Civic Intelligence

Scottish Rite Fdn in Ky

990PF • Fiscal year 2016 • EIN 61-6036090

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 03, 2016

Organization Profile
200 East Gray StreetLouisville, KY 40202

(502) 584-6185

Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.50x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

33rd percentile

-3.0%

Faster asset growth than 33% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

172%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$771,578

Down $23,512 (-3.0%) from 2015

Net Assets

Up

$733,013

Up $27,923 (+4.0%) from 2015

Liabilities

Down

$38,565

Down $51,435 (-57%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin87th percentile

Revenue

Up

$76,405

Up $48,268 (+172%) from 2015

Expenses

Down

$48,482

Down $52,218 (-52%) from 2015

Net Income

Up

$27,923

Up $100,486 (+138%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.0M$500K$0Assets 2011: $814,002Liabilities 2011: $4,570Net Assets 2011: $809,4322011Assets 2012: $805,306Liabilities 2012: $9,107Net Assets 2012: $796,1992012Assets 2013: $845,348Liabilities 2013: $79,200Net Assets 2013: $766,1482013Assets 2014: $868,854Liabilities 2014: $91,201Net Assets 2014: $777,6532014Assets 2015: $795,090Liabilities 2015: $90,000Net Assets 2015: $705,0902015Assets 2016: $771,578Liabilities 2016: $38,565Net Assets 2016: $733,0132016Assets 2017: $763,617Liabilities 2017: $86,000Net Assets 2017: $677,6172017Assets 2018: $728,405Liabilities 2018: $96,000Net Assets 2018: $632,4052018Assets 2019: $721,551Liabilities 2019: $81,700Net Assets 2019: $639,8512019Assets 2020: $727,906Liabilities 2020: $76,000Net Assets 2020: $651,9062020Assets 2021: $682,696Liabilities 2021: $92,000Net Assets 2021: $590,6962021Assets 2022: $600,462Liabilities 2022: $80,000Net Assets 2022: $520,4622022Assets 2023: $573,340Liabilities 2023: $98,000Net Assets 2023: $475,3402023Assets 2024: $527,293Liabilities 2024: $96,000Net Assets 2024: $431,2932024

Highlighted filing

2016

Assets$771,578
Liabilities$38,565
Net Assets$733,013
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $13,4362011Expenses 2012: $42,6712012Revenue 2013: $87,123Expenses 2013: $117,174Net Income 2013: -$30,0512013Revenue 2014: $113,143Expenses 2014: $101,638Net Income 2014: $11,5052014Revenue 2015: $28,137Expenses 2015: $100,700Net Income 2015: -$72,5632015Revenue 2016: $76,405Expenses 2016: $48,482Net Income 2016: $27,9232016Revenue 2017: $75,429Expenses 2017: $96,292Net Income 2017: -$20,8632017Revenue 2018: $60,773Expenses 2018: $105,985Net Income 2018: -$45,2122018Revenue 2019: $98,878Expenses 2019: $91,432Net Income 2019: $7,4462019Revenue 2020: $99,502Expenses 2020: $87,447Net Income 2020: $12,0552020Revenue 2021: $44,071Expenses 2021: $105,281Net Income 2021: -$61,2102021Revenue 2022: $18,199Expenses 2022: $88,433Net Income 2022: -$70,2342022Revenue 2023: $56,216Expenses 2023: $101,338Net Income 2023: -$45,1222023Revenue 2024: $57,184Expenses 2024: $99,679Net Income 2024: -$42,4952024

Highlighted filing

2016

Revenue$76,405
Expenses$48,482
Net Income$27,923
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 3, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER D BARNETTChairman-$0--
EDWIN L VARDIMAN SRVice Chairma-$0--
GLENN H GRAYTreasurer-$0--
JACK J EARLYTrustee-$0--
C VICTOR RAMEYTrustee-$0--
WILLIAM H MARTINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Scottish Rite Foundation in
EIN
61-6036090
Phone
5025846185
Address
200 EAST GRAY STREET, LOUISVILLE, KY 40202

Signing Officer

Name
Glenn H Gray
Title
Treasurer
Signed
2016-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Amick & Company
Address
410 W CHESTNUT ST STE 237, LOUISVILLE, KY 40202-2323
Preparer
Gordon a Peterson
Phone
5025835381
Raw XML Appendix348 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AMICK & COMPANY, PSC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt01999-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12013-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0KRAFT FOODS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1DARDEN RESTAURANTS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORP STOCK INVESTMENT
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0430
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050696
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROGER D BARNETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWIN L VARDIMAN SR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GLENN H GRAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JACK J EARLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4C VICTOR RAMEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5WILLIAM H MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0200 EAST GRAY STREET
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt040705
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt040705
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0GAIN (LOSS) FROM SALE OF INVESTMENTS TO PAY GRANTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0GLENN H GRAY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 EAST GRAY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05025846185
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MURRAY STATE UNIVERSITY & EASTERN KENTUCKY UNIVERSITY - TO PROVIDE GRANTS TO COLLEGE STUDENTS PURSUING A DOCTORATE IN PUBLIC EDUCATION ADMINISTRATION AND GRADUATE STUDIES IN SPEECH PATHOLOGY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt073100
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt038565
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0EDUCATION GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0MURRAY STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0200 SPARKS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0MURRAY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd042071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt034535
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0EASTERN KENTUCKY UNIVERSI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0521 LANCASTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0404753160
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt038565
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034535
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040705
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014803
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09991
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt090718
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04812
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040705
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090718
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100709
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF BILL HINTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0200 EAST GRAY ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOUISVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd040202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt035850
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING OF PUBLIC INSPECT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2KENTUCKY CORPORATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BOARD MEETING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt376
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YEAR UNPAID SCHOLARSHIP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02801
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02801
TaxesSchedule/TaxesDetail/Amt0306
TaxesSchedule/TaxesDetail/Amt1430
TaxesSchedule/TaxesDetail/CategoryTxt0IRS EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0430
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENN H GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTISH RITE FOUNDATION IN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KENTUCKY
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0616036090
ReturnHeader/Filer/PhoneNum05025846185
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST GRAY STREET
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611222794
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMICK & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0410 W CHESTNUT ST STE 237
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402022323
ReturnHeader/PreparerPersonGrp/PhoneNum05025835381
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GORDON A PETERSON
ReturnHeader/ReturnTs02016-10-26T09:08:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$771,578
Liabilities
$38,565
Net assets
$733,013
Revenue
$76,405
Expenses
$48,482
Net income
$27,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.27$0.96$4.31$0.57$1.00$0.42
2023Detailed filing. Detailed filing data is available for this year.$5.73$0.98$4.75$0.56$1.01$0.45
2022Detailed filing. Detailed filing data is available for this year.$6.00$0.80$5.20$0.18$0.88$0.70
2021Detailed filing. Detailed filing data is available for this year.$6.83$0.92$5.91$0.44$1.05$0.61
2020Detailed filing. Detailed filing data is available for this year.$7.28$0.76$6.52$1.00$0.87$0.12
2019Detailed filing. Detailed filing data is available for this year.$7.22$0.82$6.40$0.99$0.91$0.07
2018Detailed filing. Detailed filing data is available for this year.$7.28$0.96$6.32$0.61$1.06$0.45
2017Detailed filing. Detailed filing data is available for this year.$7.64$0.86$6.78$0.75$0.96$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.72$0.39$7.33$0.76$0.48$0.28
2015Detailed filing. Detailed filing data is available for this year.$7.95$0.90$7.05$0.28$1.01$0.73
2014Detailed filing. Detailed filing data is available for this year.$8.69$0.91$7.78$1.13$1.02$0.12
2013Detailed filing. Detailed filing data is available for this year.$8.45$0.79$7.66$0.87$1.17$0.30
2012Detailed filing. Detailed filing data is available for this year.$8.05$0.09$7.96$0.43
2011Detailed filing. Detailed filing data is available for this year.$8.14$0.05$8.09$0.13