Civic Intelligence

South Fork Retirement Center Inc.

990 • Fiscal year 2024 • EIN 61-1308663

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 17, 2024

Organization ProfileN/A
PO Box 250 Highway 11 SouthBooneville, KY 41314

(606) 593-5870

Siviq Scores

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

Liabilities / Assets

96th percentile

1.87x

Higher debt load relative to assets than 96% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

9.39x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-21%

Higher net margin than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-5.0%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-7.7%

Faster revenue growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$406,745

Down $21,233 (-5.0%) from 2023

Net Assets

Down

-$352,288

Down $16,759 (-5.0%) from 2023

Liabilities

Down

$759,033

Down $4,474 (-0.6%) from 2023

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin18th percentile

Revenue

Down

$80,812

Down $6,757 (-7.7%) from 2023

Expenses

Up

$97,571

Up $5,490 (+6.0%) from 2023

Net Income

Down

-$16,759

Down $12,247 (-271%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$1.0M$500K$0-$500KAssets 2016: $551,240Liabilities 2016: $755,016Net Assets 2016: -$203,7762016Assets 2018: $523,330Liabilities 2018: $756,902Net Assets 2018: -$233,5722018Assets 2019: $498,994Liabilities 2019: $759,723Net Assets 2019: -$260,7292019Assets 2020: $476,431Liabilities 2020: $763,915Net Assets 2020: -$287,4842020Assets 2021: $460,144Liabilities 2021: $765,216Net Assets 2021: -$305,0722021Assets 2022: $448,479Liabilities 2022: $779,496Net Assets 2022: -$331,0172022Assets 2023: $427,978Liabilities 2023: $763,507Net Assets 2023: -$335,5292023Assets 2024: $406,745Liabilities 2024: $759,033Net Assets 2024: -$352,2882024Assets 2025: $392,121Liabilities 2025: $775,544Net Assets 2025: -$383,4232025

Highlighted filing

2024

Assets$406,745
Liabilities$759,033
Net Assets-$352,288
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $62,499Expenses 2016: $74,440Net Income 2016: -$11,9412016Revenue 2018: $71,030Expenses 2018: $87,612Net Income 2018: -$16,5822018Revenue 2019: $67,010Expenses 2019: $94,167Net Income 2019: -$27,1572019Revenue 2020: $70,776Expenses 2020: $97,531Net Income 2020: -$26,7552020Revenue 2021: $77,700Expenses 2021: $95,288Net Income 2021: -$17,5882021Revenue 2022: $79,238Expenses 2022: $105,183Net Income 2022: -$25,9452022Revenue 2023: $87,569Expenses 2023: $92,081Net Income 2023: -$4,5122023Revenue 2024: $80,812Expenses 2024: $97,571Net Income 2024: -$16,7592024Revenue 2025: $75,057Expenses 2025: $106,192Net Income 2025: -$31,1352025

Highlighted filing

2024

Revenue$80,812
Expenses$97,571
Net Income-$16,759
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 17, 2024
Return Version
2023v5.1
Gross Receipts
$80,812
Mission and Program Overview

Mission

The organization provides low income housing for elderly individuals under the department of housing and urban development section 8/section 202 guidelines.

South fork retirement center, inc. Operates housing for low-income elderly individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$351,567$330,067▼ $21,500
Prepaid Expenses and Deferred Charges$4,783$5,489▲ $706
Cash and Non-Interest-Bearing Accounts$4,175$1,654▼ $2,521
Pledges and Grants Receivable-$115-
Total Assets$427,978$406,745▼ $21,233
Other Assets Total$67,453$69,420▲ $1,967
Liabilities
Mortgage Notes Payable Secured by Investment Property$748,500$748,500→ $0
Accounts Payable and Accrued Expenses$11,957$7,211▼ $4,746
Other Liabilities$3,050$2,922▼ $128
Deferred Revenue-$400-
Total Liabilities$763,507$759,033▼ $4,474
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-335,529$-352,288▼ $16,759
Total Net Assets Fund Balance$-335,529$-352,288▼ $16,759
Total Liabilities and Net Assets / Fund Balance$427,978$406,745▼ $21,233

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$325,067$491,996$817,063
Other Land Buildings$0$19,961$19,961
Land$5,000-$5,000
Other Assets Org$66,320--
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Dale bishopChairperson
Cale TurnerVice-chairperson
Arnold WilsonDirector
Bobby SmithDirector
Amy MurraySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$45,638
Program Service Revenue
$33,730
Investment Income
$33
Other Revenue
$1,411
Change in Net Assets
$-16,759

Audited Revenue Reconciliation

Revenue per Audited Statements
$80,812
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$80,812
Total Revenue per Form 990
$80,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,533
Salaries, Compensation, and Employee Benefits$29,038
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$26,848-$26,848
Depreciation Depletion$21,500--$21,500
Fees for Services Management-$7,472-$7,472
Insurance$5,443--$5,443
Office Expenses$4,445--$4,445
Fees for Services Accounting-$3,450-$3,450
Other Employee Benefits-$2,190-$2,190
All Other Expenses$1,529$576-$2,105
Other Expenses$1,728--$1,728
Conferences and Meetings$300--$300
Total Functional Expenses$57,035$40,536$0$97,571

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$97,571
Total Expenses per Audited Statements$97,571
Total Expenses per Form 990$97,571
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit Liability$2,922
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The organization has delegated control over all operations to a management agent.”

Form 990, Part VI, Section A, line 8B

“The organization has no committees”

Form 990, Part VI, Section B, line 11B

“The signing board member reviews the tax return prior to its filing.”

Form 990, Part VI, Section C, line 19

“The organization makes all applicable documents available to the public upon request”

Filing and Contact Details

Filer

Filer Name
South Fork Retirement Center Inc
EIN
61-1308663
Phone
6065935870
Address
PO BOX 250 HIGHWAY 11 SOUTH, BOONEVILLE, KY 41314

Signing Officer

Name
Dale Bishop
Title
Chairperson
Phone
6065935870
Signed
2024-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dale Bishop
Formed
1998
Legal Domicile
Ky
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
Bob Wientjes CPA LLC
Address
524 GABLEWOOD CIRCLE, LOUISVILLE, KY 40245
Preparer
Bob Wientjes
Phone
5023961506
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt079368
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt086688
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt078105
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt069532
IRS990ScheduleA/Total509Grp/TotalAmt0390126
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt080812
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt087569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt079238
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077430
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070776
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0395825
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0325067
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0491996
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0817063
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt097571
IRS990ScheduleD/LandGrp/BookValueAmt05000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03100
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt166320
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT DEPOSITS IN TRUST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019961
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019961
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02922
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSIT LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt080812
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0330067
IRS990ScheduleD/TotalBookValueOtherAssetsAmt069420
IRS990ScheduleD/TotalExpensesPerForm990Amt097571
IRS990ScheduleD/TotalLiabilityAmt02922
IRS990ScheduleD/TotalRevenuePerForm990Amt080812
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt080812
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt097571
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has delegated control over all operations to a management agent.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization has no committees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The signing board member reviews the tax return prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ALL APPLICABLE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0427978
IRS990/TotalAssetsEOYAmt0406745
IRS990/TotalAssetsGrp/BOYAmt0427978
IRS990/TotalAssetsGrp/EOYAmt0406745
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt045638
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040536
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057035
IRS990/TotalFunctionalExpensesGrp/TotalAmt097571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0763507
IRS990/TotalLiabilitiesEOYAmt0759033
IRS990/TotalLiabilitiesGrp/BOYAmt0763507
IRS990/TotalLiabilitiesGrp/EOYAmt0759033
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-335529
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-352288
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt057035
IRS990/TotalProgramServiceRevenueAmt033730
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt033
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035141
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080812
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0427978
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0406745
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0p o box 250 highway 11 south
IRS990/USAddress/CityNm0Booneville
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd041314
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE BISHOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairperson
ReturnHeader/BusinessOfficerGrp/PhoneNum06065935870
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH FORK RETIREMENT CENTER INC
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0611308663
ReturnHeader/Filer/PhoneNum06065935870
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 250 HIGHWAY 11 SOUTH
ReturnHeader/Filer/USAddress/CityNm0BOONEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd041314
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812616762
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOB WIENTJES CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0524 GABLEWOOD CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040245
ReturnHeader/PreparerPersonGrp/PhoneNum05023961506
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BOB WIENTJES

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$406,745
Liabilities
$759,033
Net assets
-$352,288
Revenue
$80,812
Expenses
$97,571
Net income
-$16,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.92$7.76$3.83$0.75$1.06$0.31
2024Detailed filing. Detailed filing data is available for this year.$4.07$7.59$3.52$0.81$0.98$0.17
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$7.64$3.36$0.88$0.92$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.48$7.79$3.31$0.79$1.05$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$7.65$3.05$0.78$0.95$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$7.64$2.87$0.71$0.98$0.27
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$7.60$2.61$0.67$0.94$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$7.57$2.34$0.71$0.88$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.51$7.55$2.04$0.62$0.74$0.12