Civic Intelligence

Ag & Hes Alumni Association Inc.

990 • Fiscal year 2017 • EIN 31-1105527

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

1451 University DriveLexington, KY 40546

(859) 257-7211

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

8.8%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$71,051

Up $5,739 (+8.8%) from 2016

Net Assets

Up

$71,051

Up $5,739 (+8.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$188,281

Up $18,626 (+11%) from 2016

Expenses

Up

$182,542

Up $3,334 (+1.9%) from 2016

Net Income

Up

$5,739

Up $15,292 (+160%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0-$50KAssets 2010: $93,833Liabilities 2010: $0Net Assets 2010: $93,8332010Assets 2011: $74,058Liabilities 2011: $0Net Assets 2011: $74,0582011Assets 2012: $62,787Liabilities 2012: $17,154Net Assets 2012: $45,6332012Assets 2013: $36,770Liabilities 2013: $0Net Assets 2013: $36,7702013Assets 2014: $60,122Liabilities 2014: $0Net Assets 2014: $60,1222014Assets 2015: $74,865Liabilities 2015: $0Net Assets 2015: $74,8652015Assets 2016: $65,312Liabilities 2016: $0Net Assets 2016: $65,3122016Assets 2017: $71,051Liabilities 2017: $0Net Assets 2017: $71,0512017Assets 2018: $71,039Liabilities 2018: $0Net Assets 2018: $71,0392018Assets 2019: $85,448Liabilities 2019: $0Net Assets 2019: $85,4482019Assets 2020: $79,182Liabilities 2020: -$16,535Net Assets 2020: $95,7172020Assets 2021: $77,291Liabilities 2021: $0Net Assets 2021: $77,2912021Assets 2022: $89,155Liabilities 2022: $0Net Assets 2022: $89,1552022Assets 2023: $137,623Liabilities 2023: $0Net Assets 2023: $137,6232023Assets 2024: $152,758Liabilities 2024: $0Net Assets 2024: $152,7582024

Highlighted filing

2017

Assets$71,051
Liabilities$0
Net Assets$71,051

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $34,3042010Expenses 2011: $165,8312011Expenses 2012: $149,9542012Revenue 2013: $121,719Expenses 2013: $129,032Net Income 2013: -$7,3132013Revenue 2014: $142,184Expenses 2014: $118,832Net Income 2014: $23,3522014Revenue 2015: $167,333Expenses 2015: $152,590Net Income 2015: $14,7432015Revenue 2016: $169,655Expenses 2016: $179,208Net Income 2016: -$9,5532016Revenue 2017: $188,281Expenses 2017: $182,542Net Income 2017: $5,7392017Revenue 2018: $223,453Expenses 2018: $223,465Net Income 2018: -$122018Revenue 2019: $242,493Expenses 2019: $228,084Net Income 2019: $14,4092019Revenue 2020: $96,784Expenses 2020: $86,515Net Income 2020: $10,2692020Revenue 2021: $100,945Expenses 2021: $119,371Net Income 2021: -$18,4262021Revenue 2022: $219,488Expenses 2022: $207,624Net Income 2022: $11,8642022Revenue 2023: $166,379Expenses 2023: $117,911Net Income 2023: $48,4682023Revenue 2024: $131,928Expenses 2024: $127,923Net Income 2024: $4,0052024

Highlighted filing

2017

Revenue$188,281
Expenses$182,542
Net Income$5,739
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Gross Receipts
$212,345
Mission and Program Overview

Mission

To promote loyalty, service and recognition to the college of agriculture, food and environment and to the university of kentucky by serving students, faculty, staff and alumni.

To promote loyalty, service and recognition to the college of agriculture and school of human environmental sciences and to the university of kentucky by serving students, faculty, staff and alumni.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$49,648$46,547▼ $3,101
Accounts Receivable$15,638$24,478▲ $8,840
Savings and Temporary Cash Investments$26$26→ $0
Total Assets$65,312$71,051▲ $5,739
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$65,312$71,051▲ $5,739
Total Net Assets Fund Balance$65,312$71,051▲ $5,739
Total Liabilities and Net Assets / Fund Balance$65,312$71,051▲ $5,739
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chuck CanterPresident
Diana DoggettAt Large Rep
Matt KochAt Large Rep
Whitney StithPast Preside
Jill ConwaySecretary
Bill MccloskeyTreasurer
Michelle McdonaldUkaa Liason
Sue WhitakerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$85
Program Service Revenue
$110,522
Investment Income
$15
Other Revenue
$77,659
All Other Contributions
$85
Change in Net Assets
$5,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,542
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$93,532--$93,532
Other Expenses$17,810--$17,810
Office Expenses-$2,494-$2,494
Insurance-$2,489-$2,489
Fees for Services Accounting-$939-$939
Total Functional Expenses$176,620$5,922$0$182,542
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,064
Fundraising Gross Income$3,700
Professional Fundraising Fees$0
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
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

Quarterly board meeting are held so that matters of significant interest can be voted on and ratified by a quorum of the governing body.

Form 990, Page 6, Part VI, Line 9

Michelle mcdonald 444 e. Headquarters rd. Carlisle, ky 40311-8901 bill mccloskey 108 bethany court bardstown, ky 40004 diana doggett 2416 vale ct. Lexington, ky 40514-1418 chuck canter 101 meadowlark drive nicholasvile, ky 40356-1191 sue whitaker 3501 west university ave. Muncie, in 47304 whitney stith 3090 hathaway rd. Union, ky 41091-9709 jill conway 585 hwy 721 hazard, ky 41701 matt koch 1936 cynthiana rd. Paris, ky 40361

Form 990, Page 6, Part VI, Line 10B

Governing body closely affiliates with and monitors chapter activities and functions.

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

Return prepared by a certified public accountant and reviewed by the executive board prior to filing for propriety.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Ag & Hes Alumni Association Inc
EIN
31-1105527
Phone
8592577211
Address
1451 UNIVERSITY DRIVE, LEXINGTON, KY 40546

Signing Officer

Name
Whitney Stith
Title
Past President
Phone
8592577211
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Canter
Legal Domicile
Ky
Voting Board Members
26
Independent Board Members
21
Employees
0

Preparer

Firm
STITH WIMSATT & ASSOCIATES CPA'S
Address
PO BOX 455, FLORENCE, KY 41022
Preparer
J Whitney Stith CPA
Phone
8592835560
Supplemental Narrative

Additional Explanations

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

Promote, recognize and recruit students, faculty and alumni of the college of agriculture and human environmental sciences.

Form 990, Part IX, Line 24E

Bus trip annual 16,754 0 0 meals 13,703 0 0 meal tickets 13,243 0 0 tent rental & sound 12,471 0 0 distinguished alumni banq 8,689 0 0 florida event 7,240 0 0 unclassified expenses 5,069 0 0 supplies 4,701 0 0 area student recruitment 2,705 0 0 special events 2,664 0 0 staff appreciation 2,333 0 0 sponsorship expenses 2,000 0 0 endowment expenses 1,070 0 0 credit card/shipping exps 351 0 0 student organizations 200 0 0 award expenses 129 0 0 all other misc expenses 100 0 0 scholarship expenses 60 0 0 all other 50 0 0 total 93,532 0 0

Raw XML Appendix372 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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0175364
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0180507
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0155137
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0139121
IRS990ScheduleA/Total509Grp/TotalAmt0862459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0212345
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0175376
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0180520
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0155155
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0139148
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROMOTE, RECOGNIZE AND RECRUIT STUDENTS, FACULTY AND ALUMNI OF THE COLLEGE OF AGRICULTURE AND HUMAN ENVIRONMENTAL SCIENCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1QUARTERLY BOARD MEETING ARE HELD SO THAT MATTERS OF SIGNIFICANT INTEREST CAN BE VOTED ON AND RATIFIED BY A QUORUM OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MICHELLE MCDONALD 444 E. HEADQUARTERS RD. CARLISLE, KY 40311-8901 BILL MCCLOSKEY 108 BETHANY COURT BARDSTOWN, KY 40004 DIANA DOGGETT 2416 VALE CT. LEXINGTON, KY 40514-1418 CHUCK CANTER 101 MEADOWLARK DRIVE NICHOLASVILE, KY 40356-1191 SUE WHITAKER 3501 WEST UNIVERSITY AVE. MUNCIE, IN 47304 WHITNEY STITH 3090 HATHAWAY RD. UNION, KY 41091-9709 JILL CONWAY 585 HWY 721 HAZARD, KY 41701 MATT KOCH 1936 CYNTHIANA RD. PARIS, KY 40361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING BODY CLOSELY AFFILIATES WITH AND MONITORS CHAPTER ACTIVITIES AND FUNCTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RETURN PREPARED BY A CERTIFIED PUBLIC ACCOUNTANT AND REVIEWED BY THE EXECUTIVE BOARD PRIOR TO FILING FOR PROPRIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BUS TRIP ANNUAL 16,754 0 0 MEALS 13,703 0 0 MEAL TICKETS 13,243 0 0 TENT RENTAL & SOUND 12,471 0 0 DISTINGUISHED ALUMNI BANQ 8,689 0 0 FLORIDA EVENT 7,240 0 0 UNCLASSIFIED EXPENSES 5,069 0 0 SUPPLIES 4,701 0 0 AREA STUDENT RECRUITMENT 2,705 0 0 SPECIAL EVENTS 2,664 0 0 STAFF APPRECIATION 2,333 0 0 SPONSORSHIP EXPENSES 2,000 0 0 ENDOWMENT EXPENSES 1,070 0 0 CREDIT CARD/SHIPPING EXPS 351 0 0 STUDENT ORGANIZATIONS 200 0 0 AWARD EXPENSES 129 0 0 ALL OTHER MISC EXPENSES 100 0 0 SCHOLARSHIP EXPENSES 60 0 0 ALL OTHER 50 0 0 TOTAL 93,532 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 24E
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IRS990/TotalProgramServiceRevenueAmt0110522
IRS990/TotalRevenueGrp/ExclusionAmt0188196
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0188281
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IRS990/USAddress/AddressLine1Txt0101 MEADOWLARK DRIVE
IRS990/USAddress/CityNm0NICHOLASVILE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd0403561191
IRS990/VotingMembersGoverningBodyCnt026
IRS990/VotingMembersIndependentCnt021
IRS990/WebsiteAddressTxt0WWW.CA.UKY.EDU
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY STITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PAST PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08592577211
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AG & HES ALUMNI ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0AG&H
ReturnHeader/Filer/EIN0311105527
ReturnHeader/Filer/PhoneNum08592577211
ReturnHeader/Filer/USAddress/AddressLine1Txt01451 UNIVERSITY DRIVE
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B378BFF7B0BDFFE79585F0726D6BACE7AD7E6C0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0648C8AD4B4919CE9EA9754D96F8D5D1D695341EB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02018-07-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:04:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470875069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STITH WIMSATT & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 455
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd041022
ReturnHeader/PreparerPersonGrp/PhoneNum08592835560
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J WHITNEY STITH CPA
ReturnHeader/ReturnTs02018-07-24T14:04:38-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.32$1.28$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$1.66$1.18$0.48
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$2.19$2.08$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$1.01$1.19$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.17$0.96$0.97$0.87$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$2.42$2.28$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$2.23$2.23$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.88$1.83$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.70$1.79$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.67$1.53$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.42$1.19$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.22$1.29$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.17$0.46$1.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$1.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.34