Civic Intelligence

Henry Clay Memorial Foundation

990 • Fiscal year 2016 • EIN 61-0461732

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 01, 2017

Organization ProfileWWW.HENRYCLAY.ORG

Refreshing map…

120 Sycamore RoadLexington, KY 40502

(859) 266-8581

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

32nd percentile

0.04x

Higher debt load relative to revenue than 32% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

70th percentile

11%

Higher net margin than 70% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

52nd percentile

$67,083

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

55th percentile

2.5%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

34%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$4,680,661

Up $115,934 (+2.5%) from 2015

Net Assets

Up

$4,659,751

Up $112,738 (+2.5%) from 2015

Liabilities

Up

$20,910

Up $3,196 (+18%) from 2015

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin70th percentile

Revenue

Up

$548,409

Up $138,614 (+34%) from 2015

Expenses

Up

$489,757

Up $68,938 (+16%) from 2015

Net Income

Up

$58,652

Up $69,676 (+632%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,412,875Liabilities 2010: $7,076Net Assets 2010: $4,405,7992010Assets 2011: $4,280,320Liabilities 2011: $13,488Net Assets 2011: $4,266,8322011Assets 2012: $4,339,214Liabilities 2012: $25,501Net Assets 2012: $4,313,7132012Assets 2013: $4,437,148Liabilities 2013: $11,081Net Assets 2013: $4,426,0672013Assets 2014: $4,687,022Liabilities 2014: $9,466Net Assets 2014: $4,677,5562014Assets 2015: $4,564,727Liabilities 2015: $17,714Net Assets 2015: $4,547,0132015Assets 2016: $4,680,661Liabilities 2016: $20,910Net Assets 2016: $4,659,7512016Assets 2017: $4,906,310Liabilities 2017: $4,937Net Assets 2017: $4,901,3732017Assets 2018: $4,696,005Liabilities 2018: $66,695Net Assets 2018: $4,629,3102018Assets 2019: $4,943,901Liabilities 2019: $9,386Net Assets 2019: $4,934,5152019Assets 2020: $5,092,341Liabilities 2020: $76,381Net Assets 2020: $5,015,9602020Assets 2021: $5,605,110Liabilities 2021: $12,258Net Assets 2021: $5,592,8522021Assets 2022: $5,114,527Liabilities 2022: $13,663Net Assets 2022: $5,100,8642022Assets 2023: $5,490,141Liabilities 2023: $20,933Net Assets 2023: $5,469,2082023Assets 2024: $5,899,943Liabilities 2024: $17,960Net Assets 2024: $5,881,9832024

Highlighted filing

2016

Assets$4,680,661
Liabilities$20,910
Net Assets$4,659,751
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $536,0812010Expenses 2011: $522,6462011Expenses 2012: $487,9322012Revenue 2013: $343,621Expenses 2013: $410,535Net Income 2013: -$66,9142013Revenue 2014: $633,933Expenses 2014: $376,960Net Income 2014: $256,9732014Revenue 2015: $409,795Expenses 2015: $420,819Net Income 2015: -$11,0242015Revenue 2016: $548,409Expenses 2016: $489,757Net Income 2016: $58,6522016Revenue 2017: $509,799Expenses 2017: $520,919Net Income 2017: -$11,1202017Revenue 2018: $561,575Expenses 2018: $545,173Net Income 2018: $16,4022018Revenue 2019: $528,874Expenses 2019: $567,131Net Income 2019: -$38,2572019Revenue 2020: $463,000Expenses 2020: $568,926Net Income 2020: -$105,9262020Revenue 2021: $872,865Expenses 2021: $583,156Net Income 2021: $289,7092021Revenue 2022: $703,536Expenses 2022: $661,529Net Income 2022: $42,0072022Revenue 2023: $844,367Expenses 2023: $704,068Net Income 2023: $140,2992023Revenue 2024: $978,013Expenses 2024: $792,463Net Income 2024: $185,5502024

Highlighted filing

2016

Revenue$548,409
Expenses$489,757
Net Income$58,652
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 1, 2017
Return Version
2016v3.0
Gross Receipts
$679,700
Mission and Program Overview

Mission

Preserve the henry clay estate as a national historic landmark, museum and educational center for history of the 19th century & to interpret the life of henry clay.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,399,028$2,427,043▲ $28,015
Investments Other Securities$1,227,066$1,242,418▲ $15,352
Investments in Publicly Traded Securities$764,439$856,036▲ $91,597
Cash and Non-Interest-Bearing Accounts$133,665$127,500▼ $6,165
Inventories for Sale or Use$5,572$8,002▲ $2,430
Prepaid Expenses and Deferred Charges$2,036$7,899▲ $5,863
Pledges and Grants Receivable$9,117$6,540▼ $2,577
Accounts Receivable$19,625$300▼ $19,325
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$4,564,727$4,680,661▲ $115,934
Other Assets Total$4,179$4,923▲ $744
Liabilities
Accounts Payable and Accrued Expenses$15,609$19,286▲ $3,677
Deferred Revenue$2,105$1,624▼ $481
Total Liabilities$17,714$20,910▲ $3,196
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,437,296$4,452,648▲ $15,352
Unrestricted Net Assets$56,600$142,576▲ $85,976
Temporarily Rstr Net Assets$53,117$64,527▲ $11,410
Total Net Assets Fund Balance$4,547,013$4,659,751▲ $112,738
Total Liabilities and Net Assets / Fund Balance$4,564,727$4,680,661▲ $115,934

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,330,380$57,727$2,388,107
Leasehold Improvements$39,783$109,604$149,387
Equipment$32,300$52,428$84,728
Land$24,580-$24,580
Other Land Buildings-$1,216$1,216
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jim ClarkExecutive DirectorFT$67,083$67,083

Board Members and Trustees

NameTitle
Aj SingletonChairman
Nancy BishopFormer Chairman
Brenda BarrettPresident
Allen GrimesBoard Member
Berry PotterBoard Member
Bob SessumBoard Member
Cathy Clay NealBoard Member
Debbie LongBoard Member
Elizabeth BooneBoard Member
Franklin ThompsonBoard Member
Jeff GarrettBoard Member
Jim GayBoard Member
Mark QueryBoard Member
Mina MattoneBoard Member
Sue AndrewBoard Member
Trudy TibbsBoard Member
Wendy Bryant BeckerBoard Member
Wood SimpsonBoard Member
David FoggFormerTreasurer
Drew FlemingSecretary
Josh LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$190,360
Program Service Revenue
$105,215
Investment Income
$81,652
Other Revenue
$171,182
All Other Contributions
$172,860
Change in Net Assets
$58,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$263,195
Other Expenses$226,562
Total Fundraising Expense$44,392
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$123,246$27,203$9,994$160,443
Current Officers, Directors, Trustees, and Key Employees$33,541$16,771$16,771$67,083
All Other Expenses$20,814$5,715$515$27,044
Fees for Services Accounting$5,300$14,795$3,405$23,500
Insurance$14,861$8,002-$22,863
Depreciation Depletion$20,462$2,274-$22,736
Other Employee Benefits$11,573$4,048$2,464$18,085
Payroll Taxes$12,117$3,399$2,068$17,584
Other Expenses$13,159$1,439$4,152$17,311
Advertising$10,566-$726$11,292
Office Expenses$6,614$812-$7,426
Fees for Services Other$2,858-$2,858$5,716
Total Functional Expenses$360,907$84,458$44,392$489,757
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$195,307
Fundraising Direct Expenses$66,414
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lawn Party$148,003$148,003$44,428$103,575
Treelighting$30,653$30,653$16,366$14,287
Total Events$190,601$190,601$63,407$127,194
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
No
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, Line 11B: Form 990 Review Process

“The executive committee reviews the 990 before submission to the irs”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Henry Clay Memorial Foundation
EIN
61-0461732
Phone
8592668581
Address
120 SYCAMORE ROAD, LEXINGTON, KY 40502

Signing Officer

Name
Josh Lewis
Title
Treasurer
Signed
2017-09-01
Discuss with paid preparer
Yes

Organization Details

Formed
1926
Legal Domicile
Ky
Voting Board Members
20
Independent Board Members
20
Employees
12

Preparer

Firm
Summers McCrary & Sparks PSC
Address
110 East Lowry Lane, Lexington, KY 40503
Preparer
Ryan R Laski CPA
Phone
8592648785
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in present value of outside trusts = $15352”

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“In conformity wit the practice followed by many national memorials, antiques and historical art objects purchased and donated are not included in the statement of financial position. Gifts of cash or other property restricted by the donor for the purchase of items for the collection are classified as temporarily restricted net assets until acquisitions are made in accordance with the terms of the gifts.in accordance with the provisions of sfas no. 116, the foundation does not capitalize donated antiques and historical works of art or recognize them as revenues or gains. The sfas provised that such donations need not be recognized if they are added to collections that are held for public exhibition, education, or research in furtherance of public service rather than financial gain; are protected, cared for, and preserved; and are sibject to a policy that requires the proceeds from sales of collection to be used to acquire other items for collections.”

Part III, Line 4: Description of organization'S collections and how it furthers its purpose.

“Collections include antiques and other historical objects related to the life of henry clay and his descendants”

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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/PersonNm5ALLEN GRIMES
IRS990/Form990PartVIISectionAGrp/PersonNm6WENDY BRYANT BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK QUERY
IRS990/Form990PartVIISectionAGrp/PersonNm8SUE ANDREW
IRS990/Form990PartVIISectionAGrp/PersonNm9BOB SESSUM
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm11TRUDY TIBBS
IRS990/Form990PartVIISectionAGrp/PersonNm12DREW FLEMING
IRS990/Form990PartVIISectionAGrp/PersonNm13DEBBIE LONG
IRS990/Form990PartVIISectionAGrp/PersonNm14CATHY CLAY NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm15ELIZABETH BOONE
IRS990/Form990PartVIISectionAGrp/PersonNm16AJ SINGLETON
IRS990/Form990PartVIISectionAGrp/PersonNm17JIM GAY
IRS990/Form990PartVIISectionAGrp/PersonNm18MINA MATTONE
IRS990/Form990PartVIISectionAGrp/PersonNm19WOOD SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm20FRANKLIN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm21JOSH LEWIS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2FormerTreasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Former Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21Treasurer
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IRS990/Form990TFiledInd0false
IRS990/FormationYr01926
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt066414
IRS990/FundraisingGrossIncomeAmt0195307
IRS990/GainOrLossGrp/OtherAmt0-3512
IRS990/GainOrLossGrp/SecuritiesAmt06274
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt049203
IRS990/GrossReceiptsAmt0679700
IRS990/GrossRentsGrp/RealAmt02500
IRS990/GrossSalesOfInventoryAmt037890
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt08002
IRS990/InsuranceGrp/ProgramServicesAmt014861
IRS990/InsuranceGrp/TotalAmt022863
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt05572
IRS990/InventoriesForSaleOrUseGrp/EOYAmt08002
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt078890
IRS990/InvestmentInJointVentureInd0false
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01242418
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0764439
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0856036
IRS990/InvestTaxExemptBondsInd0false
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011573
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IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2DOCENT PROGRAM
IRS990/OtherExpensesGrp/Desc3Printing and Publications
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01439
IRS990/OtherExpensesGrp/ProgramServicesAmt038071
IRS990/OtherExpensesGrp/ProgramServicesAmt125907
IRS990/OtherExpensesGrp/ProgramServicesAmt221818
IRS990/OtherExpensesGrp/ProgramServicesAmt313159
IRS990/OtherExpensesGrp/TotalAmt038071
IRS990/OtherExpensesGrp/TotalAmt128785
IRS990/OtherExpensesGrp/TotalAmt221818
IRS990/OtherExpensesGrp/TotalAmt317311

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,680,661
Liabilities
$20,910
Net assets
$4,659,751
Revenue
$548,409
Expenses
$489,757
Net income
$58,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.02$5.88$0.98$0.79$0.19
2023Summary only. Only limited summary data is available for this year.$5.49$0.02$5.47$0.84$0.70$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.01$5.10$0.70$0.66$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.01$5.59$0.87$0.58$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.09$0.08$5.02$0.46$0.57$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.01$4.93$0.53$0.57$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.07$4.63$0.56$0.55$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.00$4.90$0.51$0.52$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.68$0.02$4.66$0.55$0.49$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.02$4.55$0.41$0.42$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.69$0.01$4.68$0.63$0.38$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.44$0.01$4.43$0.34$0.41$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.34$0.03$4.31$0.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.01$4.27$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.01$4.41$0.54