Civic Intelligence

The Joseph D Obrien III Memorial

EIN 87-4027437 • Shelbyville, KY

720 MT Eden Road Suite 200Shelbyville, KY 40065
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

92nd percentile

69%

Higher net margin than 92% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

87th percentile

29%

Faster asset growth than 87% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-60%

Faster revenue growth than 4% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$5,463,493

Up $1,222,555 (+29%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,463,493

Up $1,222,555 (+29%) from 2024

Revenue

Down

$1,775,598

Down $2,639,077 (-60%) from 2024

Expenses

Up

$558,222

Up $67,154 (+14%) from 2024

Net Income

Down

$1,217,376

Down $2,706,231 (-69%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2022: $47,564Liabilities 2022: $1Net Assets 2022: $47,5642022Assets 2023: $317,331Liabilities 2023: $1Net Assets 2023: $317,3312023Assets 2024: $4,240,938Liabilities 2024: $0Net Assets 2024: $4,240,9382024Assets 2025: $5,463,493Liabilities 2025: $0Net Assets 2025: $5,463,4932025

Highlighted filing

2025

Assets$5,463,493
Liabilities$0
Net Assets$5,463,493

Operations Trend

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

$6.0M$4.0M$2.0M$0Revenue 2022: $2,655,564Expenses 2022: $2,608,000Net Income 2022: $47,5642022Revenue 2023: $335,704Expenses 2023: $65,937Net Income 2023: $269,7672023Revenue 2024: $4,414,675Expenses 2024: $491,068Net Income 2024: $3,923,6072024Revenue 2025: $1,775,598Expenses 2025: $558,222Net Income 2025: $1,217,3762025

Highlighted filing

2025

Revenue$1,775,598
Expenses$558,222
Net Income$1,217,376

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Feb 10, 2026
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH D OBRIEN JRChairman, Pr-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantYOUTH AUTOMOTIVE TRAINING CENTER (YATC)CHARITABLE PURPOSES501C3DEERFIELD BEACH, FL, US$200,000
Paid GrantTHE OTTAWA YMCACHARITABLE PURPOSES501C3OTTAWA, IL, US$100,000
Paid GrantTHE HEART THAT GIVES FOUNDATIONCHARITABLE PURPOSES501C3COLUMBIA, MO, US$75,000
Paid GrantOCALA INTL HORSE SHOW INCCHARITABLE PURPOSES501C3OCALA, FL, US$35,000
Paid GrantIGNATION SPIRITUALITY PROJECTCHARITABLE PURPOSES501C3CHICAGO, IL, US$25,000
Paid GrantCONGAREE FOUNDATIONCHARITABLE PURPOSES501C3HOUSTON, TX, US$25,000
Paid GrantAMERICAN SADDLEBRED HORSE & BREEDERS ASSOCIATIONCHARITABLE PURPOSES501C3LEXINGTON, KY, US$25,000
Paid GrantUNITED PROF HORSEMEN'S ASSOC FOUND (UPHA)CHARITABLE PURPOSES501C3LEXINGTON, KY, US$20,000
Paid GrantFELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS (FOCUS)CHARITABLE PURPOSES501C3GENESEE, CO, US$12,000
Paid GrantTUNNEL TO TOWERS FOUNDATIONCHARITABLE PURPOSES501C3STANEN ISLAND, NY, US$11,000
Paid GrantTHE LAKE COUNTY COMMUNITY FOUNDCHARITABLE PURPOSES501C3GRAYSLAKE, IL, US$10,000
Paid GrantTHE AMERICAN CANCER SOCIETYCHARITABLE PURPOSES501C3HAGERSTOWN, MD, US$250
Filing and Contact Details

Filer

Filer Name
The Joseph D Obrien Iii Memorial
EIN
87-4027437
Phone
5026333300
Address
720 MT EDEN ROAD SUITE 200, SHELBYVILLE, KY 40065

Signing Officer

Name
Joseph D Obrien Jr
Title
Chairman, President
Signed
2026-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Woodward & Associates Inc
Address
1707 CLEARWATER AVE, BLOOMINGTON, IL 61704-1584
Preparer
Jessica Woodward
Phone
3096628797
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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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2(UPHA)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3(YATC)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0205 W MONROE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11375 ENCLAVE PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2411 CANAL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34083 WING COMMANDER WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44800 E LOG PROVIDENCE TD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt82775 NW 49TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91200 UNIVERSITY CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10399 SW MLK JR AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112631 HYLAN BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HOUSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5GENESEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HAGERSTOWN
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0317045
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0203804
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt035180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0156591
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0616780
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0221205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0203804
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt035180
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0156591
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0538250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0221205
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0616780
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0395575
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05179
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD STOCK COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0KEYBANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05600
TaxesSchedule/TaxesDetail/Amt08918
TaxesSchedule/TaxesDetail/Amt1341
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON DIVIDENDS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH D OBRIEN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN, PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSEPH D OBRIEN III MEMORIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0874027437
ReturnHeader/Filer/PhoneNum05026333300
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 MT EDEN ROAD SUITE 200
ReturnHeader/Filer/USAddress/CityNm0SHELBYVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040065
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371378349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOODWARD & ASSOCIATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01707 CLEARWATER AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLOOMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0617041584
ReturnHeader/PreparerPersonGrp/PhoneNum03096628797
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSICA WOODWARD
ReturnHeader/ReturnTs02026-02-10T09:38:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

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