Joseph D Obrien III Memorial Foundation
Only null% goes to programs Strong reserves Declining revenue
Joseph D Obrien III Memorial Foundation is a 501(c)(3) organization based in Shelbyville, Kentucky, registered in 2022, with $1,775,598 in FY2024 revenue. CharityIndex grades it C+.
720 Mt Eden Road Suite 200, Shelbyville, KY, 40065 EIN 87-4027437 Since 2022
Revenue (FY2024)
$1.8M
▼ 59.8% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$558K
Net assets
$5.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Joseph D Obrien III Memorial Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating117 mo reserves · +69% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Joseph D Obrien III Memorial Foundation: 117 mo reserves · +69% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Joseph D Obrien III Memorial Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Joseph D Obrien III Memorial Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 720 Mt Eden Road Suite 200, Shelbyville, KY, 40065
- City
- Shelbyville
- State
- Kentucky
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $2.7M (FY2021) to $1.8M (FY2024) across 4 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $5.5M
Operating margin
68.6%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.5M
Total liabilities
$0
Net assets
$5.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,775,598▼59.8% | $558,222▲13.7% | $5,463,493▲28.8% | $5,463,493▲28.8% | 990PF |
| 2023 | $4,414,675▲1215% | $491,068▲645% | $4,240,938▲1236% | $4,240,938▲1236% | 990PF |
| 2022 | $335,704▼87.4% | $65,937▼97.5% | $317,331▲567% | $317,331▲567% | 990PF |
| 2021 | $2,655,564 | $2,608,000 | $47,564 | $47,564 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Joseph D Obrien III Memorial Foundation a legitimate nonprofit?
- Yes. Joseph D Obrien III Memorial Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 87-4027437, based in Shelbyville, Kentucky. Donations are tax-deductible.
- What is Joseph D Obrien III Memorial Foundation's EIN?
- Joseph D Obrien III Memorial Foundation's Employer Identification Number (EIN) is 87-4027437.
- How much revenue does Joseph D Obrien III Memorial Foundation report?
- Joseph D Obrien III Memorial Foundation reported $1,775,598 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Joseph D Obrien III Memorial Foundation have?
- CharityIndex grades Joseph D Obrien III Memorial Foundation C+, based on financial health (reserves and operating margin).
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Data for Joseph D Obrien III Memorial Foundation (EIN 87-4027437) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.