Civic Intelligence

The Patrick Surtain II Foundation

EIN 93-2668954 • 501(c)3 • Florence, KY

Profile

The mission of the foundation is to level the playing field for students in financially disadvantaged communities by ensuring that these students have the same access to educational resources as their suburban peers to ensure their success.

59 Cavalier Blvd Suite 310Florence, KY 41042

patricksurtain.org

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.35x

Higher debt load relative to assets than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.03x

Higher debt load relative to revenue than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

26th percentile

-8.3%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

5th percentile

-60%

Faster asset growth than 5% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

101%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$29,152

Down $43,767 (-60%) from 2023

Liabilities

Down

-$10,260

Down $10,260 from 2023

Net Assets

Down

$39,412

Down $33,507 (-46%) from 2023

Operations
Liabilities / Revenue1st percentileNet Margin26th percentile

Revenue

Up

$403,863

Up $202,536 (+101%) from 2023

Expenses

Up

$437,370

Up $308,962 (+241%) from 2023

Net Income

Down

-$33,507

Down $106,426 (-146%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$100K$50K$0-$50KAssets 2023: $72,919Liabilities 2023: $0Net Assets 2023: $72,9192023Assets 2024: $29,152Liabilities 2024: -$10,260Net Assets 2024: $39,4122024

Highlighted filing

2024

Assets$29,152
Liabilities-$10,260
Net Assets$39,412
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$600K$400K$200K$0-$200KRevenue 2023: $201,327Expenses 2023: $128,408Net Income 2023: $72,9192023Revenue 2024: $403,863Expenses 2024: $437,370Net Income 2024: -$33,5072024

Highlighted filing

2024

Revenue$403,863
Expenses$437,370
Net Income-$33,507
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$29,152
Liabilities
-$10,260
Net assets
$39,412
Revenue
$403,863
Expenses
$437,370
Net income
-$33,507
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.10$0.39$4.04$4.37$0.34
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$2.01$1.28$0.73
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.0
Gross Receipts
$660,956
Mission and Program Overview

Mission

The mission of the foundation is to level the playing field for students in financially disadvantaged communities by ensuring that these students have the same access to educational resources as their suburban peers to ensure their success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$70,654$25,887▼ $44,767
Inventories for Sale or Use$1,755$3,265▲ $1,510
Accounts Receivable$510--
Total Assets$72,919$29,152▼ $43,767
Liabilities
Accounts Payable and Accrued Expenses-$-10,260-
Total Liabilities$0$-10,260▼ $10,260
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$72,919$39,412▼ $33,507
Total Net Assets Fund Balance$72,919$39,412▼ $33,507
Total Liabilities and Net Assets / Fund Balance$72,919$29,152▼ $43,767
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Patrick Surtain IiPresident
Patrick Surtain SrSecretary/tr
Michelle SurtainVice Presidn

Highest Paid Contractors

ContractorServicesLocationCompensation
ProlanthroySee Gen Ftn59 CAVALIER BLVD STE 310, Florence, KY 41042$145,551
Revenue and Support

Revenue Composition

Contributions and Grants
$416,711
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-12,848
All Other Contributions
$170,907
Change in Net Assets
$-33,507

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$145,123Fair Market Value
Total Noncash Contributions$145,123-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$366,256
Total Fundraising Expense$171,873
Grants and Similar Amounts Paid$71,114
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$98,716$21,550$37,261$157,527
Advertising$44,498$2,311$48,323$95,132
Fees for Services Other$10,351$3,198$73,819$87,368
Grants to Domestic Individuals$71,114--$71,114
Travel$8,046-$7,533$15,579
Fees for Services Legal--$4,283$4,283
Occupancy$3,414--$3,414
Insurance$1,568$392$654$2,614
Office Expenses-$339-$339
Total Functional Expenses$237,707$27,790$171,873$437,370
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$257,093
Fundraising Gross Income$244,245
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2024 Inspire Th$285,454$126,060$77,410$48,650
2024 Fashion Sh$171,010$100,385$58,046$42,339
Total Events$490,049$244,245$257,093$-12,848
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Patrick surtain ii michelle surtain mother / son patrick surtain ii patrick surtain sr father / son”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the board before filing.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest policy is discussed when applicable.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Patrick Surtain Ii Foundation
EIN
93-2668954
Phone
8597463431
Address
59 CAVALIER BLVD SUITE 310, FLORENCE, KY 41042

Signing Officer

Name
Michelle Surtain
Title
Vice Presidnet
Phone
8597463431
Signed
2025-10-27

Organization Details

Principal Officer
Patrick Surtain Ii
Formed
2023
Legal Domicile
Co
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Keith & Associates Pllc
Address
715 BAKEWELL ST, COVINGTON, KY 41011-1227
Preparer
R Frederick Keith
Phone
8592616800
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The mission of the foundation is to level the playing field for students in financially disadvantaged communities by ensuring that these students have the same access to educational resources as their suburban peers to ensure their success.”

Form 990, Part IX, Line 11G

“Operations 2,623 529 4,524 contract services 4,360 717 1,196 audio visuals 3,000 0 0 banking fees 368 92 153 gifts 0 1,800 0 facilities and equipment 0 60 0 celebrity waiter night bank fees 0 0 242 audio visuals 0 0 1,100 contract services 0 0 1,899 event valet 0 0 900 operations 0 0 61 0 0 0 2024 fashion show contract services 0 0 14,854 operations 0 0 10,461 banking fees 0 0 2,630 0 0 0 2024 inspire the dream audio visual 0 0 14,664 contract services 0 0 12,337 event valet 0 0 2,265 operations 0 0 3,372 bank fees 0 0 3,161 total 10,351 3,198 73,819”

Raw XML Appendix361 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0-10260
IRS990/AccountsReceivableGrp/BOYAmt0510
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE FOUNDATION IS TO LEVEL THE PLAYING FIELD FOR STUDENTS IN FINANCIALLY DISADVANTAGED COMMUNITIES BY ENSURING THAT THESE STUDENTS HAVE THE SAME ACCESS TO EDUCATIONAL RESOURCES AS THEIR SUBURBAN PEERS TO ENSURE THEIR SUCCESS.
IRS990/AdvertisingGrp/FundraisingAmt048323
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02311
IRS990/AdvertisingGrp/ProgramServicesAmt044498
IRS990/AdvertisingGrp/TotalAmt095132
IRS990/AllOtherContributionsAmt0170907
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PROLANTHROPY
IRS990/BooksInCareOfDetail/PhoneNum08597463431
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt059 CAVALIER BLVD SUITE 310
IRS990/BooksInCareOfDetail/USAddress/CityNm0FLORENCE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd041042
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt070654
IRS990/CashNonInterestBearingGrp/EOYAmt025887
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0145551
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt059 CAVALIER BLVD STE 310
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0FLORENCE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0KY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd041042
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PROLANTHROY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine2Txt0PROLANTHROPY
IRS990/ContractorCompensationGrp/ServicesDesc0SEE GEN FTN
IRS990/ContriRptFundraisingEventAmt0245804
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0416711
IRS990/CYGrantsAndSimilarPaidAmt071114
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0366256
IRS990/CYOtherRevenueAmt0-12848
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-33507
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0437370
IRS990/CYTotalFundraisingExpenseAmt0171873
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0403863
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0INSPIRATION ROOMS - INNOVATIVE SPACES DESIGNED TO NURTURE SCIENCE, TECHNOLOGY, ENGINEERING, THE ARTS, AND MATHEMATICS (S.T.E.A.M.) EDUCATION. THE ROOMS INCLUDE INTERACTIVE WORKSPACES, CUTTING-EDGE TECHNOLOGY LIKE 3D PRINTERS, A MUSIC RECORDING STUDIO, MULTIMEDIA RESOURCES, AND CUSTOMIZED LEARNING ELEMENTS TAILORED TO THE WINNING SCHOOLS SPECIFIC NEEDS. IN 2024, THE PROGRAM PROUDLY AWARDED ITS FIRST TWO INSPIRATION ROOMS TO MANUAL HIGH SCHOOL AND GEORGE WASHINGTON HIGH SCHOOL IN COLORADO, WITH A RIBBON-CUTTING CEREMONY WITH PATRICK ON SEPTEMBER 3, 2024. THESE SPACES EMPOWER STUDENTS AND EDUCATORS WITH DYNAMIC RESOURCES TO INSPIRE CREATIVITY, INNOVATION, AND HANDS-ON LEARNING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0213592
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesLegalGrp/FundraisingAmt04283
IRS990/FeesForServicesLegalGrp/TotalAmt04283
IRS990/FeesForServicesManagementGrp/FundraisingAmt037261
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt021550
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt098716
IRS990/FeesForServicesManagementGrp/TotalAmt0157527
IRS990/FeesForServicesOtherGrp/FundraisingAmt073819
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03198
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt010351
IRS990/FeesForServicesOtherGrp/TotalAmt087368
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0PATRICK SURTAIN II
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK SURTAIN SR
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHELLE SURTAIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02023
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0245804
IRS990/FundraisingDirectExpensesAmt0257093
IRS990/FundraisingGrossIncomeAmt0244245
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt071114
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt071114
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt071114
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0660956
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0654
IRS990/InsuranceGrp/ManagementAndGeneralAmt0392
IRS990/InsuranceGrp/ProgramServicesAmt01568
IRS990/InsuranceGrp/TotalAmt02614
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01755
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03265
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt030
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS TO LEVEL THE PLAYING FIELD FOR STUDENTS IN FINANCIALLY DISADVANTAGED COMMUNITIES BY ENSURING THAT THESE STUDENTS HAVE THE SAME ACCESS TO EDUCATIONAL RESOURCES AS THEIR SUBURBAN PEERS TO ENSURE THEIR SUCCESS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt072919
IRS990/NetAssetsOrFundBalancesEOYAmt039412
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-12848
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt072919
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt039412
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0145123
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt03414
IRS990/OccupancyGrp/TotalAmt03414
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0339
IRS990/OfficeExpensesGrp/TotalAmt0339
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PATRICK SURTAIN II
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PITCH DAY - FOUNDATION HOSTS "PITCH DAY" IN WHICH LOCAL TITLE I DENVER HIGH SCHOOLS COMPETE TO WIN PATS INSPIRATION ROOM (S.T.E.A.M. ROOM) TO BE INSTALLED AT THEIR SCHOOL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt015784
IRS990/ProgSrvcAccomActy3Grp/Desc0GENERAL ASSISTANCE IN LEVELING THE PLAYING FIELD FOR STUDENTS IN FINANCIALLY DISADVANTAGED COMMUNITIES BY ENSURING THAT THESE STUDENTS HAVE THE SAME ACCESS TO EDUCATIONAL RESOURCES AS THEIR SUBURBAN PEERS TO ENSURE THEIR SUCCESS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08331
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0126144
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0128408
IRS990/PYOtherRevenueAmt075183
IRS990/PYRevenuesLessExpensesAmt072919
IRS990/PYTotalExpensesAmt0128408
IRS990/PYTotalRevenueAmt0201327
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-33507
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt07916
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt07916
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0416711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0126144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0542855
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0244245
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0197635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0441880
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0976819
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt07916
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07916
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0660956
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0323779
IRS990ScheduleA/Total509Grp/TotalAmt0984735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0660956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0323779
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0984735
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/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0245804
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0159394
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt070625
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt015785
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0257093
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02024 INSPIRE TH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm02024 FASHION SH
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt051230
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt010177
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt010160
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt071567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0285454
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0171010
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt033585
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0490049
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0126060
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0100385
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt017800
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0244245
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12848
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt037426
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0172882
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt077410
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt058046
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01310
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt011334
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012644
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0GW HS TECH ROOMS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1MANUAL HS TECH ROOM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt036972
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt134142
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0STEAM EQUIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc1STEAM EQUIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1FMV
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0145123
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE FOUNDATION IS TO LEVEL THE PLAYING FIELD FOR STUDENTS IN FINANCIALLY DISADVANTAGED COMMUNITIES BY ENSURING THAT THESE STUDENTS HAVE THE SAME ACCESS TO EDUCATIONAL RESOURCES AS THEIR SUBURBAN PEERS TO ENSURE THEIR SUCCESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PATRICK SURTAIN II MICHELLE SURTAIN MOTHER / SON PATRICK SURTAIN II PATRICK SURTAIN SR FATHER / SON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICT OF INTEREST POLICY IS DISCUSSED WHEN APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OPERATIONS 2,623 529 4,524 CONTRACT SERVICES 4,360 717 1,196 AUDIO VISUALS 3,000 0 0 BANKING FEES 368 92 153 GIFTS 0 1,800 0 FACILITIES AND EQUIPMENT 0 60 0 CELEBRITY WAITER NIGHT BANK FEES 0 0 242 AUDIO VISUALS 0 0 1,100 CONTRACT SERVICES 0 0 1,899 EVENT VALET 0 0 900 OPERATIONS 0 0 61 0 0 0 2024 FASHION SHOW CONTRACT SERVICES 0 0 14,854 OPERATIONS 0 0 10,461 BANKING FEES 0 0 2,630 0 0 0 2024 INSPIRE THE DREAM AUDIO VISUAL 0 0 14,664 CONTRACT SERVICES 0 0 12,337 EVENT VALET 0 0 2,265 OPERATIONS 0 0 3,372 BANK FEES 0 0 3,161 TOTAL 10,351 3,198 73,819
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt072919
IRS990/TotalAssetsEOYAmt029152
IRS990/TotalAssetsGrp/BOYAmt072919
IRS990/TotalAssetsGrp/EOYAmt029152
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0416711
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0171873
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027790
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237707
IRS990/TotalFunctionalExpensesGrp/TotalAmt0437370
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0-10260
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0-10260
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt072919
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt039412
IRS990/TotalProgramServiceExpensesAmt0237707
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0403863
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt072919
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt029152
IRS990/TravelGrp/FundraisingAmt07533
IRS990/TravelGrp/ProgramServicesAmt08046
IRS990/TravelGrp/TotalAmt015579
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0715 BAKEWELL ST
IRS990/USAddress/CityNm0COVINGTON
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd041011
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTPS://PATRICKSURTAIN.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE SURTAIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDNET
ReturnHeader/BusinessOfficerGrp/PhoneNum08597463431
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PATRICK SURTAIN II FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PATR
ReturnHeader/Filer/EIN0932668954
ReturnHeader/Filer/PhoneNum08597463431
ReturnHeader/Filer/USAddress/AddressLine1Txt059 CAVALIER BLVD SUITE 310
ReturnHeader/Filer/USAddress/CityNm0FLORENCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041042
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352349774
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEITH & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0715 BAKEWELL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COVINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0410111227
ReturnHeader/PreparerPersonGrp/PhoneNum08592616800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R FREDERICK KEITH
ReturnHeader/ReturnTs02025-11-11T09:03:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.