Civic Intelligence

South Louisville Community Ministries Inc.

990 • Fiscal year 2022 • EIN 31-0891259

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 26, 2023

415-1/2 West Ashland AvenueLouisville, KY 40214

(502) 681-4983

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

60th percentile

13%

Higher net margin than 60% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$71,939

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

86th percentile

43%

Faster asset growth than 86% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-36%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$723,833

Up $216,163 (+43%) from 2021

Net Assets

Up

$716,537

Up $211,338 (+42%) from 2021

Liabilities

Up

$7,296

Up $4,825 (+195%) from 2021

Revenue

Down

$1,682,850

Down $945,379 (-36%) from 2021

Expenses

Down

$1,471,512

Down $941,520 (-39%) from 2021

Net Income

Down

$211,338

Down $3,859 (-1.8%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2015: $126,455Liabilities 2015: $41,836Net Assets 2015: $84,6192015Assets 2016: $80,018Liabilities 2016: $41,008Net Assets 2016: $39,0102016Assets 2017: $62,965Liabilities 2017: $49,095Net Assets 2017: $13,8702017Assets 2018: $97,145Liabilities 2018: $46,637Net Assets 2018: $50,5082018Assets 2019: $148,359Liabilities 2019: $34,664Net Assets 2019: $113,6952019Assets 2020: $311,229Liabilities 2020: $21,227Net Assets 2020: $290,0022020Assets 2021: $507,670Liabilities 2021: $2,471Net Assets 2021: $505,1992021Assets 2022: $723,833Liabilities 2022: $7,296Net Assets 2022: $716,5372022Assets 2023: $1,061,519Liabilities 2023: $12,299Net Assets 2023: $1,049,2202023Assets 2024: $1,195,794Liabilities 2024: $13,197Net Assets 2024: $1,182,5972024Assets 2025: $1,342,879Liabilities 2025: $52,905Net Assets 2025: $1,289,9742025

Highlighted filing

2022

Assets$723,833
Liabilities$7,296
Net Assets$716,537

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $868,922Expenses 2015: $905,246Net Income 2015: -$36,3242015Revenue 2016: $798,013Expenses 2016: $843,622Net Income 2016: -$45,6092016Revenue 2017: $750,509Expenses 2017: $775,649Net Income 2017: -$25,1402017Revenue 2018: $844,354Expenses 2018: $807,716Net Income 2018: $36,6382018Revenue 2019: $903,823Expenses 2019: $840,636Net Income 2019: $63,1872019Revenue 2020: $1,191,484Expenses 2020: $1,015,177Net Income 2020: $176,3072020Revenue 2021: $2,628,229Expenses 2021: $2,413,032Net Income 2021: $215,1972021Revenue 2022: $1,682,850Expenses 2022: $1,471,512Net Income 2022: $211,3382022Revenue 2023: $1,523,436Expenses 2023: $1,190,753Net Income 2023: $332,6832023Revenue 2024: $1,645,141Expenses 2024: $1,511,764Net Income 2024: $133,3772024Revenue 2025: $2,340,229Expenses 2025: $2,232,852Net Income 2025: $107,3772025

Highlighted filing

2022

Revenue$1,682,850
Expenses$1,471,512
Net Income$211,338
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 26, 2023
Return Version
2021v4.0
Gross Receipts
$1,719,252
Mission and Program Overview

Mission

To empower our neighbors in crisis to move toward stability and self- sufficiency. We do this by demonstrating respectful compassion; practicing faithful stewardship; and providing: -emergency assistance with food, medicine, housing and utilities -comprehensive referral services and partnerships (individual, family and marriage counseling) -daily enrichment services for senior adults

To empower our neighbors in crisis to move toward stability and self- sufficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$407,556$513,941▲ $106,385
Pledges and Grants Receivable$44,139$137,811▲ $93,672
Land, Buildings, and Equipment, Net$26,949$25,390▼ $1,559
Inventories for Sale or Use$17,750$17,750→ $0
Accounts Receivable$5,682$5,685▲ $3
Prepaid Expenses and Deferred Charges$3,000$3,000→ $0
Total Assets$507,670$723,833▲ $216,163
Other Assets Total$2,594$20,256▲ $17,662
Liabilities
Accounts Payable and Accrued Expenses$2,471$7,296▲ $4,825
Total Liabilities$2,471$7,296▲ $4,825
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$486,569$487,425▲ $856
Net Assets With Donor Restrictions$18,630$229,112▲ $210,482
Total Net Assets Fund Balance$505,199$716,537▲ $211,338
Total Liabilities and Net Assets / Fund Balance$507,670$723,833▲ $216,163

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$22,678$31,497$54,175
Equipment$2,712$4,446$7,158
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clare Rutz WallaceExecutive DiFT$61,700$10,239$71,939

Board Members and Trustees

NameTitle
Michael T ChinigoPresident
Cortez Hampton SrBoard Member
Drew TuckerBoard Member
Joseph TwagilimanaBoard Member
Joyce WhalinBoard Member
Kathryn MathenyBoard Member
Nicole GeorgeBoard Member
Rev Dr James a DeweyBoard Member
Shane FitzgeraldBoard Member
Shireen DeobhaktaBoard Member
Stephanie CarrBoard Member
Terry ConwaySecretary
Theresa BatlinerTreasurer
Jeffery V OesweinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,622,803
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$60,047
All Other Contributions
$1,622,803
Change in Net Assets
$211,338

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 Amount
Food Inventory1$319,607
Books and Publications-$15,737
Other Non Cash Contri Table1$15,737
Total Noncash Contributions2$351,081

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,682,850
Total Revenue per Audited Statements
$1,682,850
Total Revenue per Form 990
$1,682,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$788,346
Salaries, Compensation, and Employee Benefits$554,100
Other Expenses$129,066
Total Fundraising Expense$26,581
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$788,346--$788,346
Other Salaries and Wages$432,086$18,483$21,568$472,137
Other Employee Benefits$43,094$1,376$1,375$45,845
Payroll Taxes$33,951$1,084$1,083$36,118
Occupancy$35,028$502$502$36,032
Office Expenses$30,258$880$880$32,018
Fees for Services Other$14,401$5,031$204$19,636
Fees for Services Accounting$13,118$4,737$364$18,219
Insurance$10,070$285$286$10,641
Depreciation Depletion$3,952$126$126$4,204
All Other Expenses$1,454$44$46$1,544
Other Expenses$839$21$20$880
Conferences and Meetings$397$13$12$422
Total Functional Expenses$1,412,235$32,696$26,581$1,471,512

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,471,512
Total Expenses per Audited Statements$1,471,512
Total Expenses per Form 990$1,471,512
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,864
Fundraising Direct Expenses$20,665
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Taste of South$44,931$44,931$9,383$35,548
Families Helpin$22,933$22,933$11,282$11,651
Total Events$67,864$67,864$20,665$47,199
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
Audit committee
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
Yes
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

The 990 is reviewed by the executive director and board treasurer.

Form 990, Page 6, Part VI, Line 12C

Board members complete a conflict of interest form annually.

Form 990, Page 6, Part VI, Line 19

Governing documents available upon request, 990 available upon request and via guidestar's website

Filing and Contact Details

Filer

Filer Name
South Louisville Community
EIN
31-0891259
Phone
5026814983
Address
415-1/2 WEST ASHLAND AVENUE, LOUISVILLE, KY 40214

Signing Officer

Name
Clare Rutz Wallace
Title
Executive Director
Phone
5023617763
Signed
2023-01-26

Organization Details

Principal Officer
Clare Rutz Wallace
Voting Board Members
10
Independent Board Members
4
Employees
29
Volunteers
140

Preparer

Firm
Baldwin Cpas Pllc
Address
10180 LINN STATION ROAD SUITE 200, LOUISVILLE, KY 40223
Preparer
Christopher Hatcher
Phone
5025849793
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To empower our neighbors in crisis to move toward stability and self- sufficiency. We do this by demonstrating respectful compassion; practicing faithful stewardship; and providing: -emergency assistance with food, medicine, housing and utilities -comprehensive referral services and partnerships (individual, family and marriage counseling) -daily enrichment services for senior adults

Form 990, Page 2, Part III, Line 4A

Emergency assistance program and neighbor network the emergency assistance program works to meet the basic individual needs of those families in the south end who are facing financial crisis. The program works to stabilize the family's by providing financial assistance with utility bills and housing payments, as well as payment assistance for medical needs. Occasionally we are able to provide assistance for additional needs such as transportation and items needed for work placement. In addition, the program maintains an extensive dare to care pantry that distributes canned goods, frozen meat products, refrigerated dairy products, fresh produce, infant supplies and personal items. The covid pandemic has created a dramatic increase in the need for assistance as well as the availability of funding for such assistance. The emergency assistance program receives inquiries for financial assistance from around 200 families each month, and this program assists in providing extensive financial assistance or referral services to those families. Additionally, south louisville community ministries assists several families monthly by providing funds for necessary medications and medical expenses. Over the last year, the food pantry has been serving around 354 food orders monthly. Funding and in-kind donations for this emergency assistance program comes from supporting churches, metro louisville government, dare to care food bank, special grants, local businesses and foundations, and individuals. 2021-2022 emergency assistance program: the emergency assistance program (ea) served (number of households and total amount of assistance): -neighbor network discretionary funds (housing/transportation/etc.)- 223: 180,303.70 -water - 37: 6,562 -lge -158: 14,468 -medication - 45: 2547.15 -special utility grants -915: 260,973.68 -food (orders) - 4259 -clothing/furniture vouchers - 139 -baby supplies -412 -bus passes-74

Form 990, Page 2, Part III, Line 4B

Program for homebound seniors meals on wheels provides meals and friendly visits to homebound seniors in south louisville with a goal to increase nutritional health and provide personal interaction. This program relies on volunteers who deliver approximately 1750 lunches a month. Additionally, we deliver boxes of non-perishable usda commodities to approximately 25 seniors each month. 2021-2022 home delivered meals program (meals on wheels): throughout the year, slcm volunteers delivered frozen meals to our frail, home bound elderly in the south end of louisville. During the year, 155 seniors were provided a total of 21,565 meals. For two routes, the food and funding is provided by mary and elizabeth hospital/university of louisville health, while for the other seven routes the food is provided by mastersons' catering with coordination and funding provided by the louisville metro senior nutrition program and kipda. We also provided 212 senior commodity boxes to our home-bound seniors in partnership with dare to care and usda.

Financial Statement Notes

Schedule D, Page 3, Part X

Slcm is exempt from federal income tax under section 501(c)(3) of the internal revenue code. Slcm qualified for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). Management has concluded that any tax positions that would not meet the more-likely-than-not criterion of fasb asc 740-10 would be immaterial to the financial statements taken as a whole. Accordingly, the accompanying financial statements do not include any provision for uncertain tax positions, and no related interest or penalties have been recorded in the statements of activities or accrued in the statements of financial position.

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IRS990/Desc0EMERGENCY ASSISTANCE PROGRAM AND NEIGHBOR NETWORK THE EMERGENCY ASSISTANCE PROGRAM WORKS TO MEET THE BASIC INDIVIDUAL NEEDS OF THOSE FAMILIES IN THE SOUTH END WHO ARE FACING FINANCIAL CRISIS. THE PROGRAM WORKS TO STABILIZE THE FAMILY'S BY PROVIDING FINANCIAL ASSISTANCE WITH UTILITY BILLS AND HOUSING PAYMENTS, AS WELL AS PAYMENT ASSISTANCE FOR MEDICAL NEEDS. OCCASIONALLY WE ARE ABLE TO PROVIDE ASSISTANCE FOR ADDITIONAL NEEDS SUCH AS TRANSPORTATION AND ITEMS NEEDED FOR WORK PLACEMENT. IN ADDITION, THE PROGRAM MAINTAINS AN EXTENSIVE DARE TO CARE PANTRY THAT DISTRIBUTES CANNED GOODS, FROZEN MEAT PRODUCTS, REFRIGERATED DAIRY PRODUCTS, FRESH PRODUCE, INFANT SUPPLIES AND PERSONAL ITEMS. THE COVID PANDEMIC HAS CREATED A DRAMATIC INCREASE IN THE NEED FOR ASSISTANCE AS WELL AS THE AVAILABILITY OF FUNDING FOR SUCH ASSISTANCE. THE EMERGENCY ASSISTANCE PROGRAM RECEIVES INQUIRIES FOR FINANCIAL ASSISTANCE FROM AROUND 200 FAMILIES EACH MONTH, AND THIS PROGRAM ASSISTS IN PROVIDING EXTENSIVE FINANCIAL ASSISTANCE OR REFERRAL SERVICES TO THOSE FAMILIES. ADDITIONALLY, SOUTH LOUISVILLE COMMUNITY MINISTRIES ASSISTS SEVERAL FAMILIES MONTHLY BY PROVIDING FUNDS FOR NECESSARY MEDICATIONS AND MEDICAL EXPENSES. OVER THE LAST YEAR, THE FOOD PANTRY HAS BEEN SERVING AROUND 354 FOOD ORDERS MONTHLY. FUNDING AND IN-KIND DONATIONS FOR THIS EMERGENCY ASSISTANCE PROGRAM COMES FROM SUPPORTING CHURCHES, METRO LOUISVILLE GOVERNMENT, DARE TO CARE FOOD BANK, SPECIAL GRANTS, LOCAL BUSINESSES AND FOUNDATIONS, AND INDIVIDUALS. 2021-2022 EMERGENCY ASSISTANCE PROGRAM: THE EMERGENCY ASSISTANCE PROGRAM (EA) SERVED (NUMBER OF HOUSEHOLDS AND TOTAL AMOUNT OF ASSISTANCE): -NEIGHBOR NETWORK DISCRETIONARY FUNDS (HOUSING/TRANSPORTATION/ETC.)- 223: 180,303.70 -WATER - 37: 6,562 -LGE -158: 14,468 -MEDICATION - 45: 2547.15 -SPECIAL UTILITY GRANTS -915: 260,973.68 -FOOD (ORDERS) - 4259 -CLOTHING/FURNITURE VOUCHERS - 139 -BABY SUPPLIES -412 -BUS PASSES-74
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IRS990/MissionDesc0TO EMPOWER OUR NEIGHBORS IN CRISIS TO MOVE TOWARD STABILITY AND SELF- SUFFICIENCY. WE DO THIS BY DEMONSTRATING RESPECTFUL COMPASSION; PRACTICING FAITHFUL STEWARDSHIP; AND PROVIDING: -EMERGENCY ASSISTANCE WITH FOOD, MEDICINE, HOUSING AND UTILITIES -COMPREHENSIVE REFERRAL SERVICES AND PARTNERSHIPS (INDIVIDUAL, FAMILY AND MARRIAGE COUNSELING) -DAILY ENRICHMENT SERVICES FOR SENIOR ADULTS
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IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1ROSEWATER - ASSISTANCE
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IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROGRAM FOR HOMEBOUND SENIORS MEALS ON WHEELS PROVIDES MEALS AND FRIENDLY VISITS TO HOMEBOUND SENIORS IN SOUTH LOUISVILLE WITH A GOAL TO INCREASE NUTRITIONAL HEALTH AND PROVIDE PERSONAL INTERACTION. THIS PROGRAM RELIES ON VOLUNTEERS WHO DELIVER APPROXIMATELY 1750 LUNCHES A MONTH. ADDITIONALLY, WE DELIVER BOXES OF NON-PERISHABLE USDA COMMODITIES TO APPROXIMATELY 25 SENIORS EACH MONTH. 2021-2022 HOME DELIVERED MEALS PROGRAM (MEALS ON WHEELS): THROUGHOUT THE YEAR, SLCM VOLUNTEERS DELIVERED FROZEN MEALS TO OUR FRAIL, HOME BOUND ELDERLY IN THE SOUTH END OF LOUISVILLE. DURING THE YEAR, 155 SENIORS WERE PROVIDED A TOTAL OF 21,565 MEALS. FOR TWO ROUTES, THE FOOD AND FUNDING IS PROVIDED BY MARY AND ELIZABETH HOSPITAL/UNIVERSITY OF LOUISVILLE HEALTH, WHILE FOR THE OTHER SEVEN ROUTES THE FOOD IS PROVIDED BY MASTERSONS' CATERING WITH COORDINATION AND FUNDING PROVIDED BY THE LOUISVILLE METRO SENIOR NUTRITION PROGRAM AND KIPDA. WE ALSO PROVIDED 212 SENIOR COMMODITY BOXES TO OUR HOME-BOUND SENIORS IN PARTNERSHIP WITH DARE TO CARE AND USDA.
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IRS990/ProgSrvcAccomActy3Grp/Desc02021-2022 ROSEWATER BOOKSTORE: THE ROSEWATER BOOKSTORE IS A VOLUNTEER-POWERED SOCIAL ENTERPRISE THAT PROVIDES FREE COMMUNITY SPACE, WORKFORCE DEVELOPMENT OPPORTUNITIES, AND EMERGENCY ASSISTANCE TO NEIGHBORS IN CRISIS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SLCM IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SLCM QUALIFIED FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). MANAGEMENT HAS CONCLUDED THAT ANY TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT CRITERION OF FASB ASC 740-10 WOULD BE IMMATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT INCLUDE ANY PROVISION FOR UNCERTAIN TAX POSITIONS, AND NO RELATED INTEREST OR PENALTIES HAVE BEEN RECORDED IN THE STATEMENTS OF ACTIVITIES OR ACCRUED IN THE STATEMENTS OF FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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