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Local Initiative For Excellence Foundation

  • Blue Ash, OH
  • Tax-exempt since Aug. 2014
  • EIN: 46-4081852

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$724k (2024)

Expenses
$1.28M (2024)

Total Assets
$32.8M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$724,174
Expenses
$1,276,988
Net Income
-$552,814
Net Assets
$32,786,461
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,164
1.0%
Interest Revenue $5,708
0.8%
Dividends $966,089
> 100%
Sales of Assets -$254,787
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,050,064
82.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $32,786,461
Total Liabilities $0
Net Assets $32,786,461
Compensation
Key Employees and Officers Compensation Other
Carter F Randolph (President) $0 $0
Carter F Randolph (Treasurer) $0 $0
Carter L Randolph (Secretary) $0 $0
Patty Brockman (Secretary) $0 $0
Garrett Wayne (Trustee) $0 $0
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Document Links

990-PF
Filed on Aug. 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,420,110
Expenses
$311,807
Net Income
$13,108,303
Net Assets
$33,339,275
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $13,797,163
> 100%
Interest Revenue $5,763
0.0%
Dividends $518,617
3.9%
Sales of Assets -$901,433
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $213,366
68.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $33,339,275
Total Liabilities $0
Net Assets $33,339,275
Compensation
Key Employees and Officers Compensation Other
Carter F Randolph (President) $0 $0
Carter F Randolph (Treasurer) $0 $0
Carter L Randolph (Secretary) $0 $0

Document Links

990-PF
Filed on Sept. 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,760,403
Expenses
$522,047
Net Income
$16,238,356
Net Assets
$20,230,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,560,386
98.8%
Interest Revenue $2,013
0.0%
Dividends $360,122
2.1%
Sales of Assets -$162,118
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $459,666
88.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,230,972
Total Liabilities $0
Net Assets $20,230,972
Compensation
Key Employees and Officers Compensation Other
Carter F Randolph (President) $0 $0
Carter F Randolph (Treasurer) $0 $0
Carter L Randolph (Secretary) $0 $0

Document Links

990-PF
Filed on Sept. 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$388,497
Expenses
$596,383
Net Income
-$207,886
Net Assets
$3,992,616
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $264,405
68.1%
Interest Revenue $2,250
0.6%
Dividends $125,966
32.4%
Sales of Assets -$4,124
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $561,142
94.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,992,616
Total Liabilities $0
Net Assets $3,992,616
Compensation
Key Employees and Officers Compensation Other
Carter F Randolph (President) $0 $0
Carter F Randolph (Treasurer) $0 $0
Carter L Randolph (Secretary) $0 $0

Document Links

990-PF
Filed on Sept. 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$706,964
Expenses
$343,845
Net Income
$363,119
Net Assets
$4,200,501
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500,000
70.7%
Interest Revenue $1,510
0.2%
Dividends $114,513
16.2%
Sales of Assets $90,941
12.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $317,331
92.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,200,502
Total Liabilities $1
Net Assets $4,200,501
Compensation
Key Employees and Officers Compensation Other
George Wile (President) $0 $0
Carter Randolph (Treasurer) $0 $0
Patty Brockman (Secretary) $0 $0

Document Links

990-PF
Filed on Sept. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$154,075
Expenses
$409,254
Net Income
-$255,179
Net Assets
$3,837,382
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,070
2.6%
Dividends $116,885
75.9%
Sales of Assets $33,120
21.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $378,533
92.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,837,383
Total Liabilities $1
Net Assets $3,837,382
Compensation
Key Employees and Officers Compensation Other
George Wile (President) $0 $0
Carter Randolph (Treasurer) $0 $0
Patty Brockman (Secretary) $0 $0
Paul Keck (Trustee) $0 $0
Jerry Lingrel (Trustee) $0 $0
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Document Links

990-PF
Filed on Sept. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$258,941
Expenses
$319,448
Net Income
-$60,507
Net Assets
$4,092,562
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,305
2.0%
Dividends $116,595
45.0%
Sales of Assets $135,291
52.2%
Other Income $1,750
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $287,104
89.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,092,562
Total Liabilities $0
Net Assets $4,092,562
Compensation
Key Employees and Officers Compensation Other
George Wile (President) $0 $0
Carter Randolph (Treasurer) $0 $0
Patty Brockman (Secretary) $0 $0
Paul Keck (Trustee) $0 $0
Jerry Lingrel (Trustee) $0 $0
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Document Links

990-PF
Filed on Sept. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$216,768
Expenses
$188,083
Net Income
$28,685
Net Assets
$4,153,069
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,596
1.7%
Dividends $108,718
50.2%
Sales of Assets $106,184
49.0%
Other Income -$1,730
Notable Expenses Percent of Total Expenses
Charitable Disbursements $161,524
85.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,153,069
Total Liabilities $0
Net Assets $4,153,069
Compensation
Key Employees and Officers Compensation Other
George Wile (President) $0 $0
Carter Randolph (Treasurer) $0 $0
Patty Brockman (Secretary) $0 $0
Paul Keck (Trustee) $0 $0
Jerry Lingrel (Trustee) $0 $0
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Document Links

990-PF
Filed on May 24, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$274,237
Expenses
$280,151
Net Income
-$554,388
Net Assets
$4,124,384
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,650
Dividends $92,538
Sales of Assets -$367,632
Other Income -$793
Notable Expenses Percent of Total Expenses
Charitable Disbursements $252,379
90.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,124,384
Total Liabilities $0
Net Assets $4,124,384
Compensation
Key Employees and Officers Compensation Other
George Wile (President) $0 $0
Carter Randolph (Treasurer) $0 $0
Patty Brockman (Secretary) $0 $0
Paul Keck (Trustee) $0 $0
Jerry Lingrel (Trustee) $0 $0
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Document Links

990-PF
Filed on Sept. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$192,713
Expenses
$126,991
Net Income
-$319,704
Net Assets
$4,678,772
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $863
Dividends $116,919
Sales of Assets -$310,572
Other Income $77
Notable Expenses Percent of Total Expenses
Charitable Disbursements $104,336
82.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,678,772
Total Liabilities $0
Net Assets $4,678,772
Compensation
Key Employees and Officers Compensation Other
George Wile (President) $0 $0
Carter Randolph (Treasurer) $0 $0
Patty Brockman (Secretary) $0 $0

Document Links

990-PF
Filed on Sept. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,001,125
Expenses
$2,649
Net Income
$4,998,476
Net Assets
$4,998,476
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000,975
100.0%
Interest Revenue $29
0.0%
Dividends $2,333
0.0%
Sales of Assets -$2,212
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,560
96.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,998,476
Total Liabilities $0
Net Assets $4,998,476
Compensation
Key Employees and Officers Compensation Other
George Wile (President) $0 $0
Carter Randolph (Treasurer) $0 $0
Patty Brockman (Secretary) $0 $0

Document Links

990-PF
Filed on Sept. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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