Civic Intelligence

Nell a Adams Charitable Foundation C/O Baird Trust Company

990PF • Fiscal year 2024 • EIN 61-1380390

Nov 01, 2023 to Oct 31, 2024 • Filed on Mar 10, 2025

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

59th percentile

7.7%

Higher net margin than 59% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$9,546

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

1.4%

Faster asset growth than 53% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

16%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$276,101

Up $3,904 (+1.4%) from 2023

Net Assets

Up

$276,101

Up $3,904 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin59th percentile

Revenue

Up

$50,639

Up $6,851 (+16%) from 2023

Expenses

Down

$46,735

Down $1,050 (-2.2%) from 2023

Net Income

Up

$3,904

Up $7,901 (+198%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2024

Assets$276,101
Liabilities$0
Net Assets$276,101
Open 2024 Filing

Operations Trend

Revenue Growth64th 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

2024

Revenue$50,639
Expenses$46,735
Net Income$3,904
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Mar 10, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BAIRD TRUST COMPANYTrustee-$9,546-$9,546
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
2025-03-10
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 Appendix341 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/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BAIRD TRUST COMPANY
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/Amt034932
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/TotalGrantOrContriPdDurYrAmt034932
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/AppliedToCurrentYearAmt02850
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt034932
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt043433
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037782
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt040583
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt034932
TaxesSchedule/TaxesDetail/Amt099
TaxesSchedule/TaxesDetail/Amt1308
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATES - EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt099
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER CHINN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05025888497
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NELL A ADAMS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BAIRD TRUST COMPANY
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02025-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE N KOENIG
ReturnHeader/ReturnTs02025-03-11T07:54:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,101
Liabilities
$0
Net assets
$276,101
Revenue
$50,639
Expenses
$46,735
Net income
$3,904
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