Civic Intelligence

Trilogy Health Services Foundation Inc.

990 • Fiscal year 2019 • EIN 20-5755082

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

303 N Hurstbourne Parkway No 200Louisville, KY 40222

(502) 213-7587

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.44x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.16x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

44th percentile

1.1%

Faster asset growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

6.1%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$998,097

Up $11,181 (+1.1%) from 2018

Net Assets

Up

$561,655

Up $131,847 (+31%) from 2018

Liabilities

Down

$436,442

Down $120,666 (-22%) from 2018

Revenue

Up

$2,694,676

Up $155,631 (+6.1%) from 2018

Expenses

Up

$2,562,829

Up $316,435 (+14%) from 2018

Net Income

Down

$131,847

Down $160,804 (-55%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $137,354Liabilities 2010: $30,472Net Assets 2010: $106,8822010Assets 2011: $442,049Liabilities 2011: $19,983Net Assets 2011: $422,0662011Assets 2012: $471,112Liabilities 2012: $51,877Net Assets 2012: $419,2352012Assets 2013: $585,666Liabilities 2013: $12,420Net Assets 2013: $573,2462013Assets 2014: $447,598Liabilities 2014: $48,245Net Assets 2014: $399,3532014Assets 2015: $876,810Liabilities 2015: $72,927Net Assets 2015: $803,8832015Assets 2016: $844,152Liabilities 2016: $421,536Net Assets 2016: $422,6162016Assets 2017: $627,666Liabilities 2017: $489,906Net Assets 2017: $137,7572017Assets 2018: $986,916Liabilities 2018: $557,108Net Assets 2018: $429,8082018Assets 2019: $998,097Liabilities 2019: $436,442Net Assets 2019: $561,6552019Assets 2020: $1,771,637Liabilities 2020: $491,272Net Assets 2020: $1,280,3652020Assets 2021: $1,406,112Liabilities 2021: $156,974Net Assets 2021: $1,249,1382021Assets 2022: $1,773,535Liabilities 2022: $133,558Net Assets 2022: $1,639,9772022Assets 2023: $2,236,690Liabilities 2023: $54,308Net Assets 2023: $2,182,3822023Assets 2024: $2,458,018Liabilities 2024: $103,002Net Assets 2024: $2,355,0162024

Highlighted filing

2019

Assets$998,097
Liabilities$436,442
Net Assets$561,655

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $166,0102010Revenue 2011: $803,778Expenses 2011: $488,594Net Income 2011: $315,1842011Expenses 2012: $784,3852012Revenue 2013: $898,082Expenses 2013: $744,071Net Income 2013: $154,0112013Revenue 2014: $820,226Expenses 2014: $994,119Net Income 2014: -$173,8932014Revenue 2015: $2,238,508Expenses 2015: $1,833,978Net Income 2015: $404,5302015Revenue 2016: $1,536,302Expenses 2016: $1,917,569Net Income 2016: -$381,2672016Revenue 2017: $2,758,305Expenses 2017: $3,043,164Net Income 2017: -$284,8592017Revenue 2018: $2,539,045Expenses 2018: $2,246,394Net Income 2018: $292,6512018Revenue 2019: $2,694,676Expenses 2019: $2,562,829Net Income 2019: $131,8472019Revenue 2020: $3,149,128Expenses 2020: $2,616,945Net Income 2020: $532,1832020Revenue 2021: $2,928,388Expenses 2021: $2,959,615Net Income 2021: -$31,2272021Revenue 2022: $2,121,005Expenses 2022: $1,730,166Net Income 2022: $390,8392022Revenue 2023: $2,515,126Expenses 2023: $1,972,721Net Income 2023: $542,4052023Revenue 2024: $2,639,687Expenses 2024: $2,396,096Net Income 2024: $243,5912024

Highlighted filing

2019

Revenue$2,694,676
Expenses$2,562,829
Net Income$131,847
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$2,763,859
Mission and Program Overview

Mission

The trilogy foundation was formed to provide emergency assistance, educational scholarships and community support. Awarding education scholarships to deserving employees, providing assistance to employees during times of crisis or natural disasters, providing community education through flu immunization clinics, blood pressure, screenings and providing support through charitable giving to local organizations.

The trilogy community foundation was formed to provide emergency assistance, educational scholarships, and community support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$125,000$505,120▲ $380,120
Cash and Non-Interest-Bearing Accounts$602,675$293,535▼ $309,140
Savings and Temporary Cash Investments$226,990$199,442▼ $27,548
Pledges and Grants Receivable$32,251$0▼ $32,251
Total Assets$986,916$998,097▲ $11,181
Liabilities
Other Liabilities$408,018$317,740▼ $90,278
Accounts Payable and Accrued Expenses$149,090$118,702▼ $30,388
Total Liabilities$557,108$436,442▼ $120,666
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$280,979$355,522▲ $74,543
Net Assets With Donor Restrictions$148,829$206,133▲ $57,304
Total Net Assets Fund Balance$429,808$561,655▲ $131,847
Total Liabilities and Net Assets / Fund Balance$986,916$998,097▲ $11,181

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$330,000-$330,000
Land$170,000-$170,000
Equipment$5,120$25,302$30,422
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael KitchenChairman of the Board
Carrie LivelyDirector
John ClaytorDirector
Jon CooperDirector
Paul PlevyakDirector
Paulie ShivelyDirector
Shari HouseDirector
Telly SellarsDirector
Todd SchmiedelerNon Voting - Foundation Manager

Highest Paid Contractors

ContractorServicesLocationCompensation
Trilogy Management ServicesManagement Services303 NORTH HURSTBOURNE PARKWAY SUITE, Louisville, KY 40222$193,235
Revenue and Support

Revenue Composition

Contributions and Grants
$2,696,729
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-2,053
All Other Contributions
$2,535,479
Change in Net Assets
$131,847

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$375,000Appraisal
Cars and Other Vehicles1$27,500Fair Market Value (FMV)
Total Noncash Contributions2$402,500-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,243,715
Other Expenses$319,114
Total Fundraising Expense$38,959
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,050,480--$2,050,480
Grants to Domestic Orgs$193,235--$193,235
Fees for Services Management$183,251--$183,251
Advertising$46,124--$46,124
Information Technology$25,503--$25,503
Conferences and Meetings$11,160--$11,160
Fees for Services Other$2,961--$2,961
Fees for Services Accounting$2,521--$2,521
Travel$1,445--$1,445
Other Expenses$867-$38,959$867
Depreciation Depletion$459--$459
Office Expenses$250--$250
Total Functional Expenses$2,523,870$0$38,959$2,562,829
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dare to CareLouisville, KY501c3Financial Support$27,000
PARKLANDS OF FLOYD'S FORK (21ST CENTURY PARKS INC)Louisville, KY501c3Financial Support$20,780
Family Scholar HouseLouisville, KY501c3Financial Support$20,000
NORTON CHILDREN'S HOSPITAL FOUNDATIONLouisville, KY501c3Financial Support$16,450
Fund for the ArtsLouisville, KY501c3Financial Support$9,890
Salvation ArmyLouisville, KY501c3Financial Support$5,925
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$69,183
Fundraising Gross Income$53,750
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$170,000$42,500$64,899$-22,399
T200 Bike Ride$45,000$11,250$4,284$6,966
Total Events$215,000$53,750$69,183$-15,433
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Substantial ContributorPayment of Management ServicesNo$193,235
-Substantial ContributorRental IncomeNo$13,380
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Trilogy Management Services$317,740
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The organization hires a management company that runs the day to day activities. The management company is responsible for the staffing and operations of the entity. The management company reports to the board of directors. All significant operating activities are voted on by the board. Todd schmiedeler is the foundation manager and is employed by trilogy management services. His compensation is included in the $193,235 1099 amount reported on page 8.

Form 990, Part VI, Section A, Line 8B

The trilogy foundation does not have a committee that is authorized to act on behalf of the executive board. Therefore, this question is not applicable.

Form 990, Part VI, Section B, Line 11B

Review of form 990 by governing body: an electronic copy of the organization's form 990, including required schedules, is provided to each voting member of the organization's governing body prior to the filing with the irs.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy: the organization regularly and consistently monitors and enforces compliance with the conflict of interest policy by annually distributing a questionnaire that requires officers, directors, trustees and key employees to disclose interests that may give rise to conflicts. If a conflict arises, the policy provides procedures for addressing conflicts to ensure decisions are made in the best interest of the organization.

Form 990, Part VI, Section B, Line 15

The organization does not have any officers or directors that are compensated by the organization, so this question is intentionally marked "no".

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy and financial statements available to the public: the governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Trilogy Community Foundation Inc
EIN
20-5755082
Phone
5022137587
Address
303 N HURSTBOURNE PARKWAY NO 200, LOUISVILLE, KY 40222

Signing Officer

Name
Todd Schmiedeler
Title
President
Phone
5022137587
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Schmiedeler
Formed
2007
Legal Domicile
Ky
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
100

Preparer

Firm
Blue & Co LLC
Address
2650 EASTPOINT PKWY SUITE 300, LOUISVILLE, KY 40223
Preparer
Carrie a Merrill CPA
Phone
5029923500
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0250
IRS990/OfficeExpensesGrp/TotalAmt0250
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2REPAIRS
IRS990/OtherExpensesGrp/Desc3DUES AND LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt038959
IRS990/OtherExpensesGrp/ProgramServicesAmt04569
IRS990/OtherExpensesGrp/ProgramServicesAmt11045
IRS990/OtherExpensesGrp/ProgramServicesAmt2867
IRS990/OtherExpensesGrp/TotalAmt038959
IRS990/OtherExpensesGrp/TotalAmt14569
IRS990/OtherExpensesGrp/TotalAmt21045
IRS990/OtherExpensesGrp/TotalAmt3867
IRS990/OtherLiabilitiesGrp/BOYAmt0408018
IRS990/OtherLiabilitiesGrp/EOYAmt0317740
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt032251
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TODD SCHMIEDELER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0EMPLOYEE SCHOLARSHIPS: THE PURPOSE OF THIS PROGRAM IS TO EMPOWER TRILOGY HEALTH EMPLOYEES TO EXPAND THEIR EDUCATION THEREBY ACHIEVING HIGHER LEVELS OF PERSONAL FULFILLMENT AND INCREASED JOB SATISFACTION. THE FUNDS MAY BE USED TO COVER THE COST OF TUITION, BOOKS, LAB AND INCIDENTAL COSTS.THE COMPANY AWARDED 2,994 AWARDS THAT WERE USED FOR EMPLOYEE SCHOLARSHIPS, DEPENDENT SCHOLARSHIPS, AND STUDENT LOAN REPAYMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01553500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01382128
IRS990/ProgSrvcAccomActy3Grp/Desc0EMERGENCY ASSISTANCE: DUE TO THE NATURAL DISASTERS AND PERSONAL TRAGEDIES, THE FOUNDATION OFFERS ASSISTANCE TO TRILOGY HEALTH EMPLOYEES DURING TIMES OF CRISIS. FINANCIAL RESOURCES ARE PROVIDED TO HELP OFFSET EXPENSES SUCH AS TEMPORARY HOUSING, FOOD, CLOTHING AND TRANSPORTATION. THE COMPANY AWARDED 1,264 EMERGENCY ASSISTANCE GRANTS THAT WERE USED FOR MEDICAL CRISIS, PROPERTY LOSSES & OTHER UNEXPECTED FINANCIAL NEEDS, INCLUDING 98 INDIVIDUALS ESCAPING DOMESTIC VIOLENCE SITUATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0530600
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0471180
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FOUNDATION BEGAN A DOWN PAYMENT ASSISTANCE AND STUDENT DEBT REPAYMENT PROGRAM DURING 2019. THE DOWN PAYMENT ASSISTANCE PROGRAM IS AVAILABLE TO FIRST TIME HOME BUYERS TO HELP THEM PURCHASE A HOUSE. THE STUDENT DEBT REPAYMENT PROGRAM ASSISTS APPROVED APPLICANTS IN PAYING OFF THEIR STUDENT LOAN DEBT.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02536814
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01958754
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0288240
IRS990/PYOtherRevenueAmt02231
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0292051
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02246994
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02539045
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0131847
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt013380
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0226990
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0199442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02696729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02539045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02797259
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01522725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02205750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011761508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013380
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt032757
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt085610
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt053750
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.75040
IRS990ScheduleA/PublicSupportPY170Pct00.77160
IRS990ScheduleA/PublicSupportTotal170Amt08890330
IRS990ScheduleA/SubstantialContributorsTotAmt02871178
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02696729
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02539045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02797259
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01522725
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02205750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011761508
IRS990ScheduleA/TotalSupportAmt011847118
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0330000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0330000
IRS990ScheduleD/EquipmentGrp/BookValueAmt05120
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025302
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt030422
IRS990ScheduleD/LandGrp/BookValueAmt0170000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0170000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0317740
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO TRILOGY MANAGEMENT SERVICES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0505120
IRS990ScheduleD/TotalLiabilityAmt0317740
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0161250
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0127500
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt033750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069183
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0T200 BIKE RIDE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0170000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt045000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0215000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt011250
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053750
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-15433
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt069183
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt064899
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04284
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt01124200
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1327600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt2127500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt3471180
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT LOAN REPAYMENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EMPLOYEE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2DEPENDEDNT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3EMERGENCY ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0936
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt1844
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt2510
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt31264
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/CashGrantAmt127000
IRS990ScheduleI/RecipientTable/CashGrantAmt216450
IRS990ScheduleI/RecipientTable/CashGrantAmt35925
IRS990ScheduleI/RecipientTable/CashGrantAmt49890
IRS990ScheduleI/RecipientTable/CashGrantAmt520780
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5FINANCIAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FAMILY SCHOLAR HOUSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DARE TO CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2NORTON CHILDREN'S HOSPITAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FUND FOR THE ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5PARKLANDS OF FLOYD'S FORK (21ST CENTURY PARKS INC)
IRS990ScheduleI/RecipientTable/RecipientEIN0611285124
IRS990ScheduleI/RecipientTable/RecipientEIN1237345952
IRS990ScheduleI/RecipientTable/RecipientEIN2616027530
IRS990ScheduleI/RecipientTable/RecipientEIN3580660607
IRS990ScheduleI/RecipientTable/RecipientEIN4610479626
IRS990ScheduleI/RecipientTable/RecipientEIN5201780317
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0403 REG SMITH CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15803 FERN VALLEY ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2231 E CHESTNUT STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3911 S BROOK ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4623 W MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5471 WEST MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm5LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040208
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd140228
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd240202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd340203
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd440202

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.10$2.36$2.64$2.40$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.05$2.18$2.52$1.97$0.54
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.13$1.64$2.12$1.73$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.16$1.25$2.93$2.96$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.49$1.28$3.15$2.62$0.53
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.44$0.56$2.69$2.56$0.13
2018Summary only. Only limited summary data is available for this year.$0.99$0.56$0.43$2.54$2.25$0.29
2017Summary only. Only limited summary data is available for this year.$0.63$0.49$0.14$2.76$3.04$0.28
2016Summary only. Only limited summary data is available for this year.$0.84$0.42$0.42$1.54$1.92$0.38
2015Summary only. Only limited summary data is available for this year.$0.88$0.07$0.80$2.24$1.83$0.40
2014Summary only. Only limited summary data is available for this year.$0.45$0.05$0.40$0.82$0.99$0.17
2013Summary only. Only limited summary data is available for this year.$0.59$0.01$0.57$0.90$0.74$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.05$0.42$0.78
2011Summary only. Only limited summary data is available for this year.$0.44$0.02$0.42$0.80$0.49$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.03$0.11$0.17