Civic Intelligence

Public Education Fund

990EZ • Fiscal year 2023 • EIN 83-4444397

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 06, 2023

1941 Bishop Lane 300Louisville, KY 40218

(502) 454-3400

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

56th percentile

0.00x

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Net Margin

10th percentile

-44%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

2023 filings • 501(c)4 • <$500k nonprofits • Source year 2023

Asset Growth

16th percentile

-25%

Faster asset growth than 16% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-5.3%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)4 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$153,922

Down $51,222 (-25%) from 2022

Net Assets

Down

$153,922

Down $51,222 (-25%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$115,970

Down $6,535 (-5.3%) from 2022

Expenses

Up

$167,192

Up $102,989 (+160%) from 2022

Net Income

Down

-$51,222

Down $109,524 (-188%) from 2022

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2020: $205,639Liabilities 2020: $0Net Assets 2020: $205,6392020Assets 2021: $146,842Liabilities 2021: $0Net Assets 2021: $146,8422021Assets 2022: $205,144Liabilities 2022: $0Net Assets 2022: $205,1442022Assets 2023: $153,922Liabilities 2023: $0Net Assets 2023: $153,9222023Assets 2024: $241,981Liabilities 2024: $0Net Assets 2024: $241,9812024Assets 2025: $348,694Liabilities 2025: $0Net Assets 2025: $348,6942025

Highlighted filing

2023

Assets$153,922
Liabilities$0
Net Assets$153,922

Operations Trend

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

$200K$100K$0-$100KRevenue 2020: $110,541Expenses 2020: $33,570Net Income 2020: $76,9712020Revenue 2021: $60,530Expenses 2021: $119,327Net Income 2021: -$58,7972021Revenue 2022: $122,505Expenses 2022: $64,203Net Income 2022: $58,3022022Revenue 2023: $115,970Expenses 2023: $167,192Net Income 2023: -$51,2222023Revenue 2024: $125,373Expenses 2024: $37,314Net Income 2024: $88,0592024Revenue 2025: $141,255Expenses 2025: $34,542Net Income 2025: $106,7132025

Highlighted filing

2023

Revenue$115,970
Expenses$167,192
Net Income-$51,222
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 6, 2023
Return Version
2022v5.0
Gross Receipts
$115,970
Mission and Program Overview

Mission

To promote and improve community-based public education; to educate the general public as to the value and benefits of community-based public education to the common good and general welfare of our communities; and to advocate to the general public and to the representatives, agents and employees of our governing institutions, for quality public education open to all, as critical to the future success of our local communities, our nation, and our democratic system.

Program Services

DescriptionGrantsExpenses
TO PROMOTE AND IMPROVE COMMUNITY-BASED PUBLIC EDUCATION; TO EDUCATE THE GENERAL PUBLIC AS TO THE VALUE AND BENEFITS OF COMMUNITY-BASED PUBLIC EDUCATION TO THE COMMON GOOD AND GENERAL WELFARE OF OUR COMMUNITIES; AND TO ADVOCATE TO THE GENERAL PUBLIC AND TO THE REPRESENTATIVES, AGENTS AND EMPLOYEES OF OUR GOVERNING INSTITUTIONS, FOR QUALITY PUBLIC EDUCATION OPEN TO ALL, AS CRITICAL TO THE FUTURE SUCCESS OF OUR LOCAL COMMUNITIES, OUR NATION, AND OUR DEMOCRATIC SYSTEM.$165,000$167,192
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY BIGGSDirector-$0--
DALE WARRENDirector-$0--
KATIE SUGGSecretary-$0--
MARY THURMANDirector-$0--
NATALIE RASHADDirector-$0--
CAROL PEACEDirector-$0--
SHAUNA EVANSDirector-$0--
CASSIE LYLESChair-$0--
ERIC EVANSVice Chair-$0--
LYDIA JONESTreasurer-$0--
Political and Lobbying Activity

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$30,000
Total Exempt Function Spending$30,000

Section 527 Organizations

OrganizationLocationAmount
47-1487480Lexington, KY$30,000
Filing and Contact Details

Filer

Filer Name
Public Education Fund
EIN
83-4444397
Phone
5024543400
Address
1941 BISHOP LANE 300, LOUISVILLE, KY 40218

Signing Officer

Name
Cassie Lyles
Title
Chair Person
Phone
5024543400
Signed
2023-12-06
Discuss with paid preparer
Yes

Preparer

Firm
MONROE SHINE & CO INC CPA'S
Address
PO BOX 22039, LOUISVILLE, KY 40252-9804
Preparer
Jeremy M Finn CPA
Phone
5024230311
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contribution. Grantee name: commonwealth alliance voter engagement. Grantee address: 2508 portland ave, suite 15 louisville, ky 40212. Amount given: 25,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contribution. Grantee name: peoples campaign community network. Grantee address: po box 4681 frankfort, ky 40604. Amount given: 30,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contribution. Grantee name: preserve, protect and defend. Grantee address: 2420 14th st #701 washington, dc 20009. Amount given: 100,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: contribution. Grantee name: commonwealth alliance action fund. Grantee address: 2430 portland ave louisville, ky 40212. Amount given: 10,000. Total included on form 990-ez, line 10: 165,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: miscellaneous expense. Amount: 15. Description: office expenses. Amount: 27. Total to form 990-ez, line 16: 42.

Raw XML Appendix173 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY BIGGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DALE WARREN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE SUGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY THURMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NATALIE RASHAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CAROL PEACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHAUNA EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CASSIE LYLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ERIC EVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LYDIA JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherExpensesTotalAmt042
IRS990EZ/PoliticalCampaignActyInd01
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE AND IMPROVE COMMUNITY-BASED PUBLIC EDUCATION; TO EDUCATE THE GENERAL PUBLIC AS TO THE VALUE AND BENEFITS OF COMMUNITY-BASED PUBLIC EDUCATION TO THE COMMON GOOD AND GENERAL WELFARE OF OUR COMMUNITIES; AND TO ADVOCATE TO THE GENERAL PUBLIC AND TO THE REPRESENTATIVES, AGENTS AND EMPLOYEES OF OUR GOVERNING INSTITUTIONS, FOR QUALITY PUBLIC EDUCATION OPEN TO ALL, AS CRITICAL TO THE FUTURE SUCCESS OF OUR LOCAL COMMUNITIES, OUR NATION, AND OUR DEMOCRATIC SYSTEM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE AND IMPROVE COMMUNITY-BASED PUBLIC EDUCATION; TO EDUCATE THE GENERAL PUBLIC AS TO THE VALUE AND BENEFITS OF COMMUNITY-BASED PUBLIC EDUCATION TO THE COMMON GOOD AND GENERAL WELFARE OF OUR COMMUNITIES; AND TO ADVOCATE TO THE GENERAL PUBLIC AND TO THE REPRESENTATIVES, AGENTS AND EMPLOYEES OF OUR GOVERNING INSTITUTIONS, FOR QUALITY PUBLIC EDUCATION OPEN TO ALL, AS CRITICAL TO THE FUTURE SUCCESS OF OUR LOCAL COMMUNITIES, OUR NATION, AND OUR DEMOCRATIC SYSTEM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0165000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0167192
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleC/PoliticalExpendituresAmt030000
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0471487480
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IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt030000
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt0PO BOX 4681
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IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd040509
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0FUNDING TO SUPPORT POLITICAL CANDIDATES.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I-A, LINE 1:
IRS990ScheduleC/TotalExemptFunctionExpendAmt030000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: COMMONWEALTH ALLIANCE VOTER ENGAGEMENT. GRANTEE ADDRESS: 2508 PORTLAND AVE, SUITE 15 LOUISVILLE, KY 40212. AMOUNT GIVEN: 25,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: PEOPLES CAMPAIGN COMMUNITY NETWORK. GRANTEE ADDRESS: PO BOX 4681 FRANKFORT, KY 40604. AMOUNT GIVEN: 30,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: PRESERVE, PROTECT AND DEFEND. GRANTEE ADDRESS: 2420 14TH ST #701 WASHINGTON, DC 20009. AMOUNT GIVEN: 100,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: COMMONWEALTH ALLIANCE ACTION FUND. GRANTEE ADDRESS: 2430 PORTLAND AVE LOUISVILLE, KY 40212. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 165,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 15. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 27. TOTAL TO FORM 990-EZ, LINE 16: 42.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CASSIE LYLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR PERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum05024543400
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PUBLIC EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0PUBL
ReturnHeader/Filer/EIN0834444397
ReturnHeader/Filer/PhoneNum05024543400
ReturnHeader/Filer/USAddress/AddressLine1Txt01941 BISHOP LANE 300
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351515068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONROE SHINE & CO INC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 22039
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402529804
ReturnHeader/PreparerPersonGrp/PhoneNum05024230311
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY M FINN CPA
ReturnHeader/ReturnTs02023-12-11T14:36:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CASSIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LYLES
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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