Civic Intelligence

King'S Daughters & Sons Home for Aged Men and Women

EIN 61-0503715 • 501(c)3 • Ashland, KY

Profile

Personal care home which provides and maintains a safe place for aged men and women to live

1100 Bath AvenueAshland, KY 41101

n/A

Siviq Scores

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

Liabilities / Assets

70th percentile

0.12x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.09x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

38th percentile

-0.7%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$70,763

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

2.2%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$588,919

Up $61,746 (+12%) from 2023

Liabilities

Up

$71,233

Up $67,590 (+1855%) from 2023

Net Assets

Down

$517,686

Down $5,844 (-1.1%) from 2023

Revenue

Up

$818,259

Up $17,669 (+2.2%) from 2023

Expenses

Up

$824,103

Up $24,297 (+3.0%) from 2023

Net Income

Down

-$5,844

Down $6,628 (-845%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $503,619Liabilities 2010: $3,594Net Assets 2010: $500,0252010Assets 2011: $536,725Liabilities 2011: $10,349Net Assets 2011: $526,3762011Assets 2012: $538,483Liabilities 2012: -$5,922Net Assets 2012: $544,4052012Assets 2013: $534,733Liabilities 2013: $812Net Assets 2013: $533,9212013Assets 2014: $624,768Liabilities 2014: $78,124Net Assets 2014: $546,6442014Assets 2015: $609,706Liabilities 2015: $53,717Net Assets 2015: $555,9892015Assets 2016: $645,340Liabilities 2016: $38,315Net Assets 2016: $607,0252016Assets 2017: $687,095Liabilities 2017: $30,158Net Assets 2017: $656,9372017Assets 2018: $636,144Liabilities 2018: $6,029Net Assets 2018: $630,1152018Assets 2019: $657,055Liabilities 2019: $19,610Net Assets 2019: $637,4452019Assets 2020: $634,491Liabilities 2020: $15,942Net Assets 2020: $618,5492020Assets 2021: $625,128Liabilities 2021: $5,889Net Assets 2021: $619,2392021Assets 2022: $519,545Liabilities 2022: $5,804Net Assets 2022: $513,7412022Assets 2023: $527,173Liabilities 2023: $3,643Net Assets 2023: $523,5302023Assets 2024: $588,919Liabilities 2024: $71,233Net Assets 2024: $517,6862024

Highlighted filing

2024

Assets$588,919
Liabilities$71,233
Net Assets$517,686

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $753,7362010Expenses 2011: $733,8832011Expenses 2012: $757,1822012Revenue 2013: $746,855Expenses 2013: $773,407Net Income 2013: -$26,5522013Revenue 2014: $786,524Expenses 2014: $777,095Net Income 2014: $9,4292014Revenue 2015: $785,185Expenses 2015: $768,055Net Income 2015: $17,1302015Revenue 2016: $817,553Expenses 2016: $771,418Net Income 2016: $46,1352016Revenue 2017: $795,463Expenses 2017: $761,755Net Income 2017: $33,7082017Revenue 2018: $763,396Expenses 2018: $774,588Net Income 2018: -$11,1922018Revenue 2019: $722,688Expenses 2019: $742,894Net Income 2019: -$20,2062019Revenue 2020: $666,777Expenses 2020: $730,665Net Income 2020: -$63,8882020Revenue 2021: $725,398Expenses 2021: $728,141Net Income 2021: -$2,7432021Revenue 2022: $770,446Expenses 2022: $785,702Net Income 2022: -$15,2562022Revenue 2023: $800,590Expenses 2023: $799,806Net Income 2023: $7842023Revenue 2024: $818,259Expenses 2024: $824,103Net Income 2024: -$5,8442024

Highlighted filing

2024

Revenue$818,259
Expenses$824,103
Net Income-$5,844

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.89$0.71$5.18$8.18$8.24$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.27$0.04$5.24$8.01$8.00$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.20$0.06$5.14$7.70$7.86$0.15
2021Detailed filing. Detailed filing data is available for this year.$6.25$0.06$6.19$7.25$7.28$0.03
2020Detailed filing. Detailed filing data is available for this year.$6.34$0.16$6.19$6.67$7.31$0.64
2019Detailed filing. Detailed filing data is available for this year.$6.57$0.20$6.37$7.23$7.43$0.20
2018Detailed filing. Detailed filing data is available for this year.$6.36$0.06$6.30$7.63$7.75$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.87$0.30$6.57$7.95$7.62$0.34
2016Detailed filing. Detailed filing data is available for this year.$6.45$0.38$6.07$8.18$7.71$0.46
2015Detailed filing. Detailed filing data is available for this year.$6.10$0.54$5.56$7.85$7.68$0.17
2014Detailed filing. Detailed filing data is available for this year.$6.25$0.78$5.47$7.87$7.77$0.09
2013Summary only. Only limited summary data is available for this year.$5.35$0.01$5.34$7.47$7.73$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.06$5.44$7.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.10$5.26$7.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.04$5.00$7.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.0
Gross Receipts
$818,259
Mission and Program Overview

Mission

Personal care home which provides and maintains a safe place for aged men and women to live

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$523,530$517,686▼ $5,844
Land, Buildings, and Equipment, Net$252,871$269,978▲ $17,107
Investments in Publicly Traded Securities$207,220$207,121▼ $99
Savings and Temporary Cash Investments$64,832$109,570▲ $44,738
Investments Program Related$2,250$2,250→ $0
Total Assets$527,173$588,919▲ $61,746
Liabilities
Mortgage Notes Payable Secured by Investment Property-$66,994-
Accounts Payable and Accrued Expenses$3,643$4,239▲ $596
Total Liabilities$3,643$71,233▲ $67,590
Net Assets / Fund Balance
Total Net Assets Fund Balance$523,530$517,686▼ $5,844
Total Liabilities and Net Assets / Fund Balance$527,173$588,919▲ $61,746

Asset Categories

AssetBook ValueDepreciationBasis
Land$40,000-$40,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stephen W PerryExecutive DiFT$70,763$70,763

Board Members and Trustees

NameTitle
Nancy WysePresident
Trish TrabandtCorrespondin
Carol JonesSecretary
Sheila TerryTreasurer
Terri WonnVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$150
Program Service Revenue
$816,010
Investment Income
$2,099
Other Revenue
$0
All Other Contributions
$150
Change in Net Assets
$-5,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$471,767
Other Expenses$352,336
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$357,246--$357,246
Occupancy$79,628--$79,628
Current Officers, Directors, Trustees, and Key Employees$70,763--$70,763
Payroll Taxes$38,345$5,413-$43,758
All Other Expenses$29,897$4,906-$34,803
Insurance$24,576--$24,576
Depreciation Depletion$17,860--$17,860
Other Expenses$11,333--$11,333
Advertising-$7,801-$7,801
Fees for Services Accounting-$3,542-$3,542
Office Expenses-$2,849-$2,849
Travel$563--$563
Total Functional Expenses$799,592$24,511$0$824,103
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 will be reviewed by officiers prior to filing.

Form 990, Page 6, Part VI, Line 19

All governing documents, policies, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
KING'S DAUGHTERS & SONS HOME
EIN
61-0503715
Phone
6063240343
Address
1100 BATH AVENUE, ASHLAND, KY 41101

Signing Officer

Name
Stephen W Perry
Title
Executive Director
Phone
6063240343
Signed
2025-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen W Perry
Formed
1955
Legal Domicile
Ky
Voting Board Members
6
Independent Board Members
5
Employees
30

Preparer

Firm
Kelley Galloway Smith Goolsby Psc
Address
1200 CORPORATE COURT PO BOX 990, ASHLAND, KY 41105-0990
Preparer
G Dale Swentzel CPA
Phone
6063291811
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0694233
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0651562
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0770391
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0725398
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE REVIEWED BY OFFICIERS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0527173
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IRS990/TravelGrp/TotalAmt0563
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/USAddress/AddressLine1Txt05045 LAKIN DRIVE
IRS990/USAddress/CityNm0CATLETTSBURG
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd041129
IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN W PERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06063240343
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KING'S DAUGHTERS & SONS HOME
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR AGED MEN AND WOMEN
ReturnHeader/Filer/BusinessNameControlTxt0KING
ReturnHeader/Filer/EIN0610503715
ReturnHeader/Filer/PhoneNum06063240343
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 BATH AVENUE
ReturnHeader/Filer/USAddress/CityNm0ASHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611129886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLEY GALLOWAY SMITH GOOLSBY PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 CORPORATE COURT PO BOX 990
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0411050990
ReturnHeader/PreparerPersonGrp/PhoneNum06063291811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G DALE SWENTZEL CPA
ReturnHeader/ReturnTs02025-09-24T13:18:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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