Civic Intelligence

September Place Annex Inc

EIN 61-1271505 • 501(c)3 • Beattyville, KY

Profile

September place annex, inc. Operates a 6 unit housing complex for the elderly and physically disabled.

89 C Beach CTBeattyville, KY 41311

n/A

Siviq Scores

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

Liabilities / Assets

97th percentile

4.46x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

99th percentile

9.34x

Higher debt load relative to revenue than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

17th percentile

-36%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-15%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

9.5%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$88,417

Down $15,134 (-15%) from 2024

Liabilities

Up

$394,590

Up $161 (+0.0%) from 2024

Net Assets

Down

-$306,173

Down $15,295 (-5.3%) from 2024

Revenue

Up

$42,226

Up $3,655 (+9.5%) from 2024

Expenses

Up

$57,521

Up $1,442 (+2.6%) from 2024

Net Income

Up

-$15,295

Up $2,213 (+13%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$200K$0-$200K-$400KAssets 2012: $236,477Liabilities 2012: $393,0142012Assets 2013: $224,538Liabilities 2013: $392,9782013Assets 2014: $214,956Liabilities 2014: $394,8292014Assets 2015: $201,984Liabilities 2015: $393,1722015Assets 2016: $198,225Liabilities 2016: $397,1422016Assets 2017: $189,408Liabilities 2017: $393,4522017Assets 2018: $182,068Liabilities 2018: $393,3972018Assets 2019: $172,775Liabilities 2019: $394,0602019Assets 2020: $161,627Liabilities 2020: $394,1892020Assets 2021: $150,481Liabilities 2021: $394,508Net Assets 2021: -$244,0272021Assets 2022: $136,312Liabilities 2022: $394,434Net Assets 2022: -$258,1222022Assets 2023: $120,507Liabilities 2023: $393,877Net Assets 2023: -$273,3702023Assets 2024: $103,551Liabilities 2024: $394,429Net Assets 2024: -$290,8782024Assets 2025: $88,417Liabilities 2025: $394,590Net Assets 2025: -$306,1732025

Highlighted filing

2025

Assets$88,417
Liabilities$394,590
Net Assets-$306,173

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2012: $37,113Expenses 2012: $48,284Net Income 2012: -$11,1712012Revenue 2013: $38,532Expenses 2013: $50,435Net Income 2013: -$11,9032013Revenue 2014: $39,245Expenses 2014: $50,678Net Income 2014: -$11,4332014Revenue 2015: $38,752Expenses 2015: $50,067Net Income 2015: -$11,3152015Revenue 2016: $41,017Expenses 2016: $48,746Net Income 2016: -$7,7292016Revenue 2017: $41,743Expenses 2017: $46,870Net Income 2017: -$5,1272017Revenue 2018: $41,690Expenses 2018: $48,975Net Income 2018: -$7,2852018Revenue 2019: $39,854Expenses 2019: $49,810Net Income 2019: -$9,9562019Revenue 2020: $39,730Expenses 2020: $51,007Net Income 2020: -$11,2772020Revenue 2021: $41,237Expenses 2021: $52,702Net Income 2021: -$11,4652021Revenue 2022: $40,631Expenses 2022: $54,726Net Income 2022: -$14,0952022Revenue 2023: $39,241Expenses 2023: $54,489Net Income 2023: -$15,2482023Revenue 2024: $38,571Expenses 2024: $56,079Net Income 2024: -$17,5082024Revenue 2025: $42,226Expenses 2025: $57,521Net Income 2025: -$15,2952025

Highlighted filing

2025

Revenue$42,226
Expenses$57,521
Net Income-$15,295

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.88$3.95$3.06$0.42$0.58$0.15
2024Detailed filing. Detailed filing data is available for this year.$1.04$3.94$2.91$0.39$0.56$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.21$3.94$2.73$0.39$0.54$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.36$3.94$2.58$0.41$0.55$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.50$3.95$2.44$0.41$0.53$0.11
2020Summary only. Only limited summary data is available for this year.$1.62$3.94$0.40$0.51$0.11
2019Summary only. Only limited summary data is available for this year.$1.73$3.94$0.40$0.50$0.10
2018Summary only. Only limited summary data is available for this year.$1.82$3.93$0.42$0.49$0.07
2017Summary only. Only limited summary data is available for this year.$1.89$3.93$0.42$0.47$0.05
2016Summary only. Only limited summary data is available for this year.$1.98$3.97$0.41$0.49$0.08
2015Summary only. Only limited summary data is available for this year.$2.02$3.93$0.39$0.50$0.11
2014Summary only. Only limited summary data is available for this year.$2.15$3.95$0.39$0.51$0.11
2013Summary only. Only limited summary data is available for this year.$2.25$3.93$0.39$0.50$0.12
2012Summary only. Only limited summary data is available for this year.$2.36$3.93$0.37$0.48$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 18, 2025
Return Version
2024v5.1
Gross Receipts
$42,226
Mission and Program Overview

Mission

September place annex, inc. Operates a 6 unit housing complex for the elderly and physically disabled.

Program Services

DescriptionGrantsExpenses
TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY AND DISABLED.$0$45,253
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES GLEN WILSONCo-Chairman-$0--
TARA CALDWELLSecretary-$0--
CHARLES BEACH IIIChariman-$0--
CHARLOTTE DAVISDirector-$0--
GENEVA DUNCILDirector-$0--
Filing and Contact Details

Filer

Filer Name
September Place Annex Inc
EIN
61-1271505
Phone
6064642464
Address
89 C BEACH CT, BEATTYVILLE, KY 41311

Signing Officer

Name
Ramona Burch
Title
Business Office Manager
Phone
6064642464
Signed
2025-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Deming Malone Livesay & Ostroff Psc
Address
9300 SHELBYVILLE ROAD SUITE 1100, LOUISVILLE, KY 40222-5187
Preparer
Melinda L Heck
Phone
5024269660
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 2.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: miscellaneous income. Amount: 352.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: payroll taxes. Amount: 578. Description: computer support. Amount: 857. Description: depreciation. Amount: 17,024. Description: office expense. Amount: 882. Description: travel & seminars. Amount: 150. Total to form 990-ez, line 16: 19,491.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 4,827. End of year amount: 5,256. Description: tenant deposits. Beg. Of year amount: 1,822. End of year amount: 2,000. Description: replacement reserves. Beg. Of year amount: 16,830. End of year amount: 18,033. Description: insurance escrow. Beg. Of year amount: 1,101. End of year amount: 1,176. Description: residual receipts. Beg. Of year amount: 1,004. End of year amount: 1,004. Description: other depreciable assets. Beg. Of year amount: 14,655. End of year amount: 10,865.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable & accrued expenses. Beg. Of year amount: 1,107. End of year amount: 1,090. Description: tenant deposits. Beg. Of year amount: 1,822. End of year amount: 2,000. Description: deferred capital advance. Beg. Of year amount: 391,500. End of year amount: 391,500.

Raw XML Appendix193 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS INCOME. AMOUNT: 352.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PAYROLL TAXES. AMOUNT: 578. DESCRIPTION: COMPUTER SUPPORT. AMOUNT: 857. DESCRIPTION: DEPRECIATION. AMOUNT: 17,024. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 882. DESCRIPTION: TRAVEL & SEMINARS. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 16: 19,491.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,827. END OF YEAR AMOUNT: 5,256. DESCRIPTION: TENANT DEPOSITS. BEG. OF YEAR AMOUNT: 1,822. END OF YEAR AMOUNT: 2,000. DESCRIPTION: REPLACEMENT RESERVES. BEG. OF YEAR AMOUNT: 16,830. END OF YEAR AMOUNT: 18,033. DESCRIPTION: INSURANCE ESCROW. BEG. OF YEAR AMOUNT: 1,101. END OF YEAR AMOUNT: 1,176. DESCRIPTION: RESIDUAL RECEIPTS. BEG. OF YEAR AMOUNT: 1,004. END OF YEAR AMOUNT: 1,004. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 14,655. END OF YEAR AMOUNT: 10,865.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE & ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,107. END OF YEAR AMOUNT: 1,090. DESCRIPTION: TENANT DEPOSITS. BEG. OF YEAR AMOUNT: 1,822. END OF YEAR AMOUNT: 2,000. DESCRIPTION: DEFERRED CAPITAL ADVANCE. BEG. OF YEAR AMOUNT: 391,500. END OF YEAR AMOUNT: 391,500.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06064642464
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-18
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09300 SHELBYVILLE ROAD SUITE 1100
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ReturnHeader/PreparerPersonGrp/PhoneNum05024269660
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELINDA L HECK
ReturnHeader/ReturnTs02025-06-26T09:21:51-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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