LUCY BURNS INSTITUTE INC Charity Report

Public IRS 990 nonprofit record

LUCY BURNS INSTITUTE INC

EIN 20-8036372 · Public & Societal Benefit N.E.C. (W99)

What they do

BALLOTPEDIA is THE DIGITAL ENCYCLOPEDIA of AMERICAN POLITICS and THE NATIONS 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, BALLOTPEDIAS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $91.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

94.49%of revenue went to mission work91.8% of expenses · Program services

0.96%of revenue went to fundraising0.9% of expenses

$102.88spent for every $100 of revenueSpending was higher than revenue this year.

7.43%of revenue went to management and office costs7.2% of expenses

$0.61in assets for every $1 spent this yearSome assets cannot be spent right away.

58.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $256,871 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $215,800 for LESLIE GRAVES (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,927,064

Mission workProgram services$8,435,03994.49% of revenue91.8% of expenses

ManagementOffice and general costs$663,5197.43% of revenue7.2% of expenses

FundraisingAsking for donations$85,3770.96% of revenue0.9% of expenses

Total expenses$9,183,935102.88% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 91.8% mission · 7.2% management · 0.9% fundraisingTotal expenses: 102.88% of revenue

2023Expense mix: 92.7% mission · 6.5% management · 0.8% fundraisingTotal expenses: 99.19% of revenue

2022Expense mix: 86.6% mission · 7.4% management · 6.0% fundraisingTotal expenses: 84.45% of revenue

2021Expense mix: 82.2% mission · 8.4% management · 9.4% fundraisingTotal expenses: 93.15% of revenue

2020Expense mix: 84.8% mission · 8.1% management · 7.1% fundraisingTotal expenses: 78.06% of revenue

2019Expense mix: 85.9% mission · 7.7% management · 6.3% fundraisingTotal expenses: 87.98% of revenue

2018Expense mix: 81.4% mission · 8.4% management · 10.2% fundraisingTotal expenses: 107.50% of revenue

2017Expense mix: 81.6% mission · 5.8% management · 12.6% fundraisingTotal expenses: 93.09% of revenue

Money in and money out

Revenue$8,927,064

Expenses$9,183,935

Annual shortfall $256,871 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,435,039 · 91.8% of expenses

Management and office costs$663,519 · 7.2% of expenses

Fundraising$85,377 · 0.9% of expenses

See all reported dollar amounts

Revenue$8,927,064

Expenses$9,183,935

Assets$5,600,859

Income$8,927,064

Contributions$5,209,209

Mission work (program services)$8,435,039

Fundraising$85,377

Grants given$50,000

Average grant$25,000

Management and general$663,519

Accounting fees$83,084

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LESLIE GRAVESCEO · 40 hrs/week $215,800

KEN CARBULLIDOVP ELECTION PRODUCT & TECH · 40 hrs/week $157,731

MATTHEW LATOURELLEDIRECTOR OF TECHNOLOGY OPE · 40 hrs/week $132,769

ANDREW HEATHDIRECTOR OF EXTERNAL RELATIONS · 40 hrs/week $128,178

GWEN BEATTIECOO · 40 hrs/week $128,029Base $117,787 · Other $10,242

DANIEL ANDERSONMANAGING EDITOR-ELECTIONS · 40 hrs/week $125,470Base $118,368 · Other $7,102

JOSH ALTICDIRECTOR OF RESEARCH · 40 hrs/week $117,463

ALISON GRAVESDIRECTOR OF COMMUNICATIONS · 40 hrs/week $113,665

MEGHANN OLSHEFSKIDIRECTOR OF OPERATIONS · 40 hrs/week $110,058

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

LESLIE GRAVESCEO

KEN CARBULLIDOVP ELECTION PRODUCT & TECH

MATTHEW LATOURELLEDIRECTOR OF TECHNOLOGY OPE

ANDREW HEATHDIRECTOR OF EXTERNAL RELATIONS

GWEN BEATTIECOO

DANIEL ANDERSONMANAGING EDITOR-ELECTIONS

JOSH ALTICDIRECTOR OF RESEARCH

ALISON GRAVESDIRECTOR OF COMMUNICATIONS

MEGHANN OLSHEFSKIDIRECTOR OF OPERATIONS

ANA ZABLAH-MONROEBOARD MEMBER

KRISTEN ANSLEYBOARD MEMBER

MIKE BARNHARTPRESIDENT

STEVEN NEMEROVSKITREASURER

TIM DUNNVICE PRESIDENT

TODD GRAVESBOARD MEMBER

About this charity

Recognized since: January 2008
Location: 8383 GREENWAY BLVD SUITE 600, MIDDLETON, WI 53562
County: Dane
In care of: GWEN BEATTIE
Primary officer: GWEN BEATTIE, CHIEF OPERATING OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(608) 255-0688

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: D K WEISS HOLT & ASSOCIATES PLLC
NTEE classification: Public & Societal Benefit N.E.C. (W99)
IRS tax category: Public & Societal Benefit N.E.C.
Grant-giving organization: Yes