Civic Intelligence

Perimeter Park West Inc C/O Keith Peercy

990 • Fiscal year 2021 • EIN 61-1337234

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

Refreshing map…

1260 Louisville RoadFrankfort, KY 40601

(502) 696-8604

Siviq Scores

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

Liabilities / Assets

58th percentile

0.11x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.70x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

78th percentile

42%

Higher net margin than 78% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

32nd percentile

2.1%

Faster asset growth than 32% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2019 to 2021

Revenue Growth

54th percentile

17%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2019 to 2021

Assets

Up

$6,690,485

Up $271,106 (+4.2%) from 2019

Net Assets

Down

$5,987,182

Down $432,197 (-6.7%) from 2019

Liabilities

Up

$703,303

Up $703,303 from 2019

Revenue

Up

$1,007,050

Up $270,113 (+37%) from 2019

Expenses

Down

$581,450

Down $254,743 (-30%) from 2019

Net Income

Up

$425,600

Up $524,856 (+529%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,520,384Liabilities 2011: $92,633Net Assets 2011: $6,427,7512011Assets 2012: $6,259,768Liabilities 2012: $0Net Assets 2012: $6,259,7682012Assets 2013: $6,142,119Liabilities 2013: $0Net Assets 2013: $6,142,1192013Assets 2014: $6,055,427Liabilities 2014: $0Net Assets 2014: $6,055,4272014Assets 2015: $6,039,227Liabilities 2015: $0Net Assets 2015: $6,039,2272015Assets 2016: $6,020,304Liabilities 2016: $0Net Assets 2016: $6,020,3042016Assets 2017: $6,040,472Liabilities 2017: $51,898Net Assets 2017: $5,988,5742017Assets 2018: $6,066,885Liabilities 2018: $0Net Assets 2018: $6,066,8852018Assets 2019: $6,419,379Liabilities 2019: $0Net Assets 2019: $6,419,3792019Assets 2021: $6,690,485Liabilities 2021: $703,303Net Assets 2021: $5,987,1822021Assets 2022: $6,479,608Liabilities 2022: $623,819Net Assets 2022: $5,855,7892022Assets 2023: $6,208,315Liabilities 2023: $410,852Net Assets 2023: $5,797,4632023Assets 2024: $6,102,577Liabilities 2024: $472,845Net Assets 2024: $5,629,7322024Assets 2025: $5,906,521Liabilities 2025: $206,142Net Assets 2025: $5,700,3792025

Highlighted filing

2021

Assets$6,690,485
Liabilities$703,303
Net Assets$5,987,182

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $589,2932011Expenses 2012: $649,7192012Revenue 2013: $1,131,123Expenses 2013: $763,752Net Income 2013: $367,3712013Revenue 2014: $674,355Expenses 2014: $761,047Net Income 2014: -$86,6922014Revenue 2015: $686,384Expenses 2015: $702,584Net Income 2015: -$16,2002015Revenue 2016: $698,457Expenses 2016: $717,380Net Income 2016: -$18,9232016Revenue 2017: $710,699Expenses 2017: $742,429Net Income 2017: -$31,7302017Revenue 2018: $811,683Expenses 2018: $733,372Net Income 2018: $78,3112018Revenue 2019: $736,937Expenses 2019: $836,193Net Income 2019: -$99,2562019Revenue 2021: $1,007,050Expenses 2021: $581,450Net Income 2021: $425,6002021Revenue 2022: $965,497Expenses 2022: $623,989Net Income 2022: $341,5082022Revenue 2023: $988,498Expenses 2023: $641,137Net Income 2023: $347,3612023Revenue 2024: $997,198Expenses 2024: $692,084Net Income 2024: $305,1142024Revenue 2025: $988,590Expenses 2025: $711,801Net Income 2025: $276,7892025

Highlighted filing

2021

Revenue$1,007,050
Expenses$581,450
Net Income$425,600
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$1,007,050
Mission and Program Overview

Mission

To acquire, hold title to, and collect income from real property, and payment of dividends to tax exempt shareholders.

To acquire, hold title to, and collect income from real property.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$10,557,008$10,557,008→ $0
Land, Buildings, and Equipment, Net$5,532,388$5,483,015▼ $49,373
Cash and Non-Interest-Bearing Accounts$732,497$1,207,470▲ $474,973
Pd in Cap Srpls Land Bldg Eqp Fund$920,298$920,298→ $0
Rtn Earn Endowment Incm Other Fnds$-5,212,421$-5,490,124▼ $277,703
Total Assets$6,264,885$6,690,485▲ $425,600
Liabilities
Other Liabilities$0$703,303▲ $703,303
Total Liabilities$0$703,303▲ $703,303
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,264,885$5,987,182▼ $277,703
Total Liabilities and Net Assets / Fund Balance$6,264,885$6,690,485▲ $425,600

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,642,015$4,497,490$9,139,505
Land$841,000-$841,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Keith a PeercyPresident
John Cheshire IiiVice-president
Jerry PowellTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Norman EnterprisesProperty Management Contract309 MALLARD DRIVE, Frankfort, KY 40601$128,555
Art's ElectricElectrical Contractor210 COMMERCE BLVD, Frankfort, KY 40601$115,444
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,005,718
Investment Income
$1,332
Other Revenue
$0
Change in Net Assets
$425,600

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,007,050
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,007,050
Total Revenue per Form 990
$1,007,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$581,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$279,766--$279,766
Fees for Services Management-$130,792-$130,792
Insurance$22,453--$22,453
Other Expenses$12,661--$12,661
Fees for Services Accounting-$11,500-$11,500
Total Functional Expenses$439,158$142,292$0$581,450

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$581,450
Total Expenses per Audited Statements$581,450
Total Expenses per Form 990$581,450
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Dividends Payable$703,303
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization is owned by a sole stockholder: kentucky retirement system.

Form 990, Part VI, Section A, Line 7A

The board of directors is elected by the stockholder of the corporation.

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

The governing body does not have committees.

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

The president of the board of directors reviews the 990 with the external accountant before filing.

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

The officers and directors of perimeter park west, inc. (ppw) are covered by the conflict of interest policy of the kentucky public pensions authority, an organization related to ppw.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, financial statements and form 990 available to the public upon request, at the discretion of the board of directors and management.

Filing and Contact Details

Filer

Filer Name
Perimeter Park West Inc
EIN
61-1337234
Phone
5026968604
Address
1260 LOUISVILLE ROAD, FRANKFORT, KY 40601

Signing Officer

Name
Keith Peercy
Title
President
Phone
5026968604
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Peercy
Formed
1998
Legal Domicile
Ky
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Jones Nale & Mattingly Plc
Address
401 WEST MAIN STREET SUITE 1100, LOUISVILLE, KY 40202
Preparer
Larry Gumbel
Phone
5025830248
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Dividends payable to stockholder -703,303.

Form 990 Part XII Line 2C

The perimeter park west, inc. Board of directors assumes responsibility for the oversight of the audit and the selection of the independent auditor. This process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

The corporation's accounting policy provides that a tax expense/benefit from an uncertain tax position may be recognized when it is more likely than not that the position will be sustained upon examination, including resolutions of any related appeals or litigation processes, based on the technical merits. The corporation has no uncertain tax positions resulting in an accrual of tax expense or benefit.

Raw XML Appendix364 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
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IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05026968444
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01260 LOUISVILLE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0FRANKFORT
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011500
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
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IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN CHESHIRE III
IRS990/Form990PartVIISectionAGrp/PersonNm2JERRY POWELL
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
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IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION'S ACCOUNTING POLICY PROVIDES THAT A TAX EXPENSE/BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. THE CORPORATION HAS NO UNCERTAIN TAX POSITIONS RESULTING IN AN ACCRUAL OF TAX EXPENSE OR BENEFIT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS OWNED BY A SOLE STOCKHOLDER: KENTUCKY RETIREMENT SYSTEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS IS ELECTED BY THE STOCKHOLDER OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING BODY DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRESIDENT OF THE BOARD OF DIRECTORS REVIEWS THE 990 WITH THE EXTERNAL ACCOUNTANT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE OFFICERS AND DIRECTORS OF PERIMETER PARK WEST, INC. (PPW) ARE COVERED BY THE CONFLICT OF INTEREST POLICY OF THE KENTUCKY PUBLIC PENSIONS AUTHORITY, AN ORGANIZATION RELATED TO PPW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST, AT THE DISCRETION OF THE BOARD OF DIRECTORS AND MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DIVIDENDS PAYABLE TO STOCKHOLDER -703,303.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PERIMETER PARK WEST, INC. BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA COMMON BOARD MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KENTUCKY PUBLIC PENSIONS AUTHORITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0610600439
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE RETIREMENT PAYMENTS, DISABILITY AND DEATH BENEFITS TO RETIREES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01260 LOUISVILLE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FRANKFORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0KY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd040601
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01005718
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL CONTRACT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0KENTUCKY PUBLIC PENSIONS AUTHORITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06264885
IRS990/TotalAssetsEOYAmt06690485
IRS990/TotalAssetsGrp/BOYAmt06264885
IRS990/TotalAssetsGrp/EOYAmt06690485
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0142292
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0439158
IRS990/TotalFunctionalExpensesGrp/TotalAmt0581450
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0703303
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0703303
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06264885
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05987182
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0439158
IRS990/TotalProgramServiceRevenueAmt01005718
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01332
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01005718
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01007050
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06264885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06690485
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01260 LOUISVILLE ROAD
IRS990/USAddress/CityNm0FRANKFORT
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040601
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH PEERCY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05026968604
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERIMETER PARK WEST INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KEITH PEERCY
ReturnHeader/Filer/BusinessNameControlTxt0PERI
ReturnHeader/Filer/EIN0611337234
ReturnHeader/Filer/PhoneNum05026968604
ReturnHeader/Filer/USAddress/AddressLine1Txt01260 LOUISVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0FRANKFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610420207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES NALE & MATTINGLY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 WEST MAIN STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040202
ReturnHeader/PreparerPersonGrp/PhoneNum05025830248
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY GUMBEL
ReturnHeader/ReturnTs02021-11-12T12:49:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEERCY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.21$5.70$0.99$0.71$0.28
2024Detailed filing. Detailed filing data is available for this year.$6.10$0.47$5.63$1.00$0.69$0.31
2023Detailed filing. Detailed filing data is available for this year.$6.21$0.41$5.80$0.99$0.64$0.35
2022Detailed filing. Detailed filing data is available for this year.$6.48$0.62$5.86$0.97$0.62$0.34
2021Detailed filing. Detailed filing data is available for this year.$6.69$0.70$5.99$1.01$0.58$0.43
2019Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.74$0.84$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.81$0.73$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.04$0.05$5.99$0.71$0.74$0.03
2016Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.70$0.72$0.02
2015Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.69$0.70$0.02
2014Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.67$0.76$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$0.00$6.14$1.13$0.76$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$0.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$0.09$6.43$0.59
Peer Organizations

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