Nonprofit · EIN 33-2142956
SPERAMUS INITIATIVE INC
Tax-exempt · LOUISVILLE, KY 40223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,536,061 | $222,583 | $5,313,478 | $7,765,996 | $0 | $7,765,996 |
| December 31, 2024 | 990-PF | $9,960,944 | $54 | $9,960,890 | $2,452,518 | $0 | $2,452,518 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $37,099
- Dividends
- $320,164
- Net gain from sales of assets
- $5,178,798
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $72,388
- Excise tax on investment income
- $75,865
Balance sheet and other
- Total assets, start of year
- $2,452,518
- Total assets, end of year
- $7,765,996
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,765,996
- Fair market value of assets
- $8,296,905
- Qualifying distributions
- $72,388
- Net investment income
- $5,498,962
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID A JONES JR 10200 FOREST GREEN BLVD SUITE 503, LOUISVILLE, KY 40223 | PRESIDENT/SECRETARY | 1 | $0 |
| MARY GWEN WHEELER 10200 FOREST GREEN BLVD SUITE 503, LOUISVILLE, KY 40223 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID A JONES JR 10200 FOREST GREEN BLVD SUITE 503, LOUISVILLE, KY 40223 | PRESIDENT/SECRETARY | 1 | $0 |
| MARY GWEN WHEELER 10200 FOREST GREEN BLVD SUITE 503, LOUISVILLE, KY 40223 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10200 FOREST GREEN BLVD STE 503, LOUISVILLE, KY 40223-5183
- In care of
- % SARA KELLEY
- Signed the 990-PF
- DAVID A JONES JR, PRESIDENT
- Phone
- (502) 584-3912
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 33-2142956
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Community improvement and capacity building (S11)
- Assets (IRS master file)
- $7,765,996
- Income (IRS master file)
- $5,778,924
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,536,061 | $222,583 | $7,765,996 | XML |
| 990-PF | December 2024 | $9,960,944 | $54 | $2,452,518 | 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 33-2142956).
Questions about SPERAMUS INITIATIVE INC
- What is the EIN of SPERAMUS INITIATIVE INC?
- The employer identification number (EIN) of SPERAMUS INITIATIVE INC is 33-2142956.
- Is SPERAMUS INITIATIVE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to SPERAMUS INITIATIVE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SPERAMUS INITIATIVE INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SPERAMUS INITIATIVE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPERAMUS INITIATIVE INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SPERAMUS INITIATIVE INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SPERAMUS INITIATIVE INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,536,061, expenses of $222,583 and total assets of $7,765,996 at year end.
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All nonprofits in LOUISVILLE · Kentucky · Community improvement and capacity building