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Oldham County Educational Foundation INC FY2021 filing

Tax-deductible

Crestwood, KY501(c)(3) EIN 61-1165130Revenue $181K in FY2021

On file with the IRSocef.infoPo Box 1111, 40014-1111 · Crestwood, KYTax-exempt since Feb 1990Publicly supported charity — 170(b)(1)(A)(vi)

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The purpose of the Oldham County Educational Foundation (OCEF), a 501(c) (3) not for profit organization, is to foster parent, community, and business support for the Oldham County Public Schools. The mission of OCEF is to enhance the educational experience of the Oldham Coun

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2021 · 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
1 of 2
filings with a surplus
Average surplus $14K a year · 8% of revenue · last 2 filings
Worth a look: a surplus in 1 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Looks good: 3.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $118K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$181K
Spent
$224K
To programs
78%
Net assets
$74K
By yearFY2021–FY2025
Revenue
$181K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$181K
FY2022$121K
FY2023$130K
FY2024$148K
FY2025$185K
Expenses
$224K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$224K
FY2022Not on file
FY2023Not on file
FY2024Not on file
FY2025$113K
Net assets
$74K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$74K
FY2022$63K
FY2023$53K
FY2024$10K
FY2025$82K

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 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 Feb 1990.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $176K Management & general 8% · $17K Fundraising 14% · $32K

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.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
April Vance
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Jeff Simonic
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Oldham County Educational Foundation INC executive salaries →

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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 15aNo

Programs and updates

Supports public schools through parent, community, and business partnerships.

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Provided by the organization

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3 programs · $92K · in their own filed words · FY2020
01

Donated to project graduation that provides an event for graduating seniors on the night of graduation for safe, fun and drug, alchol free environment.

$32Kprogram expense
02

Camp literacy live-provided summer reading programs for at risk and low level readers to have opportunity to read during DHT summer at a camp that was both challenging and engaging. 75 children participated and used this porgram.

$30Kprogram expense
03

During 2016-2017 started pyramid awards. Oldham county educational foundation was pleased to award teachers throughout the district ocefs cornerstone grant. The goal of the pyramid awards is to support teachers implementing innovative and engaging cirricular projects.

$30Kprogram 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
Peyton Samuel Head Family TrustFY2024$112K
Raymond and Irene Wilborn Charitable FoundationFY2024$5K
Lg&e and Ku Foundation INCFY2024$500
Total grants receivedfrom 3 funders$118K
See all 3 funders →
Grants paid · 1 grant · $106K · 2024–2024
Oldham County SchoolsFY2024$105,632

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$181K
Ln 12
Gifts and grantsLn 1h$181K
Investment incomeLn 3$9
Money outPt IX
$224K
Ln 25
Programscol B$176K
Managementcol C$17K
Fundraisingcol D$32K
Owns and owesPt X
$74K
net assets · Ln 32
Cash and savingsLn 1–2$72K
Total assetsLn 16$76K
LiabilitiesLn 26$2K
PeoplePt VI, VII
22
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$181K
Fundraising eventsLn 1c$1K
Investment incomeLn 3$9
Total revenueLn 12$181K
Assets in detailPt X, end of year
CashLn 1$72K
Cash and savings togetherLn 1–2$72K
Total assetsLn 16$76K
LiabilitiesLn 26$2K
Net assetsLn 32$74K
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$118K$72K
Total assetsLn 16$121K$76K
LiabilitiesLn 26$4K$2K
Net assetsLn 32$117K$74K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$176K$176K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$41K$11K$30K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$4K$4K
Total functional expensesLn 25$224K$176K$17K$32K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $185K$113K$72K$82K 990 PDF
FY2024 $148K$10K 990 PDF
FY2023 $130K$53K 990 PDF
FY2022 $121K$63K 990 PDF
FY2021 Viewing $181K$224K−$43K$74K 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 O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $181,063 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $386,271$181,054
I-9 Program service revenue$0
I-10 Investment incomePrior year $96$9
I-11 Other revenue$0
I-12 Total revenuePrior year $386,367$181,063
I-13 Grants and similar amounts paidPrior year $250,334$175,588
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $118,268$48,602
I-18 Total expensesPrior year $368,602$224,190
I-19 Revenue less expensesPrior year $17,765−$43,127
Part VI · Governance 15 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $181,063 across 5 lines filed
VIII-1c Fundraising events$1,150
VIII-1f All other contributions, gifts and grants$179,904
VIII-1h Total contributions, gifts and grants$181,054
VIII-3 Investment incomeRelated to mission $9$9
VIII-12 Total revenueRelated to mission $9 · Unrelated business $0 · Excluded from tax $0$181,063
Part IX · Statement of functional expenses $224,190 across 5 lines filed
IX-2 Grants to domestic individualsPrograms $175,588$175,588
IX-11c Accounting feesManagement $2,000$2,000
IX-11g Other fees for servicesManagement $11,251 · Fundraising $29,986$41,237
IX-12 Advertising and promotionFundraising $1,637$1,637
IX-13 Office expensesManagement $3,728$3,728
IX-25 Total functional expensesPrograms $175,588 · Management $16,979 · Fundraising $31,623$224,190
Part X · Balance sheet $76,018 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $118,165$72,400
X-4 Accounts receivableStart of year $2,980$3,618
X-16 Total assetsStart of year $121,145$76,018
X-17 Accounts payable and accrued expensesStart of year $4,000$2,000
X-26 Total liabilitiesStart of year $4,000$2,000
X-27 Net assets without donor restrictionsStart of year $106,221$41,675
X-28 Net assets with donor restrictionsStart of year $10,924$32,343
X-32 Total net assets or fund balancesStart of year $117,145$74,018
X-33 Total liabilities and net assetsStart of year $121,145$76,018
Part XI · Reconciliation of net assets $74,018 net assets at year end
XI-1 Total revenue$181,063
XI-2 Total expenses$224,190
XI-3 Revenue less expenses−$43,127
XI-4 Net assets at start of year$117,145
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$74,018

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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