COMMONWEALTH FUND FOR KET INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COMMONWEALTH FUND FOR KET INC (EIN 61-1285473)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-10
- IRS object ID
- 202502839349301640
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-10T14:07:33-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W MAIN STREET STE 1400 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611285473 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONWEALTH FUND FOR KET INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8592587000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 COOPER DRIVE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE RIPLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8592587000 | PhoneNum |
| Signature | 2025-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON C CARTER | PreparerPersonNm |
| PTIN | P01242412 | PTIN |
| Phone | 8592552341 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHELE RIPLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 COOPER DRIVE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,074,609 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | THE FUND IS TO RECEIVE, HOLD, AND ADMINISTER FUNDS PROVIDED BY ITS FUNDRAISING ACTIVITIES FOR THE BENEFIT OF THE KENTUCKY AUTHORITY FOR EDUCATIONAL TELEVISION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 403 | TotalVolunteersCnt |
| Total Gross UBI | $3,459 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,459 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,412,908 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,948,008 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,683,220 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,002,903 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$63,130 | PYOtherRevenueAmt |
| CY Other Revenue | $72,780 | CYOtherRevenueAmt |
| PY Total Revenue | $15,032,998 | PYTotalRevenueAmt |
| CY Total Revenue | $11,023,691 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,191,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,410,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $884,402 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,636,170 | PYOtherExpensesAmt |
| CY Other Expenses | $2,789,031 | CYOtherExpensesAmt |
| PY Total Expenses | $12,827,170 | PYTotalExpensesAmt |
| CY Total Expenses | $8,199,631 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,205,828 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,824,060 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,150,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,211,658 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $724,074 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $690,859 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,426,548 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,520,799 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO SUPPORT AND FURTHER THE EDUCATIONAL, CHARITABLE AND PUBLIC PURPOSES AND ACTIVITIES OF THE KENTUCKY AUTHORITY FOR EDUCATIONAL TELEVISION (AUTHORITY) AND THE RELATED KENTUCKY EDUCATIONAL TELEVISION FOUNDATION, INC. (FOUNDATION). THE FUND'S PRIMARY PURPOSE IS TO RECEIVE, HOLD AND ADMINISTER FUNDS PROVIDED BY ITS FUNDRAISING ACTIVITIES, WHICH ARE CONCENTRATED PRIMARILY IN THE STATE OF KENTUCKY, FOR THE BENEFIT OF THE AUTHORITY AND THE FOUNDATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,410,600 | ExpenseAmt |
| Grant | $5,410,600 | GrantAmt |
| Desc | THE ORGANIZATION'S PURPOSE IS TO SUPPORT THE MISSION OF THE AUTHORITY FOR KENTUCKY EDUCATIONAL TELEVISION, THE GOVERNING BODY OF KENTUCKY EDUCATIONAL TELEVISION (KET). AS ONE OF THE NATION'S LARGEST PUBLIC TELEVISION NETWORKS, KET IS USED BY MORE THAN 2 MILLION PEOPLE EACH WEEK AND ITS EDUCATIONAL RESOURCES ARE UTILIZED IN EVERY KENTUCKY SCHOOL DISTRICT AS WELL AS CLASSROOMS ACROSS THE NATION. ACCESSIBLE THROUGH BROADCAST, MOBILE AND CONNECTED DEVICES, KET'S CONTENT INCLUDES ORIGINALLY PRODUCED KENTUCKY HISTORY, CULTURE AND PUBLIC AFFAIRS PROGRAMS IN ADDITION TO THE NATIONAL PBS LINEUP. SERVING THE EDUCATIONAL NEEDS OF THE STATE, KET DELIVERS THE MOST-TRUSTED CHILDREN'S EDUCATIONAL PROGRAMMING PLUS CRADLE-TO-CAREER INSTRUCTIONAL SERVICES INCLUDING EARLY CHILDHOOD TEACHING TOOLS AND CERTIFICATION, K-12 DIGITAL LEARNING RESOURCES AND PROFESSIONAL TRAINING FOR EDUCATORS, AND GED AND WORKFORCE DEVELOPMENT PREP. THE WEBSITE WWW.KET.ORG/MAKING-A-DIFFERENCE-ARCHIVES TELLS THE STORY OF THE TEACHERS, STUDENTS, FAMILIES AND COMMUNITIES IMPACTED BY KET'S PROGRAMS AND SERVICES.THE PRIOR-YEAR SPIKE IN REVENUE WAS DUE TO TWO EXTRAORDINARY BEQUESTS AND A ONE-TIME FUNDRAISING CAMPAIGN TO CONSTRUCT AND EQUIP A NEW LOUISVILLE PRODUCTION CENTER, WHICH OPENED IN JANUARY 2025. UNRESTRICTED ANNUAL GIVING CONTINUED TO INCREASE YEAR-OVER-YEAR. QUARTER 4 SAW SIGNIFICANT GROWTH IN FUNDRAISING AS MANY DONORS RESPONDED TO THE THREAT OF FEDERAL FUNDING CUTS. AN ADDITIONAL $1.349 MILLION IN FEDERAL FUNDING THAT MATCHED PRIVATE FUNDS WAS RAISED. | Desc |
| Total Program Service Expenses | $5,410,600 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KET | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8592587000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 COOPER DRIVE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| SHAE HOPKINS | |||||||
| EXEC DIRECTOR/CEO | 1.00 | 48.00 | Yes (X) | $0 | $338,509 | $133,577 | |
| NICK NICHOLSON | |||||||
| BOARD CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN S DOMASCHKO | |||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL JONES | |||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY D PATTON | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN GRIFFITH | |||||||
| DIRECTOR (AUTHORITY) | 1.00 | 1.00 | Yes (X) | $0 | $650 | $0 | |
| ALICE K HOUSTON | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| D R BALL | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HILMA PRATHER | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELANIE SIMPSON-CONLEY | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL A OWSLEY | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIRA S BALL | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT M BECK JR | |||||||
| DIRECTOR (AUTHORITY) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKIE YATES BROWN GLISSON | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM T YOUNG JR | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONOVAN BLACKBURN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN MASTAN | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE RIPLEY | |||||||
| PRESIDENT | 37.50 | 9.00 | $0 | $146,497 | $35,331 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $485,656 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,908 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOUTHEAST PRINTING & MAILING SERVICE | |||||
| 2528 PALUMBO DRIVE | LEXINGTON | KY | 40509 | DIRECT MARKETING SERVICES | $208,035 |
| ALLEGIANCE FUNDRAISING LLC | |||||
| 36 CORDAGE PARK CIRCLE STE 225 | PLYMOUTH | MA | 02360 | DATABASE PROVIDER | $170,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $380,964 | FundraisingAmt |
| All Other Contributions | $7,567,044 | AllOtherContributionsAmt |
| Noncash Contributions | $364,780 | NoncashContributionsAmt |
| Total Contributions | $7,948,008 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $874,323 | TotalRevenueColumnAmt |
| Exclusion | $874,323 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,041 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,459 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,459 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,459 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,870,471 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,601,764 | SecuritiesAmt |
| Other | $140,127 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,268,707 | SecuritiesAmt |
| Other | -$140,127 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,128,580 | TotalRevenueColumnAmt |
| Exclusion | $2,128,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $253,380 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $380,964 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $307,986 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$54,606 | TotalRevenueColumnAmt |
| Exclusion | -$54,606 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $123,927 | TotalRevenueColumnAmt |
| Exclusion | $123,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $123,927 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,023,691 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,459 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,072,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,410,600 | TotalAmt |
| Program Services | $5,410,600 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,239 | TotalAmt |
| Management And General | $7,239 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,350 | TotalAmt |
| Management And General | $210,350 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,409,584 | TotalAmt |
| Management And General | $1,380,146 | ManagementAndGeneralAmt |
| Fundraising | $29,438 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Fundraising | $100 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,360 | TotalAmt |
| Management And General | $3,130 | ManagementAndGeneralAmt |
| Fundraising | $57,230 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,256 | TotalAmt |
| Management And General | $23,256 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,066 | TotalAmt |
| Management And General | $6,149 | ManagementAndGeneralAmt |
| Fundraising | $4,917 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,069 | TotalAmt |
| Management And General | $6,609 | ManagementAndGeneralAmt |
| Fundraising | $7,460 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271 | TotalAmt |
| Management And General | $1,271 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,154 | TotalAmt |
| Management And General | $44,154 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,116 | TotalAmt |
| Management And General | $30,116 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| POSTAGE AND SHIPPING | $379,893 | $761 | $379,132 |
| PREMIUMS/MEMBER CARDS | $156,395 | $156,395 | |
| BANK FEES | $151,089 | $1,173 | $149,916 |
| EQUIPMENT/BUILDING | $147,606 | $140,266 | $7,340 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,483 | TotalAmt |
| Management And General | $20,009 | ManagementAndGeneralAmt |
| Fundraising | $92,474 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,199,631 | TotalAmt |
| Program Services | $5,410,600 | ProgramServicesAmt |
| Management And General | $1,904,629 | ManagementAndGeneralAmt |
| Fundraising | $884,402 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,275,432 | BOYAmt |
| EOY | $4,197,633 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,308,000 | BOYAmt |
| EOY | $252,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,068 | BOYAmt |
| EOY | $7,268 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,277 | BOYAmt |
| EOY | $246,262 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,559 | BOYAmt |
| EOY | $38,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $142,493 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,753 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,020 | BOYAmt |
| EOY | $108,740 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,061,017 | BOYAmt |
| EOY | $41,019,685 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,698,902 | BOYAmt |
| EOY | $4,249,754 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,347 | BOYAmt |
| EOY | $90,746 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,150,622 | BOYAmt |
| EOY | $50,211,658 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,731 | BOYAmt |
| EOY | $39,900 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,705 | BOYAmt |
| EOY | $388,788 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,638 | BOYAmt |
| EOY | $262,171 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,074 | BOYAmt |
| EOY | $690,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,778,046 | BOYAmt |
| EOY | $45,803,512 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,851 | BOYAmt |
| EOY | $99,565 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,504,651 | BOYAmt |
| EOY | $3,617,722 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,426,548 | BOYAmt |
| EOY | $49,520,799 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,150,622 | BOYAmt |
| EOY | $50,211,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,824,060 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,270,191 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,867,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,187,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,786,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,412,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,933,375 | CurrentTaxYearAmt |
| Total | $42,187,689 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,867,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,187,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,786,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,412,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,933,375 | CurrentTaxYearAmt |
| Total | $42,187,689 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,526,286 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,661,403 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $563,089 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $498,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $629,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $751,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $874,323 | CurrentTaxYearAmt |
| Total | $3,316,068 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $3,459 | CurrentTaxYearAmt |
| Total | $3,459 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $42,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $17,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,927 | CurrentTaxYearAmt |
| Total | $183,755 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $45,690,971 | TotalSupportAmt |
| Public Support CY170 | 0.88990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,870,556 | BeginningYearBalanceAmt |
| Contributions | $8,293 | ContributionsAmt |
| Investment Earnings Or Losses | $339,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $515,600 | OtherExpendituresAmt |
| Administrative Expenses | $44,920 | AdministrativeExpensesAmt |
| End Year Balance | $12,657,336 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,304,092 | BeginningYearBalanceAmt |
| Contributions | $40,472 | ContributionsAmt |
| Investment Earnings Or Losses | $1,795,833 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $480,000 | OtherExpendituresAmt |
| Administrative Expenses | $39,841 | AdministrativeExpensesAmt |
| End Year Balance | $11,620,556 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,575,380 | BeginningYearBalanceAmt |
| Contributions | $18,686 | ContributionsAmt |
| Investment Earnings Or Losses | $1,235,869 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $490,500 | OtherExpendituresAmt |
| Administrative Expenses | $35,343 | AdministrativeExpensesAmt |
| End Year Balance | $10,304,092 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,133,747 | BeginningYearBalanceAmt |
| Contributions | $66,509 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,094,652 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $489,000 | OtherExpendituresAmt |
| Administrative Expenses | $41,224 | AdministrativeExpensesAmt |
| End Year Balance | $9,575,380 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,129,638 | BeginningYearBalanceAmt |
| Contributions | $23,750 | ContributionsAmt |
| Investment Earnings Or Losses | $2,484,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $466,000 | OtherExpendituresAmt |
| Administrative Expenses | $38,299 | AdministrativeExpensesAmt |
| End Year Balance | $11,133,747 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.71420 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.15990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12590 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,000 | OtherCostOrOtherBasisAmt |
| Book Value | $100,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,796 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,672 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,285 | DepreciationAmt |
| Book Value | $8,740 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $108,740 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BONDS AND NOTES | Desc |
| Book Value | $4,249,754 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,249,754 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $252,996 |
| LIABILITY UNDER GASB 87 | $9,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $262,171 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,399,159 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,270,191 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,600 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $309,027 | OtherRevenueAmt |
| Revenue Not Reported | $2,585,818 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,813,341 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $210,350 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $210,350 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,023,691 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,304,908 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,600 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $309,027 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $315,627 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,989,281 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $210,350 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $210,350 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,199,631 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE COMMONWEALTH FUND FOR KET, INC. CURRENTLY MAINTAINS FIVE ENDOWMENTS: - THE W. PAUL AND LUCILLE CAUDILL LITTLE ARTS ENDOWMENT IS A DONOR-RESTRICTED ENDOWMENT THAT WAS ESTABLISHED IN 1993 TO SUPPORT ARTS EDUCATION. THE ENDOWMENT FUNDS SHALL BE USED TO EDUCATE THROUGH THE SUPPORT OF QUALITY PRODUCTIONS AND PROGRAMS IN THE FINE ARTS SO AS TO DEVELOP CREATIVITY IN CHILDREN TWELVE YEARS OLD AND UNDER. - IN OCTOBER 2003, THE FUND ESTABLISHED THE ENDOWMENT FOR KENTUCKY PRODUCTIONS. THIS ENDOWMENT SHALL BE USED TO SUPPORT KET'S PRODUCTION, ACQUISITIONS AND BROADCAST OF QUALITY PROGRAMS AND EVENTS THAT DOCUMENT OR CELEBRATE THE PEOPLE, PLACES, HISTORY AND LEGENDS OF KENTUCKY. - IN 1999, THE FUND ESTABLISHED THE ENDOWMENT FOR O. LEONARD PRESS ENDOWMENT FOR PUBLIC AFFAIRS. THIS ENDOWMENT SHALL BE USED TO SUPPORT KET'S PUBLIC AFFAIR PROGRAMMING AND SERVICES. - IN OCTOBER 2014, THE FUND ESTABLISHED THE JOHN R. HALL ENDOWMENT FOR EDUCATION. THIS ENDOWMENT SHALL BE USED TO SUPPORT KET'S EDUCATIONAL RESOURCES AND SERVICES FROM CRADLE TO CAREER. - IN 2020, THE FUND ESTABLISHED THE KET/PBS PROGRAM FUND. THIS ENDOWMENT SHALL BE USED TO SUPPORT KET'S PURCHASE OF QUALITY PROGRAMMING FOR VIEWERS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT COSTS 307,986. RENTAL EXPENSES 1,041. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT COSTS 307,986. RENTAL EXPENSES 1,041. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUMMER CELEBRATION | Event1Nm |
| Gross Receipts Event1 | $341,435 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $207,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $134,235 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $198,935 | OtherDirectExpensesEvent1Amt |
| Event2 | FEB FANFARE | Event2Nm |
| Gross Receipts Event2 | $215,629 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $118,514 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $97,115 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $85,035 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $77,280 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $55,250 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $22,030 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $24,016 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $634,344 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $380,964 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $253,380 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $307,986 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $307,986 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$54,606 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENTUCKY EDUCATIONAL TELEVISION FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 COOPER DRIVE | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 610722558 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $5,410,600 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | PRODUCTION OF EDUCATIONAL PROGRAMS AND SUPPORT OF KENTUCKY PUBLIC TELEVISION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAE HOPKINS | ||||||||||||||
| EXEC DIRECTOR/CEO | $0 | $338,509 | $0 | $0 | $0 | $0 | $0 | $120,149 | $0 | $13,428 | $0 | $472,086 | $0 | $0 |
| MICHELE RIPLEY | ||||||||||||||
| PRESIDENT | $0 | $146,497 | $0 | $0 | $0 | $0 | $0 | $13,872 | $0 | $21,459 | $0 | $181,828 | $0 | $0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 40 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,722 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $84,032 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,323 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 269 | $230,393 | FAIR MARKET VALUE |
| Yes (X) | EQUIPMENT | 5 | $5,310 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | CARS FOR CHARITY 150 CAPITAL DRIVE, SUITE 100 GOLDEN, CO 80401 CHARITABLE ADULT RIDES & SERVICES (CARS) 4669 MURPHY CANYON ROAD, STE 200 SAN DIEGO, CA 92123 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MIRA BALL AND D.R. BALL HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD INCLUDES THREE MEMBERS WHO ARE APPOINTED BY THE KENTUCKY AUTHORITY FOR EDUCATIONAL TELEVISION. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN ACTIONS OF THE COMMONWEALTH FUND, AS SPECIFIED IN THE OPERATING AND LICENSE AGREEMENT, MAY REQUIRE APPROVAL OF THE KENTUCKY AUTHORITY FOR EDUCATIONAL TELEVISION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE COMMONWEALTH FUND FOR KET BOARD ACCEPTED THE LATEST AUDIT AND REVIEWED OTHER DATA AVAILABLE AT THAT TIME. WHEN FORM 990 IS COMPLETE, COPIES WILL BE SENT TO THE ENTIRE BOARD FOR REVIEW AND ACCEPTANCE PRIOR TO THE DEADLINE OF NOVEMBER 15, 2025. |
| FORM 990, PART VI, SECTION B, LINE 12C | THIS POLICY IS REVIEWED AND ACCEPTED ANNUALLY AS PART OF THE OCTOBER BOARD MEETING AND ANY CONFLICTS OR OTHER BUSINESS OR FAMILY INTERESTS ARE NOTED IN BOARD MINUTES. IN THE EVENT OF A CONFLICT, THE PERSON INVOLVED IS RECUSED FROM THE VOTE OR DISCUSSION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMMONWEALTH FUND FOR KET HAS NO EMPLOYEES OF ITS OWN, BUT REIMBURSES THE SALARIES OF EMPLOYEES TO THE RELATED KET FOUNDATION. KET'S CEO, WHO IS PART OF THE COMMONWEALTH FUND FOR KET BOARD OF DIRECTORS, AUTHORIZES ALL PERSONNEL ACTIONS AND COMPENSATION FOR ALL KET STAFF. FOR FUND STAFF POSITIONS, THE FUND'S PRESIDENT MAKES RECOMMENDATIONS TO THE CEO, INCLUDING COMPENSATION AND BENEFITS COMMENSURATE WITH QUALIFICATIONS WITHIN THE FUND, AND ACHIEVEMENT OF EXISTING STAFF. FOR THE PRESIDENT, THE BOARD CHAIRMAN, TOGETHER WITH MEMBERS OF THE FINANCE AND AUDIT COMMITTEE OF THE COMMONWEALTH FUND FOR KET BOARD, REGULARLY EVALUATES PERFORMANCE AND COMPENSATION, AND MAKES RECOMMENDATIONS TO THE CEO. AS A SUPPORT ORGANIZATION OF THE AUTHORITY FOR KENTUCKY EDUCATIONAL TELEVISION, THE COMMONWEALTH FUND FOR KET MIRRORS OTHER PERSONNEL POLICIES OF THE STATE TO ENSURE SOUND GOVERNANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS LISTED ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | LEASED PAYROLL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,380,146. FUNDRAISING EXPENSES 29,438. TOTAL EXPENSES 1,409,584. |
| PART XII, LINE 2C | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. |
| FORM 990, PART IV, LINE 11F | UNDER GASB, A FOOTNOTE TO THE FINANCIAL STATEMENTS THAT ADDRESSES THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS IS NOT REQUIRED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| KENTUCKY EDUCATIONAL TELEVISION FOUNDATION INC | |||||||||
| 600 COOPER DRIVE | LEXINGTON | KY | 40502 | 610722558 | SEE FOOTNOTE IN PART VII | KY | 501(C)(3) | LINE 7 | 0 |
| KENTUCKY AUTHORITY FOR EDUCATIONAL TELEVISION | |||||||||
| 600 COOPER DRIVE | LEXINGTON | KY | 40502 | 610600439 | ACQUIRE AND PRODUCE EDUCATIONAL PROGRAMS FOR TELEVISION | KY | 501(C)(3) | LINE 7 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KY EDUCATIONAL TELEVISION FOUNDATION | ||
| E | $252,996 | FAIR MARKET VALUE |
| KY AUTHORITY FOR EDUCATIONAL TELEVISION | ||
| P | $58,645 | FAIR MARKET VALUE |
| KY EDUCATIONAL TELEVISION FOUNDATION | ||
| B | $5,410,600 | FAIR MARKET VALUE |
| KY EDUCATIONAL TELEVISION FOUNDATION | ||
| O | $1,371,447 | FAIR MARKET VALUE |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART V, COLUMN (B) | PRIMARY ACTIVITY: ASSIST THE KY AUTHORITY FOR EDUCATIONAL TELEVISION IN THE PRODUCTION OF EDUCATIONAL PROGRAMS. |
| SCHEDULE R, PART V, LINE 2: | IN ADDITION TO THE $5,357,600 IN CONTRIBUTIONS TO THE KENTUCKY EDUCATIONAL TELEVISION FOUNDATION IN FY25, THE KENTUCKY AUTHORITY FOR EDUCATIONAL TELEVISION ALSO DIRECTLY RECEIVED $1,349,000 IN ANNUAL SUPPORT FROM THE CORPORATION FOR PUBLIC BROADCASTING (CPB), AS A RESULT OF THE CONTRIBUTIONS AND GRANT RAISED BY THE COMMONWEALTH FUND FOR KET, INC. |