Civic Intelligence

Itnbluegrass Inc

EIN 26-1341780 • 501(c)3 • Lexington, KY

Profile

To provide community-based and -supported economically viable and consumer-oriented 24/7 transportation for adults 60+ yrs, or visually impaired.

1206 North Limestone StreetLexington, KY 40505

www.itnbluegrass.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.70x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

34th percentile

-7.0%

Higher net margin than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

46th percentile

-3.7%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Assets

Down

$61,026

Down $46,495 (-43%) from 2023

Liabilities

Down

$69,464

Down $6,029 (-8.0%) from 2023

Net Assets

Down

-$8,438

Down $40,466 (-126%) from 2023

Revenue

Down

$252,846

Down $32,407 (-11%) from 2023

Expenses

Down

$293,312

Down $12,039 (-3.9%) from 2023

Net Income

Down

-$40,466

Down $20,368 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2012: $11,442Liabilities 2012: $99,033Net Assets 2012: -$87,5912012Assets 2013: $19,165Liabilities 2013: $93,082Net Assets 2013: -$73,9172013Assets 2021: $115,934Liabilities 2021: $97,387Net Assets 2021: $18,5472021Assets 2022: $155,108Liabilities 2022: $102,982Net Assets 2022: $52,1262022Assets 2023: $107,521Liabilities 2023: $75,493Net Assets 2023: $32,0282023Assets 2024: $61,026Liabilities 2024: $69,464Net Assets 2024: -$8,4382024

Highlighted filing

2024

Assets$61,026
Liabilities$69,464
Net Assets-$8,438

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $149,122Expenses 2012: $187,768Net Income 2012: -$38,6462012Expenses 2013: $279,2002013Revenue 2021: $229,764Expenses 2021: $221,919Net Income 2021: $7,8452021Revenue 2022: $346,807Expenses 2022: $313,228Net Income 2022: $33,5792022Revenue 2023: $285,253Expenses 2023: $305,351Net Income 2023: -$20,0982023Revenue 2024: $252,846Expenses 2024: $293,312Net Income 2024: -$40,4662024

Highlighted filing

2024

Revenue$252,846
Expenses$293,312
Net Income-$40,466

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 25, 2025
Return Version
2023v6.0
Gross Receipts
$261,594
Mission and Program Overview

Mission

to provide community-based and -supported, economically viable and consumer oriented 24/7 transportation for adults 60+ yrs, or visually impaired.

To provide economically viable and consumer oriented 24/7 transportation for adults 60+ yrs or visually impaired.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$32,296$27,058▼ $5,238
Land, Buildings, and Equipment, Net$37,146$15,806▼ $21,340
Prepaid Expenses and Deferred Charges$15,259$10,481▼ $4,778
Cash and Non-Interest-Bearing Accounts$20,840$7,681▼ $13,159
Pledges and Grants Receivable$1,980$0▼ $1,980
Total Assets$107,521$61,026▼ $46,495
Liabilities
Deferred Revenue$62,133$53,495▼ $8,638
Accounts Payable and Accrued Expenses$13,360$15,969▲ $2,609
Total Liabilities$75,493$69,464▼ $6,029
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,028$-8,438▼ $40,466
Total Net Assets Fund Balance$32,028$-8,438▼ $40,466
Total Liabilities and Net Assets / Fund Balance$107,521$61,026▼ $46,495

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,806$72,804$88,610
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mike GinterFormer Executive DirectorFT$43,581$43,581
Jennifer EpperlyFormer Executive DirectorFT$18,458$18,458

Board Members and Trustees

NameTitle
Charles H CoulstonChair
Cynthia SalamancaBoard Member
Diana S LockridgeBoard Member
Jennifer GarlandBoard Member
Scott PittsBoard Member
Sue MichaelBoard Member
Gale ReeceExecutive Director
Erin CooperSecretary
John DavisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$139,565
Program Service Revenue
$100,805
Investment Income
$12,476
Other Revenue
$0
All Other Contributions
$72,502
Change in Net Assets
$-40,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$165,751
Other Expenses$127,561
Total Fundraising Expense$25,166
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$88,757$4,845$4,845$98,447
Current Officers, Directors, Trustees, and Key Employees$29,284$9,762$9,762$48,808
Insurance$37,551$1,124-$38,675
Payroll Taxes$15,106$1,695$1,695$18,496
Depreciation Depletion$12,592--$12,592
Office Expenses$679$2,715$8,661$12,055
Fees for Services Accounting-$9,910-$9,910
Fees for Services Other-$9,897-$9,897
Payments to Affiliates$9,516--$9,516
Travel$8,681--$8,681
Information Technology$1,359$2,132-$3,491
Advertising$2,618--$2,618
Occupancy-$2,400-$2,400
Other Expenses$4,421$275-$275
All Other Expenses--$203$203
Total Functional Expenses$222,207$45,939$25,166$293,312
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Appeal$33,584---
Mid-year Appeal$10,607---
Total Events$44,191---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
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
Yes
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
No

Governance Explanations

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

Form 990 is prepared by an external accounting firm and reviewed by selected members of the finance committee and the executive director. The executive director reviews, approves, and submits the final form.

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

On acceptance as a governing body member, each candidate is required to read and sign a conflict of interest statement, declaring known/possible, direct/indirect conflicts. Members must disclose to the board any subsequent conflicts, abstain from voting, and refrain from using personal influence in the relevant decision. Disclosures and compliance are contemporaneously documented in meeting proceedings.

Form 990, Part VI, Section B, Line 15A

The finance committee of the governing body reviews compensation of the executive director in comparison to similar positions in the local labor market. The board chairperson conducts, at least annually, a performance evaluation of the executive director with input from the full governing body. The governing body, in a documented meeting, reviews salary and performance and votes to establish the salary.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial documents are available upon request to the executive director.

Filing and Contact Details

Filer

Filer Name
Itnbluegrass Inc
EIN
26-1341780
Phone
8592528665
Address
219 E SHORT ST, LEXINGTON, KY 40507

Signing Officer

Name
Gale Reece
Title
Executive Director
Phone
8592528665
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gale Reece
Formed
2008
Legal Domicile
Ky
Voting Board Members
8
Independent Board Members
8
Employees
17
Volunteers
34

Preparer

Firm
Hicks & Associates Cpas Pllc
Address
1795 ALYSHEBA WAY STE 6206, LEXINGTON, KY 40509
Preparer
David W Hickscpacff
Phone
8593689727
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-40466
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0111557
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032296
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027058
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt06946
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt03105
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt03281
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt013332
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0139566
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0177014
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0254415
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0159955
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0172283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0903233
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01724
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0735
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt061
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0306
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02826
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0100805
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0108004
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt093331
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0159955
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0101396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0563491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01724
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt061
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0306
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02826
IRS990ScheduleA/InvestmentIncomeCYPct00.00190
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0-2793
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0-2793
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98400
IRS990ScheduleA/PublicSupportPY509Pct00.98960
IRS990ScheduleA/PublicSupportTotal509Amt01443291
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt06946
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt03105
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt03281
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt010101
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt023433
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt010101
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt010101
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0240371
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0285018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0347746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0319910
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0273679
IRS990ScheduleA/Total509Grp/TotalAmt01466724
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0242095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0285753
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0347807
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0317423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0273679
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01466757
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/EquipmentGrp/BookValueAmt015806
IRS990ScheduleD/EquipmentGrp/DepreciationAmt072804
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt088610
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015806
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt044191
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt033584
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010607
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL APPEAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MID-YEAR APPEAL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt033584
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt010607
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044191
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM AND REVIEWED BY SELECTED MEMBERS OF THE FINANCE COMMITTEE AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR REVIEWS, APPROVES, AND SUBMITS THE FINAL FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON ACCEPTANCE AS A GOVERNING BODY MEMBER, EACH CANDIDATE IS REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT, DECLARING KNOWN/POSSIBLE, DIRECT/INDIRECT CONFLICTS. MEMBERS MUST DISCLOSE TO THE BOARD ANY SUBSEQUENT CONFLICTS, ABSTAIN FROM VOTING, AND REFRAIN FROM USING PERSONAL INFLUENCE IN THE RELEVANT DECISION. DISCLOSURES AND COMPLIANCE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING PROCEEDINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE OF THE GOVERNING BODY REVIEWS COMPENSATION OF THE EXECUTIVE DIRECTOR IN COMPARISON TO SIMILAR POSITIONS IN THE LOCAL LABOR MARKET. THE BOARD CHAIRPERSON CONDUCTS, AT LEAST ANNUALLY, A PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR WITH INPUT FROM THE FULL GOVERNING BODY. THE GOVERNING BODY, IN A DOCUMENTED MEETING, REVIEWS SALARY AND PERFORMANCE AND VOTES TO ESTABLISH THE SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0107521
IRS990/TotalAssetsEOYAmt061026
IRS990/TotalAssetsGrp/BOYAmt0107521
IRS990/TotalAssetsGrp/EOYAmt061026
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0139565
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt025166
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045939
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0222207

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