Civic Intelligence

Pete Foundation for Depression Prevention

990 • Fiscal year 2022 • EIN 81-4667398

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization ProfileTHEPETEFOUNDATION.ORG
2323 Lime Kiln LaneLouisville, KY 40222-3416

(502) 339-5500

Siviq Scores

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

Liabilities / Assets

80th percentile

0.10x

Higher debt load relative to assets than 80% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

89th percentile

82%

Faster asset growth than 89% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

116%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$191,021

Up $85,868 (+82%) from 2021

Net Assets

Up

$171,567

Up $92,059 (+116%) from 2021

Liabilities

Down

$19,454

Down $6,191 (-24%) from 2021

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin91st percentile

Revenue

Up

$165,938

Up $89,132 (+116%) from 2021

Expenses

Down

$73,879

Down $24,446 (-25%) from 2021

Net Income

Up

$92,059

Up $113,578 (+528%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$300K$200K$100K$0Assets 2017: $67,922Liabilities 2017: $0Net Assets 2017: $67,9222017Assets 2018: $81,515Liabilities 2018: $949Net Assets 2018: $80,5662018Assets 2019: $126,236Liabilities 2019: $11,224Net Assets 2019: $115,0122019Assets 2020: $101,176Liabilities 2020: $149Net Assets 2020: $101,0272020Assets 2021: $105,153Liabilities 2021: $25,645Net Assets 2021: $79,5082021Assets 2022: $191,021Liabilities 2022: $19,454Net Assets 2022: $171,5672022Assets 2023: $263,050Liabilities 2023: $42,447Net Assets 2023: $220,6032023Assets 2024: $205,228Liabilities 2024: $31,738Net Assets 2024: $173,4902024

Highlighted filing

2022

Assets$191,021
Liabilities$19,454
Net Assets$171,567
Open 2022 Filing

Operations Trend

Revenue Growth86th percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $62,834Expenses 2017: $10,125Net Income 2017: $52,7092017Revenue 2018: $66,559Expenses 2018: $53,915Net Income 2018: $12,6442018Revenue 2019: $177,886Expenses 2019: $143,441Net Income 2019: $34,4452019Revenue 2020: $82,415Expenses 2020: $96,400Net Income 2020: -$13,9852020Revenue 2021: $76,806Expenses 2021: $98,325Net Income 2021: -$21,5192021Revenue 2022: $165,938Expenses 2022: $73,879Net Income 2022: $92,0592022Revenue 2023: $200,147Expenses 2023: $134,188Net Income 2023: $65,9592023Revenue 2024: $151,770Expenses 2024: $215,843Net Income 2024: -$64,0732024

Highlighted filing

2022

Revenue$165,938
Expenses$73,879
Net Income$92,059
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$178,651
Mission and Program Overview

Mission

The pete foundation was formed to raise awareness of the impact of mental wellness in early adolescence, to advocate for improved mental wellness programs, and increase understanding of he conditions of mental illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$45,081$77,123▲ $32,042
Cash and Non-Interest-Bearing Accounts$-1,503$65,257▲ $66,760
Land, Buildings, and Equipment, Net$61,575$48,641▼ $12,934
Total Assets$105,153$191,021▲ $85,868
Liabilities
Other Liabilities$25,645$19,454▼ $6,191
Total Liabilities$25,645$19,454▼ $6,191
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$79,508$171,567▲ $92,059
Total Net Assets Fund Balance$79,508$171,567▲ $92,059
Total Liabilities and Net Assets / Fund Balance$105,153$191,021▲ $85,868

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$25,755$18,971$44,726
Equipment$22,886$15,256$38,142
Other Securities$77,123--
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Michele F JonesPresident
Jeffrey S Jones JrVice President
John M JonesDirector
Matthew JonesDirector
Molly JonesSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$170,276
Program Service Revenue
$0
Investment Income
$2,689
Other Revenue
$-7,027
All Other Contributions
$170,276
Change in Net Assets
$92,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$73,879
Total Fundraising Expense$1,452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$10,347$1,940$647$12,934
Other Expenses$3,397$637$212$4,246
All Other Expenses$1,257$236$79$1,572
Interest$570$107$36$713
Total Functional Expenses$68,067$4,360$1,452$73,879
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,713
Fundraising Gross Income$5,686
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable Vehicle$19,244
Credit Card Payable$210
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Form 990, Part VI, Section A, Line 2

“Part vi, section a, line 2 board of directors consist of the mother and the siblings of pete jones for whom the foundation was founded. Pete took his own life at a young age. The foundation was formed to raise awareness of the impact of mental wellness in early adolescence, to advocate for improved mental wellness programs, and increase understanding of he conditions of mental illness.due to the organization is support and assist those with mental”

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

“The board of directors reviewed the form 990 draft before is was filed.”

Form 990, Part VI, Section B, Line 12C

“The board is presently reviewing the drafts of their conflict of interest, whistleblower and written documentation retention policies. When the conflict of interest policy is established, the board will monitor and enforce this policy.”

Form 990, Part VI, Section B, Line 15

“Presently none of the key officers are being compensated. The board does not anticipate that any of the key officers or directors will be compensated. However, all hires, including any key officers or directors, will include a review of reasonalble compensation based upon contemporaneous amounts for the position in question. Compensation levels for all key employees will be subject to oversight and periodic review.”

Form 990, Part VI, Section C, Line 19

“The organization governing documents are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
The Pete Foundation Inc
EIN
81-4667398
Phone
5023395500
Address
2323 LIME KILN LANE, LOUISVILLE, KY 40222-3416

Signing Officer

Name
Molly Jones
Title
Secretary/treasurer
Phone
5027417051
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Jones
Formed
2016
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Louis T Roth & Co Pllc
Address
2100 GARDINER LANE 207, LOUISVILLE, KY 40205
Preparer
John P Schmidt CPA
Phone
5024598100
Raw XML Appendix360 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PETE FOUNDATION WAS FORMED TO RAISE AWARENESS OF THE IMPACT OF MENTAL WELLNESS IN EARLY ADOLESCENCE, TO ADVOCATE FOR IMPROVED MENTAL WELLNESS PROGRAMS, AND INCREASE UNDERSTANDING OF HE CONDITIONS OF MENTAL ILLNESS.
IRS990/AllOtherContributionsAmt0170276
IRS990/AllOtherExpensesGrp/FundraisingAmt079
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0236
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01257
IRS990/AllOtherExpensesGrp/TotalAmt01572
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0MOLLY JONES
IRS990/BooksInCareOfDetail/PhoneNum05023395500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02323 LIME KILN LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0402223416
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0-1503
IRS990/CashNonInterestBearingGrp/EOYAmt065257
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0170276
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02689
IRS990/CYOtherExpensesAmt073879
IRS990/CYOtherRevenueAmt0-7027
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt092059
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt073879
IRS990/CYTotalFundraisingExpenseAmt01452
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0165938
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0647
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01940
IRS990/DepreciationDepletionGrp/ProgramServicesAmt010347
IRS990/DepreciationDepletionGrp/TotalAmt012934
IRS990/Desc0WE ENVISION A WORLD IN WHICH EVERY INDIVIDUAL IS EQUIPPED WITH THE TOOLS NECESSARY TO UNDERSTAND, EXPRESS, AND SEEK SUPPORT FOR THEMSELVES AND OTHERS. IT IS A WORLD FREE FROM THE SOCIAL STIGMAS SURROUNDING MENTAL HEALTH, WITH A COMPLETE UNDERSTANDING OF ITS EFFECTS. IT IS A WORLD IN WHICH SUICIDE ATTEMPTS ARE ELIMINATED BECAUSE DEPRESSION AND ANXIETY ARE DETECTED AND ADDRESSED STARTING AT A YOUNG AGE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt216.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHELE F JONES
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY S JONES JR
IRS990/Form990PartVIISectionAGrp/PersonNm2MOLLY JONES
IRS990/Form990PartVIISectionAGrp/PersonNm3MATTHEW JONES
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN M JONES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt012713
IRS990/FundraisingGrossIncomeAmt05686
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0178651
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/FundraisingAmt036
IRS990/InterestGrp/ManagementAndGeneralAmt0107
IRS990/InterestGrp/ProgramServicesAmt0570
IRS990/InterestGrp/TotalAmt0713
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02689
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02689
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt045081
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt077123
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt034227
IRS990/LandBldgEquipBasisNetGrp/BOYAmt061575
IRS990/LandBldgEquipBasisNetGrp/EOYAmt048641
IRS990/LandBldgEquipCostOrOtherBssAmt082868
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PETE FOUNDATION WAS FORMED TO RAISE AWARENESS OF THE IMPACT OF MENTAL WELLNESS IN EARLY ADOLESCENCE, TO ADVOCATE FOR IMPROVED MENTAL WELLNESS PROGRAMS, AND INCREASE UNDERSTANDING OF HE CONDITIONS OF MENTAL ILLNESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt079508
IRS990/NetAssetsOrFundBalancesEOYAmt0171567
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-7027
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-7027
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt079508
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0171567
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MENTAL HEALTH AWARENESS
IRS990/OtherExpensesGrp/Desc1PROGRAM AWARENESS EXPEN
IRS990/OtherExpensesGrp/Desc2PROGRAM PROMOTION
IRS990/OtherExpensesGrp/Desc3OPERATIONAL EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0478
IRS990/OtherExpensesGrp/FundraisingAmt1212
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01440
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1637
IRS990/OtherExpensesGrp/ProgramServicesAmt025533
IRS990/OtherExpensesGrp/ProgramServicesAmt119283
IRS990/OtherExpensesGrp/ProgramServicesAmt27680
IRS990/OtherExpensesGrp/ProgramServicesAmt33397
IRS990/OtherExpensesGrp/TotalAmt025533
IRS990/OtherExpensesGrp/TotalAmt119283
IRS990/OtherExpensesGrp/TotalAmt29598
IRS990/OtherExpensesGrp/TotalAmt34246
IRS990/OtherLiabilitiesGrp/BOYAmt025645
IRS990/OtherLiabilitiesGrp/EOYAmt019454
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHELLE JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt068067
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt087892
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02794
IRS990/PYOtherExpensesAmt098325
IRS990/PYOtherRevenueAmt0-13880
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-21519
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt098325
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt076806
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt092059
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0118157
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt087892
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0158023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt076917
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0519502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02689
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02794
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0885
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0965
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01179
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08512
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0222408
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt07072
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07072
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97090
IRS990ScheduleA/PublicSupportPY170Pct00.97350
IRS990ScheduleA/PublicSupportTotal170Amt0519502
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0118157
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt087892
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078513
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0158023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt076917
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0519502
IRS990ScheduleA/TotalSupportAmt0535086
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt022886
IRS990ScheduleD/EquipmentGrp/DepreciationAmt015256
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038142
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt025755
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018971
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt044726
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt119244
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARD PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NOTE PAYABLE VEHICLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt077123
IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt048641
IRS990ScheduleD/TotalBookValueSecuritiesAmt077123
IRS990ScheduleD/TotalLiabilityAmt019454
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART VI, SECTION A, LINE 2 BOARD OF DIRECTORS CONSIST OF THE MOTHER AND THE SIBLINGS OF PETE JONES FOR WHOM THE FOUNDATION WAS FOUNDED. PETE TOOK HIS OWN LIFE AT A YOUNG AGE. THE FOUNDATION WAS FORMED TO RAISE AWARENESS OF THE IMPACT OF MENTAL WELLNESS IN EARLY ADOLESCENCE, TO ADVOCATE FOR IMPROVED MENTAL WELLNESS PROGRAMS, AND INCREASE UNDERSTANDING OF HE CONDITIONS OF MENTAL ILLNESS.DUE TO THE ORGANIZATION IS SUPPORT AND ASSIST THOSE WITH MENTAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWED THE FORM 990 DRAFT BEFORE IS WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD IS PRESENTLY REVIEWING THE DRAFTS OF THEIR CONFLICT OF INTEREST, WHISTLEBLOWER AND WRITTEN DOCUMENTATION RETENTION POLICIES. WHEN THE CONFLICT OF INTEREST POLICY IS ESTABLISHED, THE BOARD WILL MONITOR AND ENFORCE THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRESENTLY NONE OF THE KEY OFFICERS ARE BEING COMPENSATED. THE BOARD DOES NOT ANTICIPATE THAT ANY OF THE KEY OFFICERS OR DIRECTORS WILL BE COMPENSATED. HOWEVER, ALL HIRES, INCLUDING ANY KEY OFFICERS OR DIRECTORS, WILL INCLUDE A REVIEW OF REASONALBLE COMPENSATION BASED UPON CONTEMPORANEOUS AMOUNTS FOR THE POSITION IN QUESTION. COMPENSATION LEVELS FOR ALL KEY EMPLOYEES WILL BE SUBJECT TO OVERSIGHT AND PERIODIC REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0105153
IRS990/TotalAssetsEOYAmt0191021
IRS990/TotalAssetsGrp/BOYAmt0105153
IRS990/TotalAssetsGrp/EOYAmt0191021
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0170276
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01452
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04360
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068067
IRS990/TotalFunctionalExpensesGrp/TotalAmt073879
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025645
IRS990/TotalLiabilitiesEOYAmt019454
IRS990/TotalLiabilitiesGrp/BOYAmt025645
IRS990/TotalLiabilitiesGrp/EOYAmt019454
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt079508
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0171567
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt068067
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-7027
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02689
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165938
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0105153
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0191021
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02323 LIME KILN LANE
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040222
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0THEPETEFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MOLLY JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05027417051
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PETE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0814667398
ReturnHeader/Filer/PhoneNum05023395500
ReturnHeader/Filer/USAddress/AddressLine1Txt02323 LIME KILN LANE
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd0402223416
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610480236
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOUIS T ROTH & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 GARDINER LANE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040205
ReturnHeader/PreparerPersonGrp/PhoneNum05024598100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P SCHMIDT CPA
ReturnHeader/ReturnTs02023-11-14T07:35:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MOLLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JONES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$191,021
Liabilities
$19,454
Net assets
$171,567
Revenue
$165,938
Expenses
$73,879
Net income
$92,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.32$1.73$1.52$2.16$0.64
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.42$2.21$2.00$1.34$0.66
2022Detailed filing. Detailed filing data is available for this year.$1.91$0.19$1.72$1.66$0.74$0.92
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.26$0.80$0.77$0.98$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.82$0.96$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.11$1.15$1.78$1.43$0.34
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$0.67$0.54$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.63$0.10$0.53