8582020Assets 2021: $266,389Liabilities 2021: $0Net Assets 2021: $266,3892021Assets 2022: $276,194Liabilities 2022: $0Net Assets 2022: $276,1942022Assets 2023: $272,197Liabilities 2023: $0Net Assets 2023: $272,1972023Assets 2024: $276,101Liabilities 2024: $0Net Assets 2024: $276,1012024Assets 2025: $359,176Liabilities 2025: $0Net Assets 2025: $359,1762025

Highlighted filing

2020

Assets$278,858
Liabilities$0
Net Assets$278,858
Open 2020 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $15,750Expenses 2011: $20,433Net Income 2011: -$4,6832011Revenue 2012: $22,684Expenses 2012: $21,927Net Income 2012: $7572012Revenue 2013: $24,280Expenses 2013: $22,550Net Income 2013: $1,7302013Revenue 2014: $10,827Expenses 2014: $25,653Net Income 2014: -$14,8262014Revenue 2015: $38,100Expenses 2015: $28,471Net Income 2015: $9,6292015Revenue 2019: $31,049Expenses 2019: $35,813Net Income 2019: -$4,7642019Revenue 2020: $49,833Expenses 2020: $34,815Net Income 2020: $15,0182020Revenue 2021: $27,626Expenses 2021: $40,095Net Income 2021: -$12,4692021Revenue 2022: $57,388Expenses 2022: $47,583Net Income 2022: $9,8052022Revenue 2023: $43,788Expenses 2023: $47,785Net Income 2023: -$3,9972023Revenue 2024: $50,639Expenses 2024: $46,735Net Income 2024: $3,9042024Revenue 2025: $137,185Expenses 2025: $54,110Net Income 2025: $83,0752025

Highlighted filing

2020

Revenue$49,833
Expenses$34,815
Net Income$15,018
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Feb 1, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILLIARD LYONS TRUST COMPANY LLCTrustee-$5,908-$5,908
Filing and Contact Details

Filer

Filer Name
Nell a Adams Charitable Foundation
EIN
61-1380390
Phone
5025888497
Address
PO BOX 32760, LOUISVILLE, KY 40232-2760

Signing Officer

Name
Jennifer Chinn
Title
Vice President
Phone
5025888497
Signed
2021-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE RD STE 1100, LOUISVILLE, KY 40222-5187
Preparer
Christine N Koenig
Phone
5024269660
Raw XML Appendix372 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FASTENAL CO, 580 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2UNION PAC CORP, 150 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC, 24 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DISNEY WALT, 265 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FACEBOOK INC, 70 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6OMNICOM GROUP INC, 260 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CARMAX INC, 250 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HOME DEPOT INC, 185 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9TJX COS INC, 440 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK OF AMERICA CORP, 575 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BERKSHIRE HATHAWAY INC, 120 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JPMORGAN CHASE & CO, 350 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PROGRESSIVE CORP, 375 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14SCHWAB CHARLES CORP, 510 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15US BANCORP DEL, 430 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16WELLS FARGO, 350 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JOHNSON & JOHNSON, 190 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PFIZER INC, 435 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TE CONNECTIVITY, 205 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20APPLE INC, 360 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CISCO SYS INC, 450 SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MICROSOFT CORP, 240 SH
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0625368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0591381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0584806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0533793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0497084
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0501695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt029207
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235610
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt029207
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt029207
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt029207
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HILLIARD LYONS TRUST COMPANY LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 32760
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0402322760
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05025888497
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH AND DEVELOPMENT FOR TREATMENT OF CANCER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KENTUCKIANA CANCER RESEARCH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY (PC)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 E LIBERTY ST 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOUISVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd040202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027218
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01989
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027218
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030383
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029207
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028394
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027218
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TRANSACTION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
TaxesSchedule/TaxesDetail/Amt0113
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0113
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CHINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05025888497
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NELL A ADAMS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O HILLIARD LYONS TRUST COMPANY LLC
ReturnHeader/Filer/BusinessNameControlTxt0ADAM
ReturnHeader/Filer/EIN0611380390
ReturnHeader/Filer/PhoneNum05025888497
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 32760
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402322760
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611064249
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEMING MALONE LIVESAY & OSTROFF PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 SHELBYVILLE RD STE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402225187
ReturnHeader/PreparerPersonGrp/PhoneNum05024269660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE N KOENIG
ReturnHeader/ReturnTs02021-02-03T12:49:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-11-01
ReturnHeader/TaxPeriodEndDt02020-10-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,858
Liabilities
$0
Net assets
$278,858
Revenue
$49,833
Expenses
$34,815
Net income
$15,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$1.37$0.54$0.83
2024Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.51$0.47$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.44$0.48$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.57$0.48$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.28$0.40$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.50$0.35$0.15
2019Summary only. Only limited summary data is available for this year.$2.64$0.00$0.31$0.36$0.05
2015Summary only. Only limited summary data is available for this year.$2.72$0.00$0.38$0.28$0.10
2014Summary only. Only limited summary data is available for this year.$2.63$0.00$0.11$0.26$0.15
2013Summary only. Only limited summary data is available for this year.$2.77$0.00$0.24$0.23$0.02
2012Summary only. Only limited summary data is available for this year.$2.76$0.00$0.23$0.22$0.01
2011Summary only. Only limited summary data is available for this year.$2.75$0.00$0.16$0.20$0.05