To provide educational enrichment programs that develop and support youth in overcoming social and economic barriers to achievement. This mission is accomplished through college access and college success programs.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$422K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $8K a year · under 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$422K
to officers and key staff · 22% of spending
Worth a look: pay to officers and key staff is 22% of spending; over 20%.
Pt VII · Sec A
8 mo
of spending, in cash
Plus $9.6M in investments, Pt X · Ln 11–13
Looks good: 7.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
7
named funders · $187K
Looks good: 7 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$704K
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 20 voting members
Looks good: 19 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
+35% vs prior year
Spent
$2.0M
To programs
73%
Net assets
$12.6M
By yearFY2020–FY2025
Revenue
$2.0M
FY2024▲ +35%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.8M
FY2021$1.8M
FY2022$1.6M
FY2023$1.5M
FY2024$2.0M
FY2025$2.0M
Expenses
$2.0M
FY2024▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.6M
FY2021$1.6M
FY2022$1.6M
FY2023$1.9M
FY2024$2.0M
FY2025$2.0M
Net assets
$12.6M
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.4M
FY2021$13.2M
FY2022$11.4M
FY2023$12.0M
FY2024$12.6M
FY2025$13.4M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1993.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $1.4M Management & general 17% · $327K Fundraising 10% · $201K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $422K paid to officers and key staff.

Part VII, Section A · reportable compensation
$214,891Pt VII · Sec A
Director of Education
$106,008Pt VII · Sec A
Director of Development
$100,932Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee - Emeritus
$0Pt VII · Sec A
$0Pt VII · Sec A

Marshall Bradley JR’s $224K as President is at the 87th percentile of top reported officer pay among 3395 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Marshall Bradley JR$223,832$214,891$213,880$202,113$190,667$203,741
Theresa Feller—————$136,047
Venita Benboe$109,958$106,008$102,370———
Paula Campbell$104,444$100,932————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers programs to help youth overcome social and economic barriers to success.

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Provided by the organization

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3 programs · $1.4M · in their own filed words · FY2024
01

As part of wmyli, the whitney m. Young scholars program is a college access program for promising youth from under-resourced communities throughout the louisville area. The program provides scholars an alternative path, raising their sights and fostering the development of a new generation of thought-leaders, change makers and…

$1.2Mprogram expense
02

The college transition enrichment program serves nearly 300 college scholars providing mentoring, coaching, and guidance during the entire college experience. Student retention, persistence and degree attainment rates are tracked for up to six years.

$173Kprogram expense
03

Other Smaller Programs Include

The math & science summer program held at the kentrucky science centerthe educational opportunity scholarship fundsimpsonville property (includes U.S. Dept. Of labor lease income)summer institue - partnership with the university of kentuckywhitney m. Young, JR. Birthplace (national historic landmark)

$40Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 7 funders →
Grants paid · 6 grants · $836K · 2020–2025
Unitemized GrantFY2025$194,881
Unitemized GrantFY2024$186,998
Unitemized GrantFY2023$149,718
Unitemized GrantFY2022$104,632
Unitemized GrantFY2021$92,296
Unitemized GrantFY2020$107,741

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Gifts and grantsLn 1h$811K
Investment incomeLn 3$589K
Fees for servicesLn 2g$541K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.4M
Managementcol C$327K
Fundraisingcol D$201K
Owns and owesPt X
$12.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$13.3M
LiabilitiesLn 26$704K
PeoplePt VI, VII
22
listed · VII A
PaidVII A3
Voting boardVI 1a20
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$811K
Noncash giftsLn 1g$12K
Fundraising eventsLn 1c$62K
Fees for servicesLn 2g$541K
Investment incomeLn 3$589K
Other incomeLn 4–11$62K
Gains on assetsLn 7$82K
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$542K
SavingsLn 2$672K
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$9.6M
Land, buildings, equipmentLn 10c$2.0M
Other assetsLn 15$131K
Total assetsLn 16$13.3M
LiabilitiesLn 26$704K
Net assetsLn 32$12.6M
OperationsPt I, VI
EmployeesI 532
VolunteersI 636
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.2M$1.2M
InvestmentsLn 11–13$8.9M$9.6M
Land, buildings, equipmentLn 10c$2.0M$2.0M
Total assetsLn 16$12.6M$13.3M
LiabilitiesLn 26$651K$704K
Net assetsLn 32$12.0M$12.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$187K$187K
Pay of current officers, directors and key staffLn 5$247K$164K$44K$39K
Other salaries and wagesLn 7$764K$507K$135K$121K
Pension plan contributionsLn 8$20K$13K$3K$3K
Other employee benefitsLn 9$84K$56K$15K$13K
Payroll taxesLn 10$69K$45K$12K$11K
Accounting feesLn 11c$26K$19K$6K
Investment management feesLn 11f$49K$49K
Other fees for servicesLn 11g$7K$5K$2K
Advertising and promotionLn 12$44K$34K$60$10K
Office expensesLn 13$28K$22K$5K$389
Information technologyLn 14$70K$61K$8K$1K
OccupancyLn 16$80K$67K$13K$29
TravelLn 17$8K$7K$695$36
InterestLn 20$23K$18K$6K
Depreciation, depletion and amortizationLn 22$84K$68K$16K
InsuranceLn 23$48K$40K$8K
Other expenses (24a–d)Ln 24$100K$98K$2K
All other expensesLn 24e$16K$13K$2K$1K
Total functional expensesLn 25$2.0M$1.4M$327K$201K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.0M$2.0M$26K$13.4M 990 PDF
FY2024 Viewing $2.0M$2.0M$51K$12.6M 990 PDF
FY2023 $1.5M$1.9M−$409K$12.0M 990 PDF
FY2022 $1.6M$1.6M−$45K$11.4M 990 PDF
FY2021 $1.8M$1.6M$276K$13.2M 990 PDF
FY2020 $1.8M$1.6M$150K$12.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,002,482 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $637,061$811,000
I-9 Program service revenuePrior year $507,210$540,713
I-10 Investment incomePrior year $288,110$589,228
I-11 Other revenuePrior year $49,962$61,541
I-12 Total revenuePrior year $1,482,343$2,002,482
I-13 Grants and similar amounts paidPrior year $149,718$186,998
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,112,060$1,182,452
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $629,079$581,870
I-18 Total expensesPrior year $1,890,857$1,951,320
I-19 Revenue less expensesPrior year −$408,514$51,162
Part VI · Governance 19 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members19
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,002,482 across 10 lines filed
VIII-1c Fundraising events$61,889
VIII-1f All other contributions, gifts and grants$749,111
VIII-1g Noncash contributions (included above)$11,822
VIII-1h Total contributions, gifts and grants$811,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $540,713$540,713
VIII-3 Investment incomeExcluded from tax $506,814$506,814
VIII-6 Net rental income or lossExcluded from tax $63,452$63,452
VIII-7 Net gain or loss on sales of assetsExcluded from tax $82,414$82,414
VIII-8 Net income from fundraising eventsExcluded from tax −$1,911−$1,911
VIII-12 Total revenueRelated to mission $540,713 · Unrelated business $0 · Excluded from tax $650,769$2,002,482
Part IX · Statement of functional expenses $1,951,320 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $186,998$186,998
IX-5 Pay of current officers, directors and key staffPrograms $163,669 · Management $43,734 · Fundraising $39,219$246,622
IX-7 Other salaries and wagesPrograms $506,770 · Management $135,414 · Fundraising $121,433$763,617
IX-8 Pension plan contributionsPrograms $13,020 · Management $3,479 · Fundraising $3,120$19,619
IX-9 Other employee benefitsPrograms $55,780 · Management $14,905 · Fundraising $13,366$84,051
IX-10 Payroll taxesPrograms $45,488 · Management $12,155 · Fundraising $10,900$68,543
IX-11c Accounting feesPrograms $19,443 · Management $6,197$25,640
IX-11f Investment management feesManagement $48,557$48,557
IX-11g Other fees for servicesPrograms $5,115 · Management $1,630$6,745
IX-12 Advertising and promotionPrograms $33,746 · Management $60 · Fundraising $10,097$43,903
IX-13 Office expensesPrograms $21,899 · Management $5,339 · Fundraising $389$27,627
IX-14 Information technologyPrograms $60,780 · Management $8,066 · Fundraising $1,110$69,956
IX-16 OccupancyPrograms $66,540 · Management $13,197 · Fundraising $29$79,766
IX-17 TravelPrograms $7,328 · Management $695 · Fundraising $36$8,059
IX-20 InterestPrograms $17,568 · Management $5,600$23,168
IX-22 Depreciation, depletion and amortizationPrograms $68,110 · Management $15,887$83,997
IX-23 InsurancePrograms $39,686 · Management $8,461$48,147
IX-24 Other expenses (24a–d)Programs $97,809 · Management $2,472$100,281
IX-24e All other expensesPrograms $12,948 · Management $1,621 · Fundraising $1,455$16,024
IX-25 Total functional expensesPrograms $1,422,697 · Management $327,469 · Fundraising $201,154$1,951,320
Part X · Balance sheet $13,257,400 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $709,657$542,448
X-2 Savings and temporary cash investmentsStart of year $526,395$672,042
X-3 Pledges and grants receivableStart of year $145,000$175,000
X-4 Accounts receivableStart of year $104,421$120,179
X-9 Prepaid expenses and deferred chargesStart of year $38,698$24,021
X-10c Land, buildings and equipment, netStart of year $2,037,329$1,967,259
X-11 Publicly traded securitiesStart of year $8,944,207$9,625,255
X-15 Other assetsStart of year $122,479$131,196
X-16 Total assetsStart of year $12,628,186$13,257,400
X-17 Accounts payable and accrued expensesStart of year $94,172$114,926
X-19 Deferred revenueStart of year $10,550$58,779
X-25 Other liabilitiesStart of year $80,612$94,618
X-26 Total liabilitiesStart of year $650,785$704,365
X-27 Net assets without donor restrictionsStart of year $3,954,323$3,997,720
X-28 Net assets with donor restrictionsStart of year $8,023,078$8,555,315
X-32 Total net assets or fund balancesStart of year $11,977,401$12,553,035
X-33 Total liabilities and net assetsStart of year $12,628,186$13,257,400
Part XI · Reconciliation of net assets $12,553,035 net assets at year end
XI-1 Total revenue$2,002,482
XI-2 Total expenses$1,951,320
XI-3 Revenue less expenses$51,162
XI-4 Net assets at start of year$11,977,401
XI-5 Net unrealized gains (losses) on investments$517,912
XI-9 Other changes in net assets$6,560
XI-10 Net assets at end of year$12,553,035

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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