Civic Intelligence

Bourbon Mafia Inc.

990EZ • Fiscal year 2023 • EIN 47-1433389

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 27, 2024

6511 Grey Oaks CourtLouisville, KY 40291

(502) 442-9143

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-19%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$12,974

Down $2,985 (-19%) from 2022

Net Assets

Down

$12,974

Down $2,985 (-19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$10,850

Down $5,050 (-32%) from 2022

Expenses

Up

$13,835

Up $3,130 (+29%) from 2022

Net Income

Down

-$2,985

Down $8,180 (-157%) from 2022

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2019: $4,849Liabilities 2019: $02019Assets 2020: $6,364Liabilities 2020: $02020Assets 2021: $10,764Liabilities 2021: $0Net Assets 2021: $10,7642021Assets 2022: $15,959Liabilities 2022: $0Net Assets 2022: $15,9592022Assets 2023: $12,974Liabilities 2023: $0Net Assets 2023: $12,9742023Assets 2024: $13,224Liabilities 2024: $0Net Assets 2024: $13,2242024

Highlighted filing

2023

Assets$12,974
Liabilities$0
Net Assets$12,974

Operations Trend

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

$20K$10K$0-$10KRevenue 2019: $12,448Expenses 2019: $7,599Net Income 2019: $4,8492019Revenue 2020: $19,782Expenses 2020: $18,267Net Income 2020: $1,5152020Revenue 2021: $6,300Expenses 2021: $1,900Net Income 2021: $4,4002021Revenue 2022: $15,900Expenses 2022: $10,705Net Income 2022: $5,1952022Revenue 2023: $10,850Expenses 2023: $13,835Net Income 2023: -$2,9852023Revenue 2024: $20,000Expenses 2024: $19,750Net Income 2024: $2502024

Highlighted filing

2023

Revenue$10,850
Expenses$13,835
Net Income-$2,985
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 27, 2024
Return Version
2023v5.1
Gross Receipts
$10,850
Mission and Program Overview

Mission

Charitable contributions to qualifying organizations

Program Services

DescriptionGrantsExpenses
COLON CANCER FOUNDATION - CANCER RESEARCH$0$0
KOSAIR FOR KIDS - SUPPORT FOR CHILDREN AND FAMILIES WITH DISABILITIES$0$0
KENTUCKY HUMANE SOCIETY - SERVICE FOR ABANDONED ANIMALS$0$0
BARRELS FOR A CAUSE - COLLECTS FUNDS TO DUPPORT THE DISABLED JOCKEYS FUND AND OTHER LOCAL EQUINE CHARITIES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SLOANPresidentPT$0--
DWIGHT THRAILKILLVice-PresidentPT$0--
BRIAN GELFOSecretary/TreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
The Bourbon Mafia
EIN
47-1433389
Phone
5024429143
Address
6511 GREY OAKS COURT, LOUISVILLE, KY 40291

Signing Officer

Name
Brian Gelfo
Title
Secretary/treasurer
Phone
5024429143
Signed
2024-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Alta Advisors LLC
Address
2065 ALTA AVENUE, LOUISVILLE, KY 40205
Preparer
Brian Moss
Phone
5024353107
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: montegomery ball academy. Grantee address: 4001 harding place nashville, tn 37205. Grantee relationship: none. Property description: cash. Amount given: 9,600.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: kosair for kids. Grantee address: 982 eastern parkway louisville, ky 40217. Grantee relationship: none. Property description: cash. Amount given: 500. Total included on form 990-ez, line 10: 10,100.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: supplies and promotion. Amount: 3,450.

Raw XML Appendix160 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRIAN GELFO
IRS990EZ/BooksInCareOfDetail/PhoneNum05024429143
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06511 GREY OAKS COURT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040291
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015959
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012974
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03500
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2985
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015959
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012974
IRS990EZ/GrantsAndSimilarAmountsPaidAmt010100
IRS990EZ/GrossReceiptsAmt010850
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt07350
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015959
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012974
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015959
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012974
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN SLOAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DWIGHT THRAILKILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN GELFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03450
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0CHARITABLE CONTRIBUTIONS TO QUALIFYING ORGANIZATIONS
IRS990EZ/PrintingPublicationsPostageAmt0285
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLON CANCER FOUNDATION - CANCER RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1KOSAIR FOR KIDS - SUPPORT FOR CHILDREN AND FAMILIES WITH DISABILITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2KENTUCKY HUMANE SOCIETY - SERVICE FOR ABANDONED ANIMALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3BARRELS FOR A CAUSE - COLLECTS FUNDS TO DUPPORT THE DISABLED JOCKEYS FUND AND OTHER LOCAL EQUINE CHARITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013835
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt010850
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt011050
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04753
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt044345
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt048976
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt0475
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt01310
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt02846
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt04631
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011050
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt018267
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07599
IRS990ScheduleA/Total509Grp/TotalAmt048976
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt018267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07599
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt048976
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: MONTEGOMERY BALL ACADEMY. GRANTEE ADDRESS: 4001 HARDING PLACE NASHVILLE, TN 37205. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 9,600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: KOSAIR FOR KIDS. GRANTEE ADDRESS: 982 EASTERN PARKWAY LOUISVILLE, KY 40217. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 10,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SUPPLIES AND PROMOTION. AMOUNT: 3,450.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN GELFO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05024429143
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BOURBON MAFIA
ReturnHeader/Filer/BusinessNameControlTxt0BOUR
ReturnHeader/Filer/EIN0471433389
ReturnHeader/Filer/PhoneNum05024429143
ReturnHeader/Filer/USAddress/AddressLine1Txt06511 GREY OAKS COURT
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040291
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921380927
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALTA ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02065 ALTA AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040205
ReturnHeader/PreparerPersonGrp/PhoneNum05024353107
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN MOSS
ReturnHeader/ReturnTs02024-10-03T21:19:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings