Civic Intelligence

Bourbon Heights Incorporated

990 • Fiscal year 2017 • EIN 61-0650767

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 13, 2018

Organization ProfileWWW.BOURBONHEIGHTS.COM

View Organization Page

2000 South Main StreetParis, KY 40361

(859) 987-5750

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.18x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.06x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

25th percentile

-4.6%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$87,367

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

12th percentile

-7.3%

Faster asset growth than 12% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

40th percentile

1.3%

Faster revenue growth than 40% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$2,527,131

Down $197,782 (-7.3%) from 2016

Net Assets

Down

$2,070,256

Down $323,092 (-13%) from 2016

Liabilities

Up

$456,875

Up $125,310 (+38%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin25th percentile

Revenue

Up

$7,787,360

Up $103,180 (+1.3%) from 2016

Expenses

Up

$8,142,414

Up $527,656 (+6.9%) from 2016

Net Income

Down

-$355,054

Down $424,476 (-611%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$15M$10M$5.0M$0Assets 2011: $2,785,427Liabilities 2011: $697,405Net Assets 2011: $2,088,0222011Assets 2012: $2,494,490Liabilities 2012: $525,809Net Assets 2012: $1,968,6812012Assets 2013: $2,606,959Liabilities 2013: $526,742Net Assets 2013: $2,080,2172013Assets 2014: $2,666,718Liabilities 2014: $347,564Net Assets 2014: $2,319,1542014Assets 2015: $2,684,333Liabilities 2015: $385,275Net Assets 2015: $2,299,0582015Assets 2016: $2,724,913Liabilities 2016: $331,565Net Assets 2016: $2,393,3482016Assets 2017: $2,527,131Liabilities 2017: $456,875Net Assets 2017: $2,070,2562017Assets 2018: $2,489,559Liabilities 2018: $466,252Net Assets 2018: $2,023,3072018Assets 2019: $2,649,969Liabilities 2019: $628,094Net Assets 2019: $2,021,8752019Assets 2020: $3,704,960Liabilities 2020: $1,139,241Net Assets 2020: $2,565,7192020Assets 2021: $3,530,682Liabilities 2021: $872,352Net Assets 2021: $2,658,3302021Assets 2022: $3,349,614Liabilities 2022: $1,181,267Net Assets 2022: $2,168,3472022Assets 2023: $3,002,802Liabilities 2023: $1,265,308Net Assets 2023: $1,737,4942023Assets 2024: $10,489,470Liabilities 2024: $767,460Net Assets 2024: $9,722,0102024

Highlighted filing

2017

Assets$2,527,131
Liabilities$456,875
Net Assets$2,070,256
Open 2017 Filing

Operations Trend

Revenue Growth40th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $6,926,999Expenses 2011: $6,989,789Net Income 2011: -$62,7902011Revenue 2012: $6,797,162Expenses 2012: $6,953,527Net Income 2012: -$156,3652012Expenses 2013: $7,130,8752013Revenue 2014: $7,427,703Expenses 2014: $7,203,643Net Income 2014: $224,0602014Revenue 2015: $7,574,392Expenses 2015: $7,575,127Net Income 2015: -$7352015Revenue 2016: $7,684,180Expenses 2016: $7,614,758Net Income 2016: $69,4222016Revenue 2017: $7,787,360Expenses 2017: $8,142,414Net Income 2017: -$355,0542017Revenue 2018: $8,104,008Expenses 2018: $8,145,507Net Income 2018: -$41,4992018Revenue 2019: $8,012,920Expenses 2019: $7,955,297Net Income 2019: $57,6232019Revenue 2020: $8,949,568Expenses 2020: $8,414,461Net Income 2020: $535,1072020Revenue 2021: $8,949,965Expenses 2021: $8,952,769Net Income 2021: -$2,8042021Revenue 2022: $8,949,519Expenses 2022: $9,281,234Net Income 2022: -$331,7152022Revenue 2023: $8,776,864Expenses 2023: $9,264,222Net Income 2023: -$487,3582023Revenue 2024: $10,584,533Expenses 2024: $9,959,615Net Income 2024: $624,9182024

Highlighted filing

2017

Revenue$7,787,360
Expenses$8,142,414
Net Income-$355,054
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Gross Receipts
$7,790,357
Mission and Program Overview

Mission

Bourbon heights, inc. Strives to enhance the quality of life for elderly individuals residing in bourbon county as well as surrounding counties.

Bourbon heights, inc. Is a non-profit long-term care provider offering a full continuum of quality care that includes independent apartment living, personal care, nursing facility, adult day care, and rehabilitation services to the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,147,997$1,058,874▼ $89,123
Accounts Receivable$711,178$632,971▼ $78,207
Investments in Publicly Traded Securities$434,228$480,602▲ $46,374
Savings and Temporary Cash Investments$244,602$172,448▼ $72,154
Investments Other Securities$138,763$139,994▲ $1,231
Inventories for Sale or Use$43,107$39,273▼ $3,834
Prepaid Expenses and Deferred Charges$5,038$2,969▼ $2,069
Total Assets$2,724,913$2,527,131▼ $197,782
Liabilities
Accounts Payable and Accrued Expenses$331,565$456,875▲ $125,310
Total Liabilities$331,565$456,875▲ $125,310
Net Assets / Fund Balance
Unrestricted Net Assets$2,393,348$2,070,256▼ $323,092
Total Net Assets Fund Balance$2,393,348$2,070,256▼ $323,092
Total Liabilities and Net Assets / Fund Balance$2,724,913$2,527,131▼ $197,782

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$252,888$1,905,458$2,158,346
Equipment$206,710$1,520,535$1,727,245
Buildings$545,233$652,418$1,197,651
Land$54,043-$54,043
Other Securities$139,994--
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charlotte RobertsAdministratorFT$87,367$87,367

Board Members and Trustees

NameTitle
William HarneyChairman
Barbara ThorntonCo-chair/secretary
Charles AndersonDirector
Jeff BellDirector
Lucy MarshDirector
Ruby Scott SladeDirector
Sharon FieldsDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Functional PathwaysTherapy Provider10133 SHERRILL BLVD, Knoxville, TN 37932$420,097
Revenue and Support

Revenue Composition

Contributions and Grants
$53,967
Program Service Revenue
$7,655,238
Investment Income
$21,364
Other Revenue
$56,791
All Other Contributions
$49,907
Change in Net Assets
$-355,054
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,573,436
Other Expenses$2,568,978
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,184,699$158,694-$4,343,393
Other Employee Benefits$740,624$44,883-$785,507
Payroll Taxes$307,594$17,537-$325,131
All Other Expenses$301,695$9,993-$311,688
Other Expenses$239,229$387,813-$239,229
Occupancy$206,465--$206,465
Depreciation Depletion$166,373--$166,373
Office Expenses-$141,989-$141,989
Insurance-$105,200-$105,200
Current Officers, Directors, Trustees, and Key Employees-$80,416-$80,416
Pension Plan Contributions$36,454$2,535-$38,989
Fees for Services Accounting-$22,405-$22,405
Fees for Services Other$21,251--$21,251
Advertising$11,636--$11,636
Conferences and Meetings-$9,935-$9,935
Interest-$1,316-$1,316
Fees for Services Legal-$124-$124
Total Functional Expenses$7,159,574$982,840$0$8,142,414
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,808
Fundraising Direct Expenses$2,997
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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 B, Line 11B

“The full board reviews the form 990 before it is issued and finalized.”

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

“Any director, principal officer or member of a committee with governing board delegated powers are required to disclose any potential conflicts of interest to the governing board for resolution. Annually, each of the parties noted above sign a statement affirming that he/she received the conflict of interest policy, read and understood the policy and agreed to comply with the policy. Further, periodic reviews are conducted of compensation and benefit arrangements to ensure reasonableness and arm's length bargaining. Reviews are also conducted on partnerships, joint ventures and arrangements with management organizations to assure conformity. The monthly board meetings offer a venue for any potential conflicts of interest to be discussed.”

Form 990, Part VI, Section B, Line 15

“The compensation of the person is reviewed and approved by the full board. Compensation for similarly qualified persons in comparable positions at similar organizations is reviewed when available. Contemporaneous documentation and recordkeeping with respect to the discussions and decisions of compensation arrangements are maintained.”

Form 990, Part VI, Section C, Line 19

“Bourbon heights, inc.'s form 990, policies, governing and financial documents are made available to the public for review during business hours upon request but under the organization's control and supervision.”

Filing and Contact Details

Filer

Filer Name
Bourbon Heights Inc
EIN
61-0650767
Phone
8599875750
Address
2000 SOUTH MAIN STREET, PARIS, KY 40361

Signing Officer

Name
Charlotte L Roberts
Title
Administrator
Phone
8599875750
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charlotte L Roberts
Formed
1964
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
227
Volunteers
112

Preparer

Firm
Jones Nale & Mattingly Plc
Address
642 SOUTH FOURTH ST STE 300, LOUISVILLE, KY 40202
Preparer
Kathy K Chlon
Phone
5025830248
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This review process has not changed from the prior year.”

Raw XML AppendixShowing 400 of 457 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0331565
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0456875
IRS990/AccountsReceivableGrp/BOYAmt0711178
IRS990/AccountsReceivableGrp/EOYAmt0632971
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0BOURBON HEIGHTS, INC. IS A NON-PROFIT LONG-TERM CARE PROVIDER OFFERING A FULL CONTINUUM OF QUALITY CARE THAT INCLUDES INDEPENDENT APARTMENT LIVING, PERSONAL CARE, NURSING FACILITY, ADULT DAY CARE, AND REHABILITATION SERVICES TO THE ELDERLY.
IRS990/AdvertisingGrp/ProgramServicesAmt011636
IRS990/AdvertisingGrp/TotalAmt011636
IRS990/AllOtherContributionsAmt049907
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09993
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0301695
IRS990/AllOtherExpensesGrp/TotalAmt0311688
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHARLOTTE ROBERTS
IRS990/BooksInCareOfDetail/PhoneNum08599875750
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02000 SOUTH MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PARIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040361
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt080416
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt080416
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt09935
IRS990/ConferencesMeetingsGrp/TotalAmt09935
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0420097
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt010133 SHERRILL BLVD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KNOXVILLE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0TN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd037932
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FUNCTIONAL PATHWAYS
IRS990/ContractorCompensationGrp/ServicesDesc0THERAPY PROVIDER
IRS990/ContriRptFundraisingEventAmt04060
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt053967
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt021364
IRS990/CYOtherExpensesAmt02568978
IRS990/CYOtherRevenueAmt056791
IRS990/CYProgramServiceRevenueAmt07655238
IRS990/CYRevenuesLessExpensesAmt0-355054
IRS990/CYSalariesCompEmpBnftPaidAmt05573436
IRS990/CYTotalExpensesAmt08142414
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07787360
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0166373
IRS990/DepreciationDepletionGrp/TotalAmt0166373
IRS990/Desc0THE CORPORATION'S PRINCIPAL ACTIVITY IS PROVIDING NURSING CARE AND RETIREMENT SERVICES THROUGH 109 LICENSED BEDS AND 29 APARTMENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0227
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt07159574
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022405
IRS990/FeesForServicesAccountingGrp/TotalAmt022405
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0124
IRS990/FeesForServicesLegalGrp/TotalAmt0124
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt021251
IRS990/FeesForServicesOtherGrp/TotalAmt021251
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0CHARLES ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1RUBY SCOTT SLADE
IRS990/Form990PartVIISectionAGrp/PersonNm2LUCY MARSH
IRS990/Form990PartVIISectionAGrp/PersonNm3SHARON FIELDS
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF BELL
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM HARNEY
IRS990/Form990PartVIISectionAGrp/PersonNm6BARBARA THORNTON
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLOTTE ROBERTS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt787367
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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt04060
IRS990/FundraisingDirectExpensesAmt02997
IRS990/FundraisingGrossIncomeAmt04808
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07790357
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0105200
IRS990/InsuranceGrp/TotalAmt0105200
IRS990/InterestGrp/ManagementAndGeneralAmt01316
IRS990/InterestGrp/TotalAmt01316
IRS990/InventoriesForSaleOrUseGrp/BOYAmt043107
IRS990/InventoriesForSaleOrUseGrp/EOYAmt039273
IRS990/InvestmentIncomeGrp/ExclusionAmt021364
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt021364
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0138763
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0139994
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0434228
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0480602
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04078411
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01147997
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01058874
IRS990/LandBldgEquipCostOrOtherBssAmt05137285
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt08941
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt08941
IRS990/MissionDesc0BOURBON HEIGHTS, INC. STRIVES TO ENHANCE THE QUALITY OF LIFE FOR ELDERLY INDIVIDUALS RESIDING IN BOURBON COUNTY AS WELL AS SURROUNDING COUNTIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02393348
IRS990/NetAssetsOrFundBalancesEOYAmt02070256
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt01811
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01811
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031962
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0206465
IRS990/OccupancyGrp/TotalAmt0206465
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0141989
IRS990/OfficeExpensesGrp/TotalAmt0141989
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044883
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0740624
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0785507
IRS990/OtherExpensesGrp/Desc0ANCILLARY SERVICES
IRS990/OtherExpensesGrp/Desc1HEALTH CARE PROVIDER TA
IRS990/OtherExpensesGrp/Desc2FOOD
IRS990/OtherExpensesGrp/Desc3MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0387813
IRS990/OtherExpensesGrp/ProgramServicesAmt0597129
IRS990/OtherExpensesGrp/ProgramServicesAmt1346425
IRS990/OtherExpensesGrp/ProgramServicesAmt2239229
IRS990/OtherExpensesGrp/TotalAmt0597129
IRS990/OtherExpensesGrp/TotalAmt1387813
IRS990/OtherExpensesGrp/TotalAmt2346425
IRS990/OtherExpensesGrp/TotalAmt3239229
IRS990/OtherRevenueMiscGrp/BusinessCd0812900
IRS990/OtherRevenueMiscGrp/BusinessCd1812300
IRS990/OtherRevenueMiscGrp/Desc0DIETARY MEALS
IRS990/OtherRevenueMiscGrp/Desc1LAUNDRY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt044002
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12037
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt044002
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12037
IRS990/OtherRevenueTotalAmt054980
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0158694
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04184699
IRS990/OtherSalariesAndWagesGrp/TotalAmt04343393
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017537
IRS990/PayrollTaxesGrp/ProgramServicesAmt0307594
IRS990/PayrollTaxesGrp/TotalAmt0325131
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02535
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt036454
IRS990/PensionPlanContributionsGrp/TotalAmt038989
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05038
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02969
IRS990/PrincipalOfficerNm0CHARLOTTE L ROBERTS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0NET PATIENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07655238
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07655238
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0116858
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011378
IRS990/PYOtherExpensesAmt02395467
IRS990/PYOtherRevenueAmt069219
IRS990/PYProgramServiceRevenueAmt07486725
IRS990/PYRevenuesLessExpensesAmt069422
IRS990/PYSalariesCompEmpBnftPaidAmt05219291
IRS990/PYTotalExpensesAmt07614758
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07684180
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-355054
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07710218
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0244602
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0172448
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0125638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0149887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt093359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt066630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0491292
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt021364
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011378
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018897
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016513
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt015799
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt083951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07710218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07547164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07405608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07161541
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06850344
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt036674875
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt021364
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011378
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018897
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016513
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt015799
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt083951
IRS990ScheduleA/InvestmentIncomeCYPct00.00230
IRS990ScheduleA/InvestmentIncomePYPct00.00210
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99770
IRS990ScheduleA/PublicSupportPY509Pct00.99790
IRS990ScheduleA/PublicSupportTotal509Amt037166167
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07765996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07672802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07555495
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07254900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06916974
IRS990ScheduleA/Total509Grp/TotalAmt037166167
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07787360
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07684180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07574392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07271413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06932773
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt037250118
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/BuildingsGrp/BookValueAmt0545233
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0652418
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01197651
IRS990ScheduleD/EquipmentGrp/BookValueAmt0206710
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01520535
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01727245
IRS990ScheduleD/LandGrp/BookValueAmt054043
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt054043
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0252888
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01905458
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02158346
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0139994
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CASH AND CASH EQUIVALENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01058874
IRS990ScheduleD/TotalBookValueSecuritiesAmt0139994
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FULL BOARD REVIEWS THE FORM 990 BEFORE IT IS ISSUED AND FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY DIRECTOR, PRINCIPAL OFFICER OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST TO THE GOVERNING BOARD FOR RESOLUTION. ANNUALLY, EACH OF THE PARTIES NOTED ABOVE SIGN A STATEMENT AFFIRMING THAT HE/SHE RECEIVED THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTOOD THE POLICY AND AGREED TO COMPLY WITH THE POLICY. FURTHER, PERIODIC REVIEWS ARE CONDUCTED OF COMPENSATION AND BENEFIT ARRANGEMENTS TO ENSURE REASONABLENESS AND ARM'S LENGTH BARGAINING. REVIEWS ARE ALSO CONDUCTED ON PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS TO ASSURE CONFORMITY. THE MONTHLY BOARD MEETINGS OFFER A VENUE FOR ANY POTENTIAL CONFLICTS OF INTEREST TO BE DISCUSSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE FULL BOARD. COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS IS REVIEWED WHEN AVAILABLE. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DISCUSSIONS AND DECISIONS OF COMPENSATION ARRANGEMENTS ARE MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOURBON HEIGHTS, INC.'S FORM 990, POLICIES, GOVERNING AND FINANCIAL DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR REVIEW DURING BUSINESS HOURS UPON REQUEST BUT UNDER THE ORGANIZATION'S CONTROL AND SUPERVISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS REVIEW PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02724913
IRS990/TotalAssetsEOYAmt02527131
IRS990/TotalAssetsGrp/BOYAmt02724913
IRS990/TotalAssetsGrp/EOYAmt02527131
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt053967
IRS990/TotalEmployeeCnt0227
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0982840
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07159574
IRS990/TotalFunctionalExpensesGrp/TotalAmt08142414
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0331565
IRS990/TotalLiabilitiesEOYAmt0456875
IRS990/TotalLiabilitiesGrp/BOYAmt0331565
IRS990/TotalLiabilitiesGrp/EOYAmt0456875
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02393348
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02070256
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07159574
IRS990/TotalProgramServiceRevenueAmt07655238

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,527,131
Liabilities
$456,875
Net assets
$2,070,256
Revenue
$7,787,360
Expenses
$8,142,414
Net income
-$355,054
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.5$0.77$9.72$10.6$9.96$0.62
2023Detailed filing. Detailed filing data is available for this year.$3.00$1.27$1.74$8.78$9.26$0.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$1.18$2.17$8.95$9.28$0.33
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.87$2.66$8.95$8.95$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.70$1.14$2.57$8.95$8.41$0.54
2019Detailed filing. Detailed filing data is available for this year.$2.65$0.63$2.02$8.01$7.96$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.47$2.02$8.10$8.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.53$0.46$2.07$7.79$8.14$0.36
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.33$2.39$7.68$7.61$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.68$0.39$2.30$7.57$7.58$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.67$0.35$2.32$7.43$7.20$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.53$2.08$7.13
2012Summary only. Only limited summary data is available for this year.$2.49$0.53$1.97$6.80$6.95$0.16
2011Summary only. Only limited summary data is available for this year.$2.79$0.70$2.09$6.93$6.99$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $5M-$10M nonprofits