Civic Intelligence

Fayette Alliance Foundation Inc.

990 • Fiscal year 2018 • EIN 47-2128336

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization ProfileN/A
603 West Short StreetLexington, KY 40508

(859) 281-1202

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

38th percentile

0.05x

Higher debt load relative to revenue than 38% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

86th percentile

$168,125

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 19.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

89th percentile

39%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$806,257

Up $225,991 (+39%) from 2017

Net Assets

Up

$764,128

Up $250,777 (+49%) from 2017

Liabilities

Down

$42,129

Down $24,786 (-37%) from 2017

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin84th percentile

Revenue

Up

$843,512

Up $255,831 (+44%) from 2017

Expenses

Up

$592,735

Up $24,202 (+4.3%) from 2017

Net Income

Up

$250,777

Up $231,629 (+1210%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $317,557Liabilities 2015: $0Net Assets 2015: $317,5572015Assets 2016: $495,761Liabilities 2016: $1,558Net Assets 2016: $494,2032016Assets 2017: $580,266Liabilities 2017: $66,915Net Assets 2017: $513,3512017Assets 2018: $806,257Liabilities 2018: $42,129Net Assets 2018: $764,1282018Assets 2019: $1,146,912Liabilities 2019: $28,111Net Assets 2019: $1,118,8012019Assets 2020: $1,167,649Liabilities 2020: $22,368Net Assets 2020: $1,145,2812020Assets 2021: $1,452,587Liabilities 2021: $83,251Net Assets 2021: $1,369,3362021Assets 2022: $1,392,482Liabilities 2022: $103,306Net Assets 2022: $1,289,1762022Assets 2023: $1,517,983Liabilities 2023: $75,104Net Assets 2023: $1,442,8792023Assets 2024: $1,661,364Liabilities 2024: $25,279Net Assets 2024: $1,636,0852024

Highlighted filing

2018

Assets$806,257
Liabilities$42,129
Net Assets$764,128
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0Revenue 2015: $336,251Expenses 2015: $18,694Net Income 2015: $317,5572015Revenue 2016: $485,887Expenses 2016: $309,241Net Income 2016: $176,6462016Revenue 2017: $587,681Expenses 2017: $568,533Net Income 2017: $19,1482017Revenue 2018: $843,512Expenses 2018: $592,735Net Income 2018: $250,7772018Revenue 2019: $835,330Expenses 2019: $481,420Net Income 2019: $353,9102019Revenue 2020: $568,118Expenses 2020: $541,638Net Income 2020: $26,4802020Revenue 2021: $691,790Expenses 2021: $482,026Net Income 2021: $209,7642021Revenue 2022: $904,020Expenses 2022: $886,792Net Income 2022: $17,2282022Revenue 2023: $901,282Expenses 2023: $800,209Net Income 2023: $101,0732023Revenue 2024: $906,042Expenses 2024: $739,345Net Income 2024: $166,6972024

Highlighted filing

2018

Revenue$843,512
Expenses$592,735
Net Income$250,777
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$1,083,025
Mission and Program Overview

Mission

To conduct and promote public education, outreach, and research initiatives relating to land use in lexington-fayette county, kentucky.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$245,665$494,951▲ $249,286
Savings and Temporary Cash Investments$258,688$259,000▲ $312
Pledges and Grants Receivable$50,000$27,500▼ $22,500
Intangible Assets$20,113$18,556▼ $1,557
Accounts Receivable$4,000$4,600▲ $600
Prepaid Expenses and Deferred Charges$1,800$1,650▼ $150
Total Assets$580,266$806,257▲ $225,991
Liabilities
Deferred Revenue$50,000$27,500▼ $22,500
Other Liabilities$16,143$9,893▼ $6,250
Accounts Payable and Accrued Expenses$772$4,736▲ $3,964
Total Liabilities$66,915$42,129▼ $24,786
Net Assets / Fund Balance
Unrestricted Net Assets$513,351$764,128▲ $250,777
Total Net Assets Fund Balance$513,351$764,128▲ $250,777
Total Liabilities and Net Assets / Fund Balance$580,266$806,257▲ $225,991
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan SpeckertExecutive DirectorFT$145,337$22,788$145,337

Board Members and Trustees

NameTitle
Greg GoodmanChairperson
Ann BakhausDirector
Bill JusticeDirector
Don RobinsonDirector
Gary BiszantzDirector
James G BellDirector
John PhillipsDirector
Sue MassonDirector
Bill ShivelySecretary
Orrin IngramTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,046,219
Program Service Revenue
$1,000
Investment Income
$312
Other Revenue
$-204,019
All Other Contributions
$732,807
Change in Net Assets
$250,777

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table7$33,874Fair Market Value
Works of Art1$2,500Fair Market Value
Total Noncash Contributions8$36,374-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$407,829
Other Expenses$156,094
Total Fundraising Expense$42,191
Professional Fundraising Fees$23,625
Grants and Similar Amounts Paid$5,187

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$165,635$18,404-$184,039
Current Officers, Directors, Trustees, and Key Employees$116,270$14,534$14,533$145,337
Payroll Taxes$32,260$4,033$4,033$40,326
Other Employee Benefits$34,314$3,813-$38,127
Fees for Services Accounting-$31,200-$31,200
Fees for Services Professional Fundraising--$23,625$23,625
Occupancy$17,080$4,271-$21,351
Office Expenses$7,235$1,808-$9,043
Conferences and Meetings$5,446$1,362-$6,808
Fees for Services Legal-$5,787-$5,787
Grants to Domestic Orgs$5,187--$5,187
Insurance$4,102$1,026-$5,128
Advertising$1,918$479-$2,397
All Other Expenses$1,886$472-$2,358
Depreciation Depletion$1,246$311-$1,557
Fees for Services Other-$1,343-$1,343
Other Expenses$999$249-$1,248
Total Functional Expenses$454,795$95,749$42,191$592,735
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Junior Achievement of the Bluegrass IncLexington, KY501(c)(3)Advocacy, Education, and Outreach$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$239,513
Fundraising Gross Income$32,975
Professional Fundraising Fees$23,625

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Polo - Bgic$202,487$23,075$98,398$-75,323
Polo - Eitg$143,900$9,900$58,464$-48,564
Total Events$346,387$32,975$239,513$-206,538
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$9,893
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The sole member of the corporation is fayette alliance, inc. The board of directors of the member (fayette alliance, inc.) has the right to appoint five directors.”

Form 990, Part VI, Section A, Line 7A

“The board of directors of the member (fayette alliance, inc.) has the right to appoint five directors.”

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

“The executive director reviews the form 990 before it is filed and will present the final copy to the board of directors via email documentation.”

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

“A conflict of interest disclosure certificate is signed by each director annually.”

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

“Every year, the board of directors determines the executive directors salary by reviewing her performance and by comparing her salary to others in similar positions in the local market.”

Form 990, Part VI, Section C, Line 19

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

Form 990, Part VII

“Fayette alliance foundation inc. (ein: 47-2128336) employed all personnel and paid all salaries. Forms w-3 and w-2 were issued by fayette alliance foundation inc. For 2018. In the current year a portion of the employees' time was spent on business for fayette alliance inc. (ein: 20-4827646). In compliance with full disclosure reporting, compensation allocated to fayette alliance inc. Will be reported by fayette alliance inc., and compensation allocated to fayette alliance foundation inc., will be reported by fayette alliance foundation inc.”

Filing and Contact Details

Filer

Filer Name
Fayette Alliance Foundation Inc
EIN
47-2128336
Phone
8592811202
Address
603 WEST SHORT STREET, LEXINGTON, KY 40508

Signing Officer

Name
Brittany M Roethemeier
Title
Executive Director
Phone
8592811202
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brittany M Roethemeier
Formed
2014
Legal Domicile
Ky
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
47

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
106 W VINE STREET SUITE 600, LEXINGTON, KY 40507
Preparer
Harvey D Thompson
Phone
8592552341
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Tax & licenses: program service expenses 950. Management and general expenses 238. Fundraising expenses 0. Total expenses 1,188. Professional development: program service expenses 928. Management and general expenses 232. Fundraising expenses 0. Total expenses 1,160. Miscellaneous: program service expenses 8. Management and general expenses 2. Fundraising expenses 0. Total expenses 10.”

Raw XML AppendixShowing 400 of 588 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0772
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04736
IRS990/AccountsReceivableGrp/BOYAmt04000
IRS990/AccountsReceivableGrp/EOYAmt04600
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO CONDUCT AND PROMOTE PUBLIC EDUCATION, OUTREACH, AND RESEARCH INITIATIVES RELATING TO LAND USE IN LEXINGTON-FAYETTE COUNTY, KENTUCKY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0479
IRS990/AdvertisingGrp/ProgramServicesAmt01918
IRS990/AdvertisingGrp/TotalAmt02397
IRS990/AllOtherContributionsAmt0732807
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0472
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01886
IRS990/AllOtherExpensesGrp/TotalAmt02358
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0EXECUTIVE DIRECTOR
IRS990/BooksInCareOfDetail/PhoneNum08592811202
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0603 WEST SHORT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040508
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0245665
IRS990/CashNonInterestBearingGrp/EOYAmt0494951
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt014533
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014534
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0116270
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0145337
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01362
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05446
IRS990/ConferencesMeetingsGrp/TotalAmt06808
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0313412
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01046219
IRS990/CYGrantsAndSimilarPaidAmt05187
IRS990/CYInvestmentIncomeAmt0312
IRS990/CYOtherExpensesAmt0156094
IRS990/CYOtherRevenueAmt0-204019
IRS990/CYProgramServiceRevenueAmt01000
IRS990/CYRevenuesLessExpensesAmt0250777
IRS990/CYSalariesCompEmpBnftPaidAmt0407829
IRS990/CYTotalExpensesAmt0592735
IRS990/CYTotalFundraisingExpenseAmt042191
IRS990/CYTotalProfFndrsngExpnsAmt023625
IRS990/CYTotalRevenueAmt0843512
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd01
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt050000
IRS990/DeferredRevenueGrp/EOYAmt027500
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0311
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01246
IRS990/DepreciationDepletionGrp/TotalAmt01557
IRS990/Desc0THE FOUNDATION PLANS TO PROMOTE PUBLIC EDUCATION TO FAYETTE COUNTY CITIZENS THAT WILL RAISE THE COMMUNITY'S KNOWLEDGE ON THE IMPORTANCE OF LAND-USE PLANNING ISSUES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0297920
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031200
IRS990/FeesForServicesAccountingGrp/TotalAmt031200
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05787
IRS990/FeesForServicesLegalGrp/TotalAmt05787
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01343
IRS990/FeesForServicesOtherGrp/TotalAmt01343
IRS990/FeesForServicesProfFundraising/FundraisingAmt023625
IRS990/FeesForServicesProfFundraising/TotalAmt023625
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1050.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0ANN BAKHAUS
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES G BELL
IRS990/Form990PartVIISectionAGrp/PersonNm2GARY BISZANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm3BILL JUSTICE
IRS990/Form990PartVIISectionAGrp/PersonNm4SUE MASSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm6DON ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm7GREG GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8ORRIN INGRAM
IRS990/Form990PartVIISectionAGrp/PersonNm9BILL SHIVELY
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN SPECKERT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10145337
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1022788
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0313412
IRS990/FundraisingDirectExpensesAmt0239513
IRS990/FundraisingGrossIncomeAmt032975
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05187
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05187
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01083025
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01026
IRS990/InsuranceGrp/ProgramServicesAmt04102
IRS990/InsuranceGrp/TotalAmt05128
IRS990/IntangibleAssetsGrp/BOYAmt020113
IRS990/IntangibleAssetsGrp/EOYAmt018556
IRS990/InvestmentIncomeGrp/ExclusionAmt0312
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0312
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CONDUCT AND PROMOTE PUBLIC EDUCATION, OUTREACH, AND RESEARCH INITIATIVES RELATING TO LAND USE IN LEXINGTON-FAYETTE COUNTY, KENTUCKY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0513351
IRS990/NetAssetsOrFundBalancesEOYAmt0764128
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-206538
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-206538
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt036374
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04271
IRS990/OccupancyGrp/ProgramServicesAmt017080
IRS990/OccupancyGrp/TotalAmt021351
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01808
IRS990/OfficeExpensesGrp/ProgramServicesAmt07235
IRS990/OfficeExpensesGrp/TotalAmt09043
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03813
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034314
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038127
IRS990/OtherExpensesGrp/Desc0EDUCATION/SUPPORT OUTRE
IRS990/OtherExpensesGrp/Desc1COMMUNICATIONS/PUBLIC R
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3EVENT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11497
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2249
IRS990/OtherExpensesGrp/ProgramServicesAmt034587
IRS990/OtherExpensesGrp/ProgramServicesAmt120642
IRS990/OtherExpensesGrp/ProgramServicesAmt25988
IRS990/OtherExpensesGrp/ProgramServicesAmt3999
IRS990/OtherExpensesGrp/TotalAmt034587
IRS990/OtherExpensesGrp/TotalAmt125802
IRS990/OtherExpensesGrp/TotalAmt27485
IRS990/OtherExpensesGrp/TotalAmt31248
IRS990/OtherLiabilitiesGrp/BOYAmt016143
IRS990/OtherLiabilitiesGrp/EOYAmt09893
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02519
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02519
IRS990/OtherRevenueTotalAmt02519
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt018404
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0165635
IRS990/OtherSalariesAndWagesGrp/TotalAmt0184039
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04033
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04033
IRS990/PayrollTaxesGrp/ProgramServicesAmt032260
IRS990/PayrollTaxesGrp/TotalAmt040326
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt027500
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01800
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01650
IRS990/PrincipalOfficerNm0BRITTANY M ROETHEMEIER
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SPONSORSHIP REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01000
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PLANS TO SPONSOR OUTREACH BY SUPPORTING PROGRAMS AND INITIATIVES THAT WILL RAISE AWARENESS ABOUT SUSTAINABLE GROWTH IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt098324
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05187
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION WILL PROVIDE SUPPORT FOR RESEARCH INITIATIVES THAT WILL FILL KNOWLEDGE GAPS IN OUR COMMUNITY, LEADERSHIP, AND CITIZENRY ON LAND USE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt058551
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0769175
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt010982
IRS990/PYInvestmentIncomeAmt0263
IRS990/PYOtherExpensesAmt0223610
IRS990/PYOtherRevenueAmt0-187073
IRS990/PYProgramServiceRevenueAmt05316
IRS990/PYRevenuesLessExpensesAmt019148
IRS990/PYSalariesCompEmpBnftPaidAmt0307941
IRS990/PYTotalExpensesAmt0568533
IRS990/PYTotalProfFndrsngExpnsAmt026000
IRS990/PYTotalRevenueAmt0587681
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0250777
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0258688
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0259000
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS EXP REIMBURSEMENT - 2016 AMOUNT: $ 6,000. 2017 AMOUNT: $ 3,043. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 2,518. SPONSORSHIP INCOME - 2018 AMOUNT: $ 1,000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01046219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0755931
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0606759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0336250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02745159
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0263
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0576
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03518
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03043
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06000
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012561
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01755234
IRS990ScheduleA/SubstantialContributorsTotAmt0989925
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01046219
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0755931
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0606759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0336250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02745159
IRS990ScheduleA/TotalSupportAmt02758296
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/OtherLiabilitiesOrgGrp/Amt09893
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt09893
IRS990ScheduleG/AgrmtProfFundraisingActyInd01
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraiserActivityInfoGrp/ActivityTxt0FUNDRAISING CONSULTING
IRS990ScheduleG/FundraiserActivityInfoGrp/FundraiserControlOfFundsInd00
IRS990ScheduleG/FundraiserActivityInfoGrp/GrossReceiptsAmt0295604
IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt0271979
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt0TREK ADVANCEMENT LLC
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt023625
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0176 NORTH MILL STREET
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd040507
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0313412
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0179412
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0134000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0239513
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0POLO - BGIC
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0POLO - EITG
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt033467
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt012810
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt046277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0202487
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0143900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0346387
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09900
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt032975
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-206538
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt036374
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt036374
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0156862
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt098398
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt058464
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/TotalGrossReceiptsAmt0295604
IRS990ScheduleG/TotalNetToOrganizationAmt0271979
IRS990ScheduleG/TotalRetainedByContractorsAmt023625
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ADVOCACY, EDUCATION, AND OUTREACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JUNIOR ACHIEVEMENT OF THE BLUEGRASS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0610606480

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$806,257
Liabilities
$42,129
Net assets
$764,128
Revenue
$843,512
Expenses
$592,735
Net income
$250,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.03$1.64$0.91$0.74$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.08$1.44$0.90$0.80$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.10$1.29$0.90$0.89$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.45$0.08$1.37$0.69$0.48$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.02$1.15$0.57$0.54$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.12$0.84$0.48$0.35
2018Detailed filing. Detailed filing data is available for this year.$0.81$0.04$0.76$0.84$0.59$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.07$0.51$0.59$0.57$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.49$0.49$0.31$0.18
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.34$0.02$0.32