Civic Intelligence

Henry Clay Memorial Foundation

990 • Fiscal year 2018 • EIN 61-0461732

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

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

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

55th percentile

0.12x

Higher debt load relative to revenue than 55% of similar nonprofits.

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

Net Margin

50th percentile

2.9%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

54th percentile

$72,400

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

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

Asset Growth

26th percentile

-4.3%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$4,696,005

Down $210,305 (-4.3%) from 2017

Net Assets

Down

$4,629,310

Down $272,063 (-5.6%) from 2017

Liabilities

Up

$66,695

Up $61,758 (+1251%) from 2017

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin50th percentile

Revenue

Up

$561,575

Up $51,776 (+10%) from 2017

Expenses

Up

$545,173

Up $24,254 (+4.7%) from 2017

Net Income

Up

$16,402

Up $27,522 (+248%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2018

Assets$4,696,005
Liabilities$66,695
Net Assets$4,629,310
Open 2018 Filing

Operations Trend

Revenue Growth63rd 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

2018

Revenue$561,575
Expenses$545,173
Net Income$16,402
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Gross Receipts
$1,318,103
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$2,452,950$2,429,735▼ $23,215
Investments Other Securities$1,411,008$1,236,001▼ $175,007
Investments in Publicly Traded Securities$918,105$854,988▼ $63,117
Cash and Non-Interest-Bearing Accounts$92,518$111,017▲ $18,499
Prepaid Expenses and Deferred Charges$4,272$32,794▲ $28,522
Inventories for Sale or Use$9,030$9,030→ $0
Accounts Receivable-$9,000-
Intangible Assets-$8,173-
Pledges and Grants Receivable$10,384$5,267▼ $5,117
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-
Total Assets$4,906,310$4,696,005▼ $210,305
Other Assets Total$8,043$0▼ $8,043
Liabilities
Deferred Revenue$1,564$65,000▲ $63,436
Accounts Payable and Accrued Expenses$3,373$1,695▼ $1,678
Total Liabilities$4,937$66,695▲ $61,758
Net Assets / Fund Balance
Permanently Rstr Net Assets$4,630,338$4,127,105▼ $503,233
Unrestricted Net Assets$213,281$438,975▲ $225,694
Temporarily Rstr Net Assets$57,754$63,230▲ $5,476
Total Net Assets Fund Balance$4,901,373$4,629,310▼ $272,063
Total Liabilities and Net Assets / Fund Balance$4,906,310$4,696,005▼ $210,305

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,311,235$82,173$2,393,408
Leasehold Improvements$56,835$118,632$175,467
Equipment$37,085$70,547$107,632
Land$24,580-$24,580
Other Land Buildings-$966$966

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,612,422$24,914▼ $223,485$-10,907$1,946,165
2017$2,431,461$39,240▲ $308,683$-166,962$2,612,422
2016$2,379,560$56,459▲ $139,251$-143,809$2,431,461
2015$2,525,293$11,508▼ $50,358$-106,883$2,379,560
2014$2,308,957$189,972▲ $68,958$-42,594$2,525,293
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jim ClarkExecutive DirectorFT$72,400$72,400

Board Members and Trustees

NameTitle
Aj SingletonChairman
Brenda BarrettPresident
Allen GrimesVice President
David FoggVice President
Aaron AmmermanBoard Member
Cathy Clay NealBoard Member
Debbie LongBoard Member
Dr John StewartBoard Member
Elizabeth BooneBoard Member
Franklin ThompsonBoard Member
Gregory Van TatenhoveBoard Member
Jim GayBoard Member
Kimberly DecampBoard Member
Lee GreerBoard Member
Linda BreathittBoard Member
Mack CoxBoard Member
Mina MattoneBoard Member
Wood SimpsonBoard Member
Sue AndrewSecretary
Josh LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$138,540
Program Service Revenue
$108,609
Investment Income
$116,468
Other Revenue
$197,958
All Other Contributions
$120,355
Change in Net Assets
$16,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$314,924
Other Expenses$230,249
Total Fundraising Expense$64,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$156,634$19,499$21,684$197,817
Current Officers, Directors, Trustees, and Key Employees$36,200$14,480$21,720$72,400
Depreciation Depletion$28,615$3,180-$31,795
Other Employee Benefits$17,283$3,046$3,890$24,219
All Other Expenses$16,938$4,343$2,937$24,218
Fees for Services Accounting$9,091$13,184$60$22,335
Insurance$20,624$1,383-$22,007
Payroll Taxes$14,621$2,576$3,291$20,488
Fees for Services Other$20$10,368-$10,388
Other Expenses$28,506$7,428$8,200$8,200
Office Expenses$6,393$789-$7,182
Advertising$6,730--$6,730
Total Functional Expenses$395,371$85,517$64,285$545,173
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$207,887
Fundraising Direct Expenses$49,429
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lawn Party$172,688$172,688$7,469$165,219
Miscellaneous Events$21,619$21,619$19,556$2,063
Total Events$207,737$207,737$48,961$158,776
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
2019-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
1926
Legal Domicile
Ky
Voting Board Members
19
Independent Board Members
19
Employees
15

Preparer

Firm
Summers McCrary & Sparks PSC
Address
201 South Main, Winchester, KY 40391
Preparer
Ryan R Laski CPA
Phone
8597451174
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in present value of outside trusts = -$175007”

Financial Statement Notes

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

“In conformity with 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/PersonNm3ALLEN GRIMES
IRS990/Form990PartVIISectionAGrp/PersonNm4MACK COX
IRS990/Form990PartVIISectionAGrp/PersonNm5AARON AMMERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6KIMBERLY DECAMP
IRS990/Form990PartVIISectionAGrp/PersonNm7GREGORY VAN TATENHOVE
IRS990/Form990PartVIISectionAGrp/PersonNm8SUE ANDREW
IRS990/Form990PartVIISectionAGrp/PersonNm9LEE GREER
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm11DR JOHN STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm12DEBBIE LONG
IRS990/Form990PartVIISectionAGrp/PersonNm13CATHY CLAY NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm14ELIZABETH BOONE
IRS990/Form990PartVIISectionAGrp/PersonNm15AJ SINGLETON
IRS990/Form990PartVIISectionAGrp/PersonNm16JIM GAY
IRS990/Form990PartVIISectionAGrp/PersonNm17MINA MATTONE
IRS990/Form990PartVIISectionAGrp/PersonNm18WOOD SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm19FRANKLIN THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm20JOSH LEWIS
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20Treasurer
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt049429
IRS990/FundraisingGrossIncomeAmt0207887
IRS990/GainOrLossGrp/SecuritiesAmt023988
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0707117
IRS990/GrossReceiptsAmt01318103
IRS990/GrossRentsGrp/RealAmt013737
IRS990/GrossSalesOfInventoryAmt042333
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01383
IRS990/InsuranceGrp/ProgramServicesAmt020624
IRS990/InsuranceGrp/TotalAmt022007
IRS990/IntangibleAssetsGrp/EOYAmt08173
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt09030
IRS990/InventoriesForSaleOrUseGrp/EOYAmt09030
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt092480
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt092480
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0854988
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt02429735
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IRS990/LoanOutstandingInd0false
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IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRESERVE 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.
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IRS990/OtherExpensesGrp/Desc3DEVELOPMENT
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IRS990/OtherExpensesGrp/FundraisingAmt12388
IRS990/OtherExpensesGrp/FundraisingAmt28200
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15210
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27428
IRS990/OtherExpensesGrp/ProgramServicesAmt053716
IRS990/OtherExpensesGrp/ProgramServicesAmt128506
IRS990/OtherExpensesGrp/TotalAmt053862
IRS990/OtherExpensesGrp/TotalAmt133716
IRS990/OtherExpensesGrp/TotalAmt29816
IRS990/OtherExpensesGrp/TotalAmt38200
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019499
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0156634
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,696,005
Liabilities
$66,695
Net assets
$4,629,310
Revenue
$561,575
Expenses
$545,173
Net income
$16,402
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
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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