Civic Intelligence

Methodist Retirement Homes of Kentucky Inc.

990 • Fiscal year 2019 • EIN 31-1045332

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 05, 2019

Organization ProfileWWW.WESLEYMANORRETIREMENT.COM
5012 East Manslick RoadLouisville, KY 40219

(502) 969-3277

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

5th percentile

-58%

Higher net margin than 5% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

93rd percentile

$133,117

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 52.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

9th percentile

-20%

Faster asset growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$790,376

Down $197,950 (-20%) from 2018

Net Assets

Down

$783,908

Down $109,374 (-12%) from 2018

Liabilities

Down

$6,468

Down $88,576 (-93%) from 2018

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin5th percentile

Revenue

Down

$256,194

Down $328,477 (-56%) from 2018

Expenses

Up

$405,009

Up $56,356 (+16%) from 2018

Net Income

Down

-$148,815

Down $384,833 (-163%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $569,064Liabilities 2011: $340,606Net Assets 2011: $228,4582011Assets 2012: $465,780Liabilities 2012: $246,720Net Assets 2012: $219,0602012Assets 2013: $578,025Liabilities 2013: $321,993Net Assets 2013: $256,0322013Assets 2014: $720,868Liabilities 2014: $455,062Net Assets 2014: $265,8062014Assets 2015: $614,675Liabilities 2015: $295,644Net Assets 2015: $319,0312015Assets 2016: $618,714Liabilities 2016: $65,090Net Assets 2016: $553,6242016Assets 2017: $764,966Liabilities 2017: $127,546Net Assets 2017: $637,4202017Assets 2018: $988,326Liabilities 2018: $95,044Net Assets 2018: $893,2822018Assets 2019: $790,376Liabilities 2019: $6,468Net Assets 2019: $783,9082019Assets 2020: $718,826Liabilities 2020: $10,432Net Assets 2020: $708,3942020Assets 2021: $1,079,157Liabilities 2021: $310,376Net Assets 2021: $768,7812021Assets 2022: $965,958Liabilities 2022: $354,585Net Assets 2022: $611,3732022Assets 2023: $1,056,183Liabilities 2023: $266,916Net Assets 2023: $789,2672023Assets 2024: $1,259,855Liabilities 2024: $302,476Net Assets 2024: $957,3792024Assets 2025: $1,488,874Liabilities 2025: $491,992Net Assets 2025: $996,8822025

Highlighted filing

2019

Assets$790,376
Liabilities$6,468
Net Assets$783,908
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $392,4882011Expenses 2012: $415,6232012Expenses 2013: $345,2792013Revenue 2014: $409,211Expenses 2014: $439,433Net Income 2014: -$30,2222014Revenue 2015: $409,250Expenses 2015: $368,227Net Income 2015: $41,0232015Revenue 2016: $544,935Expenses 2016: $298,111Net Income 2016: $246,8242016Revenue 2017: $343,635Expenses 2017: $293,488Net Income 2017: $50,1472017Revenue 2018: $584,671Expenses 2018: $348,653Net Income 2018: $236,0182018Revenue 2019: $256,194Expenses 2019: $405,009Net Income 2019: -$148,8152019Revenue 2020: $241,809Expenses 2020: $329,593Net Income 2020: -$87,7842020Revenue 2021: $283,941Expenses 2021: $348,245Net Income 2021: -$64,3042021Revenue 2022: $312,467Expenses 2022: $370,294Net Income 2022: -$57,8272022Revenue 2023: $256,661Expenses 2023: $125,163Net Income 2023: $131,4982023Revenue 2024: $314,064Expenses 2024: $211,199Net Income 2024: $102,8652024Revenue 2025: $188,879Expenses 2025: $209,829Net Income 2025: -$20,9502025

Highlighted filing

2019

Revenue$256,194
Expenses$405,009
Net Income-$148,815
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 5, 2019
Return Version
2018v3.1
Gross Receipts
$266,579
Mission and Program Overview

Mission

To support wesley manor retirement community, inc. Wesley manor retirement commuity, inc. Is a full continuum of care retirement community. Wesley manor retirement community, inc.'s mission is to serve its residents and families with a dedicated and professional staff in a nuturing christian environment.

To seek charitable support for wesley manor retirement community, inc. (a charitable not-for-profit corporation)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$429,677$434,393▲ $4,716
Cash and Non-Interest-Bearing Accounts$275,262$207,342▼ $67,920
Pledges and Grants Receivable$248,782$86,825▼ $161,957
Investments in Publicly Traded Securities$19,665$11,181▼ $8,484
Prepaid Expenses and Deferred Charges$7,500--
Land, Buildings, and Equipment, Net$7,440$6,920▼ $520
Total Assets$988,326$790,376▼ $197,950
Other Assets Total$0$43,715▲ $43,715
Liabilities
Other Liabilities$88,510$0▼ $88,510
Accounts Payable and Accrued Expenses$6,534$6,468▼ $66
Total Liabilities$95,044$6,468▼ $88,576
Net Assets / Fund Balance
Unrestricted Net Assets$726,239$654,341▼ $71,898
Temporarily Rstr Net Assets$142,043$104,567▼ $37,476
Permanently Rstr Net Assets$25,000$25,000→ $0
Total Net Assets Fund Balance$893,282$783,908▼ $109,374
Total Liabilities and Net Assets / Fund Balance$988,326$790,376▼ $197,950

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,920$39,580$46,500
Other Assets Org$43,715--
Other Securities$434,393--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$429,677-▲ $40,605$-33,000$434,393
2017$401,802-▲ $31,118-$429,677
2016$366,415-▲ $38,321-$401,802
2015$367,396-▲ $1,955-$366,415
2014$351,213-▲ $18,993-$367,396
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Mark StephensAssistant TreasurerPT$133,117$133,117
Jerry HogansonPresidentPT$124,387$124,387

Board Members and Trustees

NameTitle
Russ WardlawChairman
Michael GibbonsVice Chairman
Alan FryrearBoard Member
Arvil DobsonBoard Member
Bart DoerhoeferBoard Member
Craig ReynoldsBoard Member
Dr Christian Davis FurmanBoard Member
Jim BarnettBoard Member
John L Conrad IiiBoard Member
Kim DodsonBoard Member
Linda KingBoard Member
Madonna FloodBoard Member
Norma SledgeSecretary
Steve JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$237,908
Program Service Revenue
$0
Investment Income
$11,537
Other Revenue
$6,749
All Other Contributions
$167,502
Change in Net Assets
$-148,815

Audited Revenue Reconciliation

Revenue per Audited Statements
$253,178
Revenue Not Reported on Financial Statements
$3,016
Revenue Not Reported on Form 990
$49,826
Total Revenue per Audited Statements
$303,004
Total Revenue per Form 990
$256,194
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$252,133
Grants and Similar Amounts Paid$152,876
Salaries, Compensation, and Employee Benefits$135,519
Other Expenses$116,614
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$152,876--$152,876
Current Officers, Directors, Trustees, and Key Employees--$125,889$125,889
Payroll Taxes--$9,630$9,630
Fees for Services Accounting--$5,496$5,496
Other Expenses--$4,490$4,490
Fees for Service Investment Mgmnt Fees--$3,014$3,014
Office Expenses--$2,172$2,172
Depreciation Depletion--$520$520
Travel--$300$300
Total Functional Expenses$152,876$0$252,133$405,009

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$412,378
Total Expenses per Form 990$405,009
Expenses per Audited Statements$401,993
Expenses Not Reported on Form 990$10,385
Expenses Not Reported on Financial Statements$3,016
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wesley Manor Retirement CommunityLouisville, KY501(c)(3)Financial Assistance for Indigent or Financially Needy Residents.$152,876
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$17,134
Fundraising Direct Expenses$10,385
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$33,520$11,732$6,507$5,225
Fall Event$54,020$5,402$3,878$1,524
Total Events$87,540$17,134$10,385$6,749
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is reviewed and approved by the ceo and cfo prior to submission.”

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

“Members of the board of directors must complete and sign a conflict of interest disclosure statement annually at the beginning of the fiscal year.”

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

“1. The compensation of the person is reviewed and approved by the board of directors of the organization provided that persons with conflicts of interest with respect to the compensation arrangement at issue are not involved in the review and approval. 2. The compensation of the person is reviewed and approved using data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. 3. There is contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangement.”

Form 990, Part VI, Section C, Line 18

“The corporation makes is form 990 available upon request.”

Form 990, Part VI, Section C, Line 19

“The corporation does not make its governing documents, conflict of interest policy or financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Methodist Retirement Homes
EIN
31-1045332
Phone
5029693277
Address
5012 EAST MANSLICK ROAD, LOUISVILLE, KY 40219

Signing Officer

Name
Jerry Hoganson
Title
President
Phone
5029693277
Signed
2019-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Hoganson
Formed
1982
Legal Domicile
Ky
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE ROAD SUITE 1100, LOUISVILLE, KY 40222-5187
Preparer
Jennifer R Hughes
Phone
5024269660
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LICE 2C:

“The ceo and cfo reveiw a draft of the audit report in detail. After the draft report has been approved by the ceo and cfo, the final audit is presented to the full board of directors.”

Financial Statement Notes

PART X, LINE 2:

“The corporation is exempt from federal, state and local income taxes as a not-for profit corporation as described under internal revenue code section 501(c)(3). The corporation files an informational tax return in the u.s. Federal jurisdiction and with the kentucky office of the attorney general. However, income from certain activities not directly related to the corporation's tax-exempt purpose may be subject to taxation as unrelated business income. Management does not believe that the corporation has unrealted business income for the years ended june 30, 2019 and 2018. As of june 30, 2019 and 2018, the corporation did not have any accrued interest or penalties related to income tax liabilities, and no interest or penalties have been charged to operations for the years then ended.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Expenses related to fundraisers 10,385.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses related to fundraisers 10,385.”

Raw XML AppendixShowing 400 of 567 raw XML fields

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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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt070406
IRS990/FundraisingDirectExpensesAmt010385
IRS990/FundraisingGrossIncomeAmt017134
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0152876
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0152876
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0152876
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0266579
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt011537
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011537
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0429677
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0434393
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019665
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011181
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039580
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07440
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06920
IRS990/LandBldgEquipCostOrOtherBssAmt046500
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT WESLEY MANOR RETIREMENT COMMUNITY, INC. WESLEY MANOR RETIREMENT COMMUITY, INC. IS A FULL CONTINUUM OF CARE RETIREMENT COMMUNITY. WESLEY MANOR RETIREMENT COMMUNITY, INC.'S MISSION IS TO SERVE ITS RESIDENTS AND FAMILIES WITH A DEDICATED AND PROFESSIONAL STAFF IN A NUTURING CHRISTIAN ENVIRONMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0893282
IRS990/NetAssetsOrFundBalancesEOYAmt0783908
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06749
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06749
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt039441
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt02172
IRS990/OfficeExpensesGrp/TotalAmt02172
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt043715
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1DONOR CULTIVATION
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/FundraisingAmt075987
IRS990/OtherExpensesGrp/FundraisingAmt124635
IRS990/OtherExpensesGrp/FundraisingAmt24490
IRS990/OtherExpensesGrp/TotalAmt075987
IRS990/OtherExpensesGrp/TotalAmt124635
IRS990/OtherExpensesGrp/TotalAmt24490
IRS990/OtherLiabilitiesGrp/BOYAmt088510
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09630
IRS990/PayrollTaxesGrp/TotalAmt09630
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt025000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0248782
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt086825
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07500
IRS990/PrincipalOfficerNm0JERRY HOGANSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0571941
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0179889
IRS990/PYInvestmentIncomeAmt09807
IRS990/PYOtherExpensesAmt038137
IRS990/PYOtherRevenueAmt02923
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0236018
IRS990/PYSalariesCompEmpBnftPaidAmt0130627
IRS990/PYTotalExpensesAmt0348653
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0584671
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-148815
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0610561689
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0152876
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESLEY MANOR RETIREMENT COMMUNITY INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0152876
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/BoardDesignatedBalanceEOYPct00.88170
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0-2889
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0429677
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0434393
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt040605
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-33000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-3243
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0401802
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0429677
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031118
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0-2934
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0366415
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0401802
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt038321
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0-2936
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0367396
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0366415
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01955
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt02810
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0351213
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0367396
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt018993
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06920
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039580
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046500
IRS990ScheduleD/ExpensesNotReportedAmt010385
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03016
IRS990ScheduleD/ExpensesSubtotalAmt0401993
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03016
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03016
IRS990ScheduleD/NetUnrealizedGainsInvstAmt039441
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt043715
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RELATED PARTY RECEIVABLES
IRS990ScheduleD/OtherExpensesIncludedAmt010385
IRS990ScheduleD/OtherRevenueAmt010385
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0434393
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.05760
IRS990ScheduleD/RevenueNotReportedAmt049826
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03016
IRS990ScheduleD/RevenueSubtotalAmt0253178
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE CORPORATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE CORPORATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE CORPORATION HAS UNREALTED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2019 AND 2018. AS OF JUNE 30, 2019 AND 2018, THE CORPORATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXPENSES RELATED TO FUNDRAISERS 10,385.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES RELATED TO FUNDRAISERS 10,385.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.06080
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06920
IRS990ScheduleD/TotalBookValueOtherAssetsAmt043715
IRS990ScheduleD/TotalBookValueSecuritiesAmt0434393
IRS990ScheduleD/TotalExpensesPerForm990Amt0405009
IRS990ScheduleD/TotalRevenuePerForm990Amt0256194
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0303004
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0412378
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt070406
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt048618
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt021788
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010385

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$790,376
Liabilities
$6,468
Net assets
$783,908
Revenue
$256,194
Expenses
$405,009
Net income
-$148,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.49$0.49$1.00$0.19$0.21$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.30$0.96$0.31$0.21$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.27$0.79$0.26$0.13$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.35$0.61$0.31$0.37$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.31$0.77$0.28$0.35$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.71$0.24$0.33$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.26$0.41$0.15
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.10$0.89$0.58$0.35$0.24
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.13$0.64$0.34$0.29$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.07$0.55$0.54$0.30$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.30$0.32$0.41$0.37$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.46$0.27$0.41$0.44$0.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.32$0.26$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.25$0.22$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.34$0.23$0.39