Civic Intelligence

The Coolidge Foundation Incorporated

EIN 61-6011973 • 501(c)3 • W Lake St Chicago, IL

Profile

Support of YMCA of Central Kentucky.

McDermott Will Emery LLP 4000W Lake St Chicago, IL 60606

n/a

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.12x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

2.19x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$244,733

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 407.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.7%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

12th percentile

-27%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$1,070,198

Up $55,754 (+5.5%) from 2022

Liabilities

Up

$131,267

Up $131,267 from 2022

Net Assets

Down

$938,931

Down $75,513 (-7.4%) from 2022

Operations
Liabilities / Revenue93rd percentileNet Margin17th percentile

Revenue

Down

$59,998

Down $52,204 (-47%) from 2022

Expenses

Up

$69,243

Up $39,643 (+134%) from 2022

Net Income

Down

-$9,245

Down $91,847 (-111%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,174,307Liabilities 2011: $0Net Assets 2011: $1,174,3072011Assets 2012: $1,176,845Liabilities 2012: $0Net Assets 2012: $1,176,8452012Assets 2013: $1,145,959Liabilities 2013: $0Net Assets 2013: $1,145,9592013Assets 2014: $1,164,652Liabilities 2014: $0Net Assets 2014: $1,164,6522014Assets 2015: $1,187,313Liabilities 2015: $0Net Assets 2015: $1,187,3132015Assets 2016: $998,666Liabilities 2016: $0Net Assets 2016: $998,6662016Assets 2017: $985,748Liabilities 2017: $0Net Assets 2017: $985,7482017Assets 2018: $981,164Liabilities 2018: $0Net Assets 2018: $981,1642018Assets 2019: $970,490Liabilities 2019: $0Net Assets 2019: $970,4902019Assets 2020: $937,725Liabilities 2020: $0Net Assets 2020: $937,7252020Assets 2021: $931,842Liabilities 2021: $0Net Assets 2021: $931,8422021Assets 2022: $1,014,444Liabilities 2022: $0Net Assets 2022: $1,014,4442022Assets 2024: $1,070,198Liabilities 2024: $131,267Net Assets 2024: $938,9312024

Highlighted filing

2024

Assets$1,070,198
Liabilities$131,267
Net Assets$938,931
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $21,741Expenses 2011: $56,037Net Income 2011: -$34,2962011Revenue 2012: $57,553Expenses 2012: $55,017Net Income 2012: $2,5362012Revenue 2013: $16,949Expenses 2013: $47,836Net Income 2013: -$30,8872013Revenue 2014: $87,387Expenses 2014: $68,694Net Income 2014: $18,6932014Revenue 2015: $71,236Expenses 2015: $48,574Net Income 2015: $22,6622015Revenue 2016: $53,364Expenses 2016: $242,010Net Income 2016: -$188,6462016Revenue 2017: $52,045Expenses 2017: $64,964Net Income 2017: -$12,9192017Revenue 2018: $57,267Expenses 2018: $61,851Net Income 2018: -$4,5842018Revenue 2019: $53,093Expenses 2019: $63,768Net Income 2019: -$10,6752019Revenue 2020: $9,636Expenses 2020: $42,400Net Income 2020: -$32,7642020Revenue 2021: $36,517Expenses 2021: $42,400Net Income 2021: -$5,8832021Revenue 2022: $112,202Expenses 2022: $29,600Net Income 2022: $82,6022022Revenue 2024: $59,998Expenses 2024: $69,243Net Income 2024: -$9,2452024

Highlighted filing

2024

Revenue$59,998
Expenses$69,243
Net Income-$9,245
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,070,198
Liabilities
$131,267
Net assets
$938,931
Revenue
$59,998
Expenses
$69,243
Net income
-$9,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.13$0.94$0.06$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.11$0.03$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.04$0.04$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.01$0.04$0.03
2019Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.05$0.06$0.01
2018Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.06$0.06$0.00
2017Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.05$0.06$0.01
2016Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.05$0.24$0.19
2015Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.07$0.05$0.02
2014Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.09$0.07$0.02
2013Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.02$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.02$0.06$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 4, 2026
Return Version
2023v6.0
Gross Receipts
$142,160
Mission and Program Overview

Mission

Support of YMCA of Central Kentucky.

Support of ymca of central kentucky

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,033,843$1,024,598▼ $9,245
Cap Stk Tr Prin Current Funds$929,739$893,331▼ $36,408
Land, Buildings, and Equipment, Net$45,600$45,600→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$45,600$45,600→ $0
Savings and Temporary Cash Investments$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,079,443$1,070,198▼ $9,245
Liabilities
Grants Payable$51,200$89,600▲ $38,400
Accounts Payable and Accrued Expenses$52,904$41,667▼ $11,237
Total Liabilities$104,104$131,267▲ $27,163
Net Assets / Fund Balance
Total Net Assets Fund Balance$975,339$938,931▼ $36,408
Total Liabilities and Net Assets / Fund Balance$1,079,443$1,070,198▼ $9,245

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$32,000--
Land$13,600--
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Keith G CoolidgePresident, Director
Paula AndersonDirector
Mark W CoolidgeVice Pres, Sec, Treas, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$59,998
Other Revenue
$0
Change in Net Assets
$-9,245
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,243
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$4,036$61,207-$65,243
Fees for Service Investment Mgmnt Fees-$4,000-$4,000
Total Functional Expenses$4,036$65,207$0$69,243
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
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 A, line 2

“Keith G. Coolidge, the President and a Director of the Foundation is the brother of Mark W. Coolidge, the Vice President, Secretary, Treasurer and a Director of the Foundation.”

Form 990, Part VI, Section A, line 8B

“The Foundation does not have any committees with authority to act on behalf of its directors. Form 990, Part VI, Section A, Line 9 Paula Anderson, YMCA, 381 West Loudon, Lexington, KY 40508”

Form 990, Part VI, Section B, line 11B

“The Form 990 is prepared by the attorneys for the Foundation. Upon completion, it is sent to Keith Coolidge, the Foundation President, and Mark Coolidge, the Foundation Treasurer, for review.”

Form 990, Part VI, Section C, line 19

“The Foundation's most recent Forms 990 are available on Guidestar (www.guidestar.org) and Pro Publica for review. The Foundation's Articles of Incorporation are available from the Kentucky Secretary of State. The Foundation's governing documents and financial statements are available for public inspection upon request to the extent required by law.”

Filing and Contact Details

Filer

Filer Name
The Coolidge Foundation Incorporated
EIN
61-6011973
Phone
3123722000
Address
McDermott Will Emery LLP 4000, W Lake St Chicago, IL 60606

Signing Officer

Name
Keith G Coolidge
Title
President
Phone
3123722000
Signed
2026-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith G Coolidge
Formed
1947
Legal Domicile
Ky
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
McDermott Will & Emery LLP
Address
444 W Lake Street Suite 4000, Chicago, IL 60606
Preparer
Victoria K Van Meter
Phone
3123722000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Increase in total accounts payable and grants payable. -27,163.”

Raw XML AppendixShowing 400 of 448 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/Form990ScheduleAPartVIGrp/ExplanationTxt0One of the directors of the Coolidge Foundation, Paula Anderson, is the President/CEO of the YMCA of Central Kentucky. The Coolidge Foundation is required to distribute all of its net annual investment income to the YMCA, pursuant to an agreement between the organizations, and has regularly distributed amounts in excess of its net income. In addition, the Coolidge Foundation provides the YMCA with the rent-free use of the land and building known as the Caroline Memorial Community Center, which is owned by the Coolidge Foundation. The YMCA uses the building as a community center and program space in Jessamine County, Kentucky. The YMCA has total control over the use of the building. The cash distributions to the YMCA are made for supporting the maintenance of and programming at the Caroline Memorial Community Center. The YMCA previously obtained additional assistance from the Coolidge Foundation for the renovations of the Caroline Memorial Community Center. Throughout the 2023-2024 fiscal year, the Coolidge Foundation and the YMCA continued discussions begun in the prior year regarding the Foundation's relationship with and future support of the YMCA. The Board of the Foundation agreed to transfer the Caroline Memorial Community Center to the YMCA by deed and to distribute all of the Foundation's net assets to the YMCA. The agreement was finalized in July 2024, and an initial payment of $750,000 was distributed to the YMCA later in 2024. Treas. Reg. Sec. 1.509(a)-4(i)(7)(i) provides that "If with respect to any taxable yar, an excess amount, as defined in paragraph (i)(7)(ii) of this section, is created, such excess amount may be used to reduce the distributable amount in any of the five taxable years immediately following the taxable year in which the excess amount if created. An excess amount created in a taxable year can only be carried over for five taxable years." [emphasis added] The Foundation had a total of $140,800 of excess amunts from its 2018-2022 tax years, all of which were attributable to the distributions to the YMCA for the support of the Caroline Memorial Community Center. Therefore, pursuant to Treas. Reg. Sec. 1.509(a)-4(i)(7)(i), the distributable amount for 2023 is reduced from $34,679 (as reported in Section C, line 6, and Section D, line 9) to $0, and the distribution requirement of Treas. Reg. Sec. 509(a)-4(i)(5)(ii)(A) is satisfied.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Lines 8-10
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0916057
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01005904
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0-618
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0916057
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01006522
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt013741
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt015089
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0902316
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0990815
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt031581
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt034679
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0916057
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01005904
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt031581
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt034679
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0YMCA of Central Kentucky
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt032000
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt032000
IRS990ScheduleD/LandGrp/BookValueAmt013600
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt013600
IRS990ScheduleD/TotalBookValueLandBuildingsAmt045600
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0211894
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Paula Anderson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0244733
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Paula Anderson is the President/CEO of the supported organization, YMCA of Central Kentucky. Her compensation is established by approval of the board or compensation committee of the YMCA. Amounts reported as income are for the 2023 calendar year as reported on the YMCA's 2023 Form 990.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J - Part 1, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Keith G. Coolidge, the President and a Director of the Foundation is the brother of Mark W. Coolidge, the Vice President, Secretary, Treasurer and a Director of the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Foundation does not have any committees with authority to act on behalf of its directors. Form 990, Part VI, Section A, Line 9 Paula Anderson, YMCA, 381 West Loudon, Lexington, KY 40508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is prepared by the attorneys for the Foundation. Upon completion, it is sent to Keith Coolidge, the Foundation President, and Mark Coolidge, the Foundation Treasurer, for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Foundation's most recent Forms 990 are available on Guidestar (www.guidestar.org) and Pro Publica for review. The Foundation's Articles of Incorporation are available from the Kentucky Secretary of State. The Foundation's governing documents and financial statements are available for public inspection upon request to the extent required by law.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Increase in total accounts payable and grants payable. -27,163.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, line 9:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0childcare, youth & teen programs, aquatics, camps, sports & fitness programs
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