Civic Intelligence

Derek Anthony Foundation Inc

EIN 81-4360958 • 501(c)3 • Louisville, KY

Pub. 78 Eligible990-N Coverage

Profile

Manage and operate a school

7917 Hall Farm DriveLouisville, KY 40291
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

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

Liabilities / Revenue

20th percentile

0.00x

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

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

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

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

Top Officer Pay

42nd percentile

$10,800

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

Up

$1,472,246

Up $1,472,169 (+1911908%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Up

$1,472,246

Up $1,472,169 (+1911908%) from 2017

Revenue

Up

$1,485,965

Up $1,484,215 (+84812%) from 2017

Expenses

Up

$18,800

Up $17,127 (+1024%) from 2017

Net Income

Up

$1,467,165

Up $1,467,088 (+1905309%) from 2017

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2017: $77Liabilities 2017: $0Net Assets 2017: $772017Assets 2024: $1,472,246Liabilities 2024: $0Net Assets 2024: $1,472,2462024

Highlighted filing

2024

Assets$1,472,246
Liabilities$0
Net Assets$1,472,246

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2017: $1,750Expenses 2017: $1,673Net Income 2017: $772017Revenue 2024: $1,485,965Expenses 2024: $18,800Net Income 2024: $1,467,1652024

Highlighted filing

2024

Revenue$1,485,965
Expenses$18,800
Net Income$1,467,165

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 20, 2025
Return Version
2024v5.2
Gross Receipts
$1,485,965
Mission and Program Overview

Mission

Manage and operate a school

To provide academic scholarships for students education and provide funding to charities who provide support to individuals in need of food, shelter, and educational assistance and to support missions programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,081$1,472,246▲ $1,467,165
Total Assets$5,081$1,472,246▲ $1,467,165
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,081$1,467,246▲ $1,462,165
Net Assets Without Donor Restrictions-$5,000-
Total Net Assets Fund Balance$5,081$1,472,246▲ $1,467,165
Total Liabilities and Net Assets / Fund Balance$5,081$1,472,246▲ $1,467,165
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jp FugateDirectorPT$10,800$10,800

Board Members and Trustees

NameTitle
Jonathan D FugatePresident
Anthony J FugateVice-president
Brenda S FugateSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,453,071
Program Service Revenue
$0
Investment Income
$32,894
Other Revenue
$0
All Other Contributions
$1,451,861
Change in Net Assets
$1,467,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,800
Grants and Similar Amounts Paid$8,000
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$10,800-$10,800
Grants to Domestic Orgs$8,000--$8,000
Total Functional Expenses$8,000$10,800$0$18,800
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Church of God IncCleveland, TN501c3To Assist Students With Tuition$6,000
Church of God IncCleveland, TN501c3Undesignated$2,000
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

Jonathan d fugate (president) is the brother of anthony j fugate (vice-president) and is the son of brenda s fugate (secretary) and jp fugate (director). Anthony j fugate (vice-president) is the brother of jonathan d fugate (president) and is the son of brenda s fugate (secretary) and jp fugate (director). Brenda s fugate (secretary) is the mother of both jonathan d fugate (president) and anthony j fugate (vice-president) and is the spouse of jp fugate (director). Jp fugate (director) is the father of both jonathan d fugate (president) and anthony j

Form 990 governing body review Part VI line 11

After the organizations annual form 990 is completed by the organizations tax preparer a board meeting is held requiring all officers and directors of the organization to be in attendance. At the meeting, a copy of the form 990 is reviewed by all officers and board members for accuracy. After the review, the officers and directors vote to file the form 990 as prepared. If approved for filing, the form 990 is then filed with the irs. If changes are requested by any officer, the form 990 is sent back to the tax preparer and the changes are made as requested if necessary. After the changes are made, a second board meeting is held and a vote is again taken to approve the form 990 for filing with the irs. This process is continued until the form 990 is approved for filing with the irs.

Conflict of interest policy compliance Part VI line 12C

The board of directors of the organization reviews its conflict of interest policy annually, in december of each year, to review the policy to ensure that the organization is in full compliance with its conflict of interest policy.

CEO executive director top management comp Part VI line 15A

The board meets annually, in december of each year, to review all executive, officer, and key employee salaries for reasonableness to similar organizations and ensure compliance with organization policies.

Other officer or key employee compensation Part VI line 15B

The board meets annually, in december of each year, to review all executive, officer, and key employee salaries for reasonableness to similar organizations and ensure compliance with organization policies.

Governing documents etc available to public Part VI line 19

The organization makes its governing documents, conflict of interest policty, forms 990, and financial statemetns available to the public during the tax year by maintaining copies of the documents at the organizations office located in louisville, ky. Anyone requesting these documents is referred to an officer of the organization who then sees to it that the documents requested are sent to the requester. Such a request for documents is never denied. The organization also files a copy of its annual form 990 and required schedules with the kentucky attorney generals office where the document is held for public viewing.

Filing and Contact Details

Filer

Filer Name
Derek Anthony Foundation Inc
EIN
81-4360958
In Care Of
% JONATHAN D FUGATE
Phone
5022393345
Address
7917 HALL FARM DRIVE, LOUISVILLE, KY 40291

Signing Officer

Name
Jonathan D Fugate
Title
President
Phone
5025528888
Signed
2025-07-20
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Ky
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Cook & Cheek Cpas
Address
302 FALLS STREET, London, KY 40741
Preparer
Michael Cheek
Phone
6068772654
Raw XML Appendix311 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010800
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02016
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IRS990/FundraisingAmt01210
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08000
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01485965
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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt032894
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO PROVIDE ACADEMIC SCHOLARSHIPS FOR STUDENTS EDUCATION AND PROVIDE FUNDING TO CHARITIES WHO PROVIDE SUPPORT TO INDIVIDUALS IN NEED OF FOOD, SHELTER, AND EDUCATIONAL ASSISTANCE AND TO SUPPORT MISSIONS PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05000
IRS990/NondeductibleContributionsInd0false
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IRS990/OrganizationFollowsFASB117Ind0X
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF GOD INC
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12490 KEITH ST NW
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ONLY MAKES CONTRIBUTIONS TO ORGANIZATIONS WHO OPERATE PRIVATE CHRISTIAN ORIENTED SCHOOLS. THE ORGANIZATION MONITORS SEVERAL ORGANIZATIONS WITH STUDENTS WHO NEED ASSISTANCE WITH TUITION AND MAKES DONATIONS TO THESE ORGANIZATIONS TO ENSURE NEEDY AND DESERVING STUDENTS RECEIVE THE TUITION ASSISTANCE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JONATHAN D FUGATE (PRESIDENT) IS THE BROTHER OF ANTHONY J FUGATE (VICE-PRESIDENT) AND IS THE SON OF BRENDA S FUGATE (SECRETARY) AND JP FUGATE (DIRECTOR). ANTHONY J FUGATE (VICE-PRESIDENT) IS THE BROTHER OF JONATHAN D FUGATE (PRESIDENT) AND IS THE SON OF BRENDA S FUGATE (SECRETARY) AND JP FUGATE (DIRECTOR). BRENDA S FUGATE (SECRETARY) IS THE MOTHER OF BOTH JONATHAN D FUGATE (PRESIDENT) AND ANTHONY J FUGATE (VICE-PRESIDENT) AND IS THE SPOUSE OF JP FUGATE (DIRECTOR). JP FUGATE (DIRECTOR) IS THE FATHER OF BOTH JONATHAN D FUGATE (PRESIDENT) AND ANTHONY J
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER THE ORGANIZATIONS ANNUAL FORM 990 IS COMPLETED BY THE ORGANIZATIONS TAX PREPARER A BOARD MEETING IS HELD REQUIRING ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION TO BE IN ATTENDANCE. AT THE MEETING, A COPY OF THE FORM 990 IS REVIEWED BY ALL OFFICERS AND BOARD MEMBERS FOR ACCURACY. AFTER THE REVIEW, THE OFFICERS AND DIRECTORS VOTE TO FILE THE FORM 990 AS PREPARED. IF APPROVED FOR FILING, THE FORM 990 IS THEN FILED WITH THE IRS. IF CHANGES ARE REQUESTED BY ANY OFFICER, THE FORM 990 IS SENT BACK TO THE TAX PREPARER AND THE CHANGES ARE MADE AS REQUESTED IF NECESSARY. AFTER THE CHANGES ARE MADE, A SECOND BOARD MEETING IS HELD AND A VOTE IS AGAIN TAKEN TO APPROVE THE FORM 990 FOR FILING WITH THE IRS. THIS PROCESS IS CONTINUED UNTIL THE FORM 990 IS APPROVED FOR FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS OF THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST POLICY ANNUALLY, IN DECEMBER OF EACH YEAR, TO REVIEW THE POLICY TO ENSURE THAT THE ORGANIZATION IS IN FULL COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD MEETS ANNUALLY, IN DECEMBER OF EACH YEAR, TO REVIEW ALL EXECUTIVE, OFFICER, AND KEY EMPLOYEE SALARIES FOR REASONABLENESS TO SIMILAR ORGANIZATIONS AND ENSURE COMPLIANCE WITH ORGANIZATION POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD MEETS ANNUALLY, IN DECEMBER OF EACH YEAR, TO REVIEW ALL EXECUTIVE, OFFICER, AND KEY EMPLOYEE SALARIES FOR REASONABLENESS TO SIMILAR ORGANIZATIONS AND ENSURE COMPLIANCE WITH ORGANIZATION POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICTY, FORMS 990, AND FINANCIAL STATEMETNS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR BY MAINTAINING COPIES OF THE DOCUMENTS AT THE ORGANIZATIONS OFFICE LOCATED IN LOUISVILLE, KY. ANYONE REQUESTING THESE DOCUMENTS IS REFERRED TO AN OFFICER OF THE ORGANIZATION WHO THEN SEES TO IT THAT THE DOCUMENTS REQUESTED ARE SENT TO THE REQUESTER. SUCH A REQUEST FOR DOCUMENTS IS NEVER DENIED. THE ORGANIZATION ALSO FILES A COPY OF ITS ANNUAL FORM 990 AND REQUIRED SCHEDULES WITH THE KENTUCKY ATTORNEY GENERALS OFFICE WHERE THE DOCUMENT IS HELD FOR PUBLIC VIEWING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN D FUGATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05025528888
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEREK ANTHONY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DERE
ReturnHeader/Filer/EIN0814360958
ReturnHeader/Filer/InCareOfNm0% JONATHAN D FUGATE
ReturnHeader/Filer/PhoneNum05022393345
ReturnHeader/Filer/USAddress/AddressLine1Txt07917 HALL FARM DRIVE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOK & CHEEK CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 FALLS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0London
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040741
ReturnHeader/PreparerPersonGrp/PhoneNum06068772654
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL CHEEK
ReturnHeader/ReturnTs02025-10-02T14:36:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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