Skip to main content

Nonprofit · EIN 93-2668954

PATRICK SURTAIN II FOUNDATION INC

Tax-exempt · FLORENCE, KY 41042

Financials

$201K$128K2023$404K$437K2024
Revenue Expenses · by fiscal year end
Financials of PATRICK SURTAIN II FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$403,863$437,370-$33,507$29,152-$10,260$39,412
December 31, 2023990$201,327$128,408$72,919$72,919$0$72,919
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$416,711
Program service revenue
$0
Investment income
$0
Net income from fundraising events
-$12,848
Other revenue
-$12,848

Expenses

Grants and similar amounts paid
$71,114
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$4,283
Occupancy
$3,414
Travel
$15,579
Program services (functional)
$237,707
Management and general (functional)
$27,790
Fundraising (functional)
$171,873

Balance sheet and other

Total assets, start of year
$72,919
Total assets, end of year
$29,152
Total liabilities, end of year
-$10,260
Net assets, end of year
$39,412
Net assets without donor restrictions
$39,412
Gross receipts
$660,956
Employees
0
Year formed
2023
State of legal domicile
CO

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.

NameTitleHours / weekCompensation
PATRICK SURTAIN IIPRESIDENT
Trustee or director, Officer
3$0
PATRICK SURTAIN SRSECRETARY/TR
Trustee or director, Officer
3$0
MICHELLE SURTAINVICE PRESIDN
Trustee or director, Officer
3$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
PATRICK SURTAIN IIPRESIDENT
Trustee or director, Officer
3$0
PATRICK SURTAIN SRSECRETARY/TR
Trustee or director, Officer
2$0
MICHELLE SURTAINVICE PRESIDN
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
59 CAVALIER BLVD STE 310, FLORENCE, KY 41042-3902
Principal officer (990 for 2024)
PATRICK SURTAIN II, 715 BAKEWELL ST, COVINGTON, KY 41011
Signed the 990
MICHELLE SURTAIN, VICE PRESIDNET
Phone
(859) 746-3431
Return prepared by
KEITH & ASSOCIATES PLLC

Mission

THE MISSION OF THE FOUNDATION IS TO LEVEL THE PLAYING FIELD FOR STUDENTS IN FINANCIALLY DISADVANTAGED COMMUNITIES BY ENSURING THAT THESE STUDENTS HAVE THE SAME ACCESS TO EDUCATIONAL RESOURCES AS THEIR SUBURBAN PEERS TO ENSURE THEIR SUCCESS.

990 for the year ended December 31, 2024

Program accomplishments

  • INSPIRATION ROOMS - INNOVATIVE SPACES DESIGNED TO NURTURE SCIENCE, TECHNOLOGY, ENGINEERING, THE ARTS, AND MATHEMATICS (S.T.E.A.M.) EDUCATION. THE ROOMS INCLUDE INTERACTIVE WORKSPACES, CUTTING-EDGE TECHNOLOGY LIKE 3D PRINTERS, A MUSIC RECORDING STUDIO, MULTIMEDIA RESOURCES, AND CUSTOMIZED LEARNING ELEMENTS TAILORED TO THE WINNING SCHOOLS SPECIFIC NEEDS. IN 2024, THE PROGRAM PROUDLY AWARDED ITS FIRST TWO INSPIRATION ROOMS TO MANUAL HIGH SCHOOL AND GEORGE WASHINGTON HIGH SCHOOL IN COLORADO, WITH A RIBBON-CUTTING CEREMONY WITH PATRICK ON SEPTEMBER 3, 2024. THESE SPACES EMPOWER STUDENTS AND EDUCATORS WITH DYNAMIC RESOURCES TO INSPIRE CREATIVITY, INNOVATION, AND HANDS-ON LEARNING.
    Expenses $213,592 · grants $71,114
  • PITCH DAY - FOUNDATION HOSTS "PITCH DAY" IN WHICH LOCAL TITLE I DENVER HIGH SCHOOLS COMPETE TO WIN PATS INSPIRATION ROOM (S.T.E.A.M. ROOM) TO BE INSTALLED AT THEIR SCHOOL.
    Expenses $15,784
  • GENERAL ASSISTANCE IN LEVELING THE PLAYING FIELD FOR STUDENTS IN FINANCIALLY DISADVANTAGED COMMUNITIES BY ENSURING THAT THESE STUDENTS HAVE THE SAME ACCESS TO EDUCATIONAL RESOURCES AS THEIR SUBURBAN PEERS TO ENSURE THEIR SUCCESS.
    Expenses $8,331

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
93-2668954
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
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B12)
Assets (IRS master file)
$29,152
Income (IRS master file)
$660,956

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$403,863$437,370$29,152XML
990December 2023$201,327$128,408$72,919XML

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 93-2668954).

Questions about PATRICK SURTAIN II FOUNDATION INC

What is the EIN of PATRICK SURTAIN II FOUNDATION INC?
The employer identification number (EIN) of PATRICK SURTAIN II FOUNDATION INC is 93-2668954.
Is PATRICK SURTAIN II FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to PATRICK SURTAIN II FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PATRICK SURTAIN II FOUNDATION 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 PATRICK SURTAIN II FOUNDATION 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 PATRICK SURTAIN II FOUNDATION 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 PATRICK SURTAIN II FOUNDATION INC?
The 990 for the year ended December 31, 2024 names PATRICK SURTAIN II.
Who are the officers and directors of PATRICK SURTAIN II FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does PATRICK SURTAIN II FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $403,863, expenses of $437,370 and total assets of $29,152 at year end.

Other nonprofits in FLORENCE

All nonprofits in FLORENCE · Kentucky · Education