Civic Intelligence

September Place Retirement Village Inc.

EIN 41-2097565 • 501(c)3 • Beattyville, KY

Pub. 78 Eligible

Profile

September place retirement village, inc. Is an apartment complex consisting of 61 units that is to provide low income housing for the elderly and physically disabled.

89 C Beach CTBeattyville, KY 41311

n/A

Siviq Scores

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

Liabilities / Assets

96th percentile

1.48x

Higher debt load relative to assets than 96% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

1.94x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

60th percentile

9.9%

Higher net margin than 60% of similar nonprofits.

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

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

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

Asset Growth

41st percentile

-0.2%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

41st percentile

1.3%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$772,626

Down $1,365 (-0.2%) from 2024

Liabilities

Down

$1,147,336

Down $59,893 (-5.0%) from 2024

Net Assets

Up

-$374,710

Up $58,528 (+14%) from 2024

Operations
Liabilities / Revenue95th percentileNet Margin60th percentile

Revenue

Up

$590,283

Up $7,484 (+1.3%) from 2024

Expenses

Up

$531,755

Up $20,977 (+4.1%) from 2024

Net Income

Down

$58,528

Down $13,493 (-19%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.0M$0-$1.0MAssets 2012: $1,406,225Liabilities 2012: $1,881,351Net Assets 2012: -$475,1262012Assets 2013: $1,373,333Liabilities 2013: $1,839,918Net Assets 2013: -$466,5852013Assets 2014: $1,336,051Liabilities 2014: $1,797,390Net Assets 2014: -$461,3392014Assets 2015: $1,303,733Liabilities 2015: $1,759,008Net Assets 2015: -$455,2752015Assets 2016: $1,252,596Liabilities 2016: $1,709,278Net Assets 2016: -$456,6822016Assets 2017: $1,076,256Liabilities 2017: $1,564,532Net Assets 2017: -$488,2762017Assets 2018: $990,723Liabilities 2018: $1,521,513Net Assets 2018: -$530,7902018Assets 2019: $941,396Liabilities 2019: $1,476,630Net Assets 2019: -$535,2342019Assets 2020: $872,281Liabilities 2020: $1,428,838Net Assets 2020: -$556,5572020Assets 2021: $813,017Liabilities 2021: $1,379,470Net Assets 2021: -$566,4532021Assets 2022: $749,835Liabilities 2022: $1,320,710Net Assets 2022: -$570,8752022Assets 2023: $759,197Liabilities 2023: $1,264,456Net Assets 2023: -$505,2592023Assets 2024: $773,991Liabilities 2024: $1,207,229Net Assets 2024: -$433,2382024Assets 2025: $772,626Liabilities 2025: $1,147,336Net Assets 2025: -$374,7102025

Highlighted filing

2025

Assets$772,626
Liabilities$1,147,336
Net Assets-$374,710
Open 2025 Filing

Operations Trend

Revenue Growth41st percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $504,165Expenses 2012: $484,256Net Income 2012: $19,9092012Revenue 2013: $496,891Expenses 2013: $488,350Net Income 2013: $8,5412013Revenue 2014: $517,055Expenses 2014: $511,809Net Income 2014: $5,2462014Revenue 2015: $533,283Expenses 2015: $527,219Net Income 2015: $6,0642015Revenue 2016: $533,786Expenses 2016: $535,193Net Income 2016: -$1,4072016Revenue 2017: $504,087Expenses 2017: $535,681Net Income 2017: -$31,5942017Revenue 2018: $513,189Expenses 2018: $555,703Net Income 2018: -$42,5142018Revenue 2019: $518,366Expenses 2019: $522,810Net Income 2019: -$4,4442019Revenue 2020: $483,838Expenses 2020: $505,161Net Income 2020: -$21,3232020Revenue 2021: $514,577Expenses 2021: $524,473Net Income 2021: -$9,8962021Revenue 2022: $530,660Expenses 2022: $535,082Net Income 2022: -$4,4222022Revenue 2023: $590,361Expenses 2023: $524,745Net Income 2023: $65,6162023Revenue 2024: $582,799Expenses 2024: $510,778Net Income 2024: $72,0212024Revenue 2025: $590,283Expenses 2025: $531,755Net Income 2025: $58,5282025

Highlighted filing

2025

Revenue$590,283
Expenses$531,755
Net Income$58,528
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$772,626
Liabilities
$1,147,336
Net assets
-$374,710
Revenue
$590,283
Expenses
$531,755
Net income
$58,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.77$1.15$0.37$0.59$0.53$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.77$1.21$0.43$0.58$0.51$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.76$1.26$0.51$0.59$0.52$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.75$1.32$0.57$0.53$0.54$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.81$1.38$0.57$0.51$0.52$0.01
2020Summary only. Only limited summary data is available for this year.$0.87$1.43$0.56$0.48$0.51$0.02
2019Summary only. Only limited summary data is available for this year.$0.94$1.48$0.54$0.52$0.52$0.00
2018Summary only. Only limited summary data is available for this year.$0.99$1.52$0.53$0.51$0.56$0.04
2017Summary only. Only limited summary data is available for this year.$1.08$1.56$0.49$0.50$0.54$0.03
2016Summary only. Only limited summary data is available for this year.$1.25$1.71$0.46$0.53$0.54$0.00
2015Summary only. Only limited summary data is available for this year.$1.30$1.76$0.46$0.53$0.53$0.01
2014Summary only. Only limited summary data is available for this year.$1.34$1.80$0.46$0.52$0.51$0.01
2013Summary only. Only limited summary data is available for this year.$1.37$1.84$0.47$0.50$0.49$0.01
2012Summary only. Only limited summary data is available for this year.$1.41$1.88$0.48$0.50$0.48$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 18, 2025
Return Version
2024v5.1
Gross Receipts
$590,283
Mission and Program Overview

Mission

September place retirement village, inc. Is an apartment complex consisting of 61 units that is to provide low income housing for the elderly and physically disabled.

To provide low income housing for the elderly and physically disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$488,217$500,577▲ $12,360
Prepaid Expenses and Deferred Charges$45,057$52,394▲ $7,337
Cash and Non-Interest-Bearing Accounts$1,543$870▼ $673
Accounts Receivable-$709-
Total Assets$773,991$772,626▼ $1,365
Other Assets Total$239,174$218,076▼ $21,098
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,230,454$1,163,126▼ $67,328
Accounts Payable and Accrued Expenses$20,841$23,612▲ $2,771
Other Liabilities$-44,066$-39,402▲ $4,664
Total Liabilities$1,207,229$1,147,336▼ $59,893
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-433,238$-374,710▲ $58,528
Total Net Assets Fund Balance$-433,238$-374,710▲ $58,528
Total Liabilities and Net Assets / Fund Balance$773,991$772,626▼ $1,365

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$210,119$2,257,963$2,468,082
Equipment$90,953$299,863$390,816
Land$199,505-$199,505
Other Assets Org$10--
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Charles Beach IiiChairman
Charles Glenn WilsonCo-chairman
Charlotte DavisDirector
Geneva DuncilDirector
Tara CaldwellSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,072
Program Service Revenue
$533,573
Investment Income
$147
Other Revenue
$51,491
All Other Contributions
$5,072
Change in Net Assets
$58,528

Audited Revenue Reconciliation

Revenue per Audited Statements
$590,283
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$590,283
Total Revenue per Form 990
$590,283
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$285,865
Salaries, Compensation, and Employee Benefits$245,890
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$191,991$12,481-$204,472
Other Salaries and Wages$116,125$74,074-$190,199
Depreciation Depletion$53,997$2,842-$56,839
Other Employee Benefits$22,740$14,506-$37,246
Payroll Taxes$8,959$5,715-$14,674
Fees for Services Accounting-$14,573-$14,573
Office Expenses-$4,156-$4,156
Pension Plan Contributions$2,552$1,219-$3,771
Information Technology$1,803$1,803-$3,606
Other Expenses$1,242$262-$1,504
Travel-$360-$360
Advertising-$355-$355
Total Functional Expenses$399,409$132,346$0$531,755

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$531,755
Total Expenses per Audited Statements$531,755
Total Expenses per Form 990$531,755
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$19,565
Unamortized Loan Fees$-58,967
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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 A, Line 8B

“The governing body has no committees that act on its behalf.”

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

“The governing body reviews a copy of the form 990 prior to the form being filed.”

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

“Annually, each member of the governing body is required to sign a statement affirming thier knowledge and responsibility to disclose any conflicts of interest regarding the organization.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, financial statements, and tax returns available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
September Place Retirement Village Inc
EIN
41-2097565
Phone
6064642464
Address
89 C BEACH CT, BEATTYVILLE, KY 41311

Signing Officer

Name
Ramona Burch
Title
Business Manager
Phone
6064642022
Signed
2025-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ramona Burch
Formed
2003
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
5

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization's governing body assumes responsibility for oversight of the audit of the financial statements and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“September place retirement village, inc. Is exempt from federal, kentucky and local income taxes as a not-for-profit organization as described under internal revenue code section 501(c)(3). The organization files informational tax returns 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 organization's tax-exempt purpose may be subject to taxation as unrelated business income. Management does not believe that the organization has unrealized business income for the years ended march 31, 2025 and 2024. As of march 31, 2025 and 2024, the organization 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.”

Raw XML AppendixShowing 400 of 474 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/PersonNm1TARA CALDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES BEACH III
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052394
IRS990/PrincipalOfficerNm0RAMONA BURCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0533573
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0533573
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0133
IRS990/PYOtherExpensesAmt0273107
IRS990/PYOtherRevenueAmt050448
IRS990/PYProgramServiceRevenueAmt0532218
IRS990/PYRevenuesLessExpensesAmt072021
IRS990/PYSalariesCompEmpBnftPaidAmt0237671
IRS990/PYTotalExpensesAmt0510778
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0582799
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt058528
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0585064
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME - 2020 AMOUNT: $ 1,892. 2021 AMOUNT: $ 2,410. 2022 AMOUNT: $ 2,022. 2023 AMOUNT: $ 2,359. 2024 AMOUNT: $ 2,368. INSURANCE PROCEEDS - 2023 AMOUNT: $ 48,089. 2024 AMOUNT: $ 49,123.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05072
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054382
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt095354
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0147
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0133
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0444
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0533573
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0532218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0533901
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0528212
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0476715
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02604619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0147
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0133
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt070
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0444
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt051491
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt050448
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02022
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02410
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt01892
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0108263
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96130
IRS990ScheduleA/PublicSupportPY509Pct00.97790
IRS990ScheduleA/PublicSupportTotal509Amt02699973
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0538645
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0532218
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0588283
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0528212
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0512615
IRS990ScheduleA/Total509Grp/TotalAmt02699973
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0590283
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0582799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0590361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0530660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0514577
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02808680
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/BuildingsGrp/BookValueAmt0210119
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02257963
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02468082
IRS990ScheduleD/EquipmentGrp/BookValueAmt090953
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0299863
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0390816
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0531755
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0199505
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0199505
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt015667
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1182834
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt219565
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt310
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INSURANCE ESCROW
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RESERVE FOR REPAIRS AND REPLACEMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3RESIDUAL RECEIPTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt019565
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-58967
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNAMORTIZED LOAN FEES
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0590283
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SEPTEMBER PLACE RETIREMENT VILLAGE, INC. IS EXEMPT FROM FEDERAL, KENTUCKY AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION FILES INFORMATIONAL TAX RETURNS 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 ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. MANAGEMENT DOES NOT BELIEVE THAT THE ORGANIZATION HAS UNREALIZED BUSINESS INCOME FOR THE YEARS ENDED MARCH 31, 2025 AND 2024. AS OF MARCH 31, 2025 AND 2024, THE ORGANIZATION 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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0500577
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0218076
IRS990ScheduleD/TotalExpensesPerForm990Amt0531755
IRS990ScheduleD/TotalLiabilityAmt0-39402
IRS990ScheduleD/TotalRevenuePerForm990Amt0590283
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0590283
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0531755
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY HAS NO COMMITTEES THAT ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY REVIEWS A COPY OF THE FORM 990 PRIOR TO THE FORM BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY, EACH MEMBER OF THE GOVERNING BODY IS REQUIRED TO SIGN A STATEMENT AFFIRMING THIER KNOWLEDGE AND RESPONSIBILITY TO DISCLOSE ANY CONFLICTS OF INTEREST REGARDING THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING BODY ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PRESTIGE PLACE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SEPTEMBER PLACE ANNEX INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0611150328
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1611271505
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AND DISABLED.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AND DISABLED.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt089 C BEACH COURT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt189 C BEACH COURT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BEATTYVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BEATTYVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd041311
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd141311
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

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