Nonprofit · EIN 20-8036372
LUCY BURNS INSTITUTE INC
Tax-exempt · MIDDLETON, WI 53562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,927,064 | $9,183,935 | -$256,871 | $5,600,859 | $403,460 | $5,197,399 |
| December 31, 2023 | 990 | $8,728,531 | $8,657,417 | $71,114 | $5,877,676 | $423,406 | $5,454,270 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,209,209
- Program service revenue
- $2,119,100
- Investment income
- $188,808
- Other revenue
- $1,409,947
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,529,302
- Other salaries and wages
- $4,230,677
- Salaries, compensation and benefits (total)
- $6,854,814
- Professional fundraising fees
- $0
- Legal fees
- $11,544
- Accounting fees
- $83,084
- Occupancy
- $1,422
- Travel
- $286,717
- Program services (functional)
- $8,435,039
- Management and general (functional)
- $663,519
- Fundraising (functional)
- $85,377
Balance sheet and other
- Total assets, start of year
- $5,877,676
- Total assets, end of year
- $5,600,859
- Total liabilities, end of year
- $403,460
- Net assets, end of year
- $5,197,399
- Net assets without donor restrictions
- $5,053,912
- Net assets with donor restrictions
- $143,487
- Gross unrelated business income
- $664,207
- Gross receipts
- $8,927,064
- Employees
- 117
- Volunteers
- 281
- Year formed
- 2006
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLIE GRAVES | CEO Trustee or director, Officer | 40 | $215,800 | $0 |
| KEN CARBULLIDO | VP ELECTION PRODUCT & TECH Highest-paid employee | 40 | $157,731 | $0 |
| MATTHEW LATOURELLE | DIRECTOR OF TECHNOLOGY OPE Highest-paid employee | 40 | $132,769 | $0 |
| ANDREW HEATH | DIRECTOR OF EXTERNAL RELATIONS Highest-paid employee | 40 | $128,178 | $0 |
| GWEN BEATTIE | COO Officer | 40 | $117,787 | $10,242 |
| DANIEL ANDERSON | MANAGING EDITOR-ELECTIONS Highest-paid employee | 40 | $118,368 | $7,102 |
| JOSH ALTIC | DIRECTOR OF RESEARCH Highest-paid employee | 40 | $117,463 | $0 |
| ALISON GRAVES | DIRECTOR OF COMMUNICATIONS Highest-paid employee | 40 | $113,665 | $0 |
| MEGHANN OLSHEFSKI | DIRECTOR OF OPERATIONS Officer | 40 | $110,058 | $0 |
| KRISTEN ANSLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TIM DUNN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| STEVEN NEMEROVSKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MIKE BARNHART | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TODD GRAVES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANA ZABLAH-MONROE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LESLIE GRAVES | PRESIDENT/CEO Officer | 40 | $224,385 | $0 |
| KEN CARBULLIDO | VP ELECTION PRODUCT & TECH STRATEGY Highest-paid employee | 40 | $152,500 | $0 |
| MICHELLE ROBINSON | SENIOR PRODUCT MANAGER Former | 40 | $134,395 | $0 |
| MATTHEW LATOURELLE | DIRECTOR OF TECHNOLOGY OPERATIONS Highest-paid employee | 40 | $132,365 | $0 |
| GWEN BEATTIE | COO Officer | 40 | $114,376 | $9,946 |
| DANIEL ANDERSON | MANAGING EDITOR-ELECTIONS Highest-paid employee | 40 | $112,371 | $7,173 |
| GEOFF PALLAY | EDITOR IN CHIEF Highest-paid employee | 40 | $113,192 | $0 |
| JOSH ALTIC | DIRECTOR OF RESEARCH Highest-paid employee | 40 | $107,097 | $0 |
| MEGHANN OLSHEFSKI | DIRECTOR-OPERATIONS Officer | 40 | $105,942 | $0 |
| MIKE BARNHART | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| TIM DUNN | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| STEVEN NEMEROVSKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DAN LILJENQUIST | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TODD GRAVES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ANA ZABLAH-MONROE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8383 GREENWAY BLVD STE 600, MIDDLETON, WI 53562-4659
- In care of
- % LUCY GRAVES
- Principal officer (990 for 2024)
- GWEN BEATTIE, 8383 GREENWAY BLVD SUITE 600, MIDDLETON, WI 53562
- Signed the 990
- GWEN BEATTIE, CHIEF OPERATING OFFICER
- Phone
- (608) 255-0688
- Return prepared by
- D K WEISS HOLT & ASSOCIATES PLLC
Mission
BALLOTPEDIA IS THE DIGITAL ENCYCLOPEDIA OF AMERICAN POLITICS AND THE NATION'S PREMIER RESOURCE FOR UNBIASED INFORMATION ON ELECTIONS, POLITICS, AND POLICY. WE PROVIDE OUR READERS WITH CURATED CONTENT ON ALL LEVELS OF U.S. POLITICS THAT IS RELEVANT, RELIABLE, AND AVAILABLE FOR ALL. IN ADDITION, BALLOTPEDIA'S POLICY CONTENT AND ASSETS ARE A GATEWAY TO LEARNING ABOUT PUBLIC POLICY AND AN UNPARALLELED RESOURCE FOR CLEAR, COMPREHENSIVE, AND FACTUAL INFORMATION ON KEY POLICY AREAS. WE ARE FIRMLY COMMITTED TO NEUTRALITY IN ALL OUR CONTENT.
Program accomplishments
- THE INSTITUTE MAINTAINS BALLOTPEDIA, WHICH IS THE ONLINE ENCYCLOPEDIA OF AMERICAN POLITICS AND ELECTIONS. OUR GOAL IS TO INFORM PEOPLE ABOUT POLITICS BY PROVIDING ACCURATE AND OBJECTIVE INFORMATION ABOUT POLITICS AT ALL LEVELS OF GOVERNMENT. WE ARE FIRMLY COMMITTED TO FACTUALITY. BALLOTPEDIA COVERS LOCAL, STATE AND FEDERAL POLITICS. OUR CONTENT INCLUDES NEUTRAL, ACCURATE, AND VERIFIABLE INFORMATION ON GOVERNMENT OFFICIALS AND THE OFFICES THEY HOLD, POLITICAL ISSUES AND PUBLIC POLICY, ELECTIONS, CANDIDATES, AND THE INFLUENCERS OF POLITICS. BALLOTPEDIA CURRENTLY HAS OVER 600,000 ENCYCLOPEDIC ARTICLES.Expenses $8,435,039 · revenue $2,119,100
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-8036372
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W99)
- Assets (IRS master file)
- $5,600,859
- Income (IRS master file)
- $8,927,064
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,927,064 | $9,183,935 | $5,600,859 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $8,728,531 | $8,657,417 | $5,877,676 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $9,266,167 | $7,825,584 | $5,978,813 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8036372).
Questions about LUCY BURNS INSTITUTE INC
- What is the EIN of LUCY BURNS INSTITUTE INC?
- The employer identification number (EIN) of LUCY BURNS INSTITUTE INC is 20-8036372.
- Is LUCY BURNS INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to LUCY BURNS INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUCY BURNS INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LUCY BURNS INSTITUTE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCY BURNS INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LUCY BURNS INSTITUTE INC?
- The 990 for the year ended December 31, 2024 names GWEN BEATTIE.
- Who are the officers and directors of LUCY BURNS INSTITUTE INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 9 received compensation from the organization, the highest $215,800 (LESLIE GRAVES, CEO).
- How much revenue does LUCY BURNS INSTITUTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,927,064, expenses of $9,183,935 and total assets of $5,600,859 at year end.
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