Civic Intelligence

Heritage Care Connection Inc

EIN 38-3976272 • 501(c)3 • Danville, KY

Profile

To provide support for heritage hospice, inc.

120 Enterprise DrDanville, KY 40422

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

986%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$922,207

Up $110,210 (+14%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$922,207

Up $110,210 (+14%) from 2024

Revenue

Up

$76,391

Up $69,354 (+986%) from 2024

Expenses

Flat

$0

Flat from 2024

Net Income

Up

$76,391

Up $69,354 (+986%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2017: $1Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $1Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $1Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $225,877Liabilities 2020: $0Net Assets 2020: $225,8772020Assets 2021: $750,353Liabilities 2021: $0Net Assets 2021: $750,3532021Assets 2022: $810,876Liabilities 2022: $0Net Assets 2022: $810,8762022Assets 2023: $772,554Liabilities 2023: $0Net Assets 2023: $772,5542023Assets 2024: $811,997Liabilities 2024: $0Net Assets 2024: $811,9972024Assets 2025: $922,207Liabilities 2025: $0Net Assets 2025: $922,2072025

Highlighted filing

2025

Assets$922,207
Liabilities$0
Net Assets$922,207

Operations Trend

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

$80K$60K$40K$20K$0Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $40Expenses 2020: $0Net Income 2020: $402020Revenue 2021: $17,027Expenses 2021: $2,306Net Income 2021: $14,7212021Revenue 2022: $45,043Expenses 2022: $0Net Income 2022: $45,0432022Revenue 2023: $27,736Expenses 2023: $0Net Income 2023: $27,7362023Revenue 2024: $7,037Expenses 2024: $0Net Income 2024: $7,0372024Revenue 2025: $76,391Expenses 2025: $0Net Income 2025: $76,3912025

Highlighted filing

2025

Revenue$76,391
Expenses$0
Net Income$76,391

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$295,685
Mission and Program Overview

Mission

To provide support for heritage hospice, inc. And heritage palliative services, inc.

To provide support for heritage hospice, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$577,669$679,655▲ $101,986
Savings and Temporary Cash Investments$234,328$242,552▲ $8,224
Total Assets$811,997$922,207▲ $110,210
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$811,997$922,207▲ $110,210
Total Net Assets Fund Balance$811,997$922,207▲ $110,210
Total Liabilities and Net Assets / Fund Balance$811,997$922,207▲ $110,210
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael DennyPresident
Donna PowellVice President
Angie ReuhsDirector
Brad BetackDirector
Chris DavisDirector
Janelle RogersExecutive Director
Patti ChidesterSecretary
Rebecca LynnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$76,391
Other Revenue
$0
Change in Net Assets
$76,391
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
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
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 shall be reviewed upon receipt from the auditor by the board of directors. The board of directors shall review the form 990 in its entirety. Any concerns shall be brought up for discussion. The minutes of the board of directors shall reflect the review and subsequent approval.

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

The organization follows the conflict of interest policy adopted by its affiliated organization (heritage hospice, inc.) the conflict of interest policy is distributed annually when the board of directors rotate. The board is required to disclose any potential conflicts.

Form 990, Part VI, Section C, Line 19

The organization will make its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Heritage Care Connection Inc
EIN
38-3976272
Phone
8592362425
Address
120 ENTERPRISE DR, DANVILLE, KY 40422

Signing Officer

Name
Matt Baker
Title
Interim Executive Director
Phone
8592362425
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Baker
Formed
2015
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Kerbaugh Rodes & Butler Pllc
Address
132 N SECOND ST, DANVILLE, KY 40422
Preparer
Chad Robinson
Phone
8592363924
Raw XML Appendix345 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/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY ADOPTED BY ITS AFFILIATED ORGANIZATION (HERITAGE HOSPICE, INC.) THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY WHEN THE BOARD OF DIRECTORS ROTATE. THE BOARD IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0811997
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0922207
IRS990/TotReportableCompRltdOrgAmt0169745
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0120 ENTERPRISE DR
IRS990/USAddress/CityNm0DANVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040422
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0INTERIM EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08592362425
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HERITAGE CARE CONNECTION INC
ReturnHeader/Filer/BusinessNameControlTxt0HERI
ReturnHeader/Filer/EIN0383976272
ReturnHeader/Filer/PhoneNum08592362425
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 ENTERPRISE DR
ReturnHeader/Filer/USAddress/CityNm0DANVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040422
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814719724
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBAUGH RODES & BUTLER PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 N SECOND ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040422
ReturnHeader/PreparerPersonGrp/PhoneNum08592363924
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHAD ROBINSON
ReturnHeader/ReturnTs02025-11-17T12:34:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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