Civic Intelligence

Scottsville Housing for the Elderly Inc

EIN 14-1868698 • 501(c)3 • Scottsville, KY

Profile

Provide housing to low income elderly individuals and families

104 Briarwood LnScottsville, KY 42164

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.16x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

33rd percentile

-1.9%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

7.9%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,454,458

Down $27,871 (-1.9%) from 2024

Liabilities

Down

$31,088

Down $7,672 (-20%) from 2024

Net Assets

Down

$1,423,370

Down $20,199 (-1.4%) from 2024

Revenue

Up

$195,467

Up $14,330 (+7.9%) from 2024

Expenses

Down

$215,666

Down $3,010 (-1.4%) from 2024

Net Income

Up

-$20,199

Up $17,340 (+46%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,193,038Liabilities 2011: $24,985Net Assets 2011: $2,168,0532011Assets 2012: $2,115,805Liabilities 2012: $16,368Net Assets 2012: $2,099,4372012Assets 2013: $2,037,968Liabilities 2013: $17,036Net Assets 2013: $2,020,9322013Assets 2014: $1,967,263Liabilities 2014: $18,135Net Assets 2014: $1,949,1282014Assets 2015: $1,996,669Liabilities 2015: $42,269Net Assets 2015: $1,954,4002015Assets 2016: $1,909,163Liabilities 2016: $18,416Net Assets 2016: $1,890,7472016Assets 2017: $1,839,087Liabilities 2017: $27,729Net Assets 2017: $1,811,3582017Assets 2018: $1,778,717Liabilities 2018: $20,005Net Assets 2018: $1,758,7122018Assets 2019: $1,725,439Liabilities 2019: $18,707Net Assets 2019: $1,706,7322019Assets 2020: $1,667,572Liabilities 2020: $30,067Net Assets 2020: $1,637,5052020Assets 2021: $1,615,053Liabilities 2021: $44,560Net Assets 2021: $1,570,4932021Assets 2022: $1,545,505Liabilities 2022: $35,040Net Assets 2022: $1,510,4652022Assets 2023: $1,512,815Liabilities 2023: $31,707Net Assets 2023: $1,481,1082023Assets 2024: $1,482,329Liabilities 2024: $38,760Net Assets 2024: $1,443,5692024Assets 2025: $1,454,458Liabilities 2025: $31,088Net Assets 2025: $1,423,3702025

Highlighted filing

2025

Assets$1,454,458
Liabilities$31,088
Net Assets$1,423,370

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $200,1272011Expenses 2012: $203,0552012Expenses 2013: $217,9112013Revenue 2014: $144,507Expenses 2014: $216,311Net Income 2014: -$71,8042014Revenue 2015: $191,977Expenses 2015: $214,705Net Income 2015: -$22,7282015Revenue 2016: $185,356Expenses 2016: $221,009Net Income 2016: -$35,6532016Revenue 2017: $159,373Expenses 2017: $238,762Net Income 2017: -$79,3892017Revenue 2018: $171,041Expenses 2018: $223,687Net Income 2018: -$52,6462018Revenue 2019: $167,803Expenses 2019: $219,783Net Income 2019: -$51,9802019Revenue 2020: $169,730Expenses 2020: $238,957Net Income 2020: -$69,2272020Revenue 2021: $173,070Expenses 2021: $240,082Net Income 2021: -$67,0122021Revenue 2022: $189,473Expenses 2022: $249,501Net Income 2022: -$60,0282022Revenue 2023: $179,435Expenses 2023: $208,792Net Income 2023: -$29,3572023Revenue 2024: $181,137Expenses 2024: $218,676Net Income 2024: -$37,5392024Revenue 2025: $195,467Expenses 2025: $215,666Net Income 2025: -$20,1992025

Highlighted filing

2025

Revenue$195,467
Expenses$215,666
Net Income-$20,199

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.03$1.42$0.20$0.22$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.04$1.44$0.18$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.03$1.48$0.18$0.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.04$1.51$0.19$0.25$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.62$0.04$1.57$0.17$0.24$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.67$0.03$1.64$0.17$0.24$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.02$1.71$0.17$0.22$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$0.17$0.22$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.03$1.81$0.16$0.24$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.91$0.02$1.89$0.19$0.22$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.00$0.04$1.95$0.19$0.21$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.02$1.95$0.14$0.22$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.02$2.02$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.02$2.10$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.02$2.17$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 11, 2025
Return Version
2024v5.0
Gross Receipts
$195,467
Mission and Program Overview

Mission

Provide housing to low income elderly individuals and families

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,385,486$1,374,720▼ $10,766
Savings and Temporary Cash Investments$59,630$41,443▼ $18,187
Cash and Non-Interest-Bearing Accounts$28,447$32,953▲ $4,506
Prepaid Expenses and Deferred Charges$1,483$3,709▲ $2,226
Accounts Receivable$7,283$1,633▼ $5,650
Total Assets$1,482,329$1,454,458▼ $27,871
Liabilities
Other Liabilities$18,736$19,158▲ $422
Accounts Payable and Accrued Expenses$20,024$11,930▼ $8,094
Total Liabilities$38,760$31,088▼ $7,672
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,443,569$1,423,370▼ $20,199
Total Net Assets Fund Balance$1,443,569$1,423,370▼ $20,199
Total Liabilities and Net Assets / Fund Balance$1,482,329$1,454,458▼ $27,871

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,258,720$1,092,743$2,351,463
Equipment-$141,566$141,566
Land$116,000-$116,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
David BurchPresident
Jamie MalleyBoard Member
Jenny ListonBoard Member
Nancy OwensBoard Member
Rachel CoulterBoard Member
Sandy CammackBoard Member
Ricky GarrisonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$195,430
Investment Income
$37
Other Revenue
$0
Change in Net Assets
$-20,199

Audited Revenue Reconciliation

Revenue per Audited Statements
$195,467
Total Revenue per Audited Statements
$195,467
Total Revenue per Form 990
$195,467
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,901
Salaries, Compensation, and Employee Benefits$47,765
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$57,616--$57,616
Other Salaries and Wages$42,586--$42,586
Insurance$15,873--$15,873
Other Expenses$11,323$20,828-$11,323
Fees for Services Accounting-$8,015-$8,015
Payroll Taxes$4,753--$4,753
Office Expenses$2,945--$2,945
Other Employee Benefits$426--$426
Total Functional Expenses$186,823$28,843$0$215,666

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$215,666
Total Expenses per Audited Statements$215,666
Total Expenses per Form 990$215,666
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sponsor Minimum Capital Invest$10,000
Tenant Security Deposits$9,158
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of the tax return is provided to the board of directors and is approved before filing.

Form 990, Page 6, Part VI, Line 19

The organization documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Scottsville Housing for the Elderly
EIN
14-1868698
Phone
2702394010
Address
104 BRIARWOOD LN, SCOTTSVILLE, KY 42164

Signing Officer

Name
David Burch
Title
President
Phone
2702394010
Signed
2025-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Burch
Formed
2002
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Miller Mayer Sullivan & Stevens Llp
Address
2365 HARRODSBURG RD STE A100, LEXINGTON, KY 40504
Preparer
Jennifer L Barton CPA
Phone
8592233095
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173045
IRS990ScheduleA/Total509Grp/TotalAmt0918440
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0918582
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01092743
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0141566
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0141566
IRS990ScheduleD/ExpensesSubtotalAmt0215666
IRS990ScheduleD/LandGrp/BookValueAmt0116000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0116000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SPONSOR MINIMUM CAPITAL INVEST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE TAX RETURN IS PROVIDED TO THE BOARD OF DIRECTORS AND IS APPROVED BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HOUSING AUTHORITY OF SCOTTSVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01482329
IRS990/TotalAssetsEOYAmt01454458
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028843
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0186823
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215666
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038760
IRS990/TotalLiabilitiesEOYAmt031088
IRS990/TotalLiabilitiesGrp/BOYAmt038760
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IRS990/TotalProgramServiceExpensesAmt0186823
IRS990/TotalProgramServiceRevenueAmt0195430
IRS990/TotalRevenueGrp/ExclusionAmt037
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0195430
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195467
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01482329
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01454458
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID BURCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02702394010
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTSVILLE HOUSING FOR THE ELDERLY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0141868698
ReturnHeader/Filer/PhoneNum02702394010
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 BRIARWOOD LN
ReturnHeader/Filer/USAddress/CityNm0SCOTTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610866166
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER MAYER SULLIVAN & STEVENS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02365 HARRODSBURG RD STE A100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040504
ReturnHeader/PreparerPersonGrp/PhoneNum08592233095
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER L BARTON CPA
ReturnHeader/ReturnTs02025-08-29T16:46:13-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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