Civic Intelligence

Bourbon Heights Incorporated

990 • Fiscal year 2019 • EIN 61-0650767

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 13, 2020

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

59th percentile

0.24x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

33rd percentile

0.08x

Higher debt load relative to revenue than 33% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

42nd percentile

0.7%

Higher net margin than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

35th percentile

$89,036

Higher top officer pay than 35% of similar nonprofits.

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

60th percentile

6.4%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-1.1%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$2,649,969

Up $160,410 (+6.4%) from 2018

Net Assets

Down

$2,021,875

Down $1,432 (-0.1%) from 2018

Liabilities

Up

$628,094

Up $161,842 (+35%) from 2018

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin42nd percentile

Revenue

Down

$8,012,920

Down $91,088 (-1.1%) from 2018

Expenses

Down

$7,955,297

Down $190,210 (-2.3%) from 2018

Net Income

Up

$57,623

Up $99,122 (+239%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2019

Assets$2,649,969
Liabilities$628,094
Net Assets$2,021,875
Open 2019 Filing

Operations Trend

Revenue Growth35th 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

2019

Revenue$8,012,920
Expenses$7,955,297
Net Income$57,623
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 13, 2020
Return Version
2018v3.1
Gross Receipts
$8,016,458
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$954,975$873,950▼ $81,025
Accounts Receivable$773,243$865,537▲ $92,294
Investments in Publicly Traded Securities$507,213$522,087▲ $14,874
Savings and Temporary Cash Investments$66,585$192,139▲ $125,554
Investments Other Securities$141,232$143,468▲ $2,236
Inventories for Sale or Use$44,829$47,472▲ $2,643
Prepaid Expenses and Deferred Charges$1,482$5,316▲ $3,834
Total Assets$2,489,559$2,649,969▲ $160,410
Liabilities
Accounts Payable and Accrued Expenses$466,252$473,704▲ $7,452
Mortgage Notes Payable Secured by Investment Property$0$154,390▲ $154,390
Total Liabilities$466,252$628,094▲ $161,842
Net Assets / Fund Balance
Unrestricted Net Assets$2,023,307$2,021,875▼ $1,432
Total Net Assets Fund Balance$2,023,307$2,021,875▼ $1,432
Total Liabilities and Net Assets / Fund Balance$2,489,559$2,649,969▲ $160,410

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$153,855$2,025,973$2,179,828
Equipment$191,860$1,616,905$1,808,765
Buildings$474,192$756,050$1,230,242
Land$54,043-$54,043
Other Securities$143,468--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charlotte RobertsAdministratorFT$89,036$89,036

Board Members and Trustees

NameTitle
William HarneyChairman
Barbara ThorntonCo-chair/secretary
Dr Mandy Mccauley ThornberryDirector
Harry B ParkDirector
Jeff BellDirector
Lucy MarshDirector
Ruby Scott SladeDirector
Sharon FieldsDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Aegis TherapiesTherapy ProviderPO BOX 936653, Atlanta, GA 31193-6653$433,672
Functional PathwaysTherapy Provider10133 SHERRILL BLVD, Knoxville, TN 37932$115,262
Revenue and Support

Revenue Composition

Contributions and Grants
$100,906
Program Service Revenue
$7,738,066
Investment Income
$81,951
Other Revenue
$91,997
All Other Contributions
$95,885
Change in Net Assets
$57,623
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,330,579
Other Expenses$2,624,718
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,116,605$166,078-$4,282,683
Other Employee Benefits$567,605$34,377-$601,982
All Other Expenses$359,921$16,583-$376,504
Payroll Taxes$303,223$16,786-$320,009
Other Expenses$223,716$382,519-$223,716
Occupancy$177,076--$177,076
Depreciation Depletion$158,940--$158,940
Insurance-$136,253-$136,253
Current Officers, Directors, Trustees, and Key Employees-$83,247-$83,247
Office Expenses-$77,558-$77,558
Pension Plan Contributions$40,448$2,210-$42,658
Fees for Services Other$30,656--$30,656
Fees for Services Accounting-$19,315-$19,315
Interest-$8,094-$8,094
Conferences and Meetings-$7,874-$7,874
Advertising$7,389--$7,389
Fees for Services Legal-$597-$597
Total Functional Expenses$7,003,806$951,491$0$7,955,297
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,255
Fundraising Direct Expenses$3,538
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
2020-02-13
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
202
Volunteers
50

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 477 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.

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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.
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IRS990/OccupancyGrp/TotalAmt0177076
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IRS990/OfficeExpensesGrp/TotalAmt077558
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IRS990/OperateHospitalInd00
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0567605
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0601982
IRS990/OtherExpensesGrp/Desc0ANCILLARY SERVICES
IRS990/OtherExpensesGrp/Desc1HEALTH CARE PROVIDER TA
IRS990/OtherExpensesGrp/Desc2FOOD
IRS990/OtherExpensesGrp/Desc3MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0382519
IRS990/OtherExpensesGrp/ProgramServicesAmt0650047
IRS990/OtherExpensesGrp/ProgramServicesAmt1368180
IRS990/OtherExpensesGrp/ProgramServicesAmt2223716
IRS990/OtherExpensesGrp/TotalAmt0650047
IRS990/OtherExpensesGrp/TotalAmt1382519
IRS990/OtherExpensesGrp/TotalAmt2368180
IRS990/OtherExpensesGrp/TotalAmt3223716
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IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2812300
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IRS990/OtherRevenueMiscGrp/Desc1BEAUTY
IRS990/OtherRevenueMiscGrp/Desc2LAUNDRY
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt119580
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22827
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt119580
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22827
IRS990/OtherRevenueTotalAmt087280
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0166078
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04116605
IRS990/OtherSalariesAndWagesGrp/TotalAmt04282683
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016786
IRS990/PayrollTaxesGrp/ProgramServicesAmt0303223
IRS990/PayrollTaxesGrp/TotalAmt0320009
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02210
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt040448
IRS990/PensionPlanContributionsGrp/TotalAmt042658
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01482
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05316
IRS990/PrincipalOfficerNm0CHARLOTTE L ROBERTS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0NET PATIENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07738066
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07738066
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt069438
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt040208
IRS990/PYOtherExpensesAmt02545929
IRS990/PYOtherRevenueAmt086865
IRS990/PYProgramServiceRevenueAmt07907497
IRS990/PYRevenuesLessExpensesAmt0-41499
IRS990/PYSalariesCompEmpBnftPaidAmt05599578
IRS990/PYTotalExpensesAmt08145507
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08104008
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt057623
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07825346
IRS990/SavingsAndTempCashInvstGrp/BOYAmt066585
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0192139
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0105623
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt071391
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0125638
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0149887
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0508317
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt081950
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt040208
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt021364
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt011378
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt018897
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0173797
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07825347
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07992409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07710218
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt07547164
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07405608
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt038480746
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt081950
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt040208
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021364
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt011378
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt018897
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0173797
IRS990ScheduleA/InvestmentIncomeCYPct00.00440
IRS990ScheduleA/InvestmentIncomePYPct00.00280
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99560
IRS990ScheduleA/PublicSupportPY509Pct00.99720
IRS990ScheduleA/PublicSupportTotal509Amt038989063
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07930970
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08063800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07765996
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07672802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07555495
IRS990ScheduleA/Total509Grp/TotalAmt038989063
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt08012920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08104008
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07787360
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07684180
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07574392
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt039162860
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/BookValueAmt0474192
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0756050
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01230242
IRS990ScheduleD/EquipmentGrp/BookValueAmt0191860
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01616905
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01808765
IRS990ScheduleD/LandGrp/BookValueAmt054043
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt054043
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0153855
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02025973
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02179828
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0143468
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CASH AND CASH EQUIVALENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0873950
IRS990ScheduleD/TotalBookValueSecuritiesAmt0143468
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02489559

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,649,969
Liabilities
$628,094
Net assets
$2,021,875
Revenue
$8,012,920
Expenses
$7,955,297
Net income
$57,623
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